Joe DeLisi Financial

The biggest names in tech have fueled the market for years, but what happens when those stocks start falling? In this episode, Joe DeLisi examines whether recent declines in major technology companies are a warning sign or simply another reminder of why diversification matters. Joe walks through current market performance, compares large-cap tech with small-cap and value investments, and explains...

Did you miss the boat on SpaceX? After one of the most talked-about IPOs in recent memory, many investors are wondering whether they missed out on the next great opportunity. In this episode, Joe DeLisi explains why fear of missing out can be one of the biggest threats to long-term wealth. Rather than chasing headlines, Joe discusses what actually builds wealth over decades, why most investors don...

Many investors spend their time worrying about the next market move. The more important question is whether they have a sound investment strategy in place. In this episode, Joe DeLisi shares the foundational principles that have guided his approach to wealth management for nearly three decades. Drawing from years of experience helping business owners, executives, physicians, and high-net-worth fam...

After nearly 30 years in the financial industry, Joe DeLisi reflects on the long path that shaped the way he invests client money today. In this episode, Joe shares how he entered the business with no finance background, the lessons he learned early in his career, and why his philosophy eventually shifted toward evidence-based investing. This is a look at experience, mistakes, mentorship, and the...

In this special episode of the Westpac Wealth Investment Podcast, host Joe Dalisi sits down with Nash Subotic, founder and CEO of Westpac Wealth. From humble beginnings in a small Hawaii office in 2008 to a national firm with 220 advisors, nearly 400 team members, 30+ offices across 11 states, and over $5 billion in assets under management, Nash shares the remarkable growth story and unwavering in...

War in Iran, Strait of Hormuz Disruptions, and What It Means for Your Portfolio In this episode, Joe DeLisi discusses recent geopolitical events involving Iran and the Strait of Hormuz and how markets have reacted so far. He shares year-to-date performance data (as of early April) showing the S&P 500 down approximately 1%, while certain small cap value strategies have performed stronger. Joe r...

Part 2 of the Next Generation series focuses on the financial decisions young adults are making right now, and the ones that matter most long term. Joe breaks down the habits, mindset, and common mistakes that can either set you up early… or quietly hold you back for years. If you're in your 20s or 30s (or a parent trying to guide your kids well), this episode brings clarity to what actually...

In this episode, Joe DeLisi revisits one of his most talked-about conversations,  “The Worst Decision a Client Has Ever Made” —and addresses the surprising takeaway many listeners walked away with. If you’ve ever thought holding a few individual stocks is the same as “owning a business,” this episode is for you. Joe breaks down the dangerous misunderstanding behind that belief and explains why tre...

Over the past several years, I’ve noticed something happening with many of my long-time clients. Their kids are growing up. The same families I’ve worked with for 20+ years now have sons and daughters in their early 20s—thinking about college, careers, and starting their financial lives. And more and more, parents ask me the same question: “Would you talk to my son or daughter about money?” That’s...

Tensions between the United States and Iran have resurfaced, and headlines are once again stirring uncertainty in global markets. In this episode, Joe breaks down what’s actually happening, what history tells us about geopolitical conflicts and market reactions, and—most importantly—how long-term investors should think during moments like this. You’ll hear: A clear overview of the current U.S.–Ira...

Is buying the cheapest index fund really the smartest move? It sounds logical. Low cost. Broad diversification. Simple. But investing isn’t just about cost, it’s about understanding where returns actually come from. In this episode, Joe breaks down why “cheap indexing” alone may not be a complete strategy. He walks through expected returns, risk premiums, and how academic theory gets misapplied in...

Business owners don’t need the same financial plan as employees, and pretending they do can cost you flexibility, taxes, and options down the road. In this episode, Joe DeLisi explains why traditional financial planning often fails entrepreneurs, even when it looks “smart” on paper. Drawing from real-world experience as a business owner, Joe breaks down how taxes, exit planning, and long-term stra...

Every election cycle, I hear the same question: “Should I be worried about my investments because of what’s happening in politics?” In this episode, I walk through what actually matters, and what doesn’t, when it comes to politics and the stock market. We look at real historical data across different administrations and election cycles and talk honestly about how markets have behaved over time. If...

What do billionaires actually worry about? It’s not what most people think. In this episode of the Joe DeLisi Financial Podcast, Joe breaks down the real concerns he sees among ultra-high-net-worth individuals—the issues that keep wealthy families up at night long after money is no longer the problem. From protecting wealth across generations to avoiding catastrophic mistakes, losing control, or b...

In this episode, Joe walks through one of the biggest financial mistakes he’s ever seen a client make, a decision that looked harmless in the moment but carried massive long-term consequences. He breaks down what went wrong, why smart people make avoidable money mistakes, and how you can sidestep the same trap in your own planning. It’s a direct, practical conversation about risk, human behavior,...

Every year the “experts” scream crash, recession, empty shelves, and market meltdown, and every year they eat their words. What actually happened in 2025 after all the 50% plunge calls and tariff-doomsday headlines? Spoiler: the exact opposite. Now the same voices are back with brand-new 2026 horror stories. In this episode we pull the receipts on the biggest missed calls of the past 12 months, ex...

In this episode, Joe breaks down why U.S. banks are holding hundreds of billions in unrealized losses  and why almost no one is talking about it. We cover what “unrealized losses” actually mean, how they happen, why interest rate moves matter, and what this could signal for investors going into 2025. This isn’t fear-mongering. It’s a look under the hood so you understand the real risks, the potent...

Everyone thinks the “super smart” people win in the market, until history shows they don’t. In this episode, Joe DeLisi reveals how Isaac Newton and Nobel Prize–winning economists fell for the same traps everyday investors face. If some of the brightest minds in history couldn’t outsmart a bubble, what makes this moment any different? This episode might change the way you think about your next fin...

Joe DeLisi reflects on 30 years in the investment world and the patterns that keep resurfacing — from the dot-com bubble to crypto and today’s AI hype. After attending a recent conference where “new” products sounded all too familiar, Joe breaks down Wall Street’s habit of repackaging old ideas with shiny new labels. He walks through past market manias, what they taught us, and how to recognize th...

The headlines talk about a government shutdown, but the real issue is much bigger. Joe DeLisi breaks down what $37 trillion in U.S. debt actually means for your taxes, Social Security, and retirement plan. In this episode, Joe explains how rising interest payments and unsustainable spending could lead to higher taxes in the years ahead and what smart investors can do now to prepare. A must-listen...

In this episode of the Joe DeLisi Financial Advisor Podcast, Joe discusses the implications of artificial intelligence (AI) in finance, addressing common fears and misconceptions. He explores the political perspectives surrounding AI, emphasizing the need for a nuanced understanding rather than extreme views. Joe highlights the gradual transformation of AI in industries, drawing parallels to histo...

Is the “Magnificent Seven” still… magnificent? Joe explains why 2025’s market has looked more like a “Terrific Two,” how cap-weighted indexes can hide concentration risk, and why he sticks with globally diversified, factor-tilted portfolios to fund real-life plans. For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessm...

Join us as we explore the fascinating world of investment risk premiums. This episode promises to unravel the mysteries behind these financial concepts, offering insights that could reshape your approach to investing. Tune in to discover the hidden factors that drive market dynamics and learn how to leverage them for potential gains. Don't miss out on this opportunity to enhance your investme...

Joe breaks down the investor mind traps—recency bias, performance chasing, hindsight envy—and uses Nvidia’s decade to show why process beats prediction. Practical takeaways on portfolio design, rebalancing, and sticking to a math-and-science plan.  For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can reque...

In this episode, Joe DeLisi discusses the sale of the Los Angeles Lakers and compares the investment returns of owning the team versus investing in the S&P 500. He highlights the historical context of both investments, explores alternative asset categories, and emphasizes the importance of diversification in building a financial portfolio. The conversation also touches on the New York Yankees...