Episode

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Topel & DiStasi Wealth Management

Episode 42: Do Presidential Elections Move Markets

In this episode we discuss whether presidential elections move the markets. Learn more at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 41: Stay In Your Lane

In this episode we discuss strategies for long-term investing. Learn more at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 40: How To Avoid Tax Paralysis

In this episode we discuss the importance of tax diversification. Learn more at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 39: Black Lives Matter

In this episode we discuss our support for the Black Lives Matter movement. Learn more at Topel & DiStasi Wealth...
Topel & DiStasi Wealth Management

Episode 38: Oh Behave..

In this episode we discuss the role of behavior in the financial planning and investment process. Learn more at Topel...
Topel & DiStasi Wealth Management

Episode 37: Maslow's Hierarchy Of Needs

In this episode we discuss Maslow's Hierarchy of Needs. Learn more at Topel & DiStasi Wealth Management.
Topel & DiStasi Wealth Management

Episode 36: Does Refinancing Your Mortgage Make Sense

In this episode we discuss the pros and cons of refinancing
Topel & DiStasi Wealth Management

Episode 35: The Three Legged Stool

In this episode we discuss the retirement planning concept of the Three Legged Stool
Topel & DiStasi Wealth Management

Episode 34: The Secure Act

In this episode we discuss the provisions of The Secure Act
  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