Podcast Episodes
Back to SearchKDI 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 jus…
Published on 4 hours ago
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 t…
Published on 2 weeks ago
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 Dimensi…
Published on 4 weeks ago
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 tr…
Published on 1 month, 1 week ago
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 t…
Published on 1 month, 3 weeks ago
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 commun…
Published on 2 months, 1 week ago
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 …
Published on 2 months, 3 weeks ago
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…
Published on 3 months ago
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 o…
Published on 3 months, 2 weeks ago
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 I…
Published on 4 months ago