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New Year’s Financial Resolutions

As we close out 2019 and get ready for a fresh start in 2020, it is time, once again, to...

Thankful

With the Thanksgiving holiday upon us this week, it is naturally the time of year when you get inundated with...

Active Indexing

Historically, there have been two separate and distinct strategies investors have used when investing in the stock market.  One is...

MS Ride Wrap Up

On September 21st & 22nd, for the sixth year running, Team Topel & DiStasi Wealth Management completed the two-day charity...

Market-Quake Preparedness

It seems that everywhere you turn these days, someone is predicting the next major downturn for the stock market. And you...

Roth IRA Conversions – What to Consider

We’ve been getting a number of questions about Roth IRA conversions lately, and although we have covered this issue in...

Join Topel & DiStasi Wealth Management at Bike MS: Waves to Wine 2019

Multiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the...

Beneficiary Bungle

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

Say Goodbye to the Restricted Application for Spousal Benefits

2019 marks the last year people can take advantage of a Social Security rule that will soon be phased out....
  1. Episode 114: Why People Avoid Financial Planning 7:02
  2. Episode 113: Trump Accounts 8:54
  3. Episode 112: The Emotional Transition Into Retirement 00:08:48
  4. Episode 111: Be Tax Smart, Not Tax Scared 00:10:09
  5. Episode 110: FOMO and Investing