Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

About 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 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.

Publisher

Topel & DiStasi Wealth Management

Category

news

Language

en

Explicit

No

First episode

26 Mar 2017

Latest episode

17 Sept 2026

Latest episodes

114 episodes in the feed.

1. 

   17 Sept 2026

   Episode 114: Why People Avoid Financial Planning

   In this episode we discuss the thought process for those who avoid financial planning

2. 

   28 Aug 2026

   Episode 113: Trump Accounts

   In this episode we discuss the new Trump Accounts

3. 

   30 Jul 2026

   Episode 112: The Emotional Transition Into Retirement

   In this episode we discuss the emotional side of preparing for retirement

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

2 ratings

Podcast Authority Score: 21 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

28

Social presence

0

YouTube

0

Engagement

32

Contact Balanced Wealth Podcast: Financial Planning | Investments | Financial Advice

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.