Episode 29: Managing Client Conflict
Gavin L. DiStasi | Podcast LinkIn this episode we discuss how to manage clients in conflict
Market-Quake Preparedness
Jarrett B. Topel | Blog LinkIt 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 »
Episode 28: How To Sail Your Investments
Jarrett B. Topel | Podcast LinkIn this episode we discuss the similarities of investing and sailing
Roth IRA Conversions - What to Consider
Gavin L. DiStasi | Blog LinkWe’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 »
Episode 27: Farewell, Richard
Gavin L. DiStasi | Podcast LinkIn this episode we remember Dr. Richard Topel
Join Topel & DiStasi Wealth Management at Bike MS: Waves to Wine 2019
Gavin L. DiStasi | Blog LinkMultiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the brain and... Read More »
Episode 26: Collaborative Divorce-What Is It?
Gavin L. DiStasi | Podcast LinkIn this episode we talk about the collaborative divorce process
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