Podcast Episodes
Back to SearchKDI 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 Inve…
Published on 4 months, 2 weeks ago
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 t…
Published on 5 months ago
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 inte…
Published on 5 months, 2 weeks ago
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 fo…
Published on 6 months ago
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 dynam…
Published on 6 months ago
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 wealt…
Published on 6 months ago
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 w…
Published on 6 months ago
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 t…
Published on 6 months ago
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…
Published on 6 months ago
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 r…
Published on 6 months ago