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How much should you help your children or grandchildren financially? And when does help become too much? In this episode of KDI Wealth Alchemist, KDI Financial Advisors Shane Keith & Dylan Justice discuss education planning, 529 plans, Roth conversion
opportunities, family gifting strategies, and how to balance saving for your own retirement while supporting the ne...
We're officially halfway through the year, and there's no shortage of market-moving events to discuss. In this mid-year financial check-in, Dylan and Shane break down the key economic, market, and investment themes shaping 2026 and what investors should be watching as we move into the second half of the year.
From record-setting IPOs and unprecedented AI spending to new...
In episode 31 of The KDI Wealth Alchemist, KDI Financial Advisors Shane Keith and Dylan Justice take a deep dive into long‑term care planning: why it matters, what it actually covers, and how today’s policies work. They break down activities of daily living, the true costs of care, and the key differences between traditional and modern hybrid long‑term care solutions...
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...
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...