Podcast Episode 15: Sequence Of Return Risk

Gavin L. DiStasi | Podcast Link

In this episode we discuss sequence of return risk

Intellectual Humility and Investing

Gavin L. DiStasi | Blog Link

“I only invest in real estate because it’s tangible,” or “the stock market is just too risky,” are examples of statements we hear often... Read More »

Jarrett's Summer Reading List

Jarrett B. Topel | Blog Link

Summer is almost here, which means it's time to put away the kid’s school bags, and start packing for our summer trips.  With that in mind... Read More »

Podcast Episode 14: Divorce Financial Planning

Gavin L. DiStasi | Podcast Link

In this episode we discuss the case for divorce financial planning

Podcast Episode 13: 401(K) Match - When Less Is More

Jarrett B. Topel | Podcast Link

In this episode we discuss 401(K) contributions

Four Phases of a Financial Lifetime

Gavin L. DiStasi | Blog Link

As someone who has been working in the financial services industry, primarily focused on financial planning, for as long as I have, some... Read More »

Podcast Episode 12: To 83(b) Or Not To 83(b)

Gavin L. DiStasi | Podcast Link

In this episode we discuss the section 83(b) election

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