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Jacob Wilson: Navigating the AI & Real Estate Landscape (Ep. 24)

Jacob Wilson: Navigating the AI & Real Estate Landscape (Ep. 24)

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On episode #24 of ONE Path to Wealth, host Jeremy Dicker welcomes Jacob Wilson, founder of Crux Commercial Partners, a high-volume commercial loan brokerage serving the West Coast and beyond. Jake started his commercial real estate finance career at US Bank in 2009, when underwriting standards were at their strictest, and has since built a 12-person team that closes more deals than nearly anyone on the West Coast, typically in the $2 million to $30 million range with a focus on apartments and apartment rehabs.

Jeremy and Jake cover a lot of ground, including:

  • How Crux got started: intercepting deals that banks couldn’t close and becoming the go-to team for bankers and brokers in Seattle
  • Lending then vs. now: how liquidity has changed since 2009, and how a roughly 1% rise in rates over the past year affects debt service coverage ratios, loan sizes, and cap rates
  • Why higher rates mean more business: when borrowers are shocked by their bank’s quote, they go shopping, and Jake’s team has data on about 3,000 lenders
  • What makes a good deal (and a bad one): low basis, cash flow during the hold, long-term upside, and the red flags to watch for
  • The “mailbox money” trend: why many longtime multifamily investors are trading into triple-net properties
  • Leaving Seattle for Arizona: quality of life, Washington’s new millionaires’ tax, regulation, and why tough markets can still hold opportunity
  • Building relationships that last: Jake’s approach to the “ground game” in a new market
  • AI in the real world: how Crux uses AI to remove time drains for processors and underwriters, what it really takes to build enterprise-grade tools, and why trust matters as much as speed
  • Patience over panic: why headlines and clickbait shouldn’t drive your financial decisions

Whether you’re a real estate investor, a business owner, or just want a clearer view of where rates and lending are headed, this conversation offers a practical, inside look from someone closing deals every week.

Subscribe for more episodes of ONE Path to Wealth, and visit onewealthmgmt.com to learn more about ONE Wealth.

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Live Simpler: What Really Matters and Writing Your Own Story (Ep. 22)

Live Simpler: What Really Matters and Writing Your Own Story (Ep. 22)

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After a 10-month break, Jeremy Dicker returns to ONE Path to Wealth with a deeply personal reflection on life, loss, human connection, and what really matters.

Over the past several months, Jeremy has experienced both tremendous loss and incredible celebration. From the unexpected passing of his beloved Aunt Penny to his daughter’s Bat Mitzvah and the completion of his new book, Live Simpler, these experiences have caused him to reflect on how we spend our time, who we spend it with, and the stories we choose to write for ourselves.

In this episode, Jeremy explores why human connection remains so important in an increasingly digital world, the importance of understanding your “why,” and why success can’t simply be measured by money or professional accomplishments.

Jeremy discusses:

  • Why he took a 10-month break from ONE Path to Wealth
    • The experiences that inspired Live Simpler
    • How loss and celebration can change our perspective on life
    • Why human connection still matters in life and business
    • Finding your “why” and defining success on your own terms
    • The importance of writing your own story
    • And more!

Resources:

  • Live Simpler by Jeremy Dicker https://www.amazon.com/dp/B0HF5CTGP7

Connect with Jeremy Dicker:

  • LinkedIn: Jeremy Dicker https://www.linkedin.com/in/jeremydicker/
    • ONE Wealth https://onewealthmgmt.com/

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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:

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Inside Paso Robles: The Heart of California Wine Country with Don Burns & Kit Kuyper (Ep. 4)

Inside Paso Robles: The Heart of California Wine Country with Don Burns & Kit Kuyper (Ep. 4)

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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!

Connect with Jeremy Dicker: 

Connect with Don Burns: 

Connect with Kit Kuyper: 

About our Guest: 

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.

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From Academia to Wealth Management: TJ Pearce’s Journey (Ep. 3)

From Academia to Wealth Management: TJ Pearce’s Journey (Ep. 3)

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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
  • And more!

Connect with Jeremy Dicker and Peter Hoopis:

Connect with TJ Pearce: 

About our Guest: 

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®).

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Kendall Toole: Championing Mental Health Through Fitness and Entrepreneurship (Ep. 2)

Kendall Toole: Championing Mental Health Through Fitness and Entrepreneurship (Ep. 2)

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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
  • And more!

Resources:

Connect with Jeremy Dicker: 

Connect with Kendall Toole: 

About our Guest: 

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.

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Introducing the One Path To Wealth Podcast (Ep.1)

Introducing the One Path To Wealth Podcast (Ep.1)

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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
  • And more

Connect with Jeremy Dicker and Peter Hoopis:

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ONE Path to Wealth Coming Soon

ONE Path to Wealth Coming Soon

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In the words of Mark Twain, “The secret of Getting Ahead is Getting Started.” Welcome to ONE Path to Wealth with Jeremy Dicker, founder of One Wealth Management. In this podcast, Jeremy draws from years of experience to help you gain a better understanding of your finances. With comprehensive guidance and cutting-edge planning techniques, you will learn how to grow, protect, and enhance your legacy.

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