Joe DeLisi Financial

In today’s episode, Joe DeLisi dives deep into the world of investment fees—unpacking the difference between price and cost , and why the cheapest option isn’t always the best. After receiving a common question from a client, Joe breaks down why some of the advice you see on TikTok or Instagram could be missing key data. With real-world examples, he explores how seemingly small decisions about fee...

In this episode of the Joe DeLisi Financial Advisor podcast, Joe discusses the implications of the current tax bill moving through Congress, emphasizing the importance of long-term tax planning. He highlights the historical context of tax rates, the potential for future tax increases due to national debt, and strategies for maintaining tax efficiency in investment portfolios. Joe stresses the need...

In this episode of the Joe DeLisi Financial Advisor podcast, Joe discusses the concept of betting on your financial future, using Tesla's stock movement as a case study. He emphasizes the difference between speculation and investment, highlighting the risks associated with short-term trading and the importance of having a well-structured investment portfolio that aligns with one's financ...

In this episode of the Joe DeLisi Financial Advisor Podcast, Joe discusses the recent economic speculation surrounding shipping issues and the potential for an economic collapse. He reflects on the reality of the current market situation, emphasizing the importance of steady investment strategies over fear-driven decisions. Joe highlights the significance of diversification and asset allocation in...

In this episode of the Joe DeLisi Financial Advisor podcast, Joe discusses the recurring theme of market crashes that never materialize, emphasizing the importance of understanding market corrections and the role of diversification in investment strategies. He highlights historical data showing that most market fears are short-lived and often exaggerated by media narratives. Joe advocates for a lo...

In this episode, Joe DeLisi discusses Warren Buffett's retirement and reflects on his investment philosophy. He emphasizes the importance of investor temperament and the scientific approach to building resilient portfolios. Joe shares insights from Buffett's quotes, highlighting the significance of understanding market fluctuations and the need for a disciplined investment strategy. The...

In this episode, Joe DeLisi addresses common fears surrounding investment portfolios, particularly in light of current market conditions. He emphasizes the importance of diversification and reassures listeners that their financial plans are designed to weather market fluctuations. Joe provides a detailed analysis of current market performance, highlighting the benefits of a well-diversified portfo...

Join Joe DeLisi, a seasoned financial advisor, as he breaks down market trends with clarity and confidence. In each episode, Joe dives into current economic events, drawing on historical data—like the volatile 2020 markets—to provide context and perspective. From tariffs to tax cuts, he explains what’s driving market swings and why long-term strategies matter more than short-term noise. With a foc...

Although every tariff policy has been different, there IS a track record of how markets perform in these situations.   Joe drops a pod that is real time data AND backwards facing data. 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 media are back with scary predictions of things that will "wipe out the economy".  One of which is inflation.  But has anyone looked at history and how markets have done during inflationary periods?  Joe did!  Join him to look at what we can learn from history. For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of t...

The late 90's saw massive increases in the U.S. equities markets led by the "internet revolution" only to follow up with significant losses that took some investors over a decade to recover from.  But other investors weathered the storm much better.  Are in the same cycle now?  Joe looks at history and applies to current high flying stocks... For a quick assessment of your current f...

We look at how NOT sticking to your plan is very costly.  The second mistake people make is a deadly one and one that may keep you from retiring early, in the manner that you choose....or EVER. 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.c...

Do you even worry if you'll be able to retire?  You're not alone!  Joe discusses the number one mistake he sees and how to course correct it quickly! 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

Tariffs, economic data, war, politics...anything can make markets volatile and scary.  How do we react?  Sell it all???  NO!  In this episode Joe discusses the use of bonds in your portfolio. Why are they there?  What type are there?  How can they help us in downturns?  Tune in and find out!  For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedeli...

A 10 minute overview of who Joe is..family...history of how he built his business and what's next. 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

Is it time?  Are we in a bubble? Joe tells you his thoughts from his 28 years going through multiple market corrections and crashes 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 back to 2023 and 2024 industry predictions that never happened and looks forward to the 2025 predictions being just as wrong!  No one knows the future, but you can prepare your portfolio for the coming year without speculating or gambling. For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can requ...

Just like watching football...where knowing the outcome of the game before hand takes away all uncertainty and all the fun in seeing the outcome unfold, uncertainty in the stock market brings with it it's own reward, namely RETURN.  With no uncertainty there is no risk.  With no risk, there is no risk premium or return to you! For a quick assessment of your current financial life go to: Livin...

You may be ecstatic or you may be depressed.  One thing is for sure...the market doesn't care how you feel.  Regardless of your political persuasion, markets tend to go up after elections.  In this episode Joe discusses recent election history and directions of the market post Election Day. For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joed...

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