Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

جزئیات کانال

Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

سازنده: Topel & DiStasi Wealth Management

This commentary on this website reflects the personal opinions, viewpoints and analyses of the Topel & DiStasi Wealth Management, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Topel & DiStasi Wealth Management, LLC or performance...

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25 قسمت
Episode 110: FOMO and Investing

Episode 110: FOMO and Investing

2026-05-29 01:25:56 0:00
Episode 110: FOMO and Investing

Episode 110: FOMO and Investing

In this episode we discuss the dangers of emotional investing due to fear of missing out

2026-05-29 01:25:47 00:09:32
Episode 109: The Market Crash Is Coming – Someday

Episode 109: The Market Crash Is Coming – Someday

In this episode we discuss market corrections

2026-04-30 02:22:59 00:06:49
Episode 109: The Market Crash Is Coming – Someday

Episode 109: The Market Crash Is Coming – Someday

2026-04-30 02:22:55 0:00
Episode 108: Money Can’t Buy You Happiness

Episode 108: Money Can’t Buy You Happiness

2026-03-27 02:04:31 0:00
Episode 108: Money Can’t Buy You Happiness

Episode 108: Money Can’t Buy You Happiness

In this episode we explore the relationship between money and hapiness

2026-03-27 02:04:29 00:08:44
Episode 107: The Myth of the Stock-Picker’s Market

Episode 107: The Myth of the Stock-Picker’s Market

In this episode we discuss the myth of consistently picking winning stocks

2026-02-27 21:44:03 00:07:56
Episode 107: The Myth of the Stock-Picker’s Market

Episode 107: The Myth of the Stock-Picker’s Market

2026-02-27 20:44:40 0:00
Episode 106: When Strong Markets Breed Confidence – Beware!

Episode 106: When Strong Markets Breed Confidence – Beware!

2026-02-04 07:34:47 00:07:50
Episode 106: When Strong Markets Breed Confidence – Beware!

Episode 106: When Strong Markets Breed Confidence – Beware!

In this episode we discuss how strong markets can affect investor behavior in unexpected ways

2026-01-30 02:11:23 00:07:50
Episode 105: Start the New Year Right

Episode 105: Start the New Year Right

2025-12-19 22:20:36 00:07:24
Episode 104: Thankful

Episode 104: Thankful

2025-11-24 23:26:05 0:00
Episode 103: What Pickleball Can Teach Us About Investing

Episode 103: What Pickleball Can Teach Us About Investing

2025-10-17 02:22:02 0:00
Episode 102: Socially Responsible vs Traditional Investing

Episode 102: Socially Responsible vs Traditional Investing

2025-10-01 01:17:08 0:00
Episode 101: Back to School, Back to College Savings

Episode 101: Back to School, Back to College Savings

2025-08-20 01:43:08 10:28
Episode 100: Volatility is Still Not Risk

Episode 100: Volatility is Still Not Risk

In this episode, we revisit the topic of risk versus volatility from our very first episode

2025-07-30 16:11:41 8:41
Episode 99: Investing is Like Gardening — So Let it Grow

Episode 99: Investing is Like Gardening — So Let it Grow

In this episode we compare investing to gardening

2025-06-30 13:31:51 5:27
Episode 98: Investing 101 – The Basics

Episode 98: Investing 101 – The Basics

In this episode, we discuss the basics of investing

2025-05-28 16:58:58 6:38
Episode 97: Predict Less, Plan More

Episode 97: Predict Less, Plan More

In this episode we discuss the importance of planning for, rather than predicting how, markets will move

2025-04-29 12:27:45 8:34
Episode 96: Strategies for Investing in Volatile Markets

Episode 96: Strategies for Investing in Volatile Markets

In this episode we discuss strategies for riding out market volatility. Contact us at Topel & DiStasi Wealth Management.

2025-03-25 18:30:00 9:21
Episode 95: Dividends Are Worthless, But Perhaps, Still Worthwhile

Episode 95: Dividends Are Worthless, But Perhaps, Still Worthwhile

In this episode we discuss the importance of dividends. Contact us at Topel & DiStasi Wealth Management.

2025-02-26 18:30:00 6:47
Episode 94: Monday Blues

Episode 94: Monday Blues

In this episode we discuss the stock market movement on 1/27/2025. Contact us at Topel & DiStasi Wealth Management.

2025-01-27 18:30:00 8:10
Episode 93: Maxing Out for 2025

Episode 93: Maxing Out for 2025

In this episode we discuss retirement plan contribution limits for 2025. Contact us at Topel & DiStasi Wealth Management.

2024-12-21 18:30:00 8:52
Episode 92: The Time Is Now

Episode 92: The Time Is Now

In this episode we discuss why now might be the most important time for socially responsible investing. Contact us at Topel & DiStasi…

2024-11-28 18:30:00 9:00
Episode 91: Why Should I Hire A Financial Planner

Episode 91: Why Should I Hire A Financial Planner

In this episode we discuss the reasons one might need to hire a financial planner. Contact us at Topel & DiStasi Wealth Management.

2024-10-28 16:26:00 8:57
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