Financial Articles & Podcasts
from Topel & DiStasi in Berkeley, California
Episode 50: The Basics of College Savings Plans
In this episode we discuss the basics of college savings vehicles. Learn more on college savings plans at Topel &...
Take Advantage of Low-Income Years with Roth IRA Conversions
We all love to make money, and usually, the more the better, right? However, there can also be an unexpected...
Process Options for Divorcing Couples
For couples considering divorce, once one or both of you have decided to end the marriage, the single most important...
Episode 49: Who's Who In The World Of Indexes..
In this episode we discuss investing in indexes. Learn more on indexes at Topel & DiStasi Wealth Management.
Episode 48: Guns, Guns And More Guns
In this episode we react to the terrible shooting in Boulder, CO. More at Topel & DiStasi Wealth Management.
Debt Dillema
As a financial planner, one of the most common questions I get asked on a day-to-day basis is, “Should I...
Episode 47: How To Enjoy An $18 Mai-Tai
In this episode we discuss our relationship with money. Learn more at Topel & DiStasi Wealth Management.
If it seems too good to be true…it probably is
In late 1999, as I was starting my career in financial services, I went to play a round of golf...