Greater Bay Area wealth management firm Del Monte Group announces the launch of “A Place of Possibility” podcast, co-hosted by Del Monte Group founder Richard Del Monte and partner and COO Angela Wright.
“A Place of Possibility” was developed as a new avenue to educate clients and prospects while exploring some of today’s most important issues and evolutions that span the financial industry. Richard and Angela dish up actionable guidance that helps listeners take necessary steps to live more of the life they want to live, starting now.
“When it comes to wealth management, there is always a smarter, more unique approach that can be built and tailored for clients based on their lives and their goals,” said Del Monte. “People get so hyped about breaking news and the next best product or one-off strategies that they just get stuck, and they aren’t optimizing for their life or their financial wellness.
“You can reach all of your goals. You can keep, grow, and enjoy your money. I’m excited for the opportunity that Angela and I have to bring thought-provoking discussions to the airwaves. I can guarantee we will be opening your eyes to moments you didn’t even know were possible to plan for a life truly well lived.”
“I couldn’t agree more with Richard because, at Del Monte Group, we are committed to ensuring our clients are empowered and flourishing at every turning point in life,” said Wright. “With the addition of ‘A Place of Possibility,’ we aim to give listeners a nuanced perspective on topics that affect everyone at one point in time or another. Today, with the constant evolution in the financial industry, people need an incisive perspective, and that’s our goal.”
Upcoming “A Place of Possibility” episodes include:
Podcast Episode #01: How to Retire on a Lump Sum
Podcast Episode #02: Why Should I Invest in Real Estate?
Podcast Episode #03: Roth IRA: How to Build a Tax-Free Retirement
Podcast Episode #04: Biden’s Tax Plan: What’s Proposed, Enacted, and How to Plan
Podcast Episode #05: Retirement Plan Options for Small Businesses
Each “A Place of Possibility” episode will run about 30 minutes long, and the show will run bimonthly after the initial five-episode launch. “A Place of Possibility” is set to launch on August 24 and will be available to listen to on Apple Podcasts https://podcasts.apple.com/us/podcast/a-place-of-possibility/id1581872949.