Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

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

Jul 28, 2020 10:18pm

In this episode we discuss our support for the Black Lives Matter movement. Learn more at Topel & DiStasi Wealth...

Jun 29, 2020 11:33pm

In this episode we discuss the role of behavior in the financial planning and investment process. Learn more at Topel...

May 29, 2020 7:26pm

In this episode we discuss Maslow's Hierarchy of Needs. Learn more at Topel & DiStasi Wealth Management.

Apr 30, 2020 12:16pm

In this episode we discuss the pros and cons of refinancing

Mar 30, 2020 5:49pm

In this episode we discuss the retirement planning concept of the Three Legged Stool

Feb 28, 2020 8:49pm

In this episode we discuss the provisions of The Secure Act

Jan 29, 2020 10:14pm

In this episode we discuss the recently announced merger of Charles Schwab and TD Ameritrade

Dec 27, 2019 10:07pm

In this episode we discuss charitable giving strategies once you reach age 70 1/2

Nov 26, 2019 10:11pm