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by KDI Wealth Management
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Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 4 days ago21 min
KDI Wealth Alchemist Ep 30: Planning Your Legacy: Your Legacy Starts Now
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 your legacy reflects both purpose and peace of mind. Check the ...
- Apr 10, 202615 min
KDI Wealth Alchemist EP 29: Learn It, Live It: Financial Literacy in Action
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 quietly derail long term goals. We also dig into why knowing ...
- Mar 13, 202619 min
KDI Wealth Alchemist EP 28: Retirement Ready How to Save Early, Invest Wisely, and Plan Confidently
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 the results can be. Today, KDI Wealth Vice President Shane Keith ...
- Feb 13, 202624 min
KDI Wealth Alchemist EP 27: Optimize Your Tax Strategy
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 bonds, the evolving flexibility of 529 plans, and how thoughtful...
- Jan 16, 20266 min
KDI Wealth Alchemist EP 26: Decoding the Advisor + FPQP Partnership in Wealth Management
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. Check the background of your financial professional on FINRA's BrokerCheck. Securiti...
- Dec 19, 202510 min
KDI Wealth Alchemist EP 25: Setting Goals That Stick
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: ✅ Start with Your Why – Connect emotionally to your goal so it matters when temptati...
- Nov 21, 202518 min
KDI Wealth Alchemist Ep 10 *Replay* - The Importance of Systems and Processes
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 our locations. Our hosts share the journey of creating these dependab...
- Nov 7, 202515 min
KDI Wealth Alchemist EP 24: Mutual Funds vs. ETFs: Your Guide to Smarter Investing
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 in fees and taxes over time. Kevin covers structure, trading, costs, tr...
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About 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, Kest
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