In this episode we discuss how investor behavior impacts investor results

Balanced Wealth Podcast: Financial Planning | Investing | Wealth Management

Episode 57: The Three Little Pigs

In this episode we discuss the choice between the Traditional 401(K) and the Roth 401(K)

Episode 68: Traditional 401(K) Or Roth 401(K)

In this episode we discuss financial strategies for the new year

Episode 69: Start Off The New Year Right

In this episode we discuss some of the provisions of the Secure Act 2.0

Episode 70: Secure Act 2.0

In this episode we discuss the pros and cons of variable rate mortgages

Episode 71: The Variables of Variables

In this episode we discuss the tax filing and payment deadline extensions due to the extreme weather

Episode 72: Tax Filing Extensions For 2023

In this episode we discuss the difference between ETFs and mutual funds

Episode 73: ETFs Vs. Mutal Funds

In this episode we discuss the negative effects of the proliferation of bad financial news on the average investor

Episode 74: The Amplification Of Bad News

In this episode we discuss who's who in the world of indexes

Episode 75: Indexes

In this episode we discuss the rising cost of college education

Episode 76: Rising Costs Of College Education

In this episode we discuss recent changes to property tax rules in CA

Episode 77: Home Basis

In this episode we discuss the five main tax filing statuses

Episode 78: Understanding Tax Filing Status

In this episode we discuss the long-term advantages of investing in equities

Episode 79: Stocks For The Win

In this episode we discuss what we're thankful for this holiday season

Episode 80: Thankful

In this episode we detail five common investing mistakes

Episode 81: Five Common Investing Mistakes

In this episode we discuss the rollout of the new streamlined FAFSA

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

Episode 82: The New FAFSA

In this episode we discuss the most common questions we get asked as financial advisors

Episode 83: Common Questions

In this episode we discuss the new rules for converting unused 529 plan funds to a Roth IRA

Episode 84: Converting 529 Plan Balances To A Roth IRA

In this episode we discuss tax planning strategies for low income years

Episode 85: How To Take Advantage Of Low Income Years

In this episode, we discuss the relationship between risk and volatility in investing.

Episode 1: Risk & Volatility

In this episode we discuss the section 83(b) election

Episode 12: To 83(b) Or Not To 83(b)

In this episode we discuss the case for divorce financial planning

Episode 14: Divorce Financial Planning

In this episode we discuss sequence of return risk

Episode 15: Sequence Of Return Risk

In this episode we discuss information overload and how it is killing the average investor's returns

Episode 23: Information Overload

In this episode we discuss the power of the employer provided pension plan

Episode 25: Pension Power

In this episode we discuss the recently announced merger of Charles Schwab and TD Ameritrade

Episode 33: The Charles Schwab - TD Ameritrade Merger

In this episode we discuss the retirement planning concept of the Three Legged Stool

Episode 35: The Three Legged Stool

In this episode we discuss the role of behavior in the financial planning and investment process

Episode 38: Oh Behave..

In this episode we discuss strategies for long-term investing

Episode 41: Stay In Your Lane

In this episode we discuss whether presidential elections move the markets

Episode 42: Do Presidential Elections Move Markets

This commentary on this website reflects the personal opinions, viewpoints and analyses of the Topel & DiStasi Wealth Management, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Topel & DiStasi Wealth Management, LLC or performance returns of any Topel & DiStasi Wealth Management, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Topel & DiStasi Wealth Management, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

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