Podcast Avoiding Tax Paralysis (The Importance of Tax Diversification)

Jarrett B. Topel | Podcast Link

I’ve never understood why there exists in most American’s minds, such a negative association with paying taxes (as in “death and…”). Doesn’... Read More »

Podcast MS Ride Wrap Up

Gavin L. DiStasi | Podcast Link

It’s been a couple of weeks since Team TDWM completed the two-day charity ride Waves to Wine 2014 in support of the National MS Society,... Read More »

Podcast How To Get The Most Out Of Your Stock Options And Grants

Jarrett B. Topel | Podcast Link

As seen on NASDAQ.com: http://www.nasdaq.com/article/how-to-get-the-most-out-of-your-stock-options-and-grants-cm365367#ixzz39k8m7SfU In the... Read More »

Podcast Join Topel & DiStasi Wealth Management at Bike MS: Waves to Wine

Gavin L. DiStasi | Podcast Link

Multiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the brain and... Read More »

Podcast To convert or not to convert…that is the question.

Jarrett B. Topel | Podcast Link

One of the most frequently asked questions from both clients and prospects alike is: “Should I convert some or all of my Traditional IRA... Read More »

Podcast Was 2013 a watershed year for same-sex couples?

Gavin L. DiStasi | Podcast Link

Now that 2014 has officially arrived, and we close the books on 2013, one could certainly be forgiven for engaging in hyperbole regarding... Read More »

Pages