Financial Articles & Podcasts
from Topel & DiStasi in Berkeley, California
Episode 13: 401(K) Match – When Less Is More
In this episode we discuss 401(K) contributions
Four Phases of a Financial Lifetime
As someone who has been working in the financial services industry, primarily focused on financial planning, for as long as...
Episode 12: To 83(b) Or Not To 83(b)
In this episode we discuss the section 83(b) election
7 Things Your Advisor Should Review Annually
For a consumer, the sheer number of titles currently in use by those of us in the financial services industry,...
Episode 11: What is Risk…Really?
In this episode we discuss the true meaning of risk.
And The Children Shall Lead Us
We here at Topel & DiStasi Wealth management have always made a concerted effort to avoid political discourse with our...
Episode 10: Critical Redundancy
In this episode, we discuss the importance of the annual or semi-annual review meeting.
Are Women Better Investors than Men?
After a particularly long meeting recently, my business partner Jarrett emerged looking a little worn out and proclaimed that he...