Balanced Wealth Podcast
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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.
Balanced Wealth Podcast
3w ago
In this episode we discuss the new rules for converting unused 529 plan funds to a Roth IRA ..read more
Balanced Wealth Podcast
6M ago
In this episode we discuss the long-term advantages of investing in equities ..read more
Balanced Wealth Podcast
7M ago
In this episode we discuss the five main tax filing statuses ..read more
Balanced Wealth Podcast
8M ago
In this episode we discuss recent changes to property tax rules in CA ..read more
Balanced Wealth Podcast
9M ago
In this episode we discuss the rising cost of college education ..read more
Balanced Wealth Podcast
11M ago
In this episode we discuss who's who in the world of indexes ..read more
Balanced Wealth Podcast
11M ago
In this episode we discuss the negative effects of the proliferation of bad financial news on the average investor ..read more
Balanced Wealth Podcast
1y ago
In this episode we discuss the difference between ETFs and mutual funds ..read more
Balanced Wealth Podcast
1y ago
In this episode we discuss the tax filing and payment deadline extensions due to the extreme weather ..read more