In this episode we discuss our involvment with the National MS Society and their fundraising event Bike MS

Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

Episode 52: Bike MS Waves To Wine 2021

In this episode we discuss custodial accounts for minors

Episode 54: Custodial Accounts

In this episode we discuss the role of age on your investment strategy

Episode 53: Age Is Just A Number

In this episode we discuss the portfolio management technique known as 'Active Indexing'.

Episode 51: Active Indexing Portfolio Management

In this episode we discuss the basics of college savings vehicles

Episode 50: The Basics of College Savings Plans

In this episode we discuss investing in indexes

Episode 49: Who's Who In The World Of Indexes..

In this episode we react to the terrible shooting in Boulder, CO

Episode 48: Guns, Guns And More Guns

In this episode we discuss our relationship with money

Episode 47: How To Enjoy An $18 Mai-Tai

In this episode we discuss CA Proposition 19

Episode 46: CA Proposition 19

In this episode we discuss financial resolutions for the new year

Episode 45: New Year's Financial Resolutions

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

Episode 44: Hopeful

In this episode we discuss the pros and cons of reverse mortgages

Episode 43: Reverse Your Thinking On Reverse Mortgages

In this episode we discuss whether presidential elections move the markets

Episode 42: Do Presidential Elections Move Markets

In this episode we discuss strategies for long-term investing

Episode 41: Stay In Your Lane

In this episode we discuss the importance of tax diversification

Episode 40: How To Avoid Tax Paralysis

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 our clients more fully enjoy their lives by being an ally on their road to financial independence.