Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

a stock ticker screen
Topel & DiStasi Wealth Management

Episode 21: Stock Market Lemonade

In this episode we talk about turning stock market lemons into lemonade.
Topel & DiStasi Wealth Management

Episode 20: Financial Blueprints

In this episode we discuss the virtues of comprehensive planning
Topel & DiStasi Wealth Management

Episode 19: Don't Go Shopping Without a List

In this episode we discuss the benefits of having a financial plan
Topel & DiStasi Wealth Management

Episode 18: A Big Day For Socially Responsible Investing

In this episode we discuss a big announcement in the socially responsible investing marketplace.
Topel & DiStasi Wealth Management

Episode 17: Employee Stock Purchase Plans

In this episode we discuss strategies for employee stock option/purchase plans.
Topel & DiStasi Wealth Management

Episode 16: Discretionary Spending – Experiences Vs Things

In this episode we discuss the difference between spending on experiences versus material things.
Topel & DiStasi Wealth Management

Episode 15: Sequence Of Return Risk

In this episode we discuss sequence of return risk
Topel & DiStasi Wealth Management

Episode 14: Divorce Financial Planning

In this episode we discuss the case for divorce financial planning
Topel & DiStasi Wealth Management

Episode 13: 401(K) Match – When Less Is More

In this episode we discuss 401(K) contributions
  1. Episode 111: Be Tax Smart, Not Tax Scared 00:10:09
  2. Episode 110: FOMO and Investing
  3. Episode 109: The Market Crash Is Coming - Someday
  4. Episode 108: Money Can't Buy You Happiness
  5. Episode 107: The Myth of the Stock-Picker’s Market