Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

The financial planners at Topel & DiStasi Wealth Management provide practical advice and insights into the complex world of financial planning and investment management. Our goal is to help our clients more fully enjoy their lives by being an ally on their road to financial independence.

  • 9 minutes 21 seconds
    Episode 96: Strategies for Investing in Volatile Markets
    In this episode we discuss strategies for riding out market volatility. VJkhM8n65sFu9y9AZZM3
    25 March 2025, 12:00 am
  • 6 minutes 47 seconds
    Episode 95: Dividends Are Worthless, But Perhaps, Still Worthwhile
    In this episode we discuss the importance of dividends
    27 February 2025, 12:00 am
  • 8 minutes 9 seconds
    Episode 94: Monday Blues
    In this episode we discuss the stock market movement on 1/27/2025
    28 January 2025, 12:00 am
  • 8 minutes 52 seconds
    Episode 93: Maxing Out for 2025
    In this episode we discuss retirement plan contribution limits for 2025
    22 December 2024, 12:00 am
  • 8 minutes 59 seconds
    Episode 92: The Time Is Now
    In this episode we discuss why now might be the most important time for socially responsible investing
    29 November 2024, 12:00 am
  • 8 minutes 57 seconds
    Episode 91: Why Should I Hire A Financial Planner
    In this episode we discuss the reasons one might need to hire a financial planner.
    25 November 2024, 12:00 am
  • 8 minutes 16 seconds
    Episode 90: Life Transitions
    In this episode we discuss approaching and managing big life transitions
    24 September 2024, 10:18 pm
  • 7 minutes 58 seconds
    Episode 89: How Much House Can You Afford
    In this episode, we discuss the importance of determining how much you can really afford to spend on a home
    28 August 2024, 6:44 pm
  • 7 minutes 33 seconds
    Episode 88: Do Presidential Elections Impact Your Investments
    In this episode we discuss the potential impact of the presidential election on market returns
    30 July 2024, 11:10 pm
  • 5 minutes 14 seconds
    Episode 87: Stock Splits 2.0
    In this episode we revisit the mechanics of stock splits
    27 June 2024, 7:03 pm
  • 8 minutes 52 seconds
    Episode 86: Why Should I Hire A Financial Advisor
    In this episode we discuss the pros and cons of hiring a professional money manager
    29 May 2024, 10:31 pm
  • More Episodes? Get the App