KDI Wealth Alchemist Fri, 15 May 2026 08:05:14 -0400 https://www.kdiwealth.com/ en-us © 2026 KDI Wealth Alchemist yes 4a4549f2-5b8e-5f2d-9f6c-5f90c44f7152 michelle@kdiwealth.com KDI Wealth Management episodic false 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

]]> Buzzsprout (https://www.buzzsprout.com) KDI Wealth Management michelle@kdiwealth.com https://storage.buzzsprout.com/v1hz4y7dzuq18ht8cn7rc00jq4a0?.jpg KDI Wealth Alchemist https://www.kdiwealth.com/ Carrie Dick, President, KDI Wealth Management Dylan Justice, Financial Advisor, KDI Wealth Management Kevin Dick, CEO, KDI Wealth Management Shane Keith, Vice President, KDI Wealth Management KDI Wealth Alchemist Ep 30: Planning Your Legacy: Your Legacy Starts Now 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 background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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 background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-19065876 Fri, 15 May 2026 05:00:00 -0700 1297 full false KDI Wealth Alchemist EP 29: Learn It, Live It: Financial Literacy in Action 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 where your money actually goes, building credit early, and prioritizing emergency savings can make a huge difference over time. Simple shifts, real-world examples, and practical takeaways -this is a must listen for everyone, with solid insights for those who want to build smarter financial habits without feeling overwhelmed.

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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 where your money actually goes, building credit early, and prioritizing emergency savings can make a huge difference over time. Simple shifts, real-world examples, and practical takeaways -this is a must listen for everyone, with solid insights for those who want to build smarter financial habits without feeling overwhelmed.

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-18918434 Fri, 10 Apr 2026 05:00:00 -0700 925 full false KDI Wealth Alchemist EP 28: Retirement Ready How to Save Early, Invest Wisely, and Plan Confidently 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 & Associate Advisor Dylan Justice discuss the options available to get retirement ready! 

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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 & Associate Advisor Dylan Justice discuss the options available to get retirement ready! 

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-18741934 Fri, 13 Mar 2026 05:00:00 -0700 1144 full false KDI Wealth Alchemist EP 27: Optimize Your Tax Strategy 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 planning can generate “tax alpha” beyond market returns alone.

Created for high earners, retirees, and anyone serious about optimizing their financial picture, this episode blends real‑world examples with clear explanations - no jargon required. Whether you’re already using some of these tools or just getting started, episode 27 of the KDI Wealth Alchemist helps you understand how smart tax planning fits into a bigger, long‑term wealth strategy.

Tune in, learn something new, and discover how small planning decisions today can lead to better outcomes tomorrow.

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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 planning can generate “tax alpha” beyond market returns alone.

Created for high earners, retirees, and anyone serious about optimizing their financial picture, this episode blends real‑world examples with clear explanations - no jargon required. Whether you’re already using some of these tools or just getting started, episode 27 of the KDI Wealth Alchemist helps you understand how smart tax planning fits into a bigger, long‑term wealth strategy.

Tune in, learn something new, and discover how small planning decisions today can lead to better outcomes tomorrow.

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-18596643 Fri, 13 Feb 2026 06:00:00 -0700 1484 full false KDI Wealth Alchemist EP 26: Decoding the Advisor + FPQP® Partnership in Wealth Management 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. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-18508566 Fri, 16 Jan 2026 06:00:00 -0700 403 full false KDI Wealth Alchemist EP 25: Setting Goals That Stick 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 temptation strikes.
✅ Plan for Obstacles – Life happens. We’ll show you how to stay ahead of setbacks.
✅ Prioritize Action Steps – Small habits lead to big wins.
✅ Keep Your Vision Front and Center – When motivation dips, your “why” will pull you through.

And there’s one powerful strategy you don’t want to miss - setting SMART goals - it’s the key to making your goals truly stick. Tune in to find out what SMART goals are!

Bottom line: Success isn’t about willpower—it’s about clarity, planning, and emotional connection. Whether it’s buying a car for your daughter or making a major business investment, this approach works.

Listen now and turn your resolutions into results!

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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 temptation strikes.
✅ Plan for Obstacles – Life happens. We’ll show you how to stay ahead of setbacks.
✅ Prioritize Action Steps – Small habits lead to big wins.
✅ Keep Your Vision Front and Center – When motivation dips, your “why” will pull you through.

And there’s one powerful strategy you don’t want to miss - setting SMART goals - it’s the key to making your goals truly stick. Tune in to find out what SMART goals are!

Bottom line: Success isn’t about willpower—it’s about clarity, planning, and emotional connection. Whether it’s buying a car for your daughter or making a major business investment, this approach works.

Listen now and turn your resolutions into results!

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-18365647 Fri, 19 Dec 2025 06:00:00 -0700 641 full false KDI Wealth Alchemist Ep 10 *Replay* - The Importance of Systems and Processes 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 dependable systems, revealing how we've refined our approach to ensure that any team member can assist a client and continue service without missing a beat.

At KDI Wealth, we believe that exceptional client service isn't left to chance, it's built intentionally through thoughtful systems and processes. Over the years, we've carefully developed and refined our workflows to create an experience where consistency meets personalization. These streamlined processes enhance every aspect of the wealth management journey, providing the reliability and seamless service our clients have come to trust. We're proud to share the insights behind our approach and hope this conversation offers valuable inspiration, whether you're curious about our service model or looking to strengthen the systems within your own organization.

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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 dependable systems, revealing how we've refined our approach to ensure that any team member can assist a client and continue service without missing a beat.

At KDI Wealth, we believe that exceptional client service isn't left to chance, it's built intentionally through thoughtful systems and processes. Over the years, we've carefully developed and refined our workflows to create an experience where consistency meets personalization. These streamlined processes enhance every aspect of the wealth management journey, providing the reliability and seamless service our clients have come to trust. We're proud to share the insights behind our approach and hope this conversation offers valuable inspiration, whether you're curious about our service model or looking to strengthen the systems within your own organization.

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-18190607 Fri, 21 Nov 2025 06:00:00 -0700 1118 full false KDI Wealth Alchemist EP 24: Mutual Funds vs. ETFs: Your Guide to Smarter Investing 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, transparency, and practical strategies for choosing the right tool for your financial goals. Perfect for both new investors and those looking to optimize their current portfolio.

#MutualFunds #ETFs #InvestingBasics #TaxEfficiency #WealthBuilding #FinancialPlanning #RetirementPlanning #PersonalFinance #InvestmentStrategy #WealthAlchemist

 

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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, transparency, and practical strategies for choosing the right tool for your financial goals. Perfect for both new investors and those looking to optimize their current portfolio.

#MutualFunds #ETFs #InvestingBasics #TaxEfficiency #WealthBuilding #FinancialPlanning #RetirementPlanning #PersonalFinance #InvestmentStrategy #WealthAlchemist

 

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-18111290 Thu, 06 Nov 2025 22:00:00 -0700 910 full false KDI Wealth Alchemist EP 23: Medicare Changes & Updates in 2026 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 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 they affect your premiums 

• How to navigate the Annual Enrollment Period (October 15 - December 7) 

• Travel coverage options for snowbirds and frequent travelers 

• Special plans for veterans with VA/TRICARE benefits 


Key Takeaways: 

✓ When and how to switch between plans without health underwriting 

✓ Understanding network coverage and doctor access 

✓ Dental, vision, and hearing benefits available with Advantage plans 

✓ 12-month trial period for first-time Advantage plan enrollees 

✓ How to reduce costs on prescription drug coverage

Whether you're approaching 65, already on Medicare, or planning for retirement, this webinar provides unbiased, expert guidance to help you make informed decisions about your healthcare coverage.

Contact Information: Nylene Ellingson - Senior Insurance Specialists: nylene@sisbroker.com 480-216-6426

#Medicare #MedicareAdvantage #RetirementPlanning #HealthInsurance #Medicare2026


Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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 they affect your premiums 

• How to navigate the Annual Enrollment Period (October 15 - December 7) 

• Travel coverage options for snowbirds and frequent travelers 

• Special plans for veterans with VA/TRICARE benefits 


Key Takeaways: 

✓ When and how to switch between plans without health underwriting 

✓ Understanding network coverage and doctor access 

✓ Dental, vision, and hearing benefits available with Advantage plans 

✓ 12-month trial period for first-time Advantage plan enrollees 

✓ How to reduce costs on prescription drug coverage

Whether you're approaching 65, already on Medicare, or planning for retirement, this webinar provides unbiased, expert guidance to help you make informed decisions about your healthcare coverage.

Contact Information: Nylene Ellingson - Senior Insurance Specialists: nylene@sisbroker.com 480-216-6426

#Medicare #MedicareAdvantage #RetirementPlanning #HealthInsurance #Medicare2026


Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-18018947 Fri, 24 Oct 2025 05:00:00 -0700 2485 full false KDI Wealth Alchemist Ep 22: Markets, Media, and Mindset: Why Trusting Your Advisor Matters Most 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 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 financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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 financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-17856900 Fri, 26 Sep 2025 05:00:00 -0700 865 full false KDI Wealth Alchemist EP 21 Strategic Insurance Planning for High-Net-Worth Families 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 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 about next steps, this conversation will help you understand where insurance fits in your bigger financial picture.

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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 about next steps, this conversation will help you understand where insurance fits in your bigger financial picture.

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-17662653 Fri, 29 Aug 2025 05:00:00 -0700 1234 full false KDI Wealth Alchemist Ep 20: 20 years of KDI: Past, Present and Beyond 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'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 that goes beyond just investments, we’ve created a team culture where everyone is committed to continuous learning and exceptional service.

Most importantly, we talk about what drives us every day—ensuring our clients feel heard, understood, and confident in their financial journey. It's been an honor to celebrate life's biggest moments alongside so many amazing families, and we're just getting started!

Here's to the next chapter of serving our clients with the same heart and dedication that brought us here. The future is bright!

 

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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 that goes beyond just investments, we’ve created a team culture where everyone is committed to continuous learning and exceptional service.

Most importantly, we talk about what drives us every day—ensuring our clients feel heard, understood, and confident in their financial journey. It's been an honor to celebrate life's biggest moments alongside so many amazing families, and we're just getting started!

Here's to the next chapter of serving our clients with the same heart and dedication that brought us here. The future is bright!

 

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-17662420 Fri, 15 Aug 2025 05:00:00 -0700 1500 full false KDI Wealth Alchemist EP 19 - Investment Clarity: Dimensional's Approach to Market Noise 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 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 of current events, emphasizing the importance of long-term planning and managing risks through flexibility.

Wes also touches on the significance of maintaining consistent exposure to asset classes, the potential pitfalls of reacting to market headlines, and why investors should stay disciplined in volatile times. From understanding value vs. growth strategies to the evolving landscape of active ETFs, this episode provides invaluable advice for both seasoned investors and those just starting out.

#InvestmentStrategyInsights #MarketVolatilityManagement #LongTermWealthBuilding #Dimensional #kdiwealth

Dimensional Fund Advisors LP is not affiliated with Kestra Investment Services, LLC or any of its affiliates. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. KDI Wealth Management and Bluespring Wealth Partners LLC are affiliates of Kestra IS and Kestra AS. Investor Disclosures: www.kestrafinancial.com/disclosure

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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 of current events, emphasizing the importance of long-term planning and managing risks through flexibility.

Wes also touches on the significance of maintaining consistent exposure to asset classes, the potential pitfalls of reacting to market headlines, and why investors should stay disciplined in volatile times. From understanding value vs. growth strategies to the evolving landscape of active ETFs, this episode provides invaluable advice for both seasoned investors and those just starting out.

#InvestmentStrategyInsights #MarketVolatilityManagement #LongTermWealthBuilding #Dimensional #kdiwealth

Dimensional Fund Advisors LP is not affiliated with Kestra Investment Services, LLC or any of its affiliates. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. KDI Wealth Management and Bluespring Wealth Partners LLC are affiliates of Kestra IS and Kestra AS. Investor Disclosures: www.kestrafinancial.com/disclosure

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-17440537 Fri, 01 Aug 2025 05:00:00 -0700 1066 full false KDI Wealth Alchemist EP 18: Navigating Trusts - Partnering for Clarity, Continuity, and Peace of Mind 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 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 dives into how trust planning done right can bring clarity, continuity, and peace of mind.

#ArdenTrust #kdiwealth #TrustPlanningExcellence #WealthManagementStrategies #ClientFocusedTrustServices

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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 dives into how trust planning done right can bring clarity, continuity, and peace of mind.

#ArdenTrust #kdiwealth #TrustPlanningExcellence #WealthManagementStrategies #ClientFocusedTrustServices

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-17440513 Fri, 18 Jul 2025 05:00:00 -0700 1824 full false KDI Wealth Alchemist EP 17: Beyond the Medicare Maze: Finding Your Path Forward 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 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 decisions and how Nylene's personalized approach transforms what can feel overwhelming into a clear, manageable process. Her deep understanding of the insurance landscape and commitment to client education has made her an invaluable resource for our community.

We're excited to share that Nylene will be hosting a live webinar with us this fall, offering even more opportunities for our audience to benefit from her expertise. This conversation provides a wonderful preview of the practical insights and compassionate guidance that make Nylene such an exceptional partner in helping people secure their healthcare future.

#MedicareExplained #SeniorInsurance #RetirementPlanning #HealthcareNavigation #InsuranceEducation #kdiwealth

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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 decisions and how Nylene's personalized approach transforms what can feel overwhelming into a clear, manageable process. Her deep understanding of the insurance landscape and commitment to client education has made her an invaluable resource for our community.

We're excited to share that Nylene will be hosting a live webinar with us this fall, offering even more opportunities for our audience to benefit from her expertise. This conversation provides a wonderful preview of the practical insights and compassionate guidance that make Nylene such an exceptional partner in helping people secure their healthcare future.

#MedicareExplained #SeniorInsurance #RetirementPlanning #HealthcareNavigation #InsuranceEducation #kdiwealth

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-17369660 Fri, 04 Jul 2025 05:00:00 -0700 2042 full false KDI Wealth Alchemist Podcast EP 16: The Woman Behind the Curtain 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 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 creation side of financial planning and highlights KDI's commitment to client education and relationship building.

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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 creation side of financial planning and highlights KDI's commitment to client education and relationship building.

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-17314174 Fri, 20 Jun 2025 05:00:00 -0700 795 full false KDI Wealth Alchemist EP 15: Conversation with Kyle Pugel from Guaranteed Affinity Rate Mortgage 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 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 connecting with the right mortgage professional early in your home buying journey can save you from costly mistakes.

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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 connecting with the right mortgage professional early in your home buying journey can save you from costly mistakes.

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-17240239 Fri, 06 Jun 2025 05:00:00 -0700 1830 full false KDI Wealth Alchemist EP 14: From KDI to Dream Destinations - A Conversation with Lexicon Travels 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, 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 valuable insights on creating memorable travel experiences. Whether you're planning your next vacation or curious about the travel industry, this warm conversation offers both inspiration and practical tips from two women who are mastering the art of adventure.

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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 valuable insights on creating memorable travel experiences. Whether you're planning your next vacation or curious about the travel industry, this warm conversation offers both inspiration and practical tips from two women who are mastering the art of adventure.

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-17125582 Fri, 23 May 2025 05:00:00 -0700 2523 full false KDI Wealth Alchemist EP 13: Estate Planning Strategies for High-net-worth Business Owners 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. 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 include:

  • Strategic trust planning for business owners whose wealth is tied to their company
  • Whether to use lifetime exemptions before they potentially disappear
  • The delicate balance between generous estate planning and maintaining sufficient personal assets
  • Special considerations for those in the $10 million "no man's land" bracket

Perfect for business owners looking to protect their wealth across generations while navigating changing tax laws.

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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 include:

  • Strategic trust planning for business owners whose wealth is tied to their company
  • Whether to use lifetime exemptions before they potentially disappear
  • The delicate balance between generous estate planning and maintaining sufficient personal assets
  • Special considerations for those in the $10 million "no man's land" bracket

Perfect for business owners looking to protect their wealth across generations while navigating changing tax laws.

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-17044120 Fri, 09 May 2025 05:00:00 -0700 2005 full false KDI Wealth Alchemist Podcast EP 12: Understanding Alternative Investments KDI Wealth Alchemist Podcast EP 12: Understanding Alternative Investments 🎙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 regulatory changes. For this reason, there are minimal suitability standards that must be met and not all investors will qualify. 

 

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 🎙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 regulatory changes. For this reason, there are minimal suitability standards that must be met and not all investors will qualify. 

 

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-16990502 Fri, 25 Apr 2025 05:00:00 -0700 2320 full false KDI Wealth Alchemist EP 11: A Candid Conversation With Kara Murphy, CFA, Kestra Investment Management 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 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 passion for the financial industry and shares how her team develops comprehensive investment solutions designed to empower financial professionals in serving their clients' wealth management needs. Join us for this inspiring conversation that blends professional wisdom with personal motivation.

 

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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 passion for the financial industry and shares how her team develops comprehensive investment solutions designed to empower financial professionals in serving their clients' wealth management needs. Join us for this inspiring conversation that blends professional wisdom with personal motivation.

 

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-16947272 Fri, 11 Apr 2025 05:00:00 -0700 1376 full false KDI Wealth Alchemist EP 10: The Impact of Unique Systems & Processes 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 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 any team member can assist a client and continue service without missing a beat.

Learn how these streamlined processes enhance the client wealth management experience while providing consistency and reliability that our clients have come to trust. Whether you're curious about our service model or looking for inspiration to improve your own business systems, this discussion demonstrates our commitment to excellence through thoughtful organization and attention to detail. 

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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 any team member can assist a client and continue service without missing a beat.

Learn how these streamlined processes enhance the client wealth management experience while providing consistency and reliability that our clients have come to trust. Whether you're curious about our service model or looking for inspiration to improve your own business systems, this discussion demonstrates our commitment to excellence through thoughtful organization and attention to detail. 

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-16812687 Fri, 28 Mar 2025 05:00:00 -0700 1118 full false The Wealth Alchemist EP 9: The Irrefutable Value of Internships 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 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 professional narrative—it's a warm exploration of growth, potential, and the unexpected wisdom that emerges when passionate individuals come together. Join us for a delightful conversation that celebrates the often-underestimated value of internships and the magic of professional development. 

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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 professional narrative—it's a warm exploration of growth, potential, and the unexpected wisdom that emerges when passionate individuals come together. Join us for a delightful conversation that celebrates the often-underestimated value of internships and the magic of professional development. 

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-16741672 Fri, 14 Mar 2025 05:00:00 -0700 957 full false KDI Wealth Alchemist: EP 8: Ethical Insights: Building Investment Strategies in Strong Values 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 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 creating a different kind of wealth management experience – one built on authenticity and deep personal care.

In this candid conversation, we'll unveil how we're building a culture where ethics isn't just a corporate buzzword – it's the foundation of every client interaction and team decision. Discover how our commitment to doing what's right creates lasting relationships; we believe that living our values and authentic human care aren't just ideals – they're essential to serving our clients with excellence.


#KDIWealthAlchemist #BusinessWithHeart #PeopleMatter #ValuesDriven #kdiwealth

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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 creating a different kind of wealth management experience – one built on authenticity and deep personal care.

In this candid conversation, we'll unveil how we're building a culture where ethics isn't just a corporate buzzword – it's the foundation of every client interaction and team decision. Discover how our commitment to doing what's right creates lasting relationships; we believe that living our values and authentic human care aren't just ideals – they're essential to serving our clients with excellence.


#KDIWealthAlchemist #BusinessWithHeart #PeopleMatter #ValuesDriven #kdiwealth

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-16699020 Fri, 28 Feb 2025 06:00:00 -0700 1078 full false KDI Wealth Alchemist EP 7: The Psychology of Wealth KDI Wealth Alchemist EP 7: The Psychology of Wealth 🎙️ Love is in the air... and so is our KDI Wealth Alchemist vodcast relaunch! 
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 there are topics you’d like to hear more about, be sure to give us a call or send an email – we love hearing from you! 

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 🎙️ Love is in the air... and so is our KDI Wealth Alchemist vodcast relaunch! 
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 there are topics you’d like to hear more about, be sure to give us a call or send an email – we love hearing from you! 

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-16665848 Wed, 26 Feb 2025 07:00:00 -0700 1160 full false KDI Wealth Alchemist EP 6: Kevin Dick & Dennis McIntee - Leveraging Your Unique Abilities KDI Wealth Alchemist EP 6: Kevin Dick & Dennis McIntee - Leveraging Your Unique Abilities 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. 

But today's episode is not just about financial strategies; it's about understanding the power of leveraging your unique abilities, your Working Genius®, to create truly effective teams and partnerships. To explore this topic, we're fortunate to have Dennis McIntee in the studio. Dennis is the founder of Leadership Development Group and is renowned for his expertise in unlocking the potential within individuals and teams.

So, whether you're an entrepreneur, a team leader, or someone striving for personal and financial growth, you're in for a treat. Kevin Dick and Dennis McIntee are here to share their insights on how identifying and capitalizing on your Working Genius® can lead to success. Let's dive in and discover some of the keys to building a fulfilling and purpose-driven life.

To learn more about Dennis McIntee & Leadership Development Group: https://leadershipdevgroup.com/

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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. 

But today's episode is not just about financial strategies; it's about understanding the power of leveraging your unique abilities, your Working Genius®, to create truly effective teams and partnerships. To explore this topic, we're fortunate to have Dennis McIntee in the studio. Dennis is the founder of Leadership Development Group and is renowned for his expertise in unlocking the potential within individuals and teams.

So, whether you're an entrepreneur, a team leader, or someone striving for personal and financial growth, you're in for a treat. Kevin Dick and Dennis McIntee are here to share their insights on how identifying and capitalizing on your Working Genius® can lead to success. Let's dive in and discover some of the keys to building a fulfilling and purpose-driven life.

To learn more about Dennis McIntee & Leadership Development Group: https://leadershipdevgroup.com/

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-16665645 Wed, 26 Feb 2025 06:00:00 -0700 1079 full false KDI Wealth Alchemist EP 5: Kevin and Carrie Dick Discuss Important Topics for the New Year KDI Wealth Alchemist EP 5: Kevin and Carrie Dick Discuss Important Topics for the New Year 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.

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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.

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-16665583 Wed, 26 Feb 2025 06:00:00 -0700 839 full false KDI Wealth Alchemist EP 3: Kevin Dick & Dylan Justice - Generational Wealth Conversations KDI Wealth Alchemist EP 3: Kevin Dick & Dylan Justice - Generational Wealth Conversations 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. 

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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. 

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-16665455 Wed, 26 Feb 2025 06:00:00 -0700 1046 full false KDI Wealth Alchemist EP 2: Concerns Unique to High Net Worth Clients KDI Wealth Alchemist EP 2: Concerns Unique to High Net Worth Clients 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. 

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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. 

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-16665390 Wed, 26 Feb 2025 06:00:00 -0700 1209 full false KDI Wealth Alchemist EP 1: What Is Wealth Management? KDI Wealth Alchemist EP 1: What Is Wealth Management? 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. 

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> 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. 

Check the background of your financial professional on FINRA's BrokerCheck. 

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 the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872). 

https://www.kestrafinancial.com/disclosures 

]]> KDI Wealth Management Buzzsprout-16665768 Wed, 26 Feb 2025 05:00:00 -0700 1348 full false