Financial Articles & Podcasts
from Topel & DiStasi in Berkeley, California
Top Five (Financial) New Year’s Resolutions
As we roll headlong into 2018, it’s that time of year once again when we stop to reflect a bit...
Know What You Don’t Know
One of the earliest, and most important lessons I learned when I became a Financial Advisor was that it’s ok...
Episode 8: Winter Is Coming
In this episode, we discuss the changing market cycles
Episode 7: Plan & Prepare…Don’t Predict
In this episode we discuss how to prepare for inevitable market downturns
Is it time to reverse your thinking on reverse mortgages?
There are few terms in the finance industry more reviled in the minds of the general public, as “Reverse Mortgage”. ...
Episode 6: Service & Empathy
In this episode we discuss the importance of quality service and empathy for businesses.
3 Steps to Avoid Investing Mistakes
It seems everywhere you look these days in the financial media, the drumbeat for an impending market correction, or even...
Episode 5: Pay Off Debt or Invest
In this episode, we answer the question - "should I use my discretionary cash flow to pay off debt or...