KDI Wealth Alchemist
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, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of states in which they are properly registered. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-553-7872. KDI Wealth Management 8901 E Pima Center Parkway, Suite 205 Scottsdale, Arizona 85258 877-474-4350 kdiwealth.com
Episodes
🎙KDI Wealth Alchemist Podcast: Episode 12, Understanding Alternative Investments
Kevin Dick hosts with special guest Steve Pointer from Cantor Fitzgerald as they dive into "Understanding Alternative Investments." Don't miss this opportunity to expand your investment knowledge!Â
#KDIWealthAlchemist #AlternativeInvestments #FinancialEducation #kdiwealth
Please note that there are special risks investing in alternative in...
KDI Wealth Management Vice President Shane Keith and Licensed Service Advisor Dylan Justice hosting. Today, we're honored to be joined by Kara Murphy, CFA, the Chief Investment Officer of Kestra Investment Management. With her extensive expertise, Kara partners with independent financial professionals across the Kestra Holdings ecosystem, providing invaluable market commentary, research insights, and guidance on portfolio cons...
Join us for an enlightening conversation about the meticulously designed processes and systems at KDI Wealth and how they have contributed to our firm’s success. In this podcast, we explore how our team has developed robust, client-centered workflows that allow seamless transitions between advisors and client service associates across all three of our locations. Kevin & Carrie share the journey of creating these dependable syst...
In this heartwarming episode of The Wealth Alchemist, host Kevin Dick and his guest, KDI Intern Simon Marx share an intimate, unscripted conversation that illuminates the transformative power of internships. As Simon prepares to transition from intern to full-time team member, he offers a candid and surprisingly insightful peek into his journey with KDI.
Listeners will be charmed by Simon's bright perspective and the ...
Join us for KDI Wealth Alchemist, where we're diving deep into "Ethical Insights: Building Strategies in Strong Values" – but with a uniquely personal twist!
We'll explore how love & mutual respect forms our company's DNA and shape our entire approach to client relationships. At our core, we believe that genuine human connection and strong values drive exceptional service. Learn how we're ...
🎙️ Love is in the air... and so is our KDI Wealth Alchemist vodcast relaunch!Â
We're thrilled to announce our return with a powerful Valentine's Day episode: "Psychology of Wealth" featuring the dynamic duo Kevin and Carrie Dick. They're diving deep into our relationship with money in a candid, heartfelt conversation we hope you will enjoy.
If you have any questions about this episode or if th...
Carrie & Kevin Dick discuss the Top Ten Concerns of High Net Worth Individuals. Listeners get a peek inside the minds of these clients, exploring their unique challenges and perspectives. From wealth preservation and tax efficiency to legacy planning and cybersecurity, this episode unpacks some of the critical issue facing high net worth individuals in today's complex financial landscape.Â
Kevin Dick & Dylan Justice discuss the financial concerns of the next generation. They explore the unique financial challenges and opportunities facing today's younger generations. From student debt to housing costs, they take a look at how Millennials and Gen Z are imagining their financial futures.Â
Check the background of your financial professional on FINRA's BrokerCheck.
Securities offered through Kestra Investm...
Join Kevin and Carrie as they delve into the most common inquiries clients have at the dawn of a new year. In this podcast, they explore the top 10 questions commonly asked, providing insights, and tips to kickstart a successful and fulfilling year ahead. Kevin and Carrie bring their experience to the table, helping listeners navigate the uncertainties and set the tone for the journey in the coming months.
In today's podcast we delve into the intersection of financial success and personal development. Hosted by Kevin Dick, a seasoned financial advisor and founder of KDI Wealth Management. Kevin has a wealth of experience in guiding individuals towards financial prosperity.Â
But today's episode is not just about financial strategies; it's about understanding the power of leveraging your unique abilities, your W...
Join financial advisors Kevin & Carrie Dick as they break down the complexities of wealth management into actionable insights. From investment strategies and estate planning to tax optimization and retirement preparation, wealth management encompasses many aspects to help you build and preserve your financial legacy.Â
Check the background of your financial professional on FINRA's BrokerCheck.
Securities offered through Kes...
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