Financial Articles & Podcasts

from Topel & DiStasi in Berkeley, California

a stock ticker screen

Retirement Practice Run

Congratulations, you can retire!  These are the four magic words everyone wants to hear at some point in their lives,...
Topel & DiStasi Wealth Management

Episode 58: 22 & 2

In this episode we discuss the similarities between artist management and financial management. Contact us at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 57: The Three Little Pigs

In this episode we discuss how investor behavior impacts investor results. Contact us at Topel & DiStasi Wealth Management.

Key Tax Numbers for 2022

With 2021 almost in the books, it’s time to take a look at the coming year, and specifically, the key...
Topel & DiStasi Wealth Management

Episode 56: Completing The FAFSA

In this episode we discuss completing the Free Application for Federal Student Aid (FAFSA). Learn more about student aid at...

The (tax) Gift of Giving

As we approach the end of the calendar year, many people start to turn their attention towards their charitable giving...
Topel & DiStasi Wealth Management

Episode 55: Market-Quake Preparedness

In this episode we discuss preparing for a market downturn. Learn more at Topel & DiStasi Wealth Management.

MS Ride Wrap-Up 2021

On September 18th & 19th, for the eighth year, Team Topel & DiStasi Wealth Management completed the two-day charity ride...
Topel & DiStasi Wealth Management

Episode 54: Custodial Accounts

In this episode we discuss custodial accounts for minors. Learn more at Topel & DiStasi Wealth Management.
  1. Episode 112: The Emotional Transition Into Retirement 00:08:48
  2. Episode 111: Be Tax Smart, Not Tax Scared 00:10:09
  3. Episode 110: FOMO and Investing
  4. Episode 109: The Market Crash Is Coming - Someday
  5. Episode 108: Money Can't Buy You Happiness