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PODCAST

KDI Wealth Alchemist

KDI Wealth Management

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

business investing

All Episodes

18:38

KDI Wealth Alchemist Ep 10 *Replay* - The Importance...

KDI Wealth Alchemist ·

2025/11/21

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...

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15:10

KDI Wealth Alchemist EP 24: Mutual Funds vs. ETFs:...

KDI Wealth Alchemist ·

2025/11/07

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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41:25

KDI Wealth Alchemist EP 23: Medicare Changes &...

KDI Wealth Alchemist ·

2025/10/24

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 • Income-related adjustments (IRMAA) and how t...

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14:25

KDI Wealth Alchemist Ep 22: Markets, Media, and...

KDI Wealth Alchemist ·

2025/09/26

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 your eyes on the long view. Check the background of your ...

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20:34

KDI Wealth Alchemist EP 21 Strategic Insurance...

KDI Wealth Alchemist ·

2025/08/29

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're a business owner, steward of family wealth, or just thinking...

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25:00

KDI Wealth Alchemist Ep 20: 20 years of KDI: Past, ...

KDI Wealth Alchemist ·

2025/08/15

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 wire house world to put clients first, building a planning-based approach...

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17:46

KDI Wealth Alchemist EP 19 - Investment Clarity:...

KDI Wealth Alchemist ·

2025/08/01

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. They explore how Dimensional stays grounded amidst the noise o...

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30:24

KDI Wealth Alchemist EP 18: Navigating Trusts -...

KDI Wealth Alchemist ·

2025/07/18

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 clients to managing sensitive family dynamics, this episode dive...

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34:02

KDI Wealth Alchemist EP 17: Beyond the Medicare Maze:...

KDI Wealth Alchemist ·

2025/07/04

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 challenges individuals face when dealing with Medicare de...

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13:15

KDI Wealth Alchemist Podcast EP 16: The Woman Behind...

KDI Wealth Alchemist ·

2025/06/20

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 episode offers listeners a rare glimpse into the behind-the-scenes content and c...

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30:30

KDI Wealth Alchemist EP15 - Conversation with Kyle...

KDI Wealth Alchemist ·

2025/06/06

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 alternative loan programs, asset depletion strategies, and why co...

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42:03

KDI Wealth Alchemist EP 14: From KDI to Dream...

KDI Wealth Alchemist ·

2025/05/23

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 entrepreneurship, the joys and challenges of running a family business, and gain v...

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33:25

KDI Wealth Alchemist EP 13: Estate Planning...

KDI Wealth Alchemist ·

2025/05/09

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 estate tax exemption in half by year's end. Key topics inclu...

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38:40

KDI Wealth Alchemist Podcast: Episode 12,...

KDI Wealth Alchemist ·

2025/04/25

🎙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 investments such as lack of liquidity and potential adverse economic and...

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22:56

KDI Wealth Alchemist EP 11: A Candid Conversation...

KDI Wealth Alchemist ·

2025/04/11

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 construction. In this episode, Kara opens up about what ignites her pas...

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18:38

KDI Wealth Alchemist EP 10: The Impact of Unique...

KDI Wealth Alchemist ·

2025/03/28

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 systems revealing how we've refined our approach to ensure that an...

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15:57

The Wealth Alchemist EP 9: The Irrefutable Value of...

KDI Wealth Alchemist ·

2025/03/14

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 genuine connection between mentor and mentee. This episode isn't just a pro...

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17 results

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