Month: January 2025

Passion Meets Profession: Jeremy Dicker on Wine and Wealth Management (Ep. 9)

Passion Meets Profession: Jeremy Dicker on Wine and Wealth Management (Ep. 9)

What is it about wine that captivates the hearts of many?

In this episode of One Path to Wealth, Jeremy Dicker and Peter Hoopis dive into a spirited conversation about passions and the wine industry. Discover Jeremy’s unique journey from wine enthusiast to becoming a vital part of the wine business, showcasing how his love for wine has intertwined with his professional path. Whether you’re a wine connoisseur or a curious learner, this episode offers a flavorful blend of insights and stories.

Jeremy and Peter discuss: 

  • (03:56) The art and allure of fine wine
  • (10:34) Building relationships with winemakers and their impact
  • (19:10) The business challenges and strategies in the wine industry
  • (27:40) Misconceptions about wine tasting and preferences
  • And more

Tune in to learn, laugh, and maybe even find your new favorite wine along the way.

Connect with Jeremy Dicker and Peter Hoopis:

Turning Sudden Wealth into a Lasting Legacy (Ep. 8)

Turning Sudden Wealth into a Lasting Legacy (Ep. 8)

What would you do if you suddenly stumbled upon vast wealth? Whether it’s via a big deal, like Juan Soto’s, or a business venture, managing newfound wealth is crucial.

In this episode of One Path to Wealth, host Jeremy Dicker and co-host Peter Hoopis explore the realities and challenges of managing large capital inflows. They discuss important topics on budgeting, smart investing, and planning for the future. Jeremy and Peter bring personal anecdotes and professional advice to help you avoid the pitfalls many face when adjusting to sudden financial success.

Jeremy and Peter discuss:

  • (04:05) Planning for long-term financial security
  • (07:20) Balancing immediate enjoyment with prudent investment
  • (16:40) Guiding a successful wealth transfer and legacy planning
  • (17:06) Understanding and managing emotional ties to money
  • (18:09) Building a supportive team of advisors

Connect with Jeremy Dicker: