Episode

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Topel & DiStasi Wealth Management

Episode 51: Active Indexing Portfolio Management

In this episode we discuss the portfolio management technique known as 'Active Indexing'. Learn more at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 50: The Basics of College Savings Plans

In this episode we discuss the basics of college savings vehicles. Learn more on college savings plans at Topel &...
Topel & DiStasi Wealth Management

Episode 49: Who's Who In The World Of Indexes..

In this episode we discuss investing in indexes. Learn more on indexes at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 48: Guns, Guns And More Guns

In this episode we react to the terrible shooting in Boulder, CO. More at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 47: How To Enjoy An $18 Mai-Tai

In this episode we discuss our relationship with money. Learn more at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 46: CA Proposition 19

In this episode we discuss CA Proposition 19. Learn more about Prop 19 at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 45: New Year's Financial Resolutions

In this episode we discuss financial resolutions for the new year. Learn more at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 44: Hopeful

In this episode we discuss what we're thankful and hopeful for in this holiday season. Learn more at Topel &...
Topel & DiStasi Wealth Management

Episode 43: Reverse Your Thinking On Reverse Mortgages

In this episode we discuss the pros and cons of reverse mortgages. Learn more about reverse mortgages at Topel &...
  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