Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice
By Topel & DiStasi Wealth Management
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.
Latest episode
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Episode 97: Predict Less, Plan More
In this episode we discuss the importance of planning for, rather than predicting how, markets will move -
Episode 96: Strategies for Investing in Volatile Markets
In this episode we discuss strategies for riding out market volatility. Contact us at Topel & DiStasi Wealth Management. -
Episode 95: Dividends Are Worthless, But Perhaps, Still Worthwhile
In this episode we discuss the importance of dividends. Contact us at Topel & DiStasi Wealth Management. -
Episode 94: Monday Blues
In this episode we discuss the stock market movement on 1/27/2025. Contact us at Topel & DiStasi Wealth Management. -
Episode 93: Maxing Out for 2025
In this episode we discuss retirement plan contribution limits for 2025. Contact us at Topel & DiStasi Wealth Management. -
Episode 92: The Time Is Now
In this episode we discuss why now might be the most important time for socially responsible investing. Contact us at Topel & DiStasi… -
Episode 91: Why Should I Hire A Financial Planner
In this episode we discuss the reasons one might need to hire a financial planner. Contact us at Topel & DiStasi Wealth Management. -
Episode 90: Life Transitions
In this episode we discuss approaching and managing big life transitions. Contact us at Topel & DiStasi Wealth Management. -
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. Contact us at… -
Episode 88: Do Presidential Elections Impact Your Investments
In this episode we discuss the potential impact of the presidential election on market returns. Contact us at Topel & DiStasi Wealth Management.