Richard Del Monte - A Place of Possibility Podcast

Richard Del Monte - A Place of Possibility Podcast Welcome to A Place of Possibility Podcast, where we dive into the world of wealth management, but not in the typical sense.

Welcome to A Place of Possibilities podcast, where we dive into the world of your wealth management, but not in the typical sense. For decades, Richard Del Monte has been unpacking creative strategies to help clients understand how to make the most of their financial resources. A Place of Possibility means assisting you in making all your goals a reality - even if sometimes, they aren't money-rela

ted. Tapping into decades of experience in the finance and business sectors, Richard will tackle timely topics and connect with like-minded industry professionals to educate, inform, and help you literally take the next steps forward to live more of the life you want to live today, tomorrow and for the rest of your lifetime. It's time to find more than just wealth management. It's time to find your Place of Possibility.

Big News! As previously announced, we’ve joined Allworth Financial. We want to thank you for the trust and confidence yo...
10/09/2024

Big News! As previously announced, we’ve joined Allworth Financial. We want to thank you for the trust and confidence you have placed in us. We’re excited to continue serving you for years to come with the added resources and strengthened infrastructure provided by our partnership with Allworth Financial.

The New York Times reported that people leaving California outnumbered newcomers by more than 700,000 people between Apr...
03/07/2024

The New York Times reported that people leaving California outnumbered newcomers by more than 700,000 people between April 2020 and July 2022. Why are we seeing such a mass movement? The reasons are plenty, from cheaper homes, lower living costs, and lower taxes to the desire for a more relaxed, family-friendly lifestyle. But alongside this significant lifestyle change, there are many elements to consider, like how to choose a state, if healthcare needs will be met in the aging journey, what types of social or recreational activities will be, and so much more. If you’ve been contemplating an out-of-state move, this episode is for you. >> https://aplaceofpossibility.com/apop50
For educational purposes only: https://aplaceofpossibility.com/disclosure/.

“I never thought about this before very much, but lately I've been thinking, ‘boy, I really appreciate living near a tra...
02/23/2024

“I never thought about this before very much, but lately I've been thinking, ‘boy, I really appreciate living near a trauma center,’” Richard shared in our latest A Place of Possibility episode. “If anything happens to you and you're having a stroke or something, they can fix you.” This is one example of things many people don’t consider when moving after retirement, especially when moving out of state. To help us navigate the many factors that should be considered, we’re pleased to have relocation expert and Keller Williams Certified Real Estate Planner Lucien Cazanave join us for this discussion. >> https://aplaceofpossibility.com/apop50
For educational purposes only: https://aplaceofpossibility.com/disclosure/.

02/21/2024

There is a new prediction floating around that Bitcoin will hit $100,000 in 2024, which begs the question: should we believe this prediction? Probably not. The news is trained to share the best clickbait they can find. In our experience, the news is rarely accurate, so we wouldn’t recommend dumping your extra cash here. Schedule a discovery session with Richard or Angela today to discover more ways to make your money work for you! >> https://aplaceofpossibility.com/meetdmg. For educational purposes only. https://aplaceofpossibility.com/disclosure/

02/20/2024

Forbes magazine has a lot of great information and features wise experts, but you have to be careful because just about anyone can pay to have an article published with them. Some people may be there to advertise a business. If you have questions about the topics we discuss in this podcast episode or want to talk about your finances with Richard or Angela, visit our calendar and select a date and time that works for you. >> https://aplaceofpossibility.com/meetdmg. For educational purposes only. https://aplaceofpossibility.com/disclosure/

02/17/2024

James McIntosh said, “To wisely invest in 2024, we have to decide why the economy defied expectations in 2023.” Well, James, we respectfully disagree! All you have to do is invest your money and stay invested. It’s all about the long game! If you do the math and look at history, there is no way you can lose. Do you have questions about your retirement planning? Want to make sure you’re maximizing your opportunities to save? Schedule a meeting with Angela or Richard now! >> https://aplaceofpossibility.com/meetdmg. For educational purposes only. https://aplaceofpossibility.com/disclosure/

02/15/2024

Coming in at seven on our list of biggest retirement mistakes is not contributing enough to a 401(k) plan to get the employer match. “If you miss out on a $2,500-a-year match from your employer, which would be about a little over $200 a month, over a 35-year career, your loss would be almost a half a million dollars in assets that you would have in your account, which would buy you about $25,000 a year of income for retirement, inflation-adjusted for the rest of your life.” Don’t make this mistake and miss out on free money! Schedule a discovery session with Richard or Angela today to discover more ways to make your money work for you! >> https://aplaceofpossibility.com/meetdmg. For educational purposes only. https://aplaceofpossibility.com/disclosure/

02/15/2024

Our market prediction for 2024 is a humdinger: the market will fluctuate. As Richard points out, that’s all you can guarantee because annual performance is too short of a timeframe to make any logical conclusion about your actions. Just relax, stay invested, and ignore the day-to-day market movements. If you want to take a closer look at your investments, DMG can help. Schedule a free discovery call today! >> https://aplaceofpossibility.com/meetdmg. For educational purposes only. https://aplaceofpossibility.com/disclosure/

#2024

02/14/2024

If you qualify and can find someone with a loan through the FHA, the United States Department of Agriculture, or Veterans Affairs, you can assume their loan and take over their payments. Who knew?! Listen to this clip as we share more details about how to qualify. Looking for more ways to make your money work for you? Schedule a free discovery call! Visit our calendar to select a day and time that works for you >> https://aplaceofpossibility.com/meetdmg. For educational purposes only. https://aplaceofpossibility.com/disclosure/

02/12/2024

The top investment blunder we see is people taking Social Security benefits too soon! “Doesn’t it make sense for everybody to do everything they possibly can to ensure they have the highest possible longevity insurance? Waiting until 70 to collect is one way to do this.” If you can make this happen, we recommend taking a little more out of your portfolio for the three extra years. When you get the higher Social Security benefit, turn off your retirement withdrawals and make that money back! If you have questions or need guidance on when to take Social Security, please don’t hesitate to get in touch! >> https://aplaceofpossibility.com/meetdmg. For educational purposes only. https://aplaceofpossibility.com/disclosure/

02/12/2024

We thought many bad things were coming down the road in 2023: A complete market crash, China taking over, and even a huge commercial real estate collapse. We saw our fair share of vacancies in the Bay Area, but nothing catastrophic, surprise! Want to listen to the full episode, A Place of Possibility? Visit https://aplaceofpossibility.com/apop49. For educational purposes only. https://aplaceofpossibility.com/disclosure/

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