Episode 15: Sequence Of Return Risk
Jarrett B. Topel | Podcast LinkIn this episode we discuss sequence of return risk
Intellectual Humility and Investing
Gavin L. DiStasi | Blog Link“I only invest in real estate because it’s tangible,” or “the stock market is just too risky,” are examples of statements we hear often... Read More »
Jarrett's Summer Reading List
Jarrett B. Topel | Blog LinkSummer is almost here, which means it's time to put away the kid’s school bags, and start packing for our summer trips. With that in mind... Read More »
Episode 14: Divorce Financial Planning
Gavin L. DiStasi | Podcast LinkIn this episode we discuss the case for divorce financial planning
Episode 13: 401(K) Match - When Less Is More
Jarrett B. Topel | Podcast LinkIn this episode we discuss 401(K) contributions
Four Phases of a Financial Lifetime
Gavin L. DiStasi | Blog LinkAs someone who has been working in the financial services industry, primarily focused on financial planning, for as long as I have, some... Read More »
Episode 12: To 83(b) Or Not To 83(b)
Gavin L. DiStasi | Podcast LinkIn this episode we discuss the section 83(b) election
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- July 14, 2020
"Putting Values at the Center of Wealth Planning https://t.co/7gIf7Z4sGf via @BarronsOnline"
- July 14, 2020
"Millionaires Beg for Wealth Tax to Combat Coronavirus Crisis via @401kspecmag https://t.co/lmE5slxIQK"
- July 10, 2020
"Taxes are due July 15. If you can’t pay, here’s what you should do. - The Washington Post https://t.co/vWka9EIhVh"
- June 29, 2020
"Rising inequality in a crisis: The view from Baltimore via @csmonitor https://t.co/GZEHFUfxlJ"
- June 25, 2020
"Trump signs law rolling back post-financial crisis banking rules https://t.co/C5uQOaJhIV"