Financial Articles & Podcasts

from Topel & DiStasi in Berkeley, California

a stock ticker screen

The Three Little Pigs

Humans are not rational, particularly when it comes to investing.  Knowing that, is there a way to make this fact...
Topel & DiStasi Wealth Management

Episode 19: Don't Go Shopping Without a List

In this episode we discuss the benefits of having a financial plan

La Dolce Vita

An interesting thing happened last week when the Dow Jones Industrial Average declined over 5% in a two-day period. Rather...
Topel & DiStasi Wealth Management

Episode 18: A Big Day For Socially Responsible Investing

In this episode we discuss a big announcement in the socially responsible investing marketplace.

MS Ride 2018 Wrap Up

On September 22nd & 23rd, for the fifth year running, Team Topel & DiStasi Wealth Management completed the two-day charity...
Topel & DiStasi Wealth Management

Episode 17: Employee Stock Purchase Plans

In this episode we discuss strategies for employee stock option/purchase plans.

Alimony & Acrimony

When the Tax Cuts and Jobs Act of 2017 was signed into law by President Trump on December 22, 2017,...

Join Topel & DiStasi Wealth Management at Bike MS: Waves to Wine 2018

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 16: Discretionary Spending – Experiences Vs Things

In this episode we discuss the difference between spending on experiences versus material things.
  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