Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

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Topel & DiStasi Wealth Management

Episode 84: Converting 529 Plan Balances To A Roth IRA

In this episode we discuss the new rules for converting unused 529 plan funds to a Roth IRA. Contact us...
Topel & DiStasi Wealth Management

Episode 83: Common Questions

In this episode we discuss the most common questions we get asked as financial advisors. Contact us at Topel &...
Topel & DiStasi Wealth Management

Episode 82: The New FAFSA

In this episode we discuss the rollout of the new streamlined FAFSA
Topel & DiStasi Wealth Management

Episode 81: Five Common Investing Mistakes

In this episode we detail five common investing mistakes. Contact us at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 80: Thankful

In this episode we discuss what we're thankful for this holiday season. Contact us at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 79: Stocks For The Win

In this episode we discuss the long-term advantages of investing in equities. Contact us at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 78: Understanding Tax Filing Status

In this episode we discuss the five main tax filing statuses. Contact us at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 77: Home Basis

In this episode we discuss recent changes to property tax rules in CA. Contact us at Topel & DiStasi Wealth...
Topel & DiStasi Wealth Management

Episode 76: Rising Costs Of College Education

In this episode we discuss the rising cost of college education. Learn more about saving for college education at Topel...
  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