High net worth individuals have a number of strategies they can use to lower the tax burden on themselves and their heirs. Estate planning attorney Shad Brown rejoins us to break these strategies down.We start with a CRT (Crut) - Charitable Rem

The Living Trust Explained

Sep 8th, 2021 16m 2s

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 attorney who used to work for the IRS, answering correspondence from members of Congress. And if he can explain taxes to the

Why You Need a Trusted Contact

Jul 12th, 2021 13m 34s

What is a trusted contact? It's someone that your financial advisor can reach out to if something seems unusual with your situation. FINRA has recently emphasized the importance of having one. Today, Kevin Dick and Jon Gay walk through the p

Managing Your Money As A Couple

Jul 12th, 2021 18m 23s

When a couple comes together, it can be difficult to merge finances and co-manage your money. Today, Kevin Dick from KDI Wealth and Jon Gay walk through how to best manage your finances as a couple.We each bring our own life experiences to thi

Why You Need To Invest Now

Apr 6th, 2021 17m 46s

When you think of a financial advisor, you may think of someone sitting at a desk, watching the stock market, crunching numbers. However, investor psychology is actually a much larger part of overall strategy. Today, Kevin Dick from KDI Wealt

Diversification vs Allocation

Apr 6th, 2021 14m 1s

We all know that diversification and allocation are important terms and ideas when it comes to investing. But what do they actually mean? What's the difference between the two? Kevin Dick of KDI Wealth joins Jon Gay in today's episode to disc

All About 401k Plans

Mar 4th, 2021 18m 41s

401k plans can be very confusing. At KDI Wealth, Carrie Dick is the resident expert on the subject, and she joins co-host Jon Gay today.Carrie explains what a 401k plan is, the differences between a traditional plan and a Roth Plan, and the ta

2020 Tax Prep and 2021 Tax Planning

Mar 4th, 2021 18m 24s

KDI Wealth prides itself on its professional relationships that can help you in financial planning. Today, Linda Jackson of Accounting For You, LLC, joins Kevin Dick and Jon Gay to talk taxes.Tax season is here – what can you be doing to best

5 Ways For Small Businesses to Avoid Retirement Mistakes

Jan 19th, 2021 18m 28s

We were originally going to talk about mistakes in this episode, but Kevin and Jon thought it best to put a positive spin on things. We are covering 5 ways small businesses can plan for - and avoid mistakes in - retirement.Create a Retirement R

Financial Fraud and How To Keep From Being a Victim

Jan 4th, 2021 20m 41s

Financial Fraud hit record highs in 2020, and there are a myriad number of ways you can be scammed. Today, Kevin Dick of KDI Wealth walks us through some of the different (and sophisticated) ways people try to play on your emotions and separat

End Of The Year Money Moves

Dec 15th, 2020 18m 2s

Today, Kevin Dick of KDI Wealth joins Jon Gay to discuss the important things you should do with your money as we (finally) wind down 2020 and look to the future. They include:Spending any FSA money that won't roll over.Take your RMD if it make

Social Security Explained

Dec 1st, 2020 16m 43s

Today, Kevin Dick of KDI Wealth answers some common questions about social security, including:What are some considerations in deciding when to take social security?What is full retirement age and what does that mean?Can I take social security

Financial Conversations With Your Kids and Family

Nov 9th, 2020 17m 59s

Today, Kevin Dick and Jon Gay look at the importance of discussing money with your family, including:Why is talking about money important?How does talking about money contribute to a successful future?What are some things you need to know about

Estate Planning with Matt Dana

Oct 26th, 2020 22m 58s

Estate planning is not about you - it's about taking care of details for the people you leave behind. And with the events of 2020, the idea of planning for the unthinkable has come into focus for many.Today, Kevin and Jon are joined by Matt Da

Medicare Explained with Nylene Ellingson

Oct 12th, 2020 22m 25s

The world of Medicare insurance is extremely difficult to navigate, so KDI Wealth often partners with Nylene Ellingson at NE Insurance to work with clients.With open enrollment almost upon us, Nylene joins Kevin and Jon today to discuss all thi

Retirement Income Planning

Sep 15th, 2020 20m 20s

People spend their working years accumulating their savings. It is time to retire and spend that savings……. Now what? Kevin and Jon tackle a number of retirement planning questions in this week's episode, including:Why do new retirees need a

Surviving Market Swings

Aug 25th, 2020 19m 55s

The market has experienced a ton of volatility as we've collectively shared the trauma that is 2020. Today we look at ways you can survive the unpredictability of the market.We start with what causes market volatility, and explain the differen

The Value of an Advisor

Aug 25th, 2020 19m 37s

In our first episode, Kevin Dick of KDI Wealth joins Jon Gay to explain his background and how he started in the financial services industry over 20 years ago.We decipher some of the letters after his name, discuss the significance of the word

Trailer

Jul 28th, 2020 1m 9s

Kevin Dick has been helping individuals, families and business owners create and live out their financial dreams for over 20 years. In those 20 plus years, he has experienced a myriad of financial markets, family dynamics and life events and ha