Financial Articles & Podcasts

from Topel & DiStasi in Berkeley, California

a stock ticker screen

Stay Gold, America

https://blog.codinghorror.com/stay-gold-america For this month’s blog post, we have decided to highlight an article titled ‘Stay Gold, America’ written by our...
Topel & DiStasi Wealth Management

Episode 94: Monday Blues

In this episode we discuss the stock market movement on 1/27/2025. Contact us at Topel & DiStasi Wealth Management.

New Year’s (Financial) Resolutions

As we roll headlong into 2025, it’s that time of year once again when we stop to reflect a bit...
Topel & DiStasi Wealth Management

Episode 93: Maxing Out for 2025

In this episode we discuss retirement plan contribution limits for 2025. Contact us at Topel & DiStasi Wealth Management.

Do I Need Life Insurance?

Life insurance is an important financial tool that people often overlook, or neglect to even consider.  This may be either...
Topel & DiStasi Wealth Management

Episode 92: The Time Is Now

In this episode we discuss why now might be the most important time for socially responsible investing. Contact us at...

Lions and Tigers and Bears, Oh My!

I had a client say to me the other day, “Gavin, I know it’s never a good idea to try...
Topel & DiStasi Wealth Management

Episode 91: Why Should I Hire A Financial Planner

In this episode we discuss the reasons one might need to hire a financial planner. Contact us at Topel &...

A Must Read for All Investors – “Stocks for the Long Run” by Jeremy Siegel

When it comes to investing in the stock market, there is one book that consistently stands out as a must-read:...
  1. Episode 112: The Emotional Transition Into Retirement 00:08:48
  2. Episode 111: Be Tax Smart, Not Tax Scared 00:10:09
  3. Episode 110: FOMO and Investing
  4. Episode 109: The Market Crash Is Coming - Someday
  5. Episode 108: Money Can't Buy You Happiness