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Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

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.

125 - Episode 114: Why People Avoid Financial Planning
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  • 125 - Episode 114: Why People Avoid Financial Planning

    In this episode we discuss the thought process for those who avoid financial planning

    Thu, 17 Sep 2026 - 7min
  • 124 - Episode 113: Trump Accounts

    In this episode we discuss the new Trump Accounts

    Fri, 28 Aug 2026 - 8min
  • 123 - Episode 112: The Emotional Transition Into Retirement

    In this episode we discuss the emotional side of preparing for retirement

    Thu, 30 Jul 2026 - 08min
  • 122 - Episode 111: Be Tax Smart, Not Tax Scared

    In this episode we discuss tax considerations for retirement savings

    Thu, 25 Jun 2026 - 10min
  • 121 - Episode 106: When Strong Markets Breed Confidence – Beware!

    In this episode we discuss how strong markets can affect investor behavior in unexpected ways

    Wed, 04 Feb 2026 - 07min
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