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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 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…
Estate Planning Basics: A Smart Way To Start The New Year
With a new year almost upon us, many people are refocusing on goals that may have been set aside during…
Episode 105: Start the New Year Right
In this episode we discuss ways to start the year off right financially