Financial Articles & Podcasts

from Topel & DiStasi in Berkeley, California

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Topel & DiStasi Wealth Management

Episode 51: Active Indexing Portfolio Management

In this episode we discuss the portfolio management technique known as 'Active Indexing'. Learn more at Topel & DiStasi Wealth Management.

Gavin’s Summer Reading List

As we enter a summer like none any of us has ever seen, it seems a little bit strange to...
Topel & DiStasi Wealth Management

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...
Topel & DiStasi Wealth Management

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.
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...
Topel & DiStasi Wealth Management

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.
  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