Pivot With KDI Wealth

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 process of choosing a trusted contact and why it's so important. A trusted co

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 this dynamic, and communication is key.   We give some real life examples of e

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 discuss. Having 10 different stocks does not mean you are diversified!  It comes

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 RoadmapHave an Exit StrategySeparate your retirement savingsGet Sufficient Li

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 makes sense - not required in 2020Make any charitable donationsEvaluate any cha

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 your own values before you speak with your children?Are there strategies to