Episode

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Topel & DiStasi Wealth Management

Episode 60: It's Different This Time

In this episode we discuss recent market volatility and investor behavior. Contact us at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 59: Inherited IRAs

In this episode we discuss the rules for inherited IRAs. Contact us at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 58: 22 & 2

In this episode we discuss the similarities between artist management and financial management. Contact us at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 57: The Three Little Pigs

In this episode we discuss how investor behavior impacts investor results. Contact us at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 56: Completing The FAFSA

In this episode we discuss completing the Free Application for Federal Student Aid (FAFSA). Learn more about student aid at...
Topel & DiStasi Wealth Management

Episode 55: Market-Quake Preparedness

In this episode we discuss preparing for a market downturn. Learn more at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 54: Custodial Accounts

In this episode we discuss custodial accounts for minors. Learn more at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 53: Age Is Just A Number

In this episode we discuss the role of age on your investment strategy. Learn more at Topel & DiStasi Wealth...
Topel & DiStasi Wealth Management

Episode 52: Bike MS Waves To Wine 2021

In this episode we discuss our involvment with the National MS Society and their fundraising event Bike MS. Learn more...
  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