Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice
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Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice
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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13 قسمت
Episode 103: What Pickleball Can Teach Us About Investing
In this episode we compare the similarities of pickleball and investing
Episode 102: Socially Responsible vs Traditional Investing
In this episode we discuss the performance of socially responsible investing versus traditional investing
Episode 101: Back to School, Back to College Savings
In this episode we discuss all things college savings
Episode 100: Volatility is Still Not Risk
In this episode, we revisit the topic of risk versus volatility from our very first episode
Episode 99: Investing is Like Gardening — So Let it Grow
In this episode we compare investing to gardening
Episode 97: Predict Less, Plan More
In this episode we discuss the importance of planning for, rather than predicting how, markets will move
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.
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.
Episode 94: Monday Blues
In this episode we discuss the stock market movement on 1/27/2025. Contact us at Topel & DiStasi Wealth Management.
Episode 93: Maxing Out for 2025
In this episode we discuss retirement plan contribution limits for 2025. Contact us at Topel & DiStasi Wealth Management.
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…
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.