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Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

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Rating
★★★★★
5
from
2 reviews
Categories
Country
United States
This podcast has
10 episodes
Language
English
Date created
2017/03/29
Latest episode
2026/10/27
Average duration
9 min.
Release period
30 days

Description

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 returns of any Topel & DiStasi Wealth Management, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Topel & DiStasi Wealth Management, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

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Podcast episodes

Check latest episodes from Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice podcast


Episode 115: Five Financial Moves to Consider Before Year-End
2026/10/27
In this episode we discuss financial planning moves to make before the end of the year
Episode 114: Why People Avoid Financial Planning
2026/09/17
In this episode we discuss the thought process for those who avoid financial planning
Episode 113: Trump Accounts
2026/08/28
In this episode we discuss the new Trump Accounts
Episode 112: The Emotional Transition Into Retirement
2026/07/30
In this episode we discuss the emotional side of preparing for retirement
Episode 111: Be Tax Smart, Not Tax Scared
2026/06/25
In this episode we discuss tax considerations for retirement savings
Episode 110: FOMO and Investing
2026/05/28
In this episode we discuss the dangers of emotional investing due to fear of missing out
Episode 109: The Market Crash Is Coming – Someday
2026/04/29
In this episode we discuss market corrections
Episode 108: Money Can’t Buy You Happiness
2026/03/26
In this episode we explore the relationship between money and hapiness
Episode 107: The Myth of the Stock-Picker’s Market
2026/02/27
In this episode we discuss the myth of consistently picking winning stocks
Episode 106: When Strong Markets Breed Confidence – Beware!
2026/02/04
In this episode we discuss how strong markets can affect investor behavior in unexpected ways

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5 out of 5
2 reviews

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