One Wealth Advisors

Check out this week's perspective by Tessa S.!

How to Get Your Steps In - One Wealth Advisors Last weekend, I walked (most of) San Francisco’s Crosstown Trail, a 17-mile route across the city.

Joan Barnes turned a few thousand dollars and a church basement into a global brand worth $2 billion. Gymboree's inception story is impressive — the near-misses, the collapsed deals, the moments where it all could have fallen apart. But the business side is only half the story. In this conversation, she opens up about what came after — the internal battles, the long road back, and why she considers that the real success. New episode of Human Success Stories with David Steele and Jonathan Steele, CFA® is now live.



Give it a listen on Spotify, Apple Podcasts, or our website!



https://open.spotify.com/episode/7Gjx1YVlBqO0Xp40d1bVcT

This podcast is provided by One Wealth Advisors, LLC. This post and the content discussed in this podcast should not be construed as investment advice.

Check out this week's perspective by David Santos-Garcia!

Butter and Tortillas - One Wealth Advisors Some people at One Wealth would say I am food motivated.

Check out this week's perspective by Karime Azar Wabi, CFP®!

Lessons from the Court - One Wealth Advisors At the end of last year, I wrote about how padel became a sport I truly love.

Check out this week's perspective by Elizabeth Brotz, CFP®!

Out to Lunch - One Wealth Advisors Do you ever wonder why everyone seems so genuinely happy at the One Wealth Advisors’ office?

One Wealth's founder + CEO David Steele was featured on Leading to Profit with Kevin Bees, where he shares the leadership philosophy and hard-won strategies that have driven success. From building businesses around genuine passion rather than profit alone, David's story is one of empathy, discipline, and long-term thinking. He opens up about how he scales teams through smart delegation, builds loyalty by creating environments where people truly feel safe and inspired, and why operational efficiency matters far more than top-line revenue. Whether you're a business owner or simply curious about what makes a great leader, this conversation is well worth your time.

https://podcasts.apple.com/us/podcast/271-how-a-ceo-masters-profit-and-hospitality/id1166018987?i=1000710341541



Give it a listen and check out previous podcasts on the new podcast player on our site! Episode also available on Apple Podcasts and Spotify.

Podcast re-shared from May 28, 2025, with permission from Kevin Bees. This repost is provided by One Wealth Advisors, LLC. This repost should not be construed as investment advice.

271: How a CEO Masters Profit and Hospitality Podcast Episode · Leading To Profit · May 28, 2025 · 26m

Growing up in a small town in Appalachian Kentucky, Dawn McGuire understood early on that a life well-lived meant staying curious, staying educated, and showing up for the people around her. That conviction carried her through med school, the AIDS wards of UCSF, a Master's in Divinity, and eventually to founding a free clinic that grew from serving HIV patients to serving veterans — all while writing poetry. In our second episode of Human Success Stories with David Steele and Jonathan Steele, CFA®, Dawn traces that journey and shares how she thinks about success: not as achievement, but as being genuinely useful to the people in front of you.

Give it a listen! Also available on Spotify and our website!

https://podcasts.apple.com/us/podcast/dr-dawn-mcguire-neurologist-and-poet-examines-space/id1890285835?i=1000758911817
​​​​​

This podcast is provided by One Wealth Advisors, LLC. This post and the content discussed in this podcast should not be construed as investment advice.

Check out this week's perspective by Megan Grant!

For What It's Worth, Right Now - One Wealth Advisors It’s a little hard to know what to say right now. There’s a lot going on in the world.

Check out this week's perspective by Eleanor Hall!

All That We Combine - One Wealth Advisors This past week, my fiancée and I hosted our second Passover Seder together. The tradition started when she moved to San Francisco.

One Wealth Advisors has launched Human Success Stories, a new podcast by David Steele and Jonathan Steele, CFA® about the choices, setbacks, and turning points that shape a life well-lived. Each episode features a candid conversation with someone whose journey challenges the way we think about success, fulfillment, and what really matters.

In their debut episode, David and Jon sit down with John Paluska, who managed the rock band Phish from their humble beginnings all the way to becoming one of the most beloved fan bases in music history. They explore what it's like to be adjacent to fame, the fear of following a remarkable first act, and the difference between your survival dance and your sacred dance, which may be one of the most clarifying frameworks for defining success you've ever heard.

Give it a listen! Also available on Spotify and our website.

https://podcasts.apple.com/us/podcast/john-paluskas-second-act-how-managing-phish-prepared/id1890285835?i=1000758911946

Human Success Stories is a production of One Wealth Advisors, LLC. Learn more at ⁠onewealth.net. This post or the content of the podcast should not be construed as investment advice.

John Paluska's Second Act: How managing Phish prepared him for the restaurant business Podcast Episode · Human Success Stories · April 2 · 49m

Check out this week's perspective by Adrian Bruce!

Modern Conveniences - One Wealth Advisors Driving through San Francisco, it's hard to go more than a few blocks before seeing an advertisement for some new AI company that promises to make your life easier.