Author: Gavin L. DiStasi

a stock ticker screen
a group of employees discussing retirement plans at a young age, over coffee in the office

I Joined My Company 401(K) Plan…Now What?

“I just joined my company 401(K) and I’m a little nervous because I’ve never run that far before” I recently...

Estate Planning Basics: A Smart Way To Start The New Year

With a new year almost upon us, many people are refocusing on goals that may have been set aside during...

It’s That Time of Year Again – The FAFSA

With the recent return of autumn, the annual ritual for college-bound students of filling out the Free Application for Federal...

The Meaning of True Wealth: Buying Back Your Time

When most people hear the word “wealth,” their minds immediately turn to money, possessions, and the outward symbols of financial...

Investing With Purpose: The Basics of Socially Responsible and Impact Investing

In recent decades, the landscape of investing has undergone a quiet yet powerful transformation. Beyond just seeking profits, a growing...

The Essentials of Retirement Planning: Building the Life You Deserve

Retirement is not just the end of a career—it’s the beginning of a new chapter. It’s a time to rediscover...

What is the Value of a Financial Advisor?

When starting out as a financial advisor, one of the more difficult processes one must go through is defining the...

Stay Gold, America

https://blog.codinghorror.com/stay-gold-america For this month’s blog post, we have decided to highlight an article titled ‘Stay Gold, America’ written by our...

New Year’s (Financial) Resolutions

As we roll headlong into 2025, it’s that time of year once again when we stop to reflect a bit...
  1. Episode 106: When Strong Markets Breed Confidence - Beware! 7:50
  2. Episode 105: Start the New Year Right 7:24
  3. Episode 104: Thankful 4:55
  4. Episode 103: What Pickleball Can Teach Us About Investing 6:42
  5. Episode 102: Socially Responsible vs Traditional Investing 8:46
  6. Episode 101: Back to School, Back to College Savings Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 10:28
  7. Episode 100: Volatility is Still Not Risk Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 8:41
  8. Episode 99: Investing is like gardening - So, let it grow Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 5:27
  9. Investing 101 - The Basics Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 6:38
  10. Predict Less, Plan More Topel & DiStasi Wealth Management: Financial Advisors | Investments | Wealth Management 8:34
  11. Strategies for Investing in Volatile Markets 9:21
  12. Dividends are worthless, but perhaps, still worthwhile 6:47
  13. Monday Blues 8:10
  14. Maxing Out for 2025 8:52
  15. The Time Is Now 9:00
  16. Why Should I Hire a Financial Advisor 8:52
  17. Life Transitions 8:16
  18. How Much House Can You Afford 7:59
  19. Do Presidential Elections Move Markets 7:50
  20. Stock Splits 2.0 5:15
  21. Why should I Hire A Financial Planner 8:57
  22. How to Take Advantage of Low Income Years 9:09
  23. Converting 529 Plan Balances to a Roth IRA 5:46
  24. Common Questions.. 10:42
  25. The New FAFSA 7:41
  26. Five Common Investing Mistakes 8:41