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Topel & DiStasi Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Topel & DiStasi Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Topel & DiStasi Wealth Management, LLC unless a client service agreement is in place.

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2907 Claremont Ave, #111
Berkeley, CA 94705

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  1. Episode 105: Start the New Year Right 7:24
  2. Episode 104: Thankful 4:55
  3. Episode 103: What Pickleball Can Teach Us About Investing 6:42
  4. Episode 102: Socially Responsible vs Traditional Investing 8:46
  5. Episode 101: Back to School, Back to College Savings Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 10:28
  6. Episode 100: Volatility is Still Not Risk Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 8:41
  7. Episode 99: Investing is like gardening - So, let it grow Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 5:27
  8. Episode 98: Investing 101 - The Basics Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 6:38
  9. Episode 97: Predict Less, Plan More Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 8:34
  10. Episode 96: Strategies for Investing in Volatile Markets
  11. Episode 95: Dividends Are Worthless, But Perhaps, Still Worthwhile
  12. Episode 94: Monday Blues
  13. Episode 93: Maxing Out For 2025
  14. Episode 92: The Time Is Now
  15. Episode 91: Why Should I Hire A Financial Planner
  16. Episode 90: Life Transitions
  17. Episode 89: How Much House Can You Afford
  18. Episode 88: Do Presidential Elections Impact Your Investments
  19. Episode 87: Stock Splits 2.0
  20. Episode 86: Why Should I Hire a Financial Advisor
  21. Episode 85: How To Take Advantage Of Low Income Years
  22. Episode 84: Converting 529 Plan Balances To A Roth IRA
  23. Episode 83: Common Questions
  24. Episode 82: The New FAFSA
  25. Episode 81: Five Common Investing Mistakes