Bluespring Wealth Mountain West Wealth Alchemist

Bluespring Wealth Mountain West
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Bluespring Wealth – Mountain West Wealth Alchemist is a podcast by the team at Bluespring Wealth – Mountain West. In this podcast, we 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, our team breaks 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.   Disclosure: Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), a registered investment adviser. These affiliated firms market as Bluespring Wealth Solutions. Bluespring Wealth is a network of affiliated firms including Kestra IS and Kestra AS. https://www.kestrafinancial.com/disclosures   This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872. KDI Wealth Management is now doing business as Bluespring Wealth. Historical episodes of KDI Wealth Alchemist may contain references, graphics, and branding associated with KDI Wealth Management.

  1. Aug 14

    KDI Wealth Alchemist EP 33: Retirement vs. College Saving & Smart Family Gifting Strategies

    How much should you help your children or grandchildren financially? And when does help become too much? In this episode of KDI Wealth Alchemist, KDI Financial Advisors Shane Keith & Dylan Justice discuss education planning, 529 plans, Roth conversion  opportunities, family gifting strategies, and how to balance saving for your own retirement while supporting the next generation. We also explore the role of family values, financial independence, estate planning, and practical ways to create opportunities for children without creating long-term dependency. Whether you're saving for college, helping with a first home, considering gifts to family members, or planning your legacy, this conversation provides valuable insights for building wealth across generations. 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

  2. Jul 16

    KDI Wealth Alchemist EP 32: Mid-Year Financial Check-In

    We're officially halfway through the year, and there's no shortage of market-moving events to discuss. In this mid-year financial check-in, Dylan and Shane break down the key economic, market, and investment themes shaping 2026 and what investors should be watching as we move into the second half of the year. From record-setting IPOs and unprecedented AI spending to new leadership at the Federal Reserve, rising precious metals, and ongoing geopolitical tensions in the Middle East, the first half of the year has delivered both opportunity and uncertainty. Despite these challenges, major market indices have reached new highs, driven by strong corporate earnings and continued enthusiasm around artificial intelligence. In this episode, you'll hear insights on: What's driving market performance in 2026The impact of AI, tech earnings, and market concentrationInflation trends and the Federal Reserve's outlook under new Chair Kevin WarshInterest rates, bond markets, and valuation concernsConsumer spending, employment, and housing market trendsThe importance of diversification amid market volatilityKey indicators KDI is monitoring for the remainder of the yearWhether you're an active investor or simply looking to stay informed, this episode provides a practical look at the current financial landscape and actionable perspectives for navigating the months ahead. Tune in as Dylan and Shane share their outlook for Q3 and Q4 and discuss how staying focused on your long-term plan can help you cut through the noise and build lasting financial success.       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

  3. Jun 12

    KDI Wealth Alchemist EP 31: Preparing Well: Financial Strategies for Aging and Care

    In episode 31 of The KDI Wealth Alchemist, KDI Financial Advisors Shane Keith and Dylan Justice take a deep dive into long‑term care planning: why it matters, what it actually covers, and how today’s policies work. They break down activities of daily living, the true costs of care, and the key differences between traditional and modern hybrid long‑term care solutions. Whether you already have a policy or are just beginning to explore your options, this conversation will help you understand how long‑term care fits into a well‑designed financial plan. 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

  4. May 15

    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

  5. Apr 10

    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

  6. Mar 13

    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

  7. Feb 13

    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

  8. Jan 16

    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

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About

Bluespring Wealth – Mountain West Wealth Alchemist is a podcast by the team at Bluespring Wealth – Mountain West. In this podcast, we 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, our team breaks 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.   Disclosure: Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), a registered investment adviser. These affiliated firms market as Bluespring Wealth Solutions. Bluespring Wealth is a network of affiliated firms including Kestra IS and Kestra AS. https://www.kestrafinancial.com/disclosures   This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872. KDI Wealth Management is now doing business as Bluespring Wealth. Historical episodes of KDI Wealth Alchemist may contain references, graphics, and branding associated with KDI Wealth Management.

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