Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice
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About
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.
Episode 53: Age Is Just A Number
In this episode we discuss the role of age on your investment strategy
Episode 52: Bike MS Waves To Wine 2021
In this episode we discuss our involvment with the National MS Society and their fundraising event Bike MS
Episode 51: Active Indexing Portfolio Management
In this episode we discuss the portfolio management technique known as 'Active Indexing'.
Episode 50: The Basics of College Savings Plans
In this episode we discuss the basics of college savings vehicles
Episode 49: Who's Who In The World Of Indexes..
In this episode we discuss investing in indexes
Episode 48: Guns, Guns And More Guns
In this episode we react to the terrible shooting in Boulder, CO
Episode 47: How To Enjoy An $18 Mai-Tai
In this episode we discuss our relationship with money
Episode 45: New Year's Financial Resolutions
In this episode we discuss financial resolutions for the new year