Financial Articles & Podcasts
from Topel & DiStasi in Berkeley, California
Episode 15: Sequence Of Return Risk
In this episode we discuss sequence of return risk
Intellectual Humility and Investing
“I only invest in real estate because it’s tangible,” or “the stock market is just too risky,” are examples of...
Jarrett’s Summer Reading List
Summer is almost here, which means it's time to put away the kid’s school bags, and start packing for our...
Episode 14: Divorce Financial Planning
In this episode we discuss the case for divorce financial planning
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,...