Financial Articles & Podcasts
from Topel & DiStasi in Berkeley, California
The ABCs of RMDs
Required Minimum Distributions, or RMDs, are one of those areas of financial planning that seem simple on the surface but...
Episode 107: The Myth of the Stock-Picker’s Market
In this episode we discuss the myth of consistently picking winning stocks
Retiring Overseas? Key Considerations and the Top 5 Locations for Ease and Popularity
Retiring abroad can be a lifestyle upgrade—lower day-to-day costs in the right market, better weather, new community, and a slower...
When Should You Take Social Security
As retirement approaches, one of the most important decisions you will face is when to start Social Security. At first...
Episode 106: When Strong Markets Breed Confidence – Beware!
In this episode we discuss how strong markets can affect investor behavior in unexpected ways
Estate Planning Basics: A Smart Way To Start The New Year
With a new year almost upon us, many people are refocusing on goals that may have been set aside during...
Episode 105: Start the New Year Right
In this episode we discuss ways to start the year off right financially
2026 Retirement Contribution Limits and the New Roth Catch-Up Requirement
Every year the IRS adjusts contribution limits for retirement plans, and the 2026 updates are now official. In general, this...