Podcast family gather round. Richard and Angela are back with another stock market reality check. As investors, many of us know that the stock market fluctuates daily. That’s just what it does. It can be a hard thing to wrap your head around when you have a well-diversified portfolio, and all you see is red – the charts show downtrends, and the news is screaming at you. First things first, turn off the dang news and stop following the trends. It’s a beautiful thing to have that diversified portfolio under your belt, especially when things turn around and all you see is green, literally, because you’ll end up coming out on top.

With all that being said, we understand it can be hard to put your emotions away and cope with market meltdowns. So, in this episode, we will give it to you straight and prove that there is absolutely no reason to fear a down day. We have some charts some historical facts, and we will share insights on:

  • How to make the most of a down market versus letting that type of market own you!
  • Changing your perspective to see a market decline as an opportunity.
  • Politics, because they have no bearing on long-term financial success. Never have and never will – at least that we know. How to not let your emotions get the best of you.

And more!

So, if you’re someone who is always anxious about the constant up and down or just can’t take the investment heat, it’s time to grab your headphones and take a walk with us. We promise you will feel A LOT better when you hear what we have to say. It’s time to stop losing money, so let’s get started!

P.S. Looking to meet with Richard or Angela at our office in Alamo, Ca? Want to discuss more of what you heard in this episode? Wondering where the heck you need to get started or what all of this means for your retirement plans? Scheduled free 30-minute session and find the peace of mind you deserve for the rest of your life. You can also reach by calling 925.736.6410 or send an email to Info@APlaceOfPossibility.com.

“I want to remind everybody that there is no right or wrong way to do money. There’s only personal preference. So, try to reserve judgment of your partner if they do things differently than you.”

Did you mention “Guide” above? Why yes, yes we did. We’re proud to present you with our “Know Your Possibilities Guide,” a tool and free resource for you to take notes, review, keep on hand, or even share with your friends and family. So grab your copy, click the play button and follow along. You’re just minutes away from discovering your next Place of Possibility.

A Glance at this Episode:

0:00 Introduction

3:57 You heard it here, folks. Talking about money with your partner is an opportunity to find a great compromise.

6:12 Listen in as Angela shares more about why she decided to become a Family Enterprise Advisor.

7:00 Let’s start digging into what we really want to know. How do couples begin this type of conversation?

9:30 What kinds of questions should we be asking each other. Start listening now!

12:29 After you set the foundation and learn about our partner’s history and values around money, it’s time to get into the nitty-gritty. Here’s what you need to know.

13:18 Struggling to make a budget? Listen in as Angela shares two great resources to help you get started.

13:51 Should spouses or partners combine their money or maintain their separate resources?

14:56 What are the five methods to managing finances? Start listening now to hear how Angela breaks each technique down.

21:45 Let’s discuss debt and credit. How does that work?

25:11 How do you deal with a partner who can’t pay a bill on time?!

26:12 Now, let’s talk about the dreaded “S” word… SPENDING!

29:22 What about goal setting? How do you know where you’re going or how to get somewhere? Press play now for all the insights.

31:36 Once we have our goals figured out, now we have to get there. How the heck do we do that? Let’s discuss.

35:14 Let’s talk about the division of labor. Who’s doing what in the household?

37:03 Last question on the table, what’s the best way to come up with an estate plan?

39:53 Q&A: Do I need a prenup? Are they a good idea?


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Links/Resources Mentioned in this Episode:

“One-size-fits-all” won’t fit you here! The Del Monte Group team understands that everyone’s financial goals are unique. That’s why we always provide customized advice. No matter where you are in life, you can depend on our proven expertise to provide financial planning support for long-term success. Ready to get started? Schedule a meeting with Richard or Angela in our Alamo, CA based office today or we can meet via Zoom! >> You can select a date and time that works for you via our calendar, call us at 925.736.6410, or send an email to Info@APlaceOfPossibility.com. We can’t wait to help you!

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