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Episode Description
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: