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The financial planners at Topel & DiStasi Wealth Management provide practical advice and insights into the complex world of financial planning and investment management. Our goal is to help our clients more fully enjoy their lives by being an ally on their road to financial independence.
 
The Heart of What we are about We are a financial planning company committed to helping our clients appreciate, understand, and achieve their dreams and aspirations. Life is not a rehearsal. We help you to ensure that you have the correct life balance and that your money is there to help you lead the life that you deserve. Unlike many financial advisers who focus only on your money, we put your life first and your money second. We work together with our clients to build their personalised fi ...
 
Financial Advice is recorded weekdays at 12pm PST in the qNFT HUB Discord, live and unedited. Topics include regular updates from the team on all QUANTUM.TECH projects, crypto current events, NFT space drama, and more. We regularly have special guests join us ranging from artists discussing their own projects to industry experts providing insights into the more technical aspects of crypto and NFTs. Will there be financial advice? Maybe. Will the live recording screw up from time to time? Pro ...
 
Join me and help me shape the future of how we talk about, share about and debate (not fight) about what our financial lives should look like (for our homes and our businesses). At the root of the complexity, and for some of us, disaster or stress, is money. Let's get real here..................in this space.........in our relationships........in our personal dreams. There's nothing to be afraid of or ashamed about because we are so much alike, us humans. I'm going on this journey with you s ...
 
Join @90DayMoneyPro as we empower people at any income or asset level with expert knowledge and guidance on how to create and implement an optimal Financial Plan in just 90 days. — Smart financial decision making is not properly taught in schools, tough to learn from family or friends, and yet is a vital part of a well-rounded and happy life. Allow us to help guide you to financial freedom and success as you listen to our valuable interviews, tips and discussions, and deep-conversations with ...
 
In a world full of financial information – and misinformation – what do you believe and incorporate into your life, and what do you throw away? As an independent, fee-only financial advisor, one of our founding pillars is education. Through accessible, transparent communication, we help filter out the noise for our clients to allow them to focus on their financial future. The goal of our podcast, Gimme Some Truth, is no different. From the corner of Monroe St. in Madison, WI, we cover the in ...
 
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show series
 
Thinking of starting your own independent Registered Investment Advisor (RIA) Firm? Or maybe mulling a move from one of the big wirehouses to an RIA? A few years back (circa 2019), the co-founders of Walkner Condon Financial Advisors – Nate Condon and Clint Walkner – sat down on Gimme Some Truth to discuss their journey from the Broker-Dealer world…
 
We've covered Exchange-Traded Funds – commonly referred to as ETFs – in myriad ways on Gimme Some Truth previous to this episode. But we've never truly dedicated an episode to ETFs. So this is us doing exactly that, zooming out to go over the basics of ETFs, their history, how they compare with mutual funds, and more. Mitch DeWitt, MBA, and Jonatho…
 
In this episode Emma Crossick talks to Alan Moran about how the future of Interface Financial Planning looks in great shape. The main reason for this optimism is that Alan's son Tom has recently qualified as an IFA and is already a well know face with Interfaces clients.Di Alan Moran
 
"It's kind of like the track runner that's getting started, gets his feet in the blocks, and then tumbles and falls down. That's pretty much what bonds are this year." Not only is Clint's imagery very descriptive at the outset of this episode (he must've aced high school English class), but it's also quite accurate in terms of how the bond market h…
 
In this episode Emma Crossick talks to Alan Moran about why new clients to Interface Financial Planning have to have their Wills and Lasting Powers of Attorney in place. This not only puts your mind at ease that your affairs will be in order if you die. It is also eases the burden on your family when dealing with your affairs after you have gone.…
 
"Did anything work in the first quarter?" That poignant question posed by Syl Michelin, a Chartered Financial Analyst, to open this episode is more or less the underlying sentiment three months into 2022. But although it feels like the first quarter was an all-around flop, there were some things that worked from an investment standpoint in the open…
 
In this episode Emma Crossick talks to Alan Moran about how the prices at the pump are increasing and what inpact this has on the cost to our journeys. They also discuss the need for control of your money management and understanding of where money is coming in but also where it's going out to.Di Alan Moran
 
"You're not going to take deliveries of oil and store them in your basement." So if you're not buying and selling barrels of oil and holding them at your house, which Syl Michelin points out as a rather cumbersome commodity investing option, how do you invest in commodities as an everyday investor? And what does that look like? While we've neglecte…
 
With all the negative news lately, it can feel like a daunting, uphill climb to find the positive pieces of information on a day-to-day basis. So instead of discussing inflation, the financial impact of Russia's invasion of Ukraine, or any of the other myriad topics in the news cycle, we decided to shake things up on this edition of Gimme Some Trut…
 
Maybe you've thought about how you might invest more sustainably, responsibly, or equitably. Or maybe you've actually heard the term 'ESG' or 'ESG' investing. Regardless of whether you fall into one of those camps, or even if you haven't thought much about sustainable investing (regular investing can be complicated enough, as it is), it has certain…
 
Things like low taxes, affordable healthcare, security and ease of travel, which were really never factors in your 20s and 30s suddenly start taking a front seat in your 40s and 50s. And these are factors that go beyond what you can manage just sitting where you are. These are country-dependent, making it imperative that you take stock of where you…
 
It's the most wonderful time of the year! Whoops, off by a few months there. It's not, in fact, the most wonderful time of the year because it's – drumroll, please – tax season. Sorry, Andy Williams, your catchy holiday tune is no good here. But as dreadful as tax time can be, it's still an important part of any financial situation. Whether you wit…
 
Everyone wants to know how to trade so they can also earn quick money. And this question has become almost omnipresent in the last 18 months, with the unilateral rise in the stock market. Everyone thinks it is the quickest and the most sure-shot way of making money, and that it requires nothing more than opening a trading account and having a shot …
 
Financial Independency is what all of us dream about, whether you're 20 or 50. And all our episodes address either a specific point in this journey or tools to enable you to walk this journey so you can get to a level of financial independence. We believe financial independence is the point at which you truly have the freedom to decide how you want…
 
The RUG team recaps their weekend and all in all, it’s a good Monday! (Especially for N, who gets to look cool every day) Badges are distributed live to attendees of today’s FA! Allen Hena shows up and shares his hot takes of the day, his definition of utility, and his thirst for narrative. Listen live at https://qnfthub.com…
 
On the heels of releasing our second annual Market & Investment Outlook Guide, we brought our resident Chartered Financial Analyst (CFA®), Syl Michelin, into the studio to dissect his piece, and the last year, and look forward to what 2022 may have in store. Walkner Condon co-founders Nate Condon and Clint Walkner – who also jump-started this very …
 
In this episode Emma Crossick talks to Alan Moran about how important our carbon footprint is. If we care about the future and the type of world our children and grandchildren are going to be living in, then the how big is our carbon footprint question is one we should all be asking ourselves.Di Alan Moran
 
In this episode Emma Crossick talks to Alan Moran about the online tools available via the Government website. These days, more and more tools are being made available online so it’s a good idea to take advantage of what’s available. If you want to put yourself in control and have easy access to what the government has available, it is crucial that…
 
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