Episode

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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.
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...
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...
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.
Topel & DiStasi Wealth Management

Episode 74: The Amplification Of Bad News

In this episode we discuss the negative effects of the proliferation of bad financial news on the average investor. Learn...
Topel & DiStasi Wealth Management

Episode 73: ETFs Vs. Mutal Funds

In this episode we discuss the difference between ETFs and mutual funds. Learn more about mutual funds and ETFs at...
Topel & DiStasi Wealth Management

Episode 72: Tax Filing Extensions For 2023

In this episode we discuss the tax filing and payment deadline extensions due to the extreme weather. Learn more at...
Topel & DiStasi Wealth Management

Episode 71: The Variables of Variables

In this episode we discuss the pros and cons of variable rate mortgages. Learn more about mortgages at Topel &...
Topel & DiStasi Wealth Management

Episode 70: Secure Act 2.0

In this episode we discuss some of the provisions of the Secure Act 2.0. Learn more at Topel & DiStasi...
  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