Financial Articles & Podcasts

from Topel & DiStasi in Berkeley, California

a stock ticker screen

Market-Quake Preparedness

It seems that everywhere you turn these days, someone is predicting the next major downturn for the stock market. And you...
Topel & DiStasi Wealth Management

Episode 28: How To Sail Your Investments

In this episode we discuss the similarities of investing and sailing

Roth IRA Conversions – What to Consider

We’ve been getting a number of questions about Roth IRA conversions lately, and although we have covered this issue in...
Topel & DiStasi Wealth Management

Episode 27: Farewell, Richard

In this episode we remember Dr. Richard Topel

Join Topel & DiStasi Wealth Management at Bike MS: Waves to Wine 2019

Multiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the...
Topel & DiStasi Wealth Management

Episode 26: Collaborative Divorce-What Is It?

In this episode we talk about the collaborative divorce process

Beneficiary Bungle

Designating beneficiaries for your retirement accounts and life insurance policies is one of the most critical decisions you can make...
Topel & DiStasi Wealth Management

Episode 25: Pension Power

In this episode we discuss the power of the employer provided pension plan

Say Goodbye to the Restricted Application for Spousal Benefits

2019 marks the last year people can take advantage of a Social Security rule that will soon be phased out....
  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