.png)
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
30 episodes
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, r...
.png)
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...
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 envisi...
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, exp...
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 ef...
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 cr...
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 t...
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...
KDI Wealth Alchemist EP 23: Medicare Changes & Updates in 2026
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 M...
KDI Wealth Alchemist Ep 22: Markets, Media, and Mindset: Why Trusting Your Advisor Matters Most
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 ca...
KDI Wealth Alchemist EP 21 Strategic Insurance Planning for High-Net-Worth Families
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 ...
KDI Wealth Alchemist Ep 20: 20 years of KDI: Past, Present and Beyond
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'...
KDI Wealth Alchemist EP 19 - Investment Clarity: Dimensional's Approach to Market Noise
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 ove...
KDI Wealth Alchemist EP 18: Navigating Trusts - Partnering for Clarity, Continuity, and Peace of Mind
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 engag...
KDI Wealth Alchemist EP 17: Beyond the Medicare Maze: Finding Your Path Forward
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...
KDI Wealth Alchemist Podcast EP 16: The Woman Behind the Curtain
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...
KDI Wealth Alchemist EP 15: Conversation with Kyle Pugel from Guaranteed Affinity Rate Mortgage
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 der...
KDI Wealth Alchemist EP 14: From KDI to Dream Destinations - A Conversation with Lexicon Travels
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...
KDI Wealth Alchemist EP 13: Estate Planning Strategies for High-net-worth Business Owners
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...
KDI Wealth Alchemist Podcast EP 12: Understanding Alternative Investments
🎙KDI Wealth Alchemist Podcast: Episode 12, Understanding Alternative InvestmentsKevin Dick hosts with special guest Steve Pointer from Cantor Fitzgerald as they dive into "Understanding Alternative Investments." Don't miss this opportuni...
KDI Wealth Alchemist EP 11: A Candid Conversation With Kara Murphy, CFA, Kestra Investment Management
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 experti...
KDI Wealth Alchemist EP 10: The Impact of Unique Systems & Processes
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 wor...
The Wealth Alchemist EP 9: The Irrefutable Value of Internships
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...
KDI Wealth Alchemist: EP 8: Ethical Insights: Building Investment Strategies in Strong Values
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 o...