Episode

a stock ticker screen
Topel & DiStasi Wealth Management

Episode 24: College V Retirement

In this episode we discuss the choice between saving for college or saving for retirement.
Topel & DiStasi Wealth Management

Episode 23: Information Overload

In this episode we discuss information overload and how it is killing the average investor's returns
Topel & DiStasi Wealth Management

Episode 22: Stop And Smell The Roses

In this episode we discuss living for today versus planning for tomorrow
Topel & DiStasi Wealth Management

Episode 21: Stock Market Lemonade

In this episode we talk about turning stock market lemons into lemonade.
Topel & DiStasi Wealth Management

Episode 20: Financial Blueprints

In this episode we discuss the virtues of comprehensive planning
Topel & DiStasi Wealth Management

Episode 19: Don't Go Shopping Without a List

In this episode we discuss the benefits of having a financial plan
Topel & DiStasi Wealth Management

Episode 18: A Big Day For Socially Responsible Investing

In this episode we discuss a big announcement in the socially responsible investing marketplace.
Topel & DiStasi Wealth Management

Episode 17: Employee Stock Purchase Plans

In this episode we discuss strategies for employee stock option/purchase plans.
Topel & DiStasi Wealth Management

Episode 16: Discretionary Spending – Experiences Vs Things

In this episode we discuss the difference between spending on experiences versus material things.
  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