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Delivering Financial Planning and Investment Management services to clients in Berkeley, Oakland and the Greater Bay Area for over 20 years. Contact us to see how Topel & DiStasi Wealth Management can provide you with a partner on your journey towards financial independence.
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Episode 108: Money Can’t Buy You Happiness
In this episode we explore the relationship between money and hapiness
The ABCs of RMDs
Required Minimum Distributions, or RMDs, are one of those areas of financial planning that seem simple on the surface but…
Episode 107: The Myth of the Stock-Picker’s Market
In this episode we discuss the myth of consistently picking winning stocks
Retiring Overseas? Key Considerations and the Top 5 Locations for Ease and Popularity
Retiring abroad can be a lifestyle upgrade—lower day-to-day costs in the right market, better weather, new community, and a slower…
Episode 106: When Strong Markets Breed Confidence – Beware!
In this episode we discuss how strong markets can affect investor behavior in unexpected ways
When Should You Take Social Security
As retirement approaches, one of the most important decisions you will face is when to start Social Security. At first…