85 episodes

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.

Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

    • Business

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.

    Episode 85: How To Take Advantage Of Low Income Years

    Episode 85: How To Take Advantage Of Low Income Years

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

    • 9 min
    Episode 84: Converting 529 Plan Balances To A Roth IRA

    Episode 84: Converting 529 Plan Balances To A Roth IRA

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

    • 5 min
    Episode 83: Common Questions

    Episode 83: Common Questions

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

    • 10 min
    Episode 82: The New FAFSA

    Episode 82: The New FAFSA

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

    • 7 min
    Episode 81: Five Common Investing Mistakes

    Episode 81: Five Common Investing Mistakes

    In this episode we detail five common investing mistakes

    • 8 min
    Episode 80: Thankful

    Episode 80: Thankful

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

    • 5 min

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