Financial Articles & Podcasts

from Topel & DiStasi in Berkeley, California

a stock ticker screen

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...

Episode 111: Be Tax Smart, Not Tax Scared

In this episode we discuss tax considerations for retirement savings

Episode 110: FOMO and Investing

In this episode we discuss the dangers of emotional investing due to Fear of Missing Out
an image of various United States Savings Bonds

The Role of Bonds in a Growth Portfolio

One of the biggest investing misconceptions I see today is the idea that every part of a portfolio should always...
a group of employees discussing retirement plans at a young age, over coffee in the office

I Joined My Company 401(K) Plan…Now What?

“I just joined my company 401(K) and I’m a little nervous because I’ve never run that far before” I recently...

Episode 109: The Market Crash Is Coming – Someday

In this episode we discuss market corrections

Episode 108: Money Can’t Buy You Happiness

In this episode we explore the relationship between money and happiness
a retired couple stacking coins atop one another, symbolizing how to retire well

The ABCs of RMDs

Required Minimum Distributions, or RMDs, are one of those areas of financial planning that seem simple on the surface but...

Episode 107: The Myth of the Stock-Picker’s Market

In this episode we discuss the myth of consistently picking winning stocks
  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