Beste Balanced Wealth Podcast podcaster (2024)

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Episode 84: Converting 529 Plan Balances To A Roth IRA 5:46

23d ago5:46

5:46

In this episode we discuss the new rules for converting unused 529 plan funds to a Roth IRAAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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Episode 83: Common Questions 10:41

2M ago10:41

10:41

In this episode we discuss the most common questions we get asked as financial advisorsAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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Episode 82: The New FAFSA 7:41

3M ago7:41

7:41

In this episode we discuss the rollout of the new streamlined FAFSAAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 81: Five Common Investing Mistakes 8:40

4M ago8:40

8:40

In this episode we detail five common investing mistakesAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 80: Thankful 5:27

5M ago5:27

5:27

In this episode we discuss what we're thankful for this holiday seasonAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 79: Stocks For The Win 8:32

6M ago8:32

8:32

In this episode we discuss the long-term advantages of investing in equitiesAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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Episode 78: Understanding Tax Filing Status 9:56

7M ago9:56

9:56

In this episode we discuss the five main tax filing statusesAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 77: Home Basis 6:43

8M ago6:43

6:43

In this episode we discuss recent changes to property tax rules in CAAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 76: Rising Costs Of College Education 8:55

9M ago8:55

8:55

In this episode we discuss the rising cost of college educationAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 75: Indexes 7:52

10M ago7:52

7:52

In this episode we discuss who's who in the world of indexesAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 74: The Amplification Of Bad News 6:57

11M ago6:57

6:57

In this episode we discuss the negative effects of the proliferation of bad financial news on the average investorAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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Episode 73: ETFs Vs. Mutal Funds 8:26

12M ago8:26

8:26

In this episode we discuss the difference between ETFs and mutual fundsAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 72: Tax Filing Extensions For 2023 6:17

1y ago6:17

6:17

In this episode we discuss the tax filing and payment deadline extensions due to the extreme weatherAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 71: The Variables of Variables 8:19

1y ago8:19

8:19

In this episode we discuss the pros and cons of variable rate mortgagesAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 70: Secure Act 2.0 8:05

1y ago8:05

8:05

In this episode we discuss some of the provisions of the Secure Act 2.0Av Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 69: Start Off The New Year Right 8:18

1+ y ago8:18

8:18

In this episode we discuss financial strategies for the new yearAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 68: Traditional 401(K) Or Roth 401(K) 7:33

1+ y ago7:33

7:33

In this episode we discuss the choice between the Traditional 401(K) and the Roth 401(K)Av Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 67: Beneficiary Blunders 9:08

1+ y ago9:08

9:08

In this episode we discuss the importance of beneficiary designationsAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 66: Bear Market Territory 8:53

1+ y ago8:53

8:53

In this episode we discuss the market's recent dip into bear market territoryAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 65: Stock Splits 7:22

1+ y ago7:22

7:22

In this episode we discuss the nature of stock splitsAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 64: Live-Work Balance 8:02

1+ y ago8:02

8:02

In this episode we discuss live-work balance and the importance of taking time off to rechargeAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 63: Stock-Market Or Super-Market 6:15

2y ago6:15

6:15

In today's episode we discuss investing in a down marketAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 62: What Is Wrong With Us? 6:54

2y ago6:54

6:54

In today's episode we, once again, talk about gun violence in AmericaAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 61: Inflation And Interest Rates 7:02

2y ago7:02

7:02

In this episode we discuss the Federal Reserve and the relationship between interest rates and inflation.Av Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 60: It's Different This Time 8:14

2y ago8:14

8:14

In this episode we dicuss recent market volatility and investor behaviorAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 59: Inherited IRAs 8:32

2y ago8:32

8:32

In this episode we discuss the rules for inherited IRAsAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 58: 22 & 2 8:26

2y ago8:26

8:26

In this episode we discuss the similarities between artist management and financial management.Av Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 57: The Three Little Pigs 11:26

2+ y ago11:26

11:26

In this episode we discuss how investor behavior impacts investor resultsAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 56: Completing The FAFSA 8:41

2+ y ago8:41

8:41

In this episode we discuss completing the Free Application for Federal Student Aid (FAFSA)Av Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

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Episode 55: Market-Quake Preparedness 7:23

2+ y ago7:23

7:23

In this episode we discuss preparing for a market downturnAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 54: Custodial Accounts 8:52

2+ y ago8:52

8:52

In this episode we discuss custodial accounts for minorsAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 53: Age Is Just A Number 8:39

2+ y ago8:39

8:39

In this episode we discuss the role of age on your investment strategyAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 52: Bike MS Waves To Wine 2021 5:07

2+ y ago5:07

5:07

In this episode we discuss our involvment with the National MS Society and their fundraising event Bike MSAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 51: Active Indexing Portfolio Management 8:29

3y ago8:29

8:29

In this episode we discuss the portfolio management technique known as 'Active Indexing'.Av Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 50: The Basics of College Savings Plans 10:42

3y ago10:42

10:42

In this episode we discuss the basics of college savings vehiclesAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 49: Who's Who In The World Of Indexes.. 10:14

3y ago10:14

10:14

In this episode we discuss investing in indexesAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 48: Guns, Guns And More Guns 7:37

3y ago7:37

7:37

In this episode we react to the terrible shooting in Boulder, COAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 47: How To Enjoy An $18 Mai-Tai 5:54

3y ago5:54

5:54

In this episode we discuss our relationship with moneyAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 46: CA Proposition 19 11:35

3y ago11:35

11:35

In this episode we discuss CA Proposition 19Av Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 45: New Year's Financial Resolutions 8:41

3+ y ago8:41

8:41

In this episode we discuss financial resolutions for the new yearAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 44: Hopeful 7:55

3+ y ago7:55

7:55

In this episode we discuss what we're thankful and hopeful for in this holiday seasonAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 43: Reverse Your Thinking On Reverse Mortgages 9:33

3+ y ago9:33

9:33

In this episode we discuss the pros and cons of reverse mortgagesAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 42: Do Presidential Elections Move Markets 7:50

3+ y ago7:50

7:50

In this episode we discuss whether presidential elections move the marketsAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 41: Stay In Your Lane 7:17

3+ y ago7:17

7:17

In this episode we discuss strategies for long-term investingAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 40: How To Avoid Tax Paralysis 11:04

3+ y ago11:04

11:04

In this episode we discuss the importance of tax diversificationAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 39: Black Lives Matter 10:04

4y ago10:04

10:04

In this episode we discuss our support for the Black Lives Matter movementAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management

1
Episode 38: Oh Behave.. 8:48

4y ago8:48

8:48

In this episode we discuss the role of behavior in the financial planning and investment processAv Topel & DiStasi Wealth Management: Financial Planning | Investments | Wealth Management