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
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 help preserve wealth, reduce conflict, and create meaningful impact across generations. From estate and business succession planning to charitable giving and family conversations, this episode focuses on ensuring y...
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 professionals and anyone who has never had a financial roadmap. From lifestyle creep after that first “real” paycheck to unknowingly overspending with taps, apps, and low monthly payments, we break down how small habits can...
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 supports the lifestyle envisioned for the future.
Becoming prepared doesn’t start at 65, it starts much earlier, often as soon as income starts coming in. And the earlier the planning begins, the more powerful t...
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, and backdoor Roth IRAs, explaining how each strategy works, who they’re best suited for, and how they can create meaningful tax savings over time. They also discuss tax‑efficient investment options such as municipal bo...
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 paraplanners enhance planning efficiency, and the real impact on client experience and business growth. Learn how this model improves scalability, quality, and collaboration for better outcomes.
Ready to Make Your Goals Stick?
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.
In this episode, we reveal the secret to creating sticky goals that last. Whether you’re saving for a big purchase, building wealth, or improving your health, this proven framework will help you stay focused and motivated:
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 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 ou...
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 one works, when to use them, and most importantly, how they impact your taxes. Whether you're building wealth in a 401(k) or a taxable brokerage account, understanding these differences can save you thousands...
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.
What You'll Learn:
• Understanding Medicare Parts A, B, C, and D
• Medicare Supplement (Medigap) vs. Medicare Advantage Plans - which is right for you?
• 2026 Changes: Part D deductible increases to $615, maximum out-of-pocket rising to $2,100...
Hosted by Kevin & Carrie Dick.
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 mean, why downturns can bring opportunity, and why your financial plan—not the news—should guide your decisions. Learn the three essentials every investor needs: a trusted advisor, a written plan, and the discipline to keep y...
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 minimizing estate taxes and protecting business value to planning for long-term care, we unpack real-world strategies that help preserve family legacy, provide liquidity, and support smart wealth transfer. Whether you&a...
Celebrating 20 Years of KDI! 🎉
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 behind the scenes of KDI's remarkable 20-year story.
From humble beginnings as a two-person team to today's family of 16 dedicated professionals, we share the pivotal moments that shaped who we are: leaving the wi...
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 approach. With over a decade of experience on Dimensional’s research team, Wes shares insights into the company’s rules-based investment process and their focus on market prices to navigate volatility and uncertainty. ...
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 discuss the benefits of engaging a corporate trustee early, the importance of proper trust administration, and how Arden’s relationship-focused model differs from traditional bank trust services. From protecting aging cl...
KDI Wealth Alchemist EP: 17 - KDI Vice President, Shane Keith sits down with Nylene Ellingson, a trusted independent insurance broker at Senior Insurance Specialists.
With a decade of experience in the insurance industry, Nylene has built a remarkable partnership with KDI, helping countless clients successfully navigate the often complex world of Medicare and supplemental insurance options.
In this episode, we explore some common ch...
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 educational content. Dubbed "the woman behind the curtain" like the Wizard of Oz, Shelley manages everything from social media posts to podcast scheduling, website updates, and client communications.
This...
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 verification pitfalls that can derail deals at the last minute to specialized lending solutions for high net worth clients, Kyle breaks down the mortgage process for both traditional and luxury home purchases. Learn about alt...
In this special episode, we sit down with Pam & Savannah Kaye, the mother-daughter team who've turned travel planning into an art form. Pam, who spent several years as a valued KDI team member before pursuing her passion as a travel advisor, has joined forces with her daughter to create Lexicon Travels, the exclusive travel partner for all KDI client adventures. Discover their journey from corporate life to entrepreneurshi...
Welcome to the KDI Wealth Alchemist EP:13! Today Kevin and Tax Attorney, Shad Brown discuss something different!
In this episode, we dive into estate planning strategies for high-net-worth business owners with $10+ million in assets. Kevin and Shad discuss the timely challenge facing wealthy individuals in today's uncertain tax environment - particularly the upcoming sunset provision that will potentially cut the current estat...
🎙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!
#KDIWealthAlchemist #AlternativeInvestments #FinancialEducation #kdiwealth
Please note that there are special risks investing in alternative in...
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