Financial Articles & Podcasts

from Topel & DiStasi in Berkeley, California

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Topel & DiStasi Wealth Management

Episode 78: Understanding Tax Filing Status

In this episode we discuss the five main tax filing statuses. Contact us at Topel & DiStasi Wealth Management.

Interest in Inflation

Inflation and interest rates... Interest rates and inflation.  Anywhere you look or listen these days, you seem to see or...
Topel & DiStasi Wealth Management

Episode 77: Home Basis

In this episode we discuss recent changes to property tax rules in CA. Contact us at Topel & DiStasi Wealth...

The Day is Finally Upon Us

Nearly three years after the merger between TD Ameritrade and Charles Schwab was first announced, the time has finally come...

The World of Credit Card Miles and Points

I have just returned from a wonderful trip to Europe with my family. We flew to Spain, then to Germany,...
Topel & DiStasi Wealth Management

Episode 76: Rising Costs Of College Education

In this episode we discuss the rising cost of college education. Learn more about saving for college education at Topel...

Gavin’s Summer Reading List (2023)

As we enter a summer once again, I find myself looking forward to a much needed vacation, not least because...
Topel & DiStasi Wealth Management

Episode 75: Indexes

In this episode we discuss who's who in the world of indexes. Learn more at Topel & DiStasi Wealth Management.

Don’t Believe Everything You Think

Investing is both an art and a science, where rational decision making should ideally prevail. However, as we all know,...
  1. Episode 114: Why People Avoid Financial Planning 7:02
  2. Episode 113: Trump Accounts 8:54
  3. Episode 112: The Emotional Transition Into Retirement 00:08:48
  4. Episode 111: Be Tax Smart, Not Tax Scared 00:10:09
  5. Episode 110: FOMO and Investing