Episode 96: Strategies for Investing in Volatile Markets
In this episode we discuss strategies for riding out market volatility. VJkhM8n65sFu9y9AZZM3
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Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice
The financial planners at Topel & DiStasi Wealth Management provide practical advice and insights into the complex world of financial planning and investment management. Our goal is to help...
Episodes
20 of 96 episodesEpisode 95: Dividends Are Worthless, But Perhaps, Still Worthwhile
In this episode we discuss the importance of dividends
Episode 94: Monday Blues
In this episode we discuss the stock market movement on 1/27/2025
Episode 93: Maxing Out for 2025
In this episode we discuss retirement plan contribution limits for 2025
Episode 92: The Time Is Now
In this episode we discuss why now might be the most important time for socially responsible investing
Episode 91: Why Should I Hire A Financial Planner
In this episode we discuss the reasons one might need to hire a financial planner.
Episode 90: Life Transitions
In this episode we discuss approaching and managing big life transitions
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
Episode 88: Do Presidential Elections Impact Your Investments
In this episode we discuss the potential impact of the presidential election on market returns
Episode 87: Stock Splits 2.0
In this episode we revisit the mechanics of stock splits
Episode 86: Why Should I Hire A Financial Advisor
In this episode we discuss the pros and cons of hiring a professional money manager
Episode 85: How To Take Advantage Of Low Income Years
In this episode we discuss tax planning strategies for low income years
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
Episode 83: Common Questions
In this episode we discuss the most common questions we get asked as financial advisors
Episode 82: The New FAFSA
In this episode we discuss the rollout of the new streamlined FAFSA
Episode 81: Five Common Investing Mistakes
In this episode we detail five common investing mistakes
Episode 80: Thankful
In this episode we discuss what we're thankful for this holiday season
Episode 79: Stocks For The Win
In this episode we discuss the long-term advantages of investing in equities
Episode 78: Understanding Tax Filing Status
In this episode we discuss the five main tax filing statuses
Episode 77: Home Basis
In this episode we discuss recent changes to property tax rules in CA