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.

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 Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872).

https://www.kestrafinancial.com/disclosures

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 exceptional service.

Most importantly, we talk about what drives us every day—ensuring our clients feel heard, understood, and confident in their financial journey. It's been an honor to celebrate life's biggest moments alongside so many amazing families, and we're just getting started!

Here's to the next chapter of serving our clients with the same heart and dedication that brought us here. The future is bright!

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 Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872).

https://www.kestrafinancial.com/disclosures

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 consistent exposure to asset classes, the potential pitfalls of reacting to market headlines, and why investors should stay disciplined in volatile times. From understanding value vs. growth strategies to the evolving landscape of active ETFs, this episode provides invaluable advice for both seasoned investors and those just starting out.

#InvestmentStrategyInsights #MarketVolatilityManagement #LongTermWealthBuilding #Dimensional #kdiwealth

Dimensional Fund Advisors LP is not affiliated with Kestra Investment Services, LLC or any of its affiliates. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. KDI Wealth Management and Bluespring Wealth Partners LLC are affiliates of Kestra IS and Kestra AS. Investor Disclosures: www.kestrafinancial.com/disclosure

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 Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872).

https://www.kestrafinancial.com/disclosures

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

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 Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872).

https://www.kestrafinancial.com/disclosures

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 to client education has made her an invaluable resource for our community.

We're excited to share that Nylene will be hosting a live webinar with us this fall, offering even more opportunities for our audience to benefit from her expertise. This conversation provides a wonderful preview of the practical insights and compassionate guidance that make Nylene such an exceptional partner in helping people secure their healthcare future.

#MedicareExplained #SeniorInsurance #RetirementPlanning #HealthcareNavigation #InsuranceEducation #kdiwealth

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 Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872).

https://www.kestrafinancial.com/disclosures

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.

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 Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872).

https://www.kestrafinancial.com/disclosures

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.

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 Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872).

https://www.kestrafinancial.com/disclosures

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 warm conversation offers both inspiration and practical tips from two women who are mastering the art of adventure.

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 Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872).

https://www.kestrafinancial.com/disclosures

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:

• Strategic trust planning for business owners whose wealth is tied to their company
• Whether to use lifetime exemptions before they potentially disappear
• The delicate balance between generous estate planning and maintaining sufficient personal assets
• Special considerations for those in the $10 million "no man's land" bracket

Perfect for business owners looking to protect their wealth across generations while navigating changing tax laws.

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 Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872).

https://www.kestrafinancial.com/disclosures

🎙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. 

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 Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872).

https://www.kestrafinancial.com/disclosures