Shows
Joe DeLisi FinancialBuffet RetiresSend us a textIn 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 conversation serves as a tribute to Buffett's legacy and the lessons learned from his decades of success in the investment world.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi 2025-05-1210 minJoe DeLisi FinancialIts ok to Open Your StatementSend us a textIn 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 portfolio and encouraging clients to engage with their financial statements.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...2025-04-2913 minJoe DeLisi FinancialWhere the Markets are HeadedSend us a textJoin 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 focus on helping clients fund their financial dreams, Joe offers practical insights for navigating uncertainty, whether you're building wealth, nearing retirement, or already there. Tune in for candid, data-driven advice to stay g...2025-04-1117 minJoe DeLisi FinancialTariffsSend us a textAlthough 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.com2025-04-0425 minJoe DeLisi FinancialInflation and Your PortfolioSend us a textThe 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 the assessment you can request a meeting with me to review the results.joedelisi.com2025-03-3112 minJoe DeLisi FinancialIs This Y2K All Over Again?Send us a textThe 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 financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me...2025-03-1713 minJoe DeLisi FinancialThe SECOND Retirement MistakeSend us a textWe 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.com2025-03-0312 minJoe DeLisi FinancialRetirement MistakesSend us a textDo 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.com2025-02-1717 minJoe DeLisi FinancialScary Markets and The Case For BondsSend us a textTariffs, 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/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelis...2025-02-0312 minJoe DeLisi FinancialJoe's StorySend us a textA 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.com2025-01-2013 min
Bruins Benders PodcastSeason 4. Episode 16. Gutsy LossJoe Sacco applauds a “gutsy” loss. Charlie Coyle says there are bigger issues than lack of scoring. The Panthers await on Saturday and Kristie Delisi from Inside the Rink joins us and Bruins fans make a statement plus much more!DraftKings Sportsbook – Boston’s hometown Sportsbook is LIVE right here in Massachusetts! Bet local on all your favorite sports from the comfort of your own home with DraftKings. To celebrate, ALL new customers will receive up to TWO HUNDRED FIFTY DOLLARS in BONUS bets when you sign up for Dra...2025-01-0946 minJoe DeLisi FinancialIs It Time To Sound The Alarm On Stocks?Send us a textIs it time? Are we in a bubble? Joe tells you his thoughts from his 28 years going through multiple market corrections and crashesFor 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.com2025-01-0715 minJoe DeLisi Financial2025 Portfolio PrepSend us a textJoe 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 request a meeting with me to review the results.joedelisi.com2024-12-1609 minJoe DeLisi FinancialUncertainty is GOOD???Send us a textJust 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:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to...2024-12-0311 minJoe DeLisi Financial2024 Presidential ElectionSend us a textYou 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/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com2024-11-1415 minJoe DeLisi FinancialIs The Stock Market Safe?Send us a textOn 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.com2024-11-0315 minJoe DeLisi FinancialShould My Portfolio Be More Sophisticated?Send us a textFOMO 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.joedelisi.com2024-10-2106 minJoe DeLisi FinancialThe Future of Taxation?Send us a textJoe 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.com2024-10-0716 minJoe DeLisi FinancialFears of a Recession?Send us a textIn 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.com2024-09-2313 minJoe DeLisi FinancialA 30 Second BudgetSend us a textTaking 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.com2024-09-0916 minJoe DeLisi FinancialReducing Financial Stress in RetirementSend us a textJoe 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.com2024-08-2615 minJoe DeLisi FinancialMarket Meltdowns and RetirementSend us a textWe 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.com2024-08-1214 minJoe DeLisi FinancialPresidential Election Part 3Send us a textThe 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.com2024-07-2811 minJoe DeLisi FinancialHuge News In The Presidential Election, Is It Time To Panic?Send us a text"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 meeting with me to review the results.joedelisi.com2024-07-2210 minJoe DeLisi FinancialDon't Overlook Sequence of Return Risk!Send us a textToday 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.com2024-06-2410 minJoe DeLisi FinancialStagflation And Your MoneySend us a textStagflation 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 with me to review the results.joedelisi.com2024-06-1709 minJoe DeLisi FinancialThe Media Want You ScaredSend us a textToday 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 results.joedelisi.com2024-06-0312 minJoe DeLisi FinancialA Different Way To Think Of Your Stock PortfolioSend us a textA 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.com2024-05-2511 minJoe DeLisi FinancialHow Much Insurance Should I Have?Send us a textJoe 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.com2024-05-0610 minJoe DeLisi FinancialSo You Want To Retire Early?Today Joe does a quick review of some often overlooked items when folks are within 5-10 years of either a sale of a business and/or a traditional retirement. Check show notes for website and other 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.com2024-04-2210 min
Financial Nuggets031 - Retention Strategies Pt 1Michael and Joe DeLisi discuss a business owners most important asset and the difference between performance incentives and retention incentives. http://www.michaelgpalmer.com2024-04-0810 minJoe DeLisi FinancialIs The Market Too High To Invest In Right NowSend us a textToday 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.com2024-04-0409 minJoe DeLisi Financial5 Tips To Help Aging ParentsSend us a textIn 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.com2024-03-1811 minJoe DeLisi Financial006 The Top Three Things You Control In Retirement PlanningSend us a textJoe 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.com2024-03-0314 minJoe DeLisi FinancialWow! That's a lot of International!Send us a textJoe 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 assessment you can request a meeting with me to review the results.joedelisi.com2024-02-1912 minJoe DeLisi FinancialElection Year 2024Send us a textIt'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 the results.joedelisi.com2024-02-0511 minJoe DeLisi Financial003 Remember WhenSend us a textJoe 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.com2024-01-2209 minJoe DeLisi FinancialDo You Want To Retire?Send us a textRetire 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.com2024-01-0910 minJoe DeLisi FinancialPrepare your portfolio for 2024Send us a textFor 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.com2023-12-2211 min
The Father’s HeartWhat Did Your Family of Origin Teach You About Money?Come listen to this podcast wherein two fathers in the financial services industry discuss how they learned about money from their family of origin. Ted DeLisi and Joe Delmonte are our guests on this podcast wherein we interviewed them for the “The Father’s Heart Talk Show.” Both Ted and Joe discuss their approach to how to allocate the resources of Time, Energy and Money. Which perspective do you have? Do you have a poverty mentality or a wealth mentality? Do you come from poverty or wealth? How did your family of origin influence your thinking about money? ...2022-10-0524 min
The Joe Costello ShowDr. Shawn Dill and Dr. Lacey Book - the Black Diamond Club, The Specific and more...Dr. Shawn Dill and Dr. Lacey Book talked with me about so many things happening in their lives. Amongst the many of subjects we discussed, we talked about their book "None of Your Business: A Winning Approach to Turn Service Providers into Entrepreneurs", their organization the Black Diamond Club and their franchise business, The Specific Chiropractic Centers. It was great to talk with such a power couple as I like to call them and learn how they navigate through both their business and professional lives. The Black Diamond club is about helping service...2021-08-0558 min
Joe DeLisi, Foxhole Partner017 Foxhole Partner A Moment that Defines YouIf we are lucky, we sill all have a moment in time where we get to choose who we are and how we will operate in life. Now is one of those universal moments. Use it.2020-03-2800 minJoe DeLisi, Foxhole Partner016 Coronovirus and Your ClientJoe has 22 years in business. He has seen a lot. “Y2K”, 9/11, the 2008 financial crisis and Great Recession, Brexit and now the 2020 Covid-19 Coronavirus. Here are his notes of YOU the financial advisor SHOULD and SHOULD NOT do at this moment in time. A frank discussion of what he is seeing and the mistakes advisors may be making right now.2020-03-1500 minJoe DeLisi, Foxhole Partner015 Foxhole Partner, Joe DeLisi & Travis ScribnerIn this podcast we introduce Travis Scribner, another veteran of the financial industry and a big believer in what we preach at Foxhole Partner. We cover many various topics mostly centered around the life of a financial adviser.2019-11-1400 minJoe DeLisi, Foxhole PartnerGod is Good2019-09-2500 minJoe DeLisi, Foxhole Partner013 Magic, Joe DeLisi Foxhole Partner2019-06-1600 minJoe DeLisi, Foxhole PartnerMan Crushes, Moneyball and Axe vs. BallersJoe talks about his man crushes and how that pertains to SALES. Also, how to adopt a trait you don’t have by “borrowing” from characters around you. Finally he discusses that success can be achieved in many ways and that rarely is there ONE TRUE WAY.2018-12-1200 minJoe DeLisi, Foxhole Partner011 Ribbons to the KneeIs there anything wrong with sales awards? What does swimming in the Pacific Ocean have to do with selling more STUFF?!? Prospects say one thing and then do another…how do I fix this? In addition, Joe talks more about going OUT THERE, as well as Foxhole 003 getting ready to kick off in January 2019.2018-10-0600 minJoe DeLisi, Foxhole PartnerNew ThingsYou are tasked with leading others up and over a mountain that lies in front of them. It’s new to them. It’s going to take time and effort. They will get frustrated. When they get frustrated they are in danger of quitting. If they quit…it’s YOUR fault.When was the last time you did something new and totally foreign? Something it was going to take years to become proficient in? If you are successful in business it’s likely that you are now NOT doing new things. And if you aren’t doing new things...2018-08-2900 minJoe DeLisi, Foxhole Partner009 - Spaghetti, Joe DeLisi Foxhole PartnerIn this episode Joe talks about some of the misconceptions that people have around discipline and the fact they might have been disciplined “back in the day”. He also spends time discussing the fact that your talent isn’t likely to change…you are who you are, so double down on the things you are GOOD at.2018-07-1000 minJoe DeLisi, Foxhole Partner008 The Back of Your Baseball CardJoe discusses his history in business so far, the ups and the downs and how he works with team and purpose and discipline to constantly improve both his life and business.2018-04-2200 minJoe DeLisi, Foxhole Partner007 Part 1, From the Front of the RoomOn today’s podcast Joe reads from his E-Book “From the Front Of The Room” (available free to you on www.foxholepartner.com). He recently re-read the book himself and felt it was really a good idea to get it out to those who simply don’t read…no offense…many people rather hear an audio book than to read it. He spends the episode going through the first few chapters and taking the chance to pause and hammer home a few points and further explain other points. Ultimately he makes the case that you MUST change how y...2018-03-1900 minJoe DeLisi, Foxhole PartnerCollective Courage, Debris Shelters and other musings“A compounding series of bad decisions”NEW PODCAST UP NOW!!!! Hear what I learned while living in a pile of leaves about decisions and courage!2018-03-0800 minJoe DeLisi, Foxhole Partner005 Joe DeLisi and Special Guest Victor MarxAfter going into his first juvenile facility to share his story with a group of incarcerated kids in 2002, Victor founded All Things Possible Ministries (ATP), a faith based organization that works on a global scale to free children from abuse and the effects of its trauma. Victor’s life story has been chronicled in his autobiography, “The Victor Marx Story” and in a documentary film of the same title. He also begins an online ministry through Youtube and Facebook. His “World’s Fastest Gun Disarm” video reaches over 10 million views. Humanitarian, speaker, child & youth advocate speaking all over the...2018-02-2600 minJoe DeLisi, Foxhole Partner4 - Joe and former SEAL, JP Dinnell talk successJP Dinnell, a former SEAL with three combat deployments, including, AR Ramadi, Iraq as machine gunner and lead sniper for Commander, Jocko Willink discusses what he has learned both in the SEAL teams and as a leadership instructor with Echelon Front. This Podcast has practical applications for those in sales and those who lead sales teams for businesses.2018-01-1000 minJoe DeLisi, Foxhole Partner3 - Self Confidences and Discipline2017-12-2300 minJoe DeLisi, Foxhole PartnerJoe and Debbie Portell Talk Health and High PerformanceDebbie Portell trains world body champions, college athletes and 43 year old weekend warriors like Joe. She discusses how nutrition may be holding you back at work and other endeavors.2017-12-1000 minJoe DeLisi, Foxhole PartnerFoxhole Podcast 1 - Joe DeLisi IntroActions you can take in areas you struggle with business and sales2017-12-0400 min
Rewrite the Rules with Alex Starr4 Ways to Take Control of Your Terrible Money Habits with Joe Delisi, #37This episode is by the listeners and for the listeners. I took your top questions and posed them to all around money guru and Financial Advisor Joe who gives solid AND honest money advice, which I always thought was an oxymoron.
You probably have some money saved but have no idea what exactly to do with it. Or you have student loan debt or racked up some credit card like an idiot (me too). Turn your life around baby, just listen to the soothing sound of Joe putting money in your pocket.
LEARN:
What is the one simple and...2017-05-021h 00