KDI Wealth Alchemist

KDI Wealth Management
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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

  1. 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

    7 min

  2. 12/19/2025

    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

    11 min

  3. 11/21/2025

    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

    19 min

  4. 11/07/2025

    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

    15 min

  5. 10/24/2025

    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

    41 min

  6. 09/26/2025

    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

    14 min

  7. 08/29/2025

    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

    21 min

  8. 08/15/2025

    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

    25 min
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About

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

Information

  • Creator
    KDI Wealth Management
  • Years Active
    2023 - 2026
  • Episodes
    26
  • Rating
    Clean
  • Copyright
    © 2026 KDI Wealth Alchemist
  • Show Website
    KDI Wealth Alchemist