EPISODE · Feb 13, 2026 · 24 MIN
KDI Wealth Alchemist EP 27: Optimize Your Tax Strategy
from KDI Wealth Alchemist · host KDI Wealth Management
Join KDI Wealth Alchemist hosts Associate Advisor Dylan Justice and Vice President Shane Keith as they dive into topics like Qualified Charitable Distributions (QCDs), Donor Advised Funds (DAFs), tax‑loss harvesting, and backdoor Roth IRAs, explaining how each strategy works, who they’re best suited for, and how they can create meaningful tax savings over time. They also discuss tax‑efficient investment options such as municipal bonds, the evolving flexibility of 529 plans, and how thoughtful planning can generate “tax alpha” beyond market returns alone.Created for high earners, retirees, and anyone serious about optimizing their financial picture, this episode blends real‑world examples with clear explanations - no jargon required. Whether you’re already using some of these tools or just getting started, episode 27 of the KDI Wealth Alchemist helps you understand how smart tax planning fits into a bigger, long‑term wealth strategy.Tune in, learn something new, and discover how small planning decisions today can lead to better outcomes tomorrow.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). https://www.kestrafinancial.com/disclosures
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What this episode covers
Join KDI Wealth Alchemist hosts Associate Advisor Dylan Justice and Vice President Shane Keith as they dive into topics like Qualified Charitable Distributions (QCDs), Donor Advised Funds (DAFs), tax‑loss harvesting, and backdoor Roth IRAs, explaining how each strategy works, who they’re best suited for, and how they can create meaningful tax savings over time. They also discuss tax‑efficient investment options such as municipal bonds, the evolving flexibility of 529 plans, and how thoughtful...
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KDI Wealth Alchemist EP 27: Optimize Your Tax Strategy
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