KDI Wealth Alchemist

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 freq...

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.

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Securities offered through Kestra Investment Services, LLC, membe...

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.

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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 except...

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 of current events, emphasizing the importance of long-term planning and managing risks through flexibility.

Wes also touches on the significance of maintaining consis...

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 dives into how trust planning done right can bring clarity, continuity, and peace of mind.

#ArdenTrust #kdiwealth #TrustPlanningExcellence #WealthManagementStrategies #ClientFocusedTrustServices

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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 decisions and how Nylene's personalized approach transforms what can feel overwhelming into a clear, manageable process. Her deep understanding of the insurance landscape and commitment t...

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 creation side of financial planning and highlights KDI's commitment to client education and relationship building.

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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 connecting with the right mortgage professional early in your home buying journey can save you from costly mistakes.

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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 valuable insights on creating memorable travel experiences. Whether you're planning your next vacation or curious about the travel industry, this...

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 include:

🎙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 regulatory changes. For this reason, there are minimal suitability standards that must be met and not all investors will qualify. 

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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 passion for the financial industry and shares how her team develops comprehensive investment solutions designed to empower financial professionals in serving their clients' wealth management needs. Join us for this inspiring...

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 any team member can assist a client and continue service without missing a beat.

Learn how these streamlined processes enhance the client wealth ma...

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 internships. As Simon prepares to transition from intern to full-time team member, he offers a candid and surprisingly insightful peek into his journey with KDI.

Listeners will be charmed by Simon's bright perspective and the genuine connection between mentor and mentee. This episode isn't just a professional narrative—it's a warm exploration of growth, potential, and the unexpected wisdom that emerges when passionate individuals come together. Join us fo...

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 forms our company's DNA and shape our entire approach to client relationships. At our core, we believe that genuine human connection and strong values drive exceptional service. Learn how we're creating a different kind of wealth management experience – one built on authenticity and deep personal care.

In this candid conversation, we'll unveil how we're building a culture where ethics isn't just a corporate buzzword – it's the fo...

🎙️ 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 this episode or if there are topics you’d like to hear more about, be sure to give us a call or send an email – we love hearing from you! 

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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. 

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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 We...

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 your unique abilities, your Working Genius®, to create truly effective teams and partnerships. To explore this topic, we're fortunate to have Dennis McIntee in the studio. Dennis is the founder of Leadership Development Group and is renowned for his expertise in un...

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 coming months.

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Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through...

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.

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...

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 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 K...