Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

In this episode we react to the terrible shooting in Boulder, CO. More at Topel & DiStasi Wealth Management.

Mar 30, 2021 10:20pm

In this episode we discuss our relationship with money. Learn more at Topel & DiStasi Wealth Management.

Feb 26, 2021 5:38pm

In this episode we discuss CA Proposition 19. Learn more about Prop 19 at Topel & DiStasi Wealth Management.

Jan 29, 2021 5:48pm

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

Dec 29, 2020 7:49pm

In this episode we discuss what we're thankful and hopeful for in this holiday season. Learn more at Topel &...

Nov 24, 2020 7:34pm

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

Oct 28, 2020 9:26pm

In this episode we discuss whether presidential elections move the markets. Learn more at Topel & DiStasi Wealth Management.

Sep 29, 2020 7:43pm

In this episode we discuss strategies for long-term investing. Learn more at Topel & DiStasi Wealth Management.

Aug 25, 2020 10:08pm

In this episode we discuss the importance of tax diversification. Learn more at Topel & DiStasi Wealth Management.

Jul 28, 2020 10:18pm