Financial Articles & Podcasts

from Topel & DiStasi in Berkeley, California

a stock ticker screen
T&D Wealth Management logo

Episode 114: Why People Avoid Financial Planning

In this episode we discuss the thought process for those who avoid financial planning
a couple retires happily on their beautiful front porch

Should I Pay Off My Mortgage Before I Retire?

For many people approaching retirement, one question comes up again and again. Should I pay off my mortgage before I...
a woman walks through a grocery store aisle

The Paradox of Choice in Investing: When More Options Lead to Worse Decisions

Walk into a grocery store looking for olive oil and you may encounter an entire aisle of choices - Extra...
T&D Wealth Management logo

Episode 113: Trump Accounts

In this episode we discuss the new Trump Accounts
T&D Wealth Management logo

Episode 112: The Emotional Transition Into Retirement

In this episode we discuss the emotional side of preparing for retirement
reading a book on the beach

Jarrett’s Summer Travel and Book Recommendations

This summer, my wife, Janine, and I took our first trip without the kids since becoming parents. We made a...
a woman stares at equations on a blackboard

Why Smart People Still Make Bad Financial Decisions

Most people assume that intelligence and financial success go hand in hand. After all, if someone is highly educated, successful...
T&D Wealth Management logo

Episode 111: Be Tax Smart, Not Tax Scared

In this episode we discuss tax considerations for retirement savings
T&D Wealth Management logo

Episode 110: FOMO and Investing

In this episode we discuss the dangers of emotional investing due to Fear of Missing Out
  1. Episode 114: Why People Avoid Financial Planning 7:02
  2. Episode 113: Trump Accounts 8:54
  3. Episode 112: The Emotional Transition Into Retirement 00:08:48
  4. Episode 111: Be Tax Smart, Not Tax Scared 00:10:09
  5. Episode 110: FOMO and Investing