Financial Articles & Podcasts

from Topel & DiStasi in Berkeley, California

a stock ticker screen
Topel & DiStasi Wealth Management

Episode 65: Stock Splits

In this episode we discuss the nature of stock splits. Contact us at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 64: Live-Work Balance

In this episode we discuss live-work balance and the importance of taking time off to recharge. Contact us at Topel &...

How to Plan for a Thirty-Year Trip

It’s quite amazing, and a little bit sad, how most people will spend more time planning their two-week summer vacation...

Spend the Money

There’s a mindset shift taking place within some corners of the financial planning and advice world, by a small but...
Topel & DiStasi Wealth Management

Episode 63: Stock-Market Or Super-Market

In today's episode we discuss investing in a down market. Contact us at Topel & DiStasi Wealth Management.

Jarrett’s Summer Reading List

As hard as it is to believe, summer is almost here.  As such, before you head out on your wonderful...
Topel & DiStasi Wealth Management

Episode 62: What Is Wrong With Us?

In today's episode we, once again, talk about gun violence in America. Contact us at Topel & DiStasi Wealth Management.

Do Nothing

Sometime around 2001, a few years before Jarrett and I decided to start our own firm and were both working...
Topel & DiStasi Wealth Management

Episode 61: Inflation And Interest Rates

In this episode we discuss the Federal Reserve and the relationship between interest rates and inflation. Contact us at Topel &...
  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