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Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice
Topel & DiStasi Wealth Management
10 episodes
2 weeks ago
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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All content for Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice is the property of Topel & DiStasi Wealth Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
News
Investing
Episodes (10/10)
Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice
Episode 103: What Pickleball Can Teach Us About Investing
In this episode we compare the similarities of pickleball and investing
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3 weeks ago

Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice
Episode 102: Socially Responsible vs Traditional Investing
In this episode we discuss the performance of socially responsible investing versus traditional investing
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1 month ago

Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice
Episode 101: Back to School, Back to College Savings
In this episode we discuss all things college savings
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2 months ago
10 minutes 28 seconds

Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice
Episode 100: Volatility is Still Not Risk
In this episode, we revisit the topic of risk versus volatility from our very first episode
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3 months ago
8 minutes 41 seconds

Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice
Episode 99: Investing is Like Gardening — So Let it Grow
In this episode we compare investing to gardening
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4 months ago
5 minutes 27 seconds

Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice
Episode 98: Investing 101 – The Basics
In this episode, we discuss the basics of investing
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5 months ago
6 minutes 38 seconds

Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice
Episode 97: Predict Less, Plan More
In this episode we discuss the importance of planning for, rather than predicting how, markets will move
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6 months ago
8 minutes 34 seconds

Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice
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.
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7 months ago
9 minutes 21 seconds

Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice
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.
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8 months ago
6 minutes 47 seconds

Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice
Episode 94: Monday Blues
In this episode we discuss the stock market movement on 1/27/2025. Contact us at Topel & DiStasi Wealth Management.
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9 months ago
8 minutes 10 seconds

Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice
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.