business
Hosted by KDI Wealth Management · business · EN-US
KDI Wealth Alchemist is a podcast by CEO, Kevin Dick and President, Carrie Dick of KDI Wealth Management. In this podcast, they blend practical financial insights with a holistic approach to wealth-building, guiding listeners to better understand wealth management. With years of experience and a deep commitment to empowering and coaching others, Kevin and Carrie break down complex financial concepts and share real-world strategies, inviting co-hosts who offer thoughtful insights. The information in this material is not intended as tax or legal advice. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). KDI Wealth Management , Bluespring Wealth Partners, LLC, Kest
Required Pod Score for this podcast. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Verified email
Booking probability
31%
Guest openness
Selective
Sign up to generate a grounded pitch for KDI Wealth Alchemist.
Signup to Generate a PitchKDI Wealth Alchemist is a podcast by CEO, Kevin Dick and President, Carrie Dick of KDI Wealth Management. In this podcast, they blend practical financial insights with a holistic approach to wealth-building, guiding listeners to better understand wealth management.
KDI Wealth Alchemist is hosted by KDI Wealth Management. The show has published 33 episodes to date.
Recent episodes include "KDI Wealth Alchemist EP 33: Retirement vs. College Saving & Smart Family Gifting Strategies" (14 August 2026, 17 minutes), "KDI Wealth Alchemist EP 32: Mid-Year Financial Check-In" (16 July 2026, 16 minutes), and "KDI Wealth Alchemist EP 31: Preparing Well: Financial Strategies for Aging and Care" (12 June 2026, 13 minutes).
KDI Wealth Alchemist publishes roughly monthly, with episodes averaging 20 minutes across 33 episodes.
Booking probability for KDI Wealth Alchemist is 31%, and the host is rated Selective on guests. KDI Wealth Alchemist requires a Pod Score of 80 or higher. KDI Wealth Alchemist's contact route on record: verified email.
The strongest fits for KDI Wealth Alchemist are Investing & Wealth Management. KDI Wealth Alchemist has a business audience.
KDI Wealth Management hosts KDI Wealth Alchemist, a business podcast with 33 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
KDI Wealth Alchemist
How much should you help your children or grandchildren financially? And when does help become too much? In this episode of KDI Wealth Alchemist, KDI Financial Advisors Shane Keith & Dylan Justice discuss education...
KDI Wealth Alchemist
We're officially halfway through the year, and there's no shortage of market-moving events to discuss. In this mid-year financial check-in, Dylan and Shane break down the key economic, market, and investment themes...
KDI Wealth Alchemist
In episode 31 of The KDI Wealth Alchemist , KDI Financial Advisors Shane Keith and Dylan Justice take a deep dive into long‑term care planning: why it matters, what it actually covers, and how today’s policies work...
KDI Wealth Alchemist
<p>Join KDI Wealth Financial Advisors Dylan Justice & Shane Keith as they explore why true legacy planning goes far beyond dollars and documents. They discuss how intention, values, clarity, and preparation of heirs can...
KDI Wealth Alchemist
<p>April is Financial Literacy Month, and in this episode, KDI Financial Advisors Dylan Justice & Heidi Oakley tackle some of the most common (and most avoidable) money mistakes we see, especially among younger...
KDI Wealth Alchemist
<p>Getting retirement ready is no longer a simple matter of reaching a certain age and filing paperwork. Today, retirement readiness is about building flexibility, creating options, and designing a financial path that...
KDI Wealth Alchemist
<p>Join KDI Wealth Alchemist hosts Associate Advisor Dylan Justice and Vice President Shane Keith as they dive into topics like Qualified Charitable Distributions (QCDs), Donor Advised Funds (DAFs), tax‑loss harvesting...
KDI Wealth Alchemist
<p>Join KDI Wealth Financial Advisor Diane Greer and Erin Litchfield, FPQP to discover the power of the Advisor + FPQP® partnership in wealth management. This episode explains why the FPQP® designation matters, how...
KDI Wealth Alchemist
<p>Ready to Make Your Goals Stick?<br/><br/>Every January, millions of resolutions are made—and most fade by February. Why? Because setting a goal is easy. Sticking to it? That’s the real challenge.<br/><br/>In this...
KDI Wealth Alchemist
<p>This week we invite you to listen to our previously recorded episode 10 of the KDI Wealth Alchemist. This episode references the meticulously designed processes and systems at KDI Wealth and how they have contributed...
KDI Wealth Alchemist
<p>In this episode of the Wealth Alchemist podcast, Kevin Dick breaks down the key differences between mutual funds and ETFs—two of the most common investment vehicles available to investors today. You'll learn how each...
KDI Wealth Alchemist
<p>Join Carrie Dick of KDI Wealth Management and Nylene Ellingson from Senior Insurance Specialists for an in-depth discussion of Medicare coverage options and what's changing for 2026.</p><p><b>What You'll Learn:</b>...
KDI Wealth Alchemist
<p>Hosted by Kevin & Carrie Dick. </p><p>Valuations are high, headlines are louder than ever, and market uncertainty is everywhere. In this episode of the Wealth Alchemist podcast, we break down what high P/E ratios...
KDI Wealth Alchemist
<p>In this episode, KDI Vice President, Shane Keith is joined by Jack Elder, Head of Advanced Sales at Kestra Insurance Planning, to explore how insurance can be used as a powerful planning tool—not just a policy. From...
KDI Wealth Alchemist
<p>Celebrating 20 Years of KDI! 🎉</p><p>Our 20 year anniversary is coming up and what an incredible journey it's been! In this special episode (Episode 20!) of the Wealth Alchemist podcast, Kevin and Carrie take you...
KDI Wealth Alchemist
<p>In this episode of The Wealth Alchemist, KDI Vice President Shane Keith sits down with Wes Crill, Client Solutions Director at Dimensional, to discuss the philosophy and strategies that guide Dimensional’s investment...
KDI Wealth Alchemist
<p>In this episode, KDI Vice President, Shane Keith sits down with Theresa De Leon, National Sales Director at Arden Trust, to explore how Arden partners with advisors to support clients with complex trust needs. They...
KDI Wealth Alchemist
<p>KDI Wealth Alchemist EP: 17 - KDI Vice President, Shane Keith sits down with Nylene Ellingson, a trusted independent insurance broker at Senior Insurance Specialists. </p><p>With a decade of experience in the...
KDI Wealth Alchemist
<p>In this episode, host KDI President, Carrie Dick sits down with Shelley Spicer, KDI Wealth Management's marketing manager, to pull back the curtain on the person responsible for all the firm's communications and...
KDI Wealth Alchemist
<p>In this episode of KDI Wealth Alchemist, please join host, Kevin Dick as Kyle Pugel of Guaranteed Rate Affinity Mortgage shares insider knowledge on navigating complex home financing scenarios. From employment...
Recent guests on KDI Wealth Alchemist. Study who booked and why before you pitch.
Vice President and Senior Client Solutions Director, Dimensional Fund Advisors
KDI Financial Advisors
KDI Wealth
KDI Wealth Management
PitchCentric classifies KDI Wealth Alchemist under these industries. Guests from them are the closest fit, and each links to the best podcasts in that industry.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
Guides and articles for guests pitching shows like this one.
Is this podcast yours and you'd like to remove or correct details? Request removal or email privacy@pitchcentric.com.
Questions about the free trial? See the pricing FAQ
