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MY WEALTHVIEW NAVIGATOR™
A Place Of Possibility A Place Of Possibility
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Archive for Category: Podcast

HomeBlogPodcast
Posted on March 11, 2022
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017: Using a Family Meeting to Explain Your Estate Plan to Your Children

A Place of Possibility, Alamo, Angela Wright, APlaceOfPossibility, Del Monte Group, DelMonteGroup, Endless Inheritance, family wealth, Family Wealth Transitions, financial planning, Heirs, Inheritance, Investing, IRA, Life Transition, Money, Podcast, preparing heirs, real estate, Retire, retirement, Richard Del Monte, Transfer of Wealth, Wealth, Wealth Management

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Posted on February 27, 2022
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016: How to Have the “Money Talk” with Your Partner

A Place of Possibility, Angela Wright, APlaceOfPossibility, Del Monte Group, DelMonteGroup, financial planning, Investing, Podcast, Retirement Planning

Podcast

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Posted on February 15, 2022
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015: Standing Your Ground: Navigating Market Meltdowns Like a Champ

A Place of Possibility, Alamo, Angela Wright, Investing, Investor, long-term investing, Market, Market Outlook, Market Prediction, Podcast, Richard Del Monte, stock market, stocks

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Posted on January 31, 2022
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#014 How to Keep Money from Ruining Your Marriage

A Place of Possibility, Alamo, Andy Bryce, Angela Wright, APlaceOfPossibility, Del Monte Group, DelMonteGroup, Endless Inheritance, family wealth, Family Wealth Transitions, Financial Conversations, financial planning, Heirs, Inheritance, Investing, IRA, Life Transition, Money, Podcast, preparing heirs, real estate, Retire, retirement, Richard Del Monte, Tapping Through, Transfer of Wealth, Wealth, Wealth Management

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Posted on December 28, 2021
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#013 One Week Left to Save a Bundle on Your 2021 Taxes

401k, A Place of Possibility, Alamo, Angela Wright, Charitable Contribution, Del Monte Group, FSA Money, I Bonds, Investing, IRA, medicare, Podcast, Required Minimum Distribution, Richard Del Monte, Roth IRA, Student Loans, Taxes

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Posted on December 21, 2021
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012: A Course in Mortgages with Erin Ekstrum

Alamo, Angela Wright, Del Monte Group, Endless Inheritance, Family Wealth Transitions, financial planning, Money, Podcast, preparing heirs, Richard Del Monte, Wealth Management

Podcast

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Posted on November 20, 2021
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011: Planned Successes, Unplanned Failures

Absolute Trust Counsel, Alamo, Del Monte Group, Endless Inheritance, estate planning, financial planning, Money, Planned Successes, Podcast, preparing heirs, Richard Del Monte, Wealth Management

Podcast

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Posted on November 4, 2021
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010: How to Pick the Right Investments for YOU!

Absolute Trust Counsel, Alamo, Del Monte Group, Endless Inheritance, estate planning, Family Wealth Transitions, financial planning, Investing, Money, Podcast, preparing heirs, Richard Del Monte, Values, Wealth Management

Podcast, Video

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Posted on October 21, 2021
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09: Alphabet Soup a Medicare Tell-All to Get You Ready for Enrollment

Absolute Trust Counsel, Alamo, Del Monte Group, Endless Inheritance, estate planning, Family Wealth Transitions, financial planning, medicare, Money, Podcast, preparing heirs, Richard Del Monte, Wealth Management

Podcast, Video

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Posted on October 12, 2021
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08: Annuities: Everything You Never Wanted to Know

Absolute Trust Counsel, Alamo, Del Monte Group, Endless Inheritance, estate planning, Family Wealth Transitions, financial planning, Money, Podcast, preparing heirs, Richard Del Monte, Wealth Management

Podcast

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Contact Us

T 925.736.6410

75 Golden Meadow Lane
Alamo, CA 94507

Contact Us

T 925.736.6410
F 925.263.1930


75 Golden Meadow Lane
Alamo, CA 94507

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Contact us

T 925.736.6410

F 925.263.1930

75 Golden Meadow Lane
Alamo, CA 94507

Latest Posts

  • CBS Interview with Richard Del Monte: The First Republic Bank Crisis Continues

    CBS Interview with Richard Del Monte: The First Republic Bank Crisis Continues

  • 037: What are the Seven Critical Times in Life That Require Estate Planning?

    037: What are the Seven Critical Times in Life That Require Estate Planning?

  • 036: Do We Really Need Stock Market Predictions?

    036: Do We Really Need Stock Market Predictions?

  • 035: How Do I Protect My Money During a Banking Crisis?

    035: How Do I Protect My Money During a Banking Crisis?

  • ABC 7 News Interview with Richard Del Monte: First Republic Bank Crisis

    ABC 7 News Interview with Richard Del Monte: First Republic Bank Crisis

Contact us

T 925.736.6410

F 925.263.1930

75 Golden Meadow Lane
Alamo, CA 94507

Del Monte Group

3 hours ago

Del Monte Group
If the market is down, think of it as a sale on stocks. You want to buy more, so you’ll see even more growth when it goes back up. Contrary to popular belief, your stocks will not go to zero because that would mean the fall of capitalism. The most significant declines we ever see are around 50%, and those are temporary. So always take advantage of the “sale!” No matter what’s happening with the economy, we’ve got your back and will always help you make your money work for you. Get in touch with our team by calling 925.736.6410 or schedule a free consultation with Richard or Angela >> aplaceofpossibility.com/meetdmg. For educational purposes only. aplaceofpossibility.com/disclaimer/ #DelMonteGroup #APlaceOfPossibility #Inflation #StockMarket #Portfolio #Investing #RichardDelMonte #Rossmoor #AngelaWright #Alamo #Danville #WealthManagement #FinancialPlanning ... See MoreSee Less

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Del Monte Group

23 hours ago

Del Monte Group
Debt is not a great thing. No one ever wants to be or should be, maxed out. But let’s discuss this federal debt ceiling issue that has once again taken hold of our headlines. Yes, we’re at $31 trillion, the highest we’ve ever been, but our economy has grown too. So, guess what? We’re only paying 1.8% of our total GDP to service the debt today, verse 3.1% during the 90s,. Thus, we are proportionally much better off today than we were in the 1990s. Listen in as Richard and Angela talk more about this hot topic, why you shouldn’t be overly worried, and definitely DO NOT need to make any drastic moves in your financial life.#APlaceOfPossibility #Investing #InvestmentPortfolio #DebtCeiling #FinancialGoals #RiskTolerance #Diversification ... See MoreSee Less

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Del Monte Group

1 day ago

Del Monte Group
As Richard and Angela point out, we are not in a terrible situation because our debt is so high, but it does have a real impact. Yes, we may see some volatility, but if you have a well-diversified portfolio, you can weather this storm and come out on top. Want to make sure your portfolio is where it needs to be? We can help! Set up a meeting with Richard or Angela. Visit our calendar to pick a date and time that works for you. aplaceofpossibility.com/MeetDMG/.#aplaceofpossibility #investing #investmentportfolio #DebtCeiling #financialgoals #risktolerance #diversification ... See MoreSee Less

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Del Monte Group

1 day ago

Del Monte Group
As Richard and Angela point out, we are not in a terrible situation because our debt is so high, but it does have a real impact. Yes, we may see some volatility, but if you have a well-diversified portfolio, you can weather this storm and come out on top. Want to make sure your portfolio is where it needs to be? We can help! Set up a meeting with Richard or Angela. Visit our calendar to pick a date and time that works for you. aplaceofpossibility.com/MeetDMG/.#aplaceofpossibility #investing #investmentportfolio #DebtCeiling #financialgoals #risktolerance #diversification ... See MoreSee Less

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Del Monte Group

2 days ago

Del Monte Group
Did you know that in the 90s, we paid 3.1% of our total GDP to service our debt? So, we must be paying A LOT more now, especially if our debt is at a new high? Wrong, we’re only paying 1.8% - how could that be? Because our economy has grown exponentially,, paying the debt is a smaller piece of the pie. If you’re worried about your portfolio or the debt ceiling and need to calm your fears, schedule a time to talk with Richard or Angela! aplaceofpossibility.com/MeetDMG/.#APlaceOfPossibility #Investing #InvestmentPortfolio #DebtCeiling #FinancialGoals #RiskTolerance #Diversification ... See MoreSee Less

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