Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

In this episode we discuss who's who in the world of indexes. Learn more at Topel & DiStasi Wealth Management.

Jun 15, 2023 3:44pm

In this episode we discuss the negative effects of the proliferation of bad financial news on the average investor. Learn...

May 26, 2023 11:36am

In this episode we discuss the difference between ETFs and mutual funds. Learn more about mutual funds and ETFs at...

Apr 28, 2023 10:12am

In this episode we discuss the tax filing and payment deadline extensions due to the extreme weather. Learn more at...

Mar 29, 2023 2:20pm

In this episode we discuss the pros and cons of variable rate mortgages. Learn more about mortgages at Topel &...

Feb 27, 2023 11:56am

In this episode we discuss some of the provisions of the Secure Act 2.0. Learn more at Topel & DiStasi...

Jan 31, 2023 3:28pm

In this episode we discuss financial strategies for the new year. Learn more at Topel & DiStasi Wealth Management.

Dec 28, 2022 11:47am

In this episode we discuss the choice between the Traditional 401(K) and the Roth 401(K). Contact us at Topel & DiStasi...

Nov 30, 2022 11:47am

In this episode we discuss the importance of beneficiary designations. Contact us at Topel & DiStasi Wealth Management.

Oct 26, 2022 2:33pm