Joe DeLisi Financial

On the eve of the 2024 Presidential election, Joe discusses why the stock market doesn't usually FEEL safe.  However, it may very well be so depending on your definition... For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results. joedelisi.com

FOMO has even the most successful investor often wondering if they should be DOING more?  More sophistication?  More exotic?  More fancy?  Or is simple and elegant the way to go?  Joe explains his views... For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results....

Joe discusses where tax laws have been and where they may be headed in light of the 35 trillion in federal debt as well as what we need to look at in order to help mitigate future taxation. For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results. joedelisi.com

In this episode Joe discusses prior impacts of recessions on the overall market as well as the difficulty in navigating recessions. For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results. joedelisi.com

Taking a break from stocks and stock markets, Joe discusses a way to alleviate the stress of budgeting from your life...forever!!!! For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results. joedelisi.com

Joe discusses how to get to and through retirement so that you can say it turned out exactly the way you had hoped it would. For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results. joedelisi.com

We take a break from the Presidential election to discuss significant market drops and the effect that may have on the timing and quality of your retirement. For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results. joedelisi.com

The news is coming in so swiftly it's hard to keep up.  Let ME do the worrying for you as I share historical data that will help you stick with your investment policy! For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results. joedelisi.com

"This time is different"...and sometimes that's true, but what isn't different is how investors should react.  Join Joe as he provides receipts in the form of data that suggest your best move in the markets right now. For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meetin...

Today Joe discusses a very real risk that is hardly ever discussed....Sequence of Return Risk.  He defines it and walks you through why and how it can be so devastating.   For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results. joedelisi.com

Stagflation sounds super scary....is it?  Or does the data suggest your diversified equity portfolio will be ok anyway?  In this very quick pod, Joe walks you through what to do now in light of a potential environment of stagflation. For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting wi...

Today we talk, once again, about the dangers of listening to the media and others about what the stock markets will do in the future.  No one knows the future.  Don't let them produce anxiety for you!!! For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the result...

A change in mindset is discussed about how to regard your portfolio. For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results. joedelisi.com

Joe discusses a high level example of the correct amount of insurance almost regardless of the type of insurance at which we are looking. For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results. joedelisi.com

Today Joe walks through the data that supports the conclusion that there are several "cheap" markets out there right now.  P/E ratios explained and compared! For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results. joedelisi.com

In this episode Joe discusses some ideas both he and his clients have discovered to help with their parents as they age.  Check show notes for links! For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results. joedelisi.com

Joe discusses the top three things to help you retire to a good life for the rest of your life...as well as the biggest thing you DON'T control! For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results. joedelisi.com

Joe looks at varying rolling time periods to see if it's prudent to just leave all your money in large U.S. markets like the S&P500 or if there is a case to be made for holding international stocks right now.  Check show notes for more information and feedback! For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the as...

It's a BIG election year....what effect will this have on your portfolio?  Joe looks at historical data to help you see what may happen with your money.  Click show notes for additional information and feedback! For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review t...

Joe runs through events over the past 20 years, each of which were predicted to bring about economic ruin...and how none of it ever materialized. For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results. joedelisi.com

Retire like a business owner selling a business does...prepare to exit 10 years in advance. For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results. joedelisi.com

For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results. joedelisi.com