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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 ... more
FAQs about Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice:How many episodes does Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice have?The podcast currently has 104 episodes available.
March 27, 2024Episode 84: Converting 529 Plan Balances To A Roth IRAIn this episode we discuss the new rules for converting unused 529 plan funds to a Roth IRA...more6minPlay
February 27, 2024Episode 83: Common QuestionsIn this episode we discuss the most common questions we get asked as financial advisors...more11minPlay
January 31, 2024Episode 82: The New FAFSAIn this episode we discuss the rollout of the new streamlined FAFSA...more8minPlay
December 27, 2023Episode 81: Five Common Investing MistakesIn this episode we detail five common investing mistakes...more9minPlay
November 21, 2023Episode 80: ThankfulIn this episode we discuss what we're thankful for this holiday season...more6minPlay
October 24, 2023Episode 79: Stocks For The WinIn this episode we discuss the long-term advantages of investing in equities...more9minPlay
September 29, 2023Episode 78: Understanding Tax Filing StatusIn this episode we discuss the five main tax filing statuses...more10minPlay
August 30, 2023Episode 77: Home BasisIn this episode we discuss recent changes to property tax rules in CA...more7minPlay
July 28, 2023Episode 76: Rising Costs Of College EducationIn this episode we discuss the rising cost of college education...more9minPlay
June 15, 2023Episode 75: IndexesIn this episode we discuss who's who in the world of indexes...more8minPlay
FAQs about Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice:How many episodes does Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice have?The podcast currently has 104 episodes available.