Joe DeLisi Financial
by Joe DeLisi
Latest episode
Election night isn't an investment strategy
Election night isn't an investment strategy
About this podcast
Practical and easy to digest financial information for individuals and small business owners that will ease your money worries.
Episodes
The newest 20 of 75 episodes
- Election night isn't an investment strategy · 13 min · Season 1 Episode 75Joe recorded this one the day before the midterms, and he'll be the first to admit he's a political animal. "It's like sports to me," he says. He went to college right outside…
- What are you Even Complaining About? · 12 min · Season 1 Episode 74Joe is on X more than he'd like to be. Not for the professionals. He goes there to take the temperature of everyday investors, and right now, he says, people are "freaking out."…
- Investing 301 · 15 min · Season 1 Episode 73Time in the market beats timing the market. Joe calls that investing 101, and this episode isn't 101. Joe walks through how the portfolios he builds are actually put together…
- Will High Rates and the Midterms Crash the Market · 17 min · Season 1 Episode 72The emails and phone calls started with the same question: "Joe, is this time different?"Joe recorded this one on Thursday 24 September, with the screen red across the board…
- The Biggest Mistake I see High Income People Making Today · 9 min · Season 1 Episode 71What if one of the biggest mistakes high-income people are making with their money isn’t about investing at all, but taxes? Joe DeLisi explains why there’s a big difference…
- Can AI Beat the Market · 14 min · Season 1 Episode 70There are two questions buried inside this one, and they have opposite answers. Can AI invest better than a human? Yes. Easily. It has no emotion, and emotion is where most of…
- The Financial Tool People are Missing with Neal Brincefield · 42 min · Season 1 Episode 69Almost nobody lies awake at night thinking about their rate of return. They lie awake asking one question: am I going to be okay? I've heard that question from clients for almost…
- Is Your Advisor the Weak Link · 18 min · Season 1 Episode 68Your financial advisor should welcome tough questions. In this episode, Joe DeLisi shares the conversations every investor should have with their advisor—and explains why the…
- Revisiting Predictions Regarding Tariffs · 13 min · Season 1 Episode 67In a world where financial headlines change by the hour, it's easy to believe someone knows what's coming next. But what if they don't? In this episode, Joe DeLisi looks back at…
- Are Tech Stocks in Trouble · 13 min · Season 1 Episode 66The 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…
- Did You Miss the Boat and SpaceX? · 11 min · Season 1 Episode 65Did 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…
- The Non-Negotiables · 16 min · Season 1 Episode 64Many 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…
- Joe's Investing Story · 13 min · Season 1 Episode 63After 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…
- Nash Subotic: CEO of WestPac Wealth Partners · 18 min · Season 1 Episode 62In this special episode of the Joe DeLisi Financial Podcast, host Joe DeLisi sits down with Nash Subotic, founder and CEO of Westpac Wealth. From humble beginnings in a small…
- War in Iran, Hormuz and Your Portfolio · 10 min · Season 1 Episode 61War 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…
- Young Adult Financial Series: Advising the Next Generation #2 · 10 min · Season 1 Episode 60Part 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…
- The Risk of Individual Stocks · 8 min · Season 1 Episode 59In 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…
- Young Adult Financial Series: Advising the Next Generation #1 · 13 min · Season 1 Episode 58Over 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…
- US and the Iranian Conflict · 8 min · Season 1 Episode 57Tensions 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…
- Why Cheap Indexing Isn't the Best · 13 min · Season 1 Episode 56Is 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…
