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KDI Wealth Alchemist
KDI Wealth Alchemist is a podcast by CEO, Kevin Dick and President, Carrie Dick of KDI Wealth Management. In this podcast, they blend practical financial insights with a holistic approach to wealth-building, guiding listeners to better understand wealth management. With years of experience and a deep commitment to empowering and coaching others, Kevin and Carrie break down complex financial concepts and share real-world strategies, inviting co-hosts who offer thoughtful insights.
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 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 Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of states in which they are properly registered. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-553-7872.
KDI Wealth Management
8901 E Pima Center Parkway, Suite 205
Scottsdale, Arizona 85258
877-474-4350
kdiwealth.com
KDI Wealth Alchemist
KDI Wealth Alchemist EP 25: Setting Goals That Stick
Ready to Make Your Goals Stick?
Every January, millions of resolutions are made—and most fade by February. Why? Because setting a goal is easy. Sticking to it? That’s the real challenge.
In this episode, we reveal the secret to creating sticky goals that last. Whether you’re saving for a big purchase, building wealth, or improving your health, this proven framework will help you stay focused and motivated:
✅ Start with Your Why – Connect emotionally to your goal so it matters when temptation strikes.
✅ Plan for Obstacles – Life happens. We’ll show you how to stay ahead of setbacks.
✅ Prioritize Action Steps – Small habits lead to big wins.
✅ Keep Your Vision Front and Center – When motivation dips, your “why” will pull you through.
And there’s one powerful strategy you don’t want to miss - setting SMART goals - it’s the key to making your goals truly stick. Tune in to find out what SMART goals are!
Bottom line: Success isn’t about willpower—it’s about clarity, planning, and emotional connection. Whether it’s buying a car for your daughter or making a major business investment, this approach works.
Listen now and turn your resolutions into results!
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 Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872).
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