Category: Wealth Management
Robert Strauss: The Shocking Truth About Estate Planning That Even Celebrities Get Wrong (Ep. 23)

Robert Strauss: The Shocking Truth About Estate Planning That Even Celebrities Get Wrong (Ep. 23)

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Unlock the secrets to effective estate planning with renowned expert Robert Strauss, who reveals the critical strategies that high-net-worth individuals must know to protect their legacy. This episode is a must-listen for anyone with substantial assets—especially if you’re navigating complex family dynamics or recent changes in wealth.

With over 35 years of experience, Robert takes us through the intricate world of estate planning, shedding light on why even the most affluent individuals, like Prince, often overlook vital planning steps. Discover how your estate plan must evolve as your net worth changes and why sticking to outdated strategies can cost you dearly.

You’ll discover:

  • The essential differences between basic and sophisticated estate plans and how to transition smoothly from one to the other.
  • The surprising benefits of lifetime irrevocable trusts for your children, including divorce protection and creditor safeguards.
  • How to harness Generation Skipping Planning to shield your assets from estate taxes for generations to come.
  • The powerful ‘special sauce’ that enhances the tax efficiency of your estate plan, ensuring your heirs retain maximum wealth.

As Robert explains, the stakes couldn’t be higher: failing to update your estate plan can lead to significant financial loss and family disputes. This episode not only highlights the pitfalls but also empowers you with actionable insights to secure your legacy.

Join us for this essential conversation with Robert Strauss, a leading voice in estate planning, and equip yourself with the knowledge to safeguard your wealth for future generations. Perfect for high-net-worth individuals and families looking to navigate the complex landscape of estate planning, this episode is a treasure trove of information you won’t want to miss.

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The Blueprint for Wealth: What Makes a Great Financial Plan and Advisor (Ep. 21)

The Blueprint for Wealth: What Makes a Great Financial Plan and Advisor (Ep. 21)

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What makes a good financial plan, and how do you know if you’ve found the right advisor to build it with you?

In this episode of ONE Path to Wealth, host Jeremy Dicker breaks down the true foundation of financial planning: clarity, discipline, and trust. Drawing on more than 30 years in the industry, Jeremy explains the difference between products and planning, why asset allocation drives performance, and how life changes demand constant review and adjustment. He also shares the essential questions to ask when hiring a financial advisor, like how long they plan to stay in practice, whether they’ll personally manage your relationship, and what their investment philosophy really means in practice. This episode is both a roadmap and a reality check for anyone seeking lasting financial confidence.

What to Expect:

  • The difference between financial products and true financial planning
  • Why 92% of portfolio performance comes from asset allocation, not luck
  • How to choose a financial advisor who listens, educates, and stays engaged
  • The role of risk management, insurance, and ongoing review in a successful plan
  • Why planning isn’t a one-time event; it’s a lifelong partnership
  • And more

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Storytelling, Sports, and Second Chances with Alanna Rizzo (Ep. 20)

Storytelling, Sports, and Second Chances with Alanna Rizzo (Ep. 20)

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From Dodger Stadium to dog rescue, Alanna Rizzo has lived a career full of purpose, passion, and transformation. Her story shows how following your heart can lead to unexpected and deeply meaningful paths.

In this episode, Jeremy Dicker sits down with Emmy Award–winning sports broadcaster Alanna Rizzo to discuss her journey from breaking into sports media to becoming a familiar face on the Los Angeles Dodgers broadcast team. They reflect on the changing landscape of baseball, the rise of AI in storytelling, and why the human connection remains irreplaceable. Alanna also shares how her love of animals inspired her to found Guidry’s Guardian Foundation, where she works tirelessly to rescue dogs and raise awareness about adoption. It’s a conversation that blends sports, purpose, and compassion into one unforgettable episode.

What to Expect:

  • How Alanna took a leap of faith to pursue her passion for sports journalism
  • Her seven unforgettable years on the Dodgers broadcast team
  • The rise of AI in storytelling and why human connection still matters most
  • The founding of Guidry’s Guardian Foundation and the impact it’s making for dogs in need
  • And more!

Resources:

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About our Guest:

Alanna Rizzo is a seven-time Emmy Award-winning sports broadcaster with national and team-level experience, including seven seasons as a reporter with the Los Angeles Dodgers on SportsNet LA. Today, she contributes to Dodgers Territory, Fair Territory with Ken Rosenthal, NESN, and Blue Jays Central, while also running Guidry’s Guardian Foundation, dedicated to rescuing dogs from high-kill shelters.

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Shiny Things and Focus: How to Stay Grounded in a Distracted World (Ep. 19)

Shiny Things and Focus: How to Stay Grounded in a Distracted World (Ep. 19)

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What do “shiny things” really cost us?

In a world full of constant notifications, distractions, and new technologies, staying focused has never been harder or more important.

In this episode, Jeremy Dicker explores how chasing shiny things can derail our growth, but also how intentional focus and the right use of tools can create deeper relationships, stronger careers, and more meaningful lives.

Jeremy discusses:

  • Lessons from the early days of his career, before cell phones, email, and the internet changed everything
  • How technology like AI is reshaping entire industries and what it means for long-term careers
  • Why distractions shorten our attention spans and weaken conversations
  • The power of “hugging the cactus” and doing hard things that lead to growth
  • And more!

Resources:

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How Leadership, Mindset, and Presence Shape the Legacy You Leave (Ep. 17)

How Leadership, Mindset, and Presence Shape the Legacy You Leave (Ep. 17)

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A surprising 23andMe result. A missed investment in Disneyland. And a story that redefines what legacy truly means.

In this deeply personal episode of ONE Path to Wealth, Jeremy Dicker uncovers a family secret that reshapes his understanding of identity, parenting, and the role of support, both at home and in business. Jeremy explores the complex intersections of nature, nurture, and legacy through a deeply personal story that spans generations, reminding us of what really matters. Through the lens of nature vs. nurture, he reflects on what it takes to raise resilient children, lead with integrity, and leave behind more than just wealth.

Jeremy discusses:

  • A hidden family connection revealed through DNA testing
  • The real impact of nature vs. nurture in raising kids
  • A family photo with Walt Disney and a legacy-defining decision
  • How work ethic, empathy, and support shape both family and business
  • And more!

Resources:

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Why Mentorship Matters More Than Money (Ep. 16)

Why Mentorship Matters More Than Money (Ep. 16)

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Jeremy Dicker takes us on a deeply personal journey that reflects on the true wealth in life: human connection. 

Sharing stories from a recent golf retreat he organized, Jeremy revisits formative experiences from his own career—from being mentored early on, to receiving small but powerful gestures of generosity, like his first first-class flight upgrade. He explores how acts of kindness, meaningful conversations, and mentorship create a lasting impact far beyond financial gains. 

This episode is an invitation to remember where we started, stay grounded, and intentionally support others in their growth.

What to expect from this release:

  • How simple experiences shape career-long values
  • The importance of mentoring younger professionals
  • Why paying it forward leads to deeper fulfillment
  • Real-life lessons from mentors, friends, and even Shaquille O’Neal
  • And more!

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Unlocking Wealth Through Emotional Healing and Mindset (Ep. 15)

Unlocking Wealth Through Emotional Healing and Mindset (Ep. 15)

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What really holds you back?

Jeremy Dicker embarks on an introspective journey exploring self-limiting behaviors and their influence on personal and professional growth. Drawing from personal anecdotes, he encourages listeners to confront these roadblocks and offers approachable steps to a more emotionally and financially fulfilling life.

Jeremy dives deep into:

  • (00:25) Self-limiting behaviors and overcoming them
  • (03:39) Practical steps to reprogram your mindset for success
  • (07:59) The emotional roots from childhood and how they shape us
  • (17:16) The importance of vulnerability and emotional healing

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From Selling Cars to Calling the World Series: Kevin Burkhardt’s Journey (Ep. 14)

From Selling Cars to Calling the World Series: Kevin Burkhardt’s Journey (Ep. 14)

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What does it take to make your dreams a reality?

Find out as Jeremy Dicker sits down with his long-time friend and renowned broadcaster, Kevin Burkhardt. This episode delves into Kevin’s incredible journey from selling cars to calling the World Series and NFL games with legends like Tom Brady. Through candid storytelling, Kevin shares how determination and a little luck moved him from local radio to major TV networks.

Jeremy and Kevin discuss:

  • (01:22) Kevin’s early broadcasting days and breaking into the industry
  • (06:15) Realizing his potential at WFAN and entering big-league broadcasting
  • (08:35) The immense preparation required for covering major sporting events
  • (13:14) Navigating relationships with legendary co-hosts like Big Papi, A-Rod, and more
  • (16:40) Insights into the explosive growth of sports contracts
  • (23:23) The surge in baseball injuries and the evolving training landscape

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About our Kevin Burkhardt: 

Kevin Burkhardt is a prominent American sportscaster, best known as the lead play-by-play announcer for FOX’s NFL coverage and the studio host for FOX’s Major League Baseball broadcasts. Born on March 2, 1974, in Bloomfield, New Jersey, he graduated with a degree in communications from William Paterson University. Before making it big, Burkhardt held local radio jobs at stations like WGHT and WFAN, and even sold cars to make ends meet while chasing his dream of becoming a professional broadcaster. His big break came in 2007 when he became a field reporter for the New York Mets on SNY, which opened the door to a national role with FOX Sports in 2013.

Since joining FOX, Burkhardt has called NFL games alongside analysts such as John Lynch and Greg Olsen, and was named the lead announcer for Super Bowl LVII in 2023. He also anchors FOX’s MLB coverage, including the regular season, All-Star Game, and Postseason. Known for his approachable style and strong chemistry with his co-commentators, Burkhardt has earned a reputation as one of the most trusted and versatile voices in American sports broadcasting.

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Navigating Financial Chaos: Strategies for Uncertain Times (Ep. 13)

Navigating Financial Chaos: Strategies for Uncertain Times (Ep. 13)

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Title: Navigating Financial Chaos: Strategies for Uncertain Times (Episode 13)

Ready to navigate financial uncertainty with confidence? 

Join Jeremy Dicker, the founder of ONE Wealth Management, and co-host Peter Hoopis as they dive into the chaos and uncertainty in today’s financial world and how it affects planning and investment strategies. Discover what it means to have a financial plan built to withstand turmoil and why it’s essential to have more than just cool stuff in your investment portfolio.

Jeremy and Peter discuss:

  • (00:01:58) The importance of having a solid financial plan that adapts to changes 
  • (00:07:34) Treating high-earning clients like athletes with a customized approach 
  • (00:11:01) Managing market volatility and economic pundits’ noise 
  • (00:15:28) Integrating insurance into a financial plan to mitigate chaos 

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