Financial Articles & Podcasts

from Topel & DiStasi in Berkeley, California

a stock ticker screen
Topel & DiStasi Wealth Management

Episode 90: Life Transitions

In this episode we discuss approaching and managing big life transitions. Contact us at Topel & DiStasi Wealth Management.

What Does An Investment Manager Do?

In our role as financial advisors, we often find it helpful to explain some of the different basic roles we...
Topel & DiStasi Wealth Management

Episode 89: How Much House Can You Afford

In this episode, we discuss the importance of determining how much you can really afford to spend on a home....
Topel & DiStasi Wealth Management

Episode 88: Do Presidential Elections Impact Your Investments

In this episode we discuss the potential impact of the presidential election on market returns. Contact us at Topel &...

Financial Literacy for the Next Generation

As parents, we do our best to teach our kids about the world and how to navigate their way to...

Retiring Abroad: Things to Consider Before Making the Leap

In recent years, an increasing number of Americans have been choosing to retire abroad, seeking a blend of adventure, lower...
Topel & DiStasi Wealth Management

Episode 87: Stock Splits 2.0

In this episode we revisit the mechanics of stock splits. Contact us at Topel & DiStasi Wealth Management.

Topel & DiStasi Wealth Management Nominated for “Best of Oakland” award!

We are excited to announce that we've been nominated for the "Best of Oakland Magazine" awards in the ‘Best Financial...
Topel & DiStasi Wealth Management

Episode 86: Why Should I Hire A Financial Advisor

In this episode we discuss the pros and cons of hiring a professional money manager. Contact us at Topel &...
  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