ONE Path to Wealth

Episoade

• The Blueprint for Wealth: What Makes a Great Financial Plan and Advisor (Ep. 21) 15.10.2025 22min

  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 Connect with Jeremy Dicker: LinkedIn: Jeremy Dicker ONE Wealth
• Storytelling, Sports, and Second Chances with Alanna Rizzo (Ep. 20) 01.10.2025 26min

  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: Dodgers Territory Fair Territory with Ken Rosenthal NESN Red Sox Coverage Blue Jays Central Guidry’s Guardian Foundation Connect with Jeremy Dicker: LinkedIn: Jeremy Dicker ONE Wealth Connect with Alanna Rizzo: LinkedIn: Alanna Rizzo Website: Alanna Rizzo 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.
• Shiny Things and Focus: How to Stay Grounded in a Distracted World (Ep. 19) 03.09.2025 20min

  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: ONE Wealth Management’s Friday Thoughts Blog Connect with Jeremy Dicker:  LinkedIn: Jeremy Dicker ONE Wealth
• Meeting in the Middle: Lessons from Family and Leadership (Ep. 18) 20.08.2025 20min

  In this heartfelt episode, host Jeremy Dicker reflects on the deeper meaning of “meeting in the middle” — in parenting, business, and life.  Sharing a personal story about recent challenges with his 10-year-old son, Jeremy opens up about learning to connect on his child’s terms, even when it means stepping into uncomfortable territory. Effective relationships, whether with kids, clients, or teams, require listening, compromise, and clear communication. Using his son’s evolving relationship with baseball as an example, Jeremy explores the balance between pushing someone toward growth and respecting their need for enjoyment and ownership in the process. Drawing parallels to leadership, he emphasizes that true success isn’t about “winning” or being right, but about making sure others feel heard, valued, and engaged. For Jeremy, the goal,  both at home and in business,  is to foster happiness, trust, and mutual respect while guiding others toward their best selves. Connect with Jeremy Dicker:  LinkedIn: Jeremy Dicker ONE Wealth (855) 663-9584
• How Leadership, Mindset, and Presence Shape the Legacy You Leave (Ep. 17) 06.08.2025 14min

  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: Contact Us: https://www.onewealthmgmt.com/contact Check Out Our Blog: https://onewealthmgmt.com/followus/ Connect with Jeremy Dicker:  LinkedIn: Jeremy Dicker ONE Wealth
• Why Mentorship Matters More Than Money (Ep. 16) 18.06.2025 19min

  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! Connect with Jeremy Dicker:  LinkedIn: Jeremy Dicker ONE Wealth
• Unlocking Wealth Through Emotional Healing and Mindset (Ep. 15) 04.06.2025 23min

  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 Connect with Jeremy Dicker:  LinkedIn: Jeremy Dicker ONE Wealth Management (855)-663-9584
• From Selling Cars to Calling the World Series: Kevin Burkhardt’s Journey (Ep. 14) 21.05.2025 28min

  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 Connect with Jeremy Dicker:  LinkedIn: Jeremy Dicker ONE Wealth Connect with Kevin Burkhardt:  Facebook: Kevin Burkhardt Instagram: Kevin Burkhardt X: @kevinburkhardt 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.
• Navigating Financial Chaos: Strategies for Uncertain Times (Ep. 13) 17.04.2025 27min

  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:  LinkedIn: Jeremy Dicker LinkedIn: Peter Hoopis ONE Wealth Management
• Creating a Cultural Phenomenon with Doug Ellin (Ep. 12) 03.04.2025 43min

  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 Connect with Doug Ellin: IMDB: Doug Ellin Connect with Jeremy Dicker:  LinkedIn: Jeremy Dicker ONE Wealth 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.
• Embrace the Challenge: How Pain Fuels Success (Ep. 11) 20.03.2025 29min

  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: LinkedIn: Jeremy Dicker LinkedIn: Peter Hoopis One Wealth Management
• Estate Planning for Everyone: It’s Not Just for the Wealthy (Ep. 10) 06.02.2025 30min

  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) Connect with Jeremy Dicker and Peter Hoopis: LinkedIn: Jeremy Dicker LinkedIn: Peter Hoopis One Wealth Management
• Passion Meets Profession: Jeremy Dicker on Wine and Wealth Management (Ep. 9) 23.01.2025 32min

  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: LinkedIn: Jeremy Dicker LinkedIn: Peter Hoopis One Wealth Management
• Turning Sudden Wealth into a Lasting Legacy (Ep. 8) 09.01.2025 30min

  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:  LinkedIn: Jeremy Dicker One Wealth Management
• Understanding Economic Trends After the Election (Ep. 7) 19.12.2024 31min

  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: LinkedIn: Jeremy Dicker LinkedIn: Peter Hoopis One Wealth Management
• Common Financial Planning Mistakes and How to Avoid Them (Ep. 6) 21.11.2024 33min

  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: LinkedIn: Jeremy Dicker LinkedIn: Peter Hoopis One Wealth Management
• From Past to Present How Childhood Lessons Shape Financial Strategies (Ep. 5) 07.11.2024 31min

  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: LinkedIn: Peter Hoopis LinkedIn: Jeremy Dicker One Wealth Management
• Inside Paso Robles: The Heart of California Wine Country with Don Burns & Kit Kuyper (Ep. 4) 17.10.2024 33min

  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:  LinkedIn: Jeremy Dicker One Wealth Management Connect with Don Burns:  LinkedIn: Don Burns Saxum Vineyards Turtle Rock Vineyards Connect with Kit Kuyper:  LinkedIn: Kit Kuyper Hawks Hill Ranch, LLC 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.
• From Academia to Wealth Management: TJ Pearce’s Journey (Ep. 3) 03.10.2024 35min

  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: LinkedIn: Peter Hoopis LinkedIn: Jeremy Dicker One Wealth Management Connect with TJ Pearce:  LinkedIn: 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®).
• Kendall Toole: Championing Mental Health Through Fitness and Entrepreneurship (Ep. 2) 19.09.2024 40min

  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: The Wholeheartedly Podcast with Kendall and Galey Connect with Jeremy Dicker:  LinkedIn: Jeremy Dicker One Wealth Management Connect with Kendall Toole:  Kendall Toole (@kendalltoole) – Instagram Kendall Toole – LinkedIn 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.