KDI Wealth Alchemist
by KDI Wealth Management
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On the show
From 13 epsHosts
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Recent episodes
KDI Wealth Alchemist EP 33: Retirement vs. College Saving & Smart Family Gifting Strategies
Aug 14, 2026
16m 51s
KDI Wealth Alchemist EP 32: Mid-Year Financial Check-In
Jul 16, 2026
15m 48s
KDI Wealth Alchemist EP 31: Preparing Well: Financial Strategies for Aging and Care
Jun 12, 2026
13m 07s
KDI Wealth Alchemist Ep 30: Planning Your Legacy: Your Legacy Starts Now
May 15, 2026
21m 37s
KDI Wealth Alchemist EP 29: Learn It, Live It: Financial Literacy in Action
Apr 10, 2026
15m 25s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 8/14/26 | 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... | 16m 51s | ||||||
| 7/16/26 | mid-year financial check-ineconomic themes+3 | — | Federal Reserve | Middle East | financial check-inmarket events+5 | — | 15m 48s | ||
| 6/12/26 | long-term care planningfinancial strategies+3 | — | KDI Wealth Management | — | long-term carefinancial planning+3 | — | 13m 07s | ||
| 5/15/26 | legacy planningwealth preservation+4 | — | KDI Wealth Management | — | legacywealth+5 | — | 21m 37s | ||
| 4/10/26 | financial literacymoney mistakes+5 | — | KDI Wealth Management | — | financial literacymoney mistakes+5 | — | 15m 25s | ||
| 3/13/26 | retirement planningfinancial flexibility+3 | — | — | — | retirement readinessfinancial planning+3 | — | 19m 04s | ||
| 2/13/26 | tax strategyQualified Charitable Distributions+4 | — | KDI Wealth ManagementQualified Charitable Distributions+5 | — | tax strategyQualified Charitable Distributions+5 | — | 24m 44s | ||
| 1/16/26 | wealth managementfinancial planning+4 | Erin Litchfield | FPQP®KDI Wealth Management+2 | — | wealth managementFPQP+5 | — | 6m 43s | ||
| 12/19/25 | goal settingmotivation+3 | — | KDI Wealth Management | — | goalsresolutions+5 | — | 10m 41s | ||
| 11/21/25 | systemsprocesses+3 | — | KDI Wealth ManagementKDI Wealth | — | systemsprocesses+3 | — | 18m 38s | ||
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| 11/7/25 | mutual fundsETFs+3 | — | mutual fundsETFs+2 | — | mutual fundsETFs+5 | — | 15m 10s | ||
| 10/24/25 | Medicarehealth insurance+4 | Nylene Ellingson | KDI Wealth ManagementSenior Insurance Specialists | — | MedicareMedicare Parts A B C D+5 | — | 41m 25s | ||
| 9/26/25 | market uncertaintyfinancial planning+3 | — | KDI Wealth Management | — | financial advisorinvestment+3 | — | 14m 25s | ||
| 8/29/25 | insurance planninghigh-net-worth families+3 | Jack Elder | Kestra Insurance Planning | — | insuranceestate planning+3 | — | 20m 34s | ||
| 8/15/25 | 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... | 25m 00s | ||||||
| 8/1/25 | 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 o... | 17m 46s | ||||||
| 7/18/25 | 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 dive... | 30m 24s | ||||||
| 7/4/25 | 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 de... | 34m 02s | ||||||
| 6/20/25 | 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 c... | 13m 15s | ||||||
| 6/6/25 | 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 co... | 30m 30s | ||||||
| 5/23/25 | 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 v... | 42m 03s | ||||||
| 5/9/25 | 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 inclu... | 33m 25s | ||||||
| 4/25/25 | 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... | 38m 40s | ||||||
| 4/11/25 | 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 pas... | 22m 56s | ||||||
| 3/28/25 | 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 an... | 18m 38s | ||||||
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