Estate Planning – ONE Path to Wealth

Estate Planning for Everyone: It’s Not Just for the Wealthy (Ep. 10)

By ONE Path to Wealth | February 6, 2025

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
And more

Resources:

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

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

By ONE Path to Wealth | January 9, 2025

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

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

By ONE Path to Wealth | November 21, 2024

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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