Spock Financial

Even Mr. Spock Could Use a Financial Plan

Jarrett B. Topel | Blog Link

As I worked towards my undergraduate degree in finance, then my Certified Financial Planner® designation, and finally my Masters in... Read More »

Podcast Join Topel & DiStasi Wealth Management at Bike MS: Waves to Wine 2015

Gavin L. DiStasi | Podcast Link

Multiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the brain and... Read More »

Podcast The Time Is Now

Jarrett B. Topel | Podcast Link

The recent end of the school year has brought about a lot of change in our house, with our daughter finishing 1st grade, and our son... Read More »

Podcast Financial Planning in a New Era of Marriage Equality

Gavin L. DiStasi | Podcast Link

When the euphoria of Friday’s landmark Supreme Court ruling, effectively legalizing same-sex marriage in the U.S., wears off a bit, it will... Read More »

Podcast Avoiding Tax Paralysis (The Importance of Tax Diversification)

Jarrett B. Topel | Podcast Link

I’ve never understood why there exists in most American’s minds, such a negative association with paying taxes (as in “death and…”). Doesn’... Read More »

Podcast MS Ride Wrap Up

Gavin L. DiStasi | Podcast Link

It’s been a couple of weeks since Team TDWM completed the two-day charity ride Waves to Wine 2014 in support of the National MS Society,... Read More »

Podcast How To Get The Most Out Of Your Stock Options And Grants

Jarrett B. Topel | Podcast Link

As seen on NASDAQ.com: http://www.nasdaq.com/article/how-to-get-the-most-out-of-your-stock-options-and-grants-cm365367#ixzz39k8m7SfU In the... Read More »