Author: Jarrett B. Topel

a stock ticker screen

Don’t Believe Everything You Think

Investing is both an art and a science, where rational decision making should ideally prevail. However, as we all know,...

The Requirements of Required Minimum Distributions (RMDs)

All through our working years, we are told to save, Save, SAVE for our retirements, so that when the time...

Risky Business

When learning about investments and investing, it’s inevitable that one of the common words you will run into is “risk.” ...

Retirement Plan Limits & Federal Tax-Bracket Changes for 2023

As we wrap up another year, it is time, once again, to turn our thoughts to taxes and tax-planning for...

Mutual Funds vs. Exchange Traded Funds

The open-end mutual fund first debuted in the United States in 1924, with the introduction of the Massachusetts Investors Trust. ...

How to Plan for a Thirty-Year Trip

It’s quite amazing, and a little bit sad, how most people will spend more time planning their two-week summer vacation...

Jarrett’s Summer Reading List

As hard as it is to believe, summer is almost here.  As such, before you head out on your wonderful...

Protecting Against “Sequence-of-Return Risk”

If you know me, you will know that one of my all-time favorite mantras is that investing is all about...

Retirement Practice Run

Congratulations, you can retire!  These are the four magic words everyone wants to hear at some point in their lives,...
  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