Financial Articles & Podcasts

from Topel & DiStasi in Berkeley, California

a stock ticker screen
an image of various United States Savings Bonds

The Role of Bonds in a Growth Portfolio

One of the biggest investing misconceptions I see today is the idea that every part of a portfolio should always...
a group of employees discussing retirement plans at a young age, over coffee in the office

I Joined My Company 401(K) Plan…Now What?

“I just joined my company 401(K) and I’m a little nervous because I’ve never run that far before” I recently...
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Episode 109: The Market Crash Is Coming – Someday

In this episode we discuss market corrections
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Episode 108: Money Can’t Buy You Happiness

In this episode we explore the relationship between money and happiness
a retired couple stacking coins atop one another, symbolizing how to retire well

The ABCs of RMDs

Required Minimum Distributions, or RMDs, are one of those areas of financial planning that seem simple on the surface but...
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Episode 107: The Myth of the Stock-Picker’s Market

In this episode we discuss the myth of consistently picking winning stocks
A couple happily retired, abroad, after making the proper financial preparations

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...
a social security card

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...
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Episode 106: When Strong Markets Breed Confidence – Beware!

In this episode we discuss how strong markets can affect investor behavior in unexpected ways
  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