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Episode 93: Maxing Out for 2025

Gavin L. DiStasi

In this episode we discuss retirement plan contribution limits for 2025. Contact us at Topel & DiStasi Wealth Management.

Do I Need Life Insurance?

Jarrett B. Topel

Life insurance is an important financial tool that people often overlook, or neglect to even consider.  This may be either because they think…

Episode 92: The Time Is Now

Gavin L. DiStasi

In this episode we discuss why now might be the most important time for socially responsible investing. Contact us at Topel & DiStasi…

Lions and Tigers and Bears, Oh My!

Gavin L. DiStasi

I had a client say to me the other day, “Gavin, I know it’s never a good idea to try to time the…

Episode 91: Why Should I Hire A Financial Planner

Jarrett B. Topel

In this episode we discuss the reasons one might need to hire a financial planner. Contact us at Topel & DiStasi Wealth Management.

A Must Read for All Investors – “Stocks for the Long Run” by Jeremy Siegel

Jarrett B. Topel

When it comes to investing in the stock market, there is one book that consistently stands out as a must-read: “Stocks for the…

Episode 90: Life Transitions

Gavin L. DiStasi

In this episode we discuss approaching and managing big life transitions. Contact us at Topel & DiStasi Wealth Management.

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