Author: Jarrett B. Topel

a stock ticker screen
an image of various United States Savings Bonds

The Role of Bonds in a Growth Portfolio

One of the biggest investing misconceptions I see today is the idea that every part of a portfolio should always...
a retired couple stacking coins atop one another, symbolizing how to retire well

The ABCs of RMDs

Required Minimum Distributions, or RMDs, are one of those areas of financial planning that seem simple on the surface but...
A couple happily retired, abroad, after making the proper financial preparations

Retiring Overseas? Key Considerations and the Top 5 Locations for Ease and Popularity

Retiring abroad can be a lifestyle upgrade—lower day-to-day costs in the right market, better weather, new community, and a slower...
a social security card

When Should You Take Social Security

As retirement approaches, one of the most important decisions you will face is when to start Social Security. At first...

2026 Retirement Contribution Limits and the New Roth Catch-Up Requirement

Every year the IRS adjusts contribution limits for retirement plans, and the 2026 updates are now official. In general, this...

Understanding Your Financial Personality

Money is not just about math. It is also very much about behavior. The way you think, feel, and act...

Don’t Build Your Financial House Without a Blueprint

Imagine deciding to build a house without a blueprint. You purchase lumber, choose tiles that catch your eye, and find...

How to Start Financial Adulting

A common question I hear from young adults when talking about their finances is: “Where do I even start?” And...

Stocks as a Hedge Against Inflation

Wherever you turn these days—TV, podcasts, coffee shops—it seems that everyone’s talking about inflation. Is it going up? Is it...
  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