Month: November 2024
Common Financial Planning Mistakes and How to Avoid Them (Ep. 6)

Common Financial Planning Mistakes and How to Avoid Them (Ep. 6)

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What are the biggest financial planning mistakes you might be making?

Tune into this episode of One Path to Wealth, where Jeremy Dicker and co-host Peter Hoopis explore some of the most common pitfalls in financial planning that many of us unknowingly stumble into. Jeremy shares his extensive experience in wealth management, emphasizing the importance of building a well-diversified portfolio and why past performance is not a reliable predictor of future success. Peter and Jeremy also explore the emotional rollercoaster of investing, underscoring the significance of staying calm and sticking to long-term goals rather than making emotional decisions.

Jeremy and Peter discuss: 

  • (02:00) Why past performance isn’t a predictor of future success
  • (04:54) The emotional rollercoaster of buying high and selling low
  • (07:46) The significance of risk assessment and precise portfolio allocation
  • (10:28) The myths and necessities of estate planning
  • (14:54) The hidden costs of not having adequate insurance coverage
  • (19:12) The role of taxes in your personal financial plan
  • (24:17) The difference between gambling on stocks and investing in them
  • And more

Join us for an engaging conversation filled with practical insights and laugh-worthy dialogue about common financial mistakes and how you can avoid them.

Connect with Jeremy Dicker and Peter Hoopis:

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From Past to Present How Childhood Lessons Shape Financial Strategies (Ep. 5)

From Past to Present How Childhood Lessons Shape Financial Strategies (Ep. 5)

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How could your childhood experiences shape the parent you are today?

Jeremy Dicker and Peter Hoopis explore how our past experiences like childhood memories and family dynamics shape our roles as parents, professionals, and community members. It’s a heartfelt conversation weaving together the challenges of parenting in a modern world with stories from Jeremy’s own family’s journey. They discuss the importance of being present for your children, learning from past relationships, and how to build meaningful connections with those around you.

This is a must-listen for parents, professionals, and anyone interested in personal growth!

Jeremy and Peter discuss: 

  • (01:07) Personal stories from childhood that influence modern parenting styles
  • (03:51) The challenges and rewards of parenting in blended families
  • (04:57) The balance between being present for your kids and building a career
  • (08:12) The role parents play in forming the independence and decision-making skills of children
  • (12:40) Peter’s reflections on his emotional growth alongside his daughters
  • (16:16) The importance of emotional support and leadership
  • And more

Connect with Jeremy Dicker and Peter Hoopis:

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | RSS | More