Financial Nuggets

Today, Michael discusses what has happeend in markets in the first half of 2026. What has the S&P 500 returned to investors? What about other markets?

Today, Michael discusses the SpaceX IPO and IPOs more broadly. What should an investor expect based on history? What about other IPOs that are also scheduled for this year?

What are the non-negotiables of successful investing? In this episode of Financial Nuggets, Joe DeLisi takes a deeper dive into the investment philosophy he has refined over nearly 30 years in the financial industry. Using examples familiar to business owners and operators, Joe explains why the most important financial decisions should never be left to guesswork, emotion, or market headlines. Joe...

Not all financial advisors think about investing the same way. In this episode, Joe DeLisi explains how his investment philosophy developed over nearly 30 years in the financial industry and why that process matters for clients. Joe shares how he entered the business with little financial background, what the industry taught him early on, and how years of experience eventually led him toward a mor...

Michael wraps up this podcast series on a Vanguard study that interviewed over 13,000 clients. The study asked each client one specific question 'What is the most important thing a financial advisor provides?'

Today, Michael discusses a Vanguard study that interviewed over 13,000 clients and asked them one specific question 'What is the most important thing a financial advisor provides?'

Today, Michael discusses the upcoming election. What does history tell us about midterms, what can we expect in our investment accounts, how should we think when we see doomsday headlines etc

Today, Michael talks through March Madness brackets and the odds of winning! What does this teach us about investing? What are the similarities we feel about picking a bracket and picking stocks and why do we feel this way?

Today, Michael discusses lessoned learned from last year and how they apply to the current situation in Iran, specific to global markets.

Michael does a bonus episode today to discuss the current situation with Iran and your money. What has happened with markets historically when these types of military conflicts break out?

Today, Michael discusses 2025 market returns, year to date returns in the Mag 7, and what new headlines are appearing as the financial media tries to make sense of what's happening in markets across the globe. https://www.oliveharbor.com/

Today, Michael talks through some things you can do to love your family before you die (fun topic!) such as having a document listing all of your passwords, account information and much more. https://www.oliveharbor.com/

Michael discusses all of the headlines surrounding 'All Time Highs' in various markets across the globe and what it means for you, an investor. https://www.oliveharbor.com/

In today's episode, Michael discusses all things Trump Account. Are you kids eligible? Should you participate? What other options exist to save for my kids? https://www.oliveharbor.com/

Happy New Year! Today, Michael talks through 2025 headlines and where markets are going in 2026. https://www.oliveharbor.com/

In today's episode, Michael discusses the IRS changes to different tax advantaged accounts like the 401k, IRA, HSA etc

Today, Michael discusses common conversations he's been having with operators lately... Most of which has been around some last minute planning opportunities to consider before we head into 2026

Joe discusses a headline that is being seen more and more about banks... What does it mean for banks to be in this position? How does that affect your money and your portfolio?

In today's episode, Joe discusses all things government shutdown. What does it mean for you? What does it mean for an investor?

Open enrollment season! Michael talks through the HSA and the purple plan at GIOA this year.

In today's episode, Michael talks through some of the best performing stocks in the last 5 years... and one that will definitely surprise you as the top performer.

'The key to making money in stocks is not to get scared out of them' is a famous quote by Peter Lynch. Today, Michael discusses this and what an investor should do with the headlines discussing 'the markets at an all time high'.

Today, Michael has a little fun discussing the recent sale of the LA Lakers. Some people are arguing its better to own the SP 500. Some people are arguing its better to own the Lakers. Michael takes a look at the math to try to solve which would be the better choice

Michael wraps up his 3 part episode on Team Member Care discussing GIOA benefits for the team members.

Operators continue to call Michael and Joe to ask for help with their TMs finances. PWC 2023 Employee Financial Wellness Survey said 57% of employees cite finances as their top source of stress surpassing work, health or family issues. Same study said financially stressed employees are twice as likely to seek new employment.  The solution? Introducing Wealth Nuggets!