Financial Articles & Podcasts

from Topel & DiStasi in Berkeley, California

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Topel & DiStasi Wealth Management

Episode 73: ETFs Vs. Mutal Funds

In this episode we discuss the difference between ETFs and mutual funds. Learn more about mutual funds and ETFs at...
Topel & DiStasi Wealth Management

Episode 72: Tax Filing Extensions For 2023

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

The Requirements of Required Minimum Distributions (RMDs)

All through our working years, we are told to save, Save, SAVE for our retirements, so that when the time...

Strategies for Riding out Volatile Markets

After a nearly 12 year bull market, 2022 was the first truly down year we have seen in the stock...
Topel & DiStasi Wealth Management

Episode 71: The Variables of Variables

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

Episode 70: Secure Act 2.0

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

Risky Business

When learning about investments and investing, it’s inevitable that one of the common words you will run into is “risk.” ...

As we close out yet another year, and reflect on the rollercoaster ride that has been 2022, we are filled...
Topel & DiStasi Wealth Management

Episode 69: Start Off The New Year Right

In this episode we discuss financial strategies for the new year. Learn more at Topel & DiStasi Wealth Management.
  1. Episode 113: Trump Accounts 8:54
  2. Episode 112: The Emotional Transition Into Retirement 00:08:48
  3. Episode 111: Be Tax Smart, Not Tax Scared 00:10:09
  4. Episode 110: FOMO and Investing
  5. Episode 109: The Market Crash Is Coming - Someday