Financial Articles & Podcasts

from Topel & DiStasi in Berkeley, California

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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.

Five Common Questions

Variety, they say, is the spice of life.  And one of the best parts of being a financial planner is...

Join Topel & DiStasi Wealth Management at Bike MS: Waves to Wine 2021

Multiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the...
Topel & DiStasi Wealth Management

Episode 53: Age Is Just A Number

In this episode we discuss the role of age on your investment strategy. Learn more at Topel & DiStasi Wealth...
Topel & DiStasi Wealth Management

Episode 52: Bike MS Waves To Wine 2021

In this episode we discuss our involvment with the National MS Society and their fundraising event Bike MS. Learn more...

Investing vs. Gambling

For many, the word “investing” is synonymous with the word “gambling.”  And, if you don’t invest the right way, I...
  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