Episode

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Topel & DiStasi Wealth Management

Episode 33: The Charles Schwab – TD Ameritrade Merger

In this episode we discuss the recently announced merger of Charles Schwab and TD Ameritrade
Topel & DiStasi Wealth Management

Episode 32: Charitable Giving Age 70 1/2

In this episode we discuss charitable giving strategies once you reach age 70 1/2
Topel & DiStasi Wealth Management

Episode 31: Why Spousal Support Is The Most Difficult Issue To Negotiate In A Divorce

In this episode we discuss spousal support, and the difficulty in negotiating this issue in a divorce
Topel & DiStasi Wealth Management

Episode 30: Wills, Trusts And Other Fun Stuff

In this episode we discuss the role of estate planning in comprehensive financial planning.
Topel & DiStasi Wealth Management

Episode 29: Managing Client Conflict

In this episode we discuss how to manage clients in conflict
Topel & DiStasi Wealth Management

Episode 28: How To Sail Your Investments

In this episode we discuss the similarities of investing and sailing
Topel & DiStasi Wealth Management

Episode 27: Farewell, Richard

In this episode we remember Dr. Richard Topel
Topel & DiStasi Wealth Management

Episode 26: Collaborative Divorce-What Is It?

In this episode we talk about the collaborative divorce process
Topel & DiStasi Wealth Management

Episode 25: Pension Power

In this episode we discuss the power of the employer provided pension plan
  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