Financial Articles & Podcasts
from Topel & DiStasi in Berkeley, California
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...
Join Topel & DiStasi Wealth Management for Bike MS: Waves to Wine 2017
For the fourth year in a row, Topel & DiStasi Wealth Management will be sponsoring a cycling team for...
Episode 4: Investing vs. Gambling
In this episode, we discuss how to know the differences between investing and gambling.
Unintended Consequences: IRA Rollovers and the DOL Fiduciary Rule
There has been a great deal of media coverage and talk in the industry of late about the Department of...
Stay in your own lane – Investing in traffic
I love living in the Bay Area, and in my view, there are very few drawbacks to calling this part...
Episode 3: Charity
In this episode, we discuss some thoughts on philanthropy and true charity
Annuities Are Like Air-Bags For Your Portfolio
The concept of an annuity, a promise by one party to make a series of payments of a specific value...
Episode 2: Debt Dilemma
In this episode we discuss ways to think of the common question of when or when not to pay off...