Tag: Jeremy Dicker
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 

Connect with Jeremy Dicker and Peter Hoopis: 

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Creating a Cultural Phenomenon with Doug Ellin (Ep. 12)

Creating a Cultural Phenomenon with Doug Ellin (Ep. 12)

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Discover the unbelievable journey behind one of TV’s most iconic shows!

Join Jeremy Dicker for an intriguing conversation with Doug Ellin, the creative force behind the legendary series Entourage. Dive into Doug’s journey, from his unexpected path to Hollywood to the creation of Entourage, and gain insights into the evolving landscape of television and streaming.

Jeremy discusses: 

  • (01:29) Doug’s career shift from aspiring lawyer to renowned television creator.
  • (04:56) The genesis of Entourage and its impact on TV culture.
  • (08:34) Current trends in the entertainment industry and thoughts on the future of TV.
  • (13:45) Social issues affecting Los Angeles and their impact on creative work.
  • (30:17) The potential challenges and opportunities presented by AI in writing.
  • (34:12) Whether Entourage could be made in today’s cultural climate.
  • And more

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Connect with Jeremy Dicker: 

About our Guest: 

Doug Ellin was born on April 6, 1968 in Brooklyn, New York, USA. He is a writer and producer, known for Entourage (2004), Entourage (2015), and Ramble On.

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Embrace the Challenge: How Pain Fuels Success (Ep. 11)

Embrace the Challenge: How Pain Fuels Success (Ep. 11)

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What sets high achievers apart from the rest? Join Jeremy Dicker and co-host Peter Hoopis on “One Path to Wealth” as they dive into the mindset and habits that shape the world’s most successful people. Jeremy shares golden nuggets from his nearly 30-year journey, focusing on how accepting challenges and setbacks can pave the way to success.

Jeremy and Peter discuss: 

  • (00:02:10) Embracing pain as a part of success 
  • (00:04:05) Compartmentalizing setbacks and following a flexible plan 
  • (00:13:33)The importance of daily discipline and attacking the day 
  • (00:16:29)Managing burnout and the critical role of self-care 
  • (00:18:28)Establishing an external support system for business and life 

Unlock the secrets to success and habit formation by gaining insights from this compelling conversation.

Connect with Jeremy Dicker and Peter Hoopis:

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

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

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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:

Connect with Jeremy Dicker and Peter Hoopis:

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

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

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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:

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

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

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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: 

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Understanding Economic Trends After the Election (Ep. 7)

Understanding Economic Trends After the Election (Ep. 7)

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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
  • And more

Connect with Jeremy Dicker and Peter Hoopis:

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

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

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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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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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