Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

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Topel & DiStasi Wealth Management

Episode 93: Maxing Out for 2025

In this episode we discuss retirement plan contribution limits for 2025. Contact us at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 92: The Time Is Now

In this episode we discuss why now might be the most important time for socially responsible investing. Contact us at...
Topel & DiStasi Wealth Management

Episode 91: Why Should I Hire A Financial Planner

In this episode we discuss the reasons one might need to hire a financial planner. Contact us at Topel &...
Topel & DiStasi Wealth Management

Episode 90: Life Transitions

In this episode we discuss approaching and managing big life transitions. Contact us at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 89: How Much House Can You Afford

In this episode, we discuss the importance of determining how much you can really afford to spend on a home....
Topel & DiStasi Wealth Management

Episode 88: Do Presidential Elections Impact Your Investments

In this episode we discuss the potential impact of the presidential election on market returns. Contact us at Topel &...
Topel & DiStasi Wealth Management

Episode 87: Stock Splits 2.0

In this episode we revisit the mechanics of stock splits. Contact us at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 86: Why Should I Hire A Financial Advisor

In this episode we discuss the pros and cons of hiring a professional money manager. Contact us at Topel &...
Topel & DiStasi Wealth Management

Episode 85: How To Take Advantage Of Low Income Years

In this episode we discuss tax planning strategies for low income years. Contact us at Topel & DiStasi Wealth Management.
  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