Strategies for High Net Worth Clients
Strategies for High Net Worth Clients
High net worth individuals have a number of strategies they can use to lower the tax burden on themselves and their heir... Read more
8 Sep 2021
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18mins
The Living Trust Explained
The Living Trust Explained
Why do I need a living trust? In the first of a two-part series, our guest is Shad Brown. Shad is an estate planning a... Read more
8 Sep 2021
•
16mins
Why You Need a Trusted Contact
Why You Need a Trusted Contact
What is a trusted contact? It's someone that your financial advisor can reach out to if something seems unusual with yo... Read more
12 Jul 2021
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13mins
Managing Your Money As A Couple
Managing Your Money As A Couple
When a couple comes together, it can be difficult to merge finances and co-manage your money. Today, Kevin Dick from KD... Read more
12 Jul 2021
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18mins
Most Popular Podcasts
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Why You Need To Invest Now
Why You Need To Invest Now
When you think of a financial advisor, you may think of someone sitting at a desk, watching the stock market, crunching ... Read more
6 Apr 2021
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17mins
Diversification vs Allocation
Diversification vs Allocation
We all know that diversification and allocation are important terms and ideas when it comes to investing. But what do th... Read more
6 Apr 2021
•
14mins
All About 401k Plans
All About 401k Plans
401k plans can be very confusing. At KDI Wealth, Carrie Dick is the resident expert on the subject, and she joins co-ho... Read more
4 Mar 2021
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18mins
2020 Tax Prep and 2021 Tax Planning
2020 Tax Prep and 2021 Tax Planning
KDI Wealth prides itself on its professional relationships that can help you in financial planning. Today, Linda Jackso... Read more
4 Mar 2021
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18mins
5 Ways For Small Businesses to Avoid Retirement Mistakes
5 Ways For Small Businesses to Avoid Retirement Mistakes
We were originally going to talk about mistakes in this episode, but Kevin and Jon thought it best to put a positive spi... Read more
19 Jan 2021
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18mins
Financial Fraud and How To Keep From Being a Victim
Financial Fraud and How To Keep From Being a Victim
Financial Fraud hit record highs in 2020, and there are a myriad number of ways you can be scammed. Today, Kevin Dick o... Read more
4 Jan 2021
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20mins
