Podcast Episode 30: Wills, Trusts And Other Fun Stuff

Jarrett B. Topel | Podcast Link

In this episode we discuss the role of estate planning in comprehensive financial planning.

MS Ride Wrap Up

Gavin L. DiStasi | Blog Link

On September 21st & 22nd, for the sixth year running, Team Topel & DiStasi Wealth Management completed the two-day charity ride... Read More »

Podcast Episode 29: Managing Client Conflict

Gavin L. DiStasi | Podcast Link

In this episode we discuss how to manage clients in conflict

Market-Quake Preparedness

Jarrett B. Topel | Blog Link

It seems that everywhere you turn these days, someone is predicting the next major downturn for the stock market. And you know what? Most... Read More »

Podcast Episode 28: How To Sail Your Investments

Jarrett B. Topel | Podcast Link

In this episode we discuss the similarities of investing and sailing

Roth IRA Conversions - What to Consider

Gavin L. DiStasi | Blog Link

We’ve been getting a number of questions about Roth IRA conversions lately, and although we have covered this issue in the past, we thought... Read More »

Podcast Episode 27: Farewell, Richard

Gavin L. DiStasi | Podcast Link

In this episode we remember Dr. Richard Topel

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