Shows
KDI Wealth AlchemistKDI Wealth Alchemist EP 15: Conversation with Kyle Pugel from Guaranteed Affinity Rate MortgageIn 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...2025-06-0630 minKDI Wealth AlchemistKDI Wealth Alchemist EP 14: From KDI to Dream Destinations - A Conversation with Lexicon TravelsIn 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...2025-05-2342 minKDI Wealth AlchemistKDI Wealth Alchemist EP 13: Estate Planning Strategies for High-net-worth Business OwnersWelcome 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 companyWhether to use lifetime exemptions before they potentially disappearThe delicate ba...2025-05-0933 minKDI Wealth AlchemistKDI Wealth Alchemist Podcast EP 12: Understanding Alternative Investments🎙KDI Wealth Alchemist Podcast: Episode 12, Understanding Alternative InvestmentsKevin 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 #kdiwealthPlease 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 Broker...2025-04-2538 min
Firm Transitions with Corey WalenThe Case for Supported Independence — Scott Wilson of Kestra Financial (075)Scott and I discuss the challenges advisors face when transitioning to independence, particularly the unfamiliar aspects of running their own business.Scott (COO of Kestra Private Wealth Services) explains their fully supported model, which handles real estate, technology, compliance, and ongoing support. He discusses what an ideal advisor looks like for Kestra's supported model, as well as thespecifics around the costs associated and the overall time commitment.• Insider's Guide to Financial Advisor Independence• Overcome the Fear of Going Independent• Fully Supported Model: Minimize Operational Stress• Real-World Strategies for Transitioning from Wir...2025-04-2422 min
The Tony Sirianni PodcastA Conversation with John Amore — President of Kestra FinancialThis week, AdvisorHub’s CEO, Tony Sirianni talks with John Amore. As Kestra Financial’s new President, John reflects on his career journey, highlighting the shift toward independence in wealth management. He shares how Kestra empowers entrepreneurial advisors with full-service capabilities, strong tech, and a supportive culture. John emphasizes the importance of selective growth, solid capital backing, and advisor-aligned equity. He also discusses industry consolidation, the need for firms to focus fully on wealth management, and having a commitment to fostering a collaborative advisor community.2025-04-1518 minKDI Wealth AlchemistKDI Wealth Alchemist EP 11: A Candid Conversation With Kara Murphy, CFA, Kestra Investment ManagementKDI 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...2025-04-1122 minKDI Wealth AlchemistKDI Wealth Alchemist EP 10: The Impact of Unique Systems & ProcessesJoin 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...2025-03-2818 min
CBS SpotlightKara Murphy Chief Investment Officer - KestraIn this episode of CBS Spotlight, co-hosts Eric Alvarado and Ted Hikes interview Kara Murphy, Chief Investment Officer of Kestra. Kara shares her unconventional journey into finance and reflects on her experiences, which ultimately shaped her investment philosophy. Emphasizing the importance of making an impact beyond just financial gains, she discusses her roles and responsibilities at Kestra and how she fosters relationships with financial advisors to help their clients make informed decisions while also supporting a collaborative and supportive company culture.2025-03-1421 minKDI Wealth AlchemistThe Wealth Alchemist EP 9: The Irrefutable Value of InternshipsIn 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...2025-03-1415 minKDI Wealth AlchemistKDI Wealth Alchemist: EP 8: Ethical Insights: Building Investment Strategies in Strong ValuesJoin 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...2025-02-2817 minKDI Wealth AlchemistKDI 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 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! Check the background of your fin...2025-02-2619 minKDI Wealth AlchemistKDI Wealth Alchemist EP 6: Kevin Dick & Dennis McIntee - Leveraging Your Unique AbilitiesIn 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...2025-02-2617 minKDI Wealth AlchemistKDI Wealth Alchemist EP 5: Kevin and Carrie Dick Discuss Important Topics for the New YearJoin 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.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...2025-02-2613 minKDI Wealth AlchemistKDI Wealth Alchemist EP 3: Kevin Dick & Dylan Justice - Generational Wealth ConversationsKevin 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...2025-02-2617 minKDI Wealth AlchemistKDI Wealth Alchemist EP 2: Concerns Unique to High Net Worth ClientsCarrie & 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. 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 We...2025-02-2620 minKDI Wealth AlchemistKDI 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 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...2025-02-2622 min
Dakota Research PodcastKestra Financial Leadership Change, Niche M&A Activity, Consultant Updates from Q4In this episode, Pat and Konch explore the growing momentum in sports investing, with Lazard’s new sports advisory team leading the charge. They also cover key leadership moves, including promotions at Kestra Financial, Ares Management, and Emigrant Partners. On the M&A front, Wealth Enhancement adds $82M AUM, and CAPTRUST expands in Houston with a $300M acquisition. Plus, institutional updates feature new RFPs, strategic asset allocation changes, and major commitments from Louisiana TRS and Los Angeles Water & Power Employees’ Retirement Plan.2025-01-1515 min
Data Engineering PodcastBridging Code and UI in Data Orchestration with KestraSummaryIn this episode of the Data Engineering Podcast, Anna Geller talks about the integration of code and UI-driven interfaces for data orchestration. Anna defines data orchestration as automating the coordination of workflow nodes that interact with data across various business functions, discussing how it goes beyond ETL and analytics to enable real-time data processing across different internal systems. She explores the challenges of using existing scheduling tools for data-specific workflows, highlighting limitations and anti-patterns, and discusses Kestra's solution, a low-code orchestration platform that combines code-driven flexibility with UI-driven simplicity. Anna delves into Kestra's architectural design, API-first approach, and...2024-11-2644 min