Financial Articles & Podcasts

from Topel & DiStasi in Berkeley, California

a stock ticker screen

Charitable Giving Basics

We have been getting more and more questions regarding charitable giving strategies reently, so I thought it might be helpful...
Topel & DiStasi Wealth Management

Episode 24: College V Retirement

In this episode we discuss the choice between saving for college or saving for retirement.
Topel & DiStasi Wealth Management

Episode 23: Information Overload

In this episode we discuss information overload and how it is killing the average investor's returns

Preparing for an Amicable Divorce

No one goes into their marriage thinking there’s a 50% chance they will get divorced, but the fact is that...

Five Most Common Investing Mistakes

As part of the financial industry for the past twenty-plus years I have seen a lot of things.  Drawing on...
Topel & DiStasi Wealth Management

Episode 22: Stop And Smell The Roses

In this episode we discuss living for today versus planning for tomorrow
Topel & DiStasi Wealth Management

Episode 21: Stock Market Lemonade

In this episode we talk about turning stock market lemons into lemonade.

6 Things Your Estate Plan Should Address

With the end of 2018 approaching fast, and much of our time until the new year arrives, occupied with work...
Topel & DiStasi Wealth Management

Episode 20: Financial Blueprints

In this episode we discuss the virtues of comprehensive planning
  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