Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

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Topel & DiStasi Wealth Management

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

In this episode we discuss 401(K) contributions
Topel & DiStasi Wealth Management

Episode 12: To 83(b) Or Not To 83(b)

In this episode we discuss the section 83(b) election
Topel & DiStasi Wealth Management

Episode 11: What is Risk…Really?

In this episode we discuss the true meaning of risk.
Topel & DiStasi Wealth Management

Episode 10: Critical Redundancy

In this episode, we discuss the importance of the annual or semi-annual review meeting.
Topel & DiStasi Wealth Management

Episode 9: The Good Stuff

In this episode, we try to give an optimistic (numbers based) view of the world these days
Topel & DiStasi Wealth Management

Episode 8: Winter Is Coming

In this episode, we discuss the changing market cycles
Topel & DiStasi Wealth Management

Episode 7: Plan & Prepare…Don’t Predict

In this episode we discuss how to prepare for inevitable market downturns
Topel & DiStasi Wealth Management

Episode 6: Service & Empathy

In this episode we discuss the importance of quality service and empathy for businesses.
Topel & DiStasi Wealth Management

Episode 5: Pay Off Debt or Invest

In this episode, we answer the question - "should I use my discretionary cash flow to pay off debt or...
  1. Episode 112: The Emotional Transition Into Retirement 00:08:48
  2. Episode 111: Be Tax Smart, Not Tax Scared 00:10:09
  3. Episode 110: FOMO and Investing
  4. Episode 109: The Market Crash Is Coming - Someday
  5. Episode 108: Money Can't Buy You Happiness