| Topel & DiStasi Wealth Management

Episode 26: Collaborative Divorce-What Is It?

Gavin L. DiStasi | Podcast Link

In this episode we talk about the collaborative divorce process

Beneficiary Bungle

Jarrett B. Topel | Blog Link

Designating beneficiaries for your retirement accounts and life insurance policies is one of the most critical decisions you can make in... Read More »

Episode 25: Pension Power

Jarrett B. Topel | Podcast Link

In this episode we discuss the power of the employer provided pension plan

Say Goodbye to the Restricted Application for Spousal Benefits

Gavin L. DiStasi | Blog Link

2019 marks the last year people can take advantage of a Social Security rule that will soon be phased out. That rule is called filing a... Read More »

Episode 24: College V Retirement

Gavin L. DiStasi | Podcast Link

In this episode we discuss the choice between saving for college or saving for retirement.

Charitable Giving Basics

Jarrett B. Topel | Blog Link

We have been getting more and more questions regarding charitable giving strategies reently, so I thought it might be helpful to put... Read More »

Episode 23: Information Overload

Jarrett B. Topel | Podcast Link

In this episode we discuss information overload and how it is killing the average investor's returns

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December 22, 2020

Top 5 Financial Errors Couples Make When Divorcing

December 22, 2020

"Congress to vote on second Covid-19 relief package
https://t.co/44dSLENJc8"

December 21, 2020

"High-flying Tesla joins S&P 500; skeptics say buyer beware
https://t.co/cmdXRJWzaC"

December 17, 2020

"Europe wants to set green standards. Can it get the world to commit? via @csmonitor https://t.co/nVg1exwY9D"

December 16, 2020

"Fundamentals of behavioral finance: loss aversion bias https://t.co/WV4yIQnD66"

December 15, 2020

"Buffett: Small Businesses Are Facing 'Economic War' https://t.co/Kn8r0tavKN via @ThinkAdvisor"

December 14, 2020

"What’s the Right Way to Give in a Pandemic? https://t.co/Tw7EGgUIhB"

December 13, 2020

"Buttonwood – Retail investors often learn the wrong lessons from success https://t.co/keVglIykt0"

December 10, 2020

"Airbnb just debuted on Wall Street. Now it's worth more than Marriott and Hilton combined
https://t.co/8VRODKfPHu"

December 10, 2020

"Senate Hearing Focuses On 4 Retirement Saving Challenges via @401kspecmag https://t.co/gS8tSBjZ5J"

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