Financial Articles & Podcasts
from Topel & DiStasi in Berkeley, California
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...
Episode 46: CA Proposition 19
In this episode we discuss CA Proposition 19. Learn more about Prop 19 at Topel & DiStasi Wealth Management.
Investing 101 – Back to the Basics
Sometimes we all need a good reminder of the basics. When I talk with friends, family and clients about investing and...
Episode 45: New Year's Financial Resolutions
In this episode we discuss financial resolutions for the new year. Learn more at Topel & DiStasi Wealth Management.
Top 5 Financial Errors Couples Make When Divorcing
I recently gave a workshop for couples who are considering divorce and was asked “what are the biggest financial errors...
Year-End Tax-Planning Strategies
As we come to the end of another year, it is time once again to starting thinking about taxes. And...
Episode 44: Hopeful
In this episode we discuss what we're thankful and hopeful for in this holiday season. Learn more at Topel &...
The Not MS Ride Wrap Up
Normally this time of year, I would be writing a post-mortem blog post about our recently completed MS Ride: Waves...