KDI Wealth Management

KDI Wealth Alchemist

Business EN ↓ 31 episodes

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 provid...

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KDI Wealth Management

Episodes

KDI Wealth Alchemist EP 7: The Psychology of Wealth 26.02.2025 19:20

🎙️ 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 dynamic duo Kevin and Carrie Dick. They're diving deep into our relationship with money in a candid, heartfelt conversation we hope you will enjoy. If you have any questions about...

KDI Wealth Alchemist EP 2: Concerns Unique to High Net Worth Clients 26.02.2025 20:09

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 wealth preservation and tax efficiency to legacy planning and cybersecurity, this episode unpacks some of the critical issue facing high net worth individuals in today's complex financial landscape...

KDI Wealth Alchemist EP 3: Kevin Dick & Dylan Justice - Generational Wealth Conversations 26.02.2025 17:26

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 to housing costs, they take a look at how Millennials and Gen Z are imagining their financial futures. Check the background of your financial professional on FINRA's BrokerCheck . Secu...

KDI Wealth Alchemist EP 5: Kevin and Carrie Dick Discuss Important Topics for the New Year 26.02.2025 13:59

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 tips to kickstart a successful and fulfilling year ahead. Kevin and Carrie bring their experience to the table, helping listeners navigate the uncertainties and set the tone for the journey in the comin...

KDI Wealth Alchemist EP 6: Kevin Dick & Dennis McIntee - Leveraging Your Unique Abilities 26.02.2025 17:59

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 wealth of experience in guiding individuals towards financial prosperity. But today's episode is not just about financial strategies; it's about understanding the power of leveraging you...

KDI Wealth Alchemist EP 1: What Is Wealth Management? 26.02.2025 22:28

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 retirement preparation, wealth management encompasses many aspects to help you build and preserve your financial legacy. Check the background of your financial professional on FINRA's BrokerCh...