KDI Wealth Alchemist Ep 30: Planning Your Legacy: Your Legacy Starts Now

KDI Wealth Alchemist Ep 30: Planning Your Legacy: Your Legacy Starts Now

Join KDI Wealth Financial Advisors Dylan Justice & Shane Keith as they explore why true legacy planning goes far beyond dollars and documents. They discuss how intention, values, clarity, and preparation of heirs can help preserve wealth, reduce conflict, and create meaningful impact across generations. From estate and business succession planning to charitable giving and family conversations, this episode focuses on ensuring your legacy reflects both purpose and peace of mind. Check the background of your financial professional on FINRA's BrokerCheck [https://brokercheck.finra.org/].  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 [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 [https://www.kestrafinancial.com/disclosures]

KDI Wealth Alchemist EP 29: Learn It, Live It: Financial Literacy in Action

April is Financial Literacy Month, and in this episode, KDI Financial Advisors Dylan Justice & Heidi Oakley tackle some of the most common (and most avoidable) money mistakes we see, especially among younger professionals and anyone who has never had a financial roadmap. From lifestyle creep after that first “real” paycheck to unknowingly overspending with taps, apps, and low monthly payments, we break down how small habits can quietly derail long term goals. We also dig into why knowing where your money actually goes, building credit early, and prioritizing emergency savings can make a huge difference over time. Simple shifts, real-world examples, and practical takeaways -this is a must listen for everyone, with solid insights for those who want to build smarter financial habits without feeling overwhelmed. Check the background of your financial professional on FINRA's BrokerCheck [https://brokercheck.finra.org/].  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 [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 [https://www.kestrafinancial.com/disclosures]

KDI Wealth Alchemist EP 28: Retirement Ready How to Save Early, Invest Wisely, and Plan Confidently

Getting retirement ready is no longer a simple matter of reaching a certain age and filing paperwork. Today, retirement readiness is about building flexibility, creating options, and designing a financial path that supports the lifestyle envisioned for the future. Becoming prepared doesn’t start at 65, it starts much earlier, often as soon as income starts coming in. And the earlier the planning begins, the more powerful the results can be.  Today, KDI Wealth Vice President Shane Keith & Associate Advisor Dylan Justice discuss the options available to get retirement ready!  Check the background of your financial professional on FINRA's BrokerCheck [https://brokercheck.finra.org/].  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 [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 [https://www.kestrafinancial.com/disclosures]

KDI Wealth Alchemist EP 27: Optimize Your Tax Strategy

Join KDI Wealth Alchemist hosts Associate Advisor Dylan Justice and Vice President Shane Keith as they dive into topics like Qualified Charitable Distributions (QCDs), Donor Advised Funds (DAFs), tax‑loss harvesting, and backdoor Roth IRAs, explaining how each strategy works, who they’re best suited for, and how they can create meaningful tax savings over time. They also discuss tax‑efficient investment options such as municipal bonds, the evolving flexibility of 529 plans, and how thoughtful planning can generate “tax alpha” beyond market returns alone. Created for high earners, retirees, and anyone serious about optimizing their financial picture, this episode blends real‑world examples with clear explanations - no jargon required. Whether you’re already using some of these tools or just getting started, episode 27 of the KDI Wealth Alchemist helps you understand how smart tax planning fits into a bigger, long‑term wealth strategy. Tune in, learn something new, and discover how small planning decisions today can lead to better outcomes tomorrow. Check the background of your financial professional on FINRA's BrokerCheck [https://brokercheck.finra.org/].  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 [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 [https://www.kestrafinancial.com/disclosures]

KDI Wealth Alchemist EP 26: Decoding the Advisor + FPQP® Partnership in Wealth Management

Join KDI Wealth Financial Advisor Diane Greer and Erin Litchfield, FPQP to discover the power of the Advisor + FPQP® partnership in wealth management. This episode explains why the FPQP® designation matters, how paraplanners enhance planning efficiency, and the real impact on client experience and business growth. Learn how this model improves scalability, quality, and collaboration for better outcomes. Check the background of your financial professional on FINRA's BrokerCheck [https://brokercheck.finra.org/].  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 [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 [https://www.kestrafinancial.com/disclosures]