Financial Articles & Podcasts
from Topel & DiStasi in Berkeley, California
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...
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...
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 &...
Episode 85: How To Take Advantage Of Low Income Years
In this episode we discuss tax planning strategies for low income years. Contact us at Topel & DiStasi Wealth Management.
Gavin’s Summer Reading List (2024)
Now that tax season has concluded and the weather has finally started to improve, I find myself looking towards another...
Episode 84: Converting 529 Plan Balances To A Roth IRA
In this episode we discuss the new rules for converting unused 529 plan funds to a Roth IRA. Contact us...
Information Overload
We live in an era of unparalleled technology and access to information, and with recent trends with Artificial Intelligence (AI),...