What should you do today to protect your family’s future tomorrow?
Jeremy Dicker and co-host Peter Hoopis explore the intricacies of estate planning. Jeremy emphasizes that estate planning isn’t just for the ultra-wealthy; it’s for anyone who wants to ensure their wishes are honored and minimize complications for their loved ones. They break down common misconceptions, highlight the crucial aspects of estate planning, and discuss strategic ways to handle wealth transitions. With engaging anecdotes and practical insights, Jeremy and Peter make sense of planning for the unexpected and preserving a legacy.
Jeremy and Peter discuss:
(01:18) The essentials of estate planning, like wills and health directives
(07:54) The role of trust documents and their significance regardless of wealth size
(14:22) The Rockefeller strategy for preserving generational wealth
(23:25) The importance of flexibility, optionality, and making timely financial decisions
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.
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
What do historical shifts in the economy mean for your financial future?
Jeremy Dicker and co-host Peter Hoopis unravel the complex web of information that shapes our financial choices. They dive into the implications of the ever-evolving economy post-election, the escalating market caps of American companies compared to European ones, and the overflow of information available at our fingertips daily.
Jeremy and Peter discuss:
(02:14) The growing divide between US and European equity markets
(04:35) The impact of instant information on financial decision-making
(15:14) How international perspectives could influence US financial strategies
(20:43) The role of AI and technology in modern financial advising
(28:29) Embracing change and maintaining optimism in uncertain times
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.
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
What makes Paso Robles a hidden gem in the world of wine? Join us on One Path to Wealth as we delve into the passion and expertise behind this unique wine region.
Jeremy Dicker sits down with winemaking experts Don Burns and Kit Kuyper to discuss the vibrant world of Paso Robles wine. Discover what sets Paso Robles apart from the well-known Napa Valley, including insights into the region’s terroir and winemaking techniques. This episode is a must-listen for wine enthusiasts and anyone curious about the evolution of modern winemaking.
Jeremy, Don, and Kit discuss:
What differentiates Paso Robles wine from Napa Valley
The unique terroir and climate of Paso Robles
The art and science behind winemaking from seasoned experts
Why Paso Robles is becoming a key destination for wine lovers
And more
Tune in now and embark on a journey through the rich and flavorful world of Paso Robles wine!
Don Burns, a Cal Poly Agriculture Business alum, is a renowned California winemaker with over 15 years of experience, including as Assistant Winemaker at Saxum Winery. He founded Turtle Rock Vineyards and Tin City Distillery in Paso Robles, showcasing his visionary approach and dedication to quality. His wines consistently receive high praise, earning 92-100 point scores from critics like Jeb Dunnuck, Vinous, The Wine Advocate, and Wine Spectator, reflecting his pursuit of excellence.
Kit Kuyper is the owner of Hawks Hill Ranch Winery in Paso California. His vision is a balanced approach to farming by allowing nature to point them in the right direction to enhance the quality of fruit. Kit believes he’s a grower first and a winemaker second.
Transitioning from academia to wealth management is a unique path filled with unexpected turns and valuable lessons.
How do you pivot from a career in history to becoming a successful financial advisor? What are the key strategies for building a thriving practice in wealth management?
This week on The ONE Path to Wealth Podcast, Jeremy Dicker and Peter Hoopis welcome TJ Pearce, CFP®, RICP®, Senior Vice President of One Wealth Management, to discuss his unconventional journey into finance and the importance of client-focused service.
Listeners will gain insights into the value of professional service, the role of technology in modern financial advising, and how a collaborative approach can lead to exceptional client outcomes.
They discuss:
TJ’s transition from academia to wealth management
The philosophy behind One Wealth’s client-centered approach
The impact of advanced planning techniques and professional designations in providing superior service
The significance of integrating technology for enhanced client engagement and efficiency
TJ Pearce, CFP®, RICP®, MA, Senior Vice President for One Wealth Management, joined the Financial planning industry right out of Graduate School in 2014. Starting with a large, national wealth management company in Chicago, TJ got off to a very fast start qualifying for Million Dollar Round Table his first year. TJ has gone on to qualify for MDRT every year since, while also building the Investment side of his business. Through continuing his education and working with more sophisticated clients TJ realized he needed to bring more knowledge and experience to his clients from a Financial planning perspective, which is why he joined the One Wealth Management team in 2019.
In his Chicago-based practice, TJ focuses on working with people who care about financial planning. TJ states: “Whether that be in the legal market working with attorneys at America’s biggest law firms, working with established families trying to balance careers and kids, or highly commissioned sales consultants with extremely variable income, it all comes back to people who want to enrich their lives both financially and otherwise. Through joining One Wealth Management, my clients now have access to decades of market experience.” Rather than specializing in only helping one type of person, TJ embraces diversity in his practice and seeks to help those dedicated to making their financial goals become a reality. TJ is a designated Certified Financial Planner (CFP®), as well as a designated Retirement Income Certified Professional (RICP®).
Kendall Toole’s journey from a Peloton instructor to an entrepreneur is a testament to her passion for mental health and fitness.
How does she balance her entrepreneurial ventures with her advocacy for mental health? What new projects is she working on that align with her values?
In this latest episode of One Path to Wealth, host Jeremy Dicker and co-host Peter Hoopis sit down with fitness expert and mental health advocate Kendall Toole, who recently transitioned from her tenure at Peloton to focus on entrepreneurial ventures.
Tune in to learn from Kendall as she shares insights on maintaining mental and physical health, balancing passion projects with professional obligations, and the importance of mental health awareness.
They discuss:
Balancing work, fitness, and mental health through time-blocking and structured routines
Kendall’s new ventures, including her podcast “Wholeheartedly” and a forthcoming mental health fund
Practical mental health tips and the importance of a gratitude journal
Kendall’s plans for building a personal brand centered on empowerment and authenticity
Kendall Toole is a well-known fitness instructor, particularly recognized for her work with Peloton. Beyond her fitness expertise, Kendall is also an advocate for mental health, often sharing her personal experiences and struggles to inspire and support others.
Recently, Kendall announced her departure from Peloton to focus on new ventures, including a podcast called “Wholeheartedly,” which she co-hosts with Galey Alix.
Ready to learn about a different kind of financial firm?
Jeremy Dicker, also known as the Hebrew Hammer, and Peter Hoopis introduce the very first episode, discussing their backgrounds and the development of their firm, ONE Wealth Management. They talk about their early years in the financial services industry, the challenges they faced, and the opportunities they seized. They also highlight the importance of providing excellent service to clients and being transparent in their work.
Jeremy discusses:
The intriguing start of Jeremy’s career at age 17
Insightful discussion on the evolution of financial services
The importance of customizing client experiences
Plans for future podcast episodes focusing on fitness, wine, and wealth
