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The Wealth Alchemist

The Wealth Alchemist

De : KDI Wealth Management
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Join Kevin and Carrie Dick as they dive into the world of wealth management, sharing insights on building wealth, investments, taxes, estate planning, and more. Let's embark on this journey to financial empowerment and education together!

The information in this material is not intended as tax or legal advice. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities and advisory services offered through Commonwealth Financial Network®, member FINRA.org / SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations.  Review our terms of use by visiting commonwealth.com/terms-of-use

KDI Wealth Management 
8901 E Pima Center Parkway, Suite 205 
Scottsdale, Arizona 85258

877-474-4350
kdiwealth.com
kevin@kdiwealth.com

© 2024 The Wealth Alchemist
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    Épisodes
    • The Wealth Alchemist EP 6 - Kevin Dick & Dennis McIntee - Leveraging Your Unique Abilities
      Feb 23 2024

      In this 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 unlocking the potential within individuals and teams. So, whether you're an entrepreneur, a team leader, or someone striving for personal and financial growth, you're in for a treat. 
       
      Kevin Dick and Dennis McIntee are here to share their insights on how identifying and capitalizing on your Working Genius® can lead to success. Let's dive in and discover some of the keys to building a fulfilling and purpose-driven life. 
       
      To learn more about Dennis McIntee & Leadership Development Group: https://leadershipdevgroup.com/

      The information in this material is not intended as tax or legal advice. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

      Securities and advisory services offered through Commonwealth Financial Network®, member FINRA.org / SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our terms of use by visiting commonwealth.com/terms-of-use

      KDI Wealth Management
      8901 E Pima Center Parkway, Suite 205
      Scottsdale, Arizona 85258

      877-474-4350

      Afficher plus Afficher moins
      18 min
    • The Wealth Alchemist EP 5 - Happy New Year! Top 10 Financial Questions for the Beginning of the New Year
      Jan 8 2024

      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.

      The information in this material is not intended as tax or legal advice. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

      Securities and advisory services offered through Commonwealth Financial Network®, member FINRA.org / SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our terms of use by visiting commonwealth.com/terms-of-use

      KDI Wealth Management
      8901 E Pima Center Parkway, Suite 205
      Scottsdale, Arizona 85258

      877-474-4350

      Afficher plus Afficher moins
      14 min
    • The Wealth Alchemist: EP 4 - Navigating Market Uncertainty: Staying the Course During World Events
      Nov 16 2023

      Kevin & Carrie Dick share insights on how to identify opportunities even in the face of world events.

      The information in this material is not intended as tax or legal advice. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

      Securities and advisory services offered through Commonwealth Financial Network®, member FINRA.org / SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our terms of use by visiting commonwealth.com/terms-of-use

      KDI Wealth Management
      8901 E Pima Center Parkway, Suite 205
      Scottsdale, Arizona 85258

      877-474-4350

      The information in this material is not intended as tax or legal advice. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

      Securities and advisory services offered through Commonwealth Financial Network®, member FINRA.org / SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our terms of use by visiting commonwealth.com/terms-of-use

      KDI Wealth Management
      8901 E Pima Center Parkway, Suite 205
      Scottsdale, Arizona 85258

      877-474-4350

      The information in this material is not intended as tax or legal advice. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

      Securities and advisory services offered through Commonwealth Financial Network®, member FINRA.org / SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our terms of use by visiting commonwealth.com/terms-of-use

      KDI Wealth Management
      8901 E Pima Center Parkway, Suite 205
      Scottsdale, Arizona 85258

      877-474-4350

      Afficher plus Afficher moins
      18 min
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