Shows
WestPac Wealth InvestmentsThe Worst Decision a Client has Ever MadeOn this episode of the WestPac Investment Podcast, Joe DeLisi walks through the single most damaging mistake he’s seen clients make, and why it rarely has anything to do with markets, returns, or timing. Instead, Joe explains how emotional decision-making, abandoning a disciplined process, and reacting to short-term fear can quietly erode long-term wealth. This episode is a practical reminder that successful investing is less about finding the perfect strategy and more about consistently sticking to the right one.
2025-12-2210 min
Joe DeLisi Financial#52 The Worst Decision a Client Has Ever MadeIn 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, and the subtle ways people sabotage their financial futures without realizing it. Joe also shares the framework he uses with clients to pressure-test decisions before they become permanent mistakes.A...
2025-12-2210 min
Everything Except the Law - Presented by Answering LegalThe Hidden Referral Goldmines Your Law Firm Is Ignoring with Delisi FridaySend us a textEpisode 74 of the "Everything Except The Law" podcast has arrived! This time we’re speaking with Delisi Friday, Founder and Owner of First Call Friday.In this episode, Delisi and host Nick Werker discuss the value of integrating referral strategies into everyday practice, uncover hidden referral sources lawyers often overlook and explain how to train staff to recognize and act on referral opportunities. Delisi also shares a memorable encounter with Kim Kardashian and the lesson she took away from the experience.About our guest:Delisi Friday has worked 20 ye...
2025-12-1553 minJoe DeLisi Financial#51 2026 Portfolio Prep and PredictionsEvery 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, expose the scary 2026 forecasts that are already rolling in, and show you the one simple, boring strategy that keeps beating the loudest prophets on Wall Street, year after year.If you’re tir...
2025-12-0826 minJoe DeLisi Financial#50 Banks are Sitting on Massive Unrealized LossesIn 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 potential ripple effects, and how to think about your money when the headlines aren’t telling the full story.If you’ve ever wondered how secure th...
2025-12-0110 minWestPac Wealth InvestmentsSuper Smart People Can't Beat MarketsHistory is full of brilliant people who made terrible investment decisions. In this episode, Joe DeLisi, Financial Advisor with WestPac Wealth Partners, explores how Isaac Newton and the Nobel Prize–winning economists behind Long-Term Capital Management both fell victim to speculation, leverage, and overconfidence.Joe explains why being “super smart” doesn’t automatically translate into good financial outcomes, and why a disciplined, diversified, long-term approach is often more effective than chasing the next hot idea. This conversation is designed to help investors recognize common behavioral traps and focus on strategies that support their long-term goals.This epi...
2025-11-1710 minJoe DeLisi Financial#49 Super Smart People Can't Beat MarketsEveryone 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 financial move.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can reques...
2025-11-1710 minJoe DeLisi Financial#48 Same Game, New Name: Wall Street’s Repeat OffenseJoe 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 the signs when history starts rhyming again. If you’ve ever wondered whether “this time is different,” this episode will convince you otherwise and show why sticking to science over speculation is still the smarte...
2025-11-0313 minWestPac Wealth InvestmentsSame Game, New Name: Wall Street’s Repeat OffenseThe names change, but the game stays the same. In this episode, Joe DeLisi shares what three decades in the investment world have taught him about Wall Street’s repeating patterns — the hype, the “new” products, and the inevitable fallout. From dot-com to crypto to today’s AI boom, Joe explains why “this time is not different,” and how disciplined, evidence-based investing helps protect real wealth when the crowd chases the next big thing.
2025-11-0213 minWestPac Wealth InvestmentsU.S. Debt and Government ShutdownWhile headlines focus on the government shutdown, the real story is the $37 trillion U.S. debt and what it means for investors.In this episode, Joe DeLisi, Senior Partner at WestPac Wealth Investments, explains how rising interest payments and persistent deficits affect market performance, tax policy, and long-term planning.Tune in for Joe DeLisi's perspective on debt, taxes, and strategies to help protect portfolios in an uncertain fiscal future.
2025-10-2213 minJoe DeLisi Financial#047 U.S. Debt and the Government ShutdownThe 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 for anyone thinking about long-term planning, retirement income, or future tax strategy.For a quick assessment of your current financial life go to:Livingbalancesheet.com...
2025-10-2013 minJoe DeLisi Financial#046 AI and Your PortfolioIn 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 historical tech advancements, and reassures listeners about job security and market adaptation. He concludes with insights on investment strategies in the evolving landscape of AI.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite...
2025-10-0612 minWestPac Wealth InvestmentsAI and Your PortfolioIn this episode of WestPace Wealth Investments Podcast, your host, Joe DeLisi, dives into the buzz around artificial intelligence—and what it really means for investors. From Wall Street Journal headlines to insights from Harvard Business Review and New York Magazine, Joe breaks down why AI’s “revolution” may take decades, not months. He draws parallels to the dot-com boom and explains how history might be rhyming once again. Whether you’re anxious about robots taking over or curious how AI affects your portfolio, this episode offers a calm, rational take on technology, markets, and long-term investing.
2025-10-0612 minWestPac Wealth InvestmentsThe Magnificent Seven are Down to the Terrific TwoThe “Magnificent Seven” stocks have fueled big returns in recent years — but are they really the future of your portfolio? Joe DeLisi breaks down why concentrated bets can be risky and why true diversification, rooted in data, remains the smarter path.
2025-09-2211 minJoe DeLisi Financial#045 The Magnificent Seven are Down to Terrific TwoIs 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 assessment you can request a meeting with me to review the results.joedelisi.com
2025-09-2211 minJoe DeLisi Financial#044 How Risk Premiums Shape Investment OutcomesJoin 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 investment acumen!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...
2025-09-0710 minJoe DeLisi Financial#043 Why Didn't You Buy NVIDIA Ten Years Ago?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 request a meeting with me to review the results.joedelisi.com
2025-08-2516 minJoe DeLisi Financial#042 Should you buy a sports franchise or the S&P 500???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 as a case study for investment returns, ultimately advocating for a well-rounded investment strategy rather than focusing solely on popular assets.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision...
2025-08-1112 minWestPac Wealth InvestmentsInvesting Beyond the S&P 500In this episode, Joe DeLisi discusses the recent sale of the Los Angeles Lakers and compares it to potential investment returns from the S&P 500 and other asset categories. He highlights the importance of understanding different investment avenues and the need for a diversified portfolio that aligns with individual financial goals. The conversation emphasizes that while the Lakers may have a nostalgic and entertainment value, other investments could yield better financial returns over time.
2025-08-1112 minWestPac Wealth InvestmentsPrice vs. Cost: The Truth Behind Investment FeesIn this episode of the WestPac Wealth Way Investment podcast, Joe DeLisi discusses the importance of understanding investment fees and the value of diversification. He emphasizes that while the S&P 500 is a popular investment choice, it is not the only option and may not always yield the best returns. Joe analyzes historical data to illustrate the risks of relying solely on the S&P 500 and advocates for a balanced portfolio that aligns with individual financial goals. He also highlights the role of financial advisors in navigating the complexities of investing and the importance of making informed decisions rather...
2025-07-3029 minJoe DeLisi Financial#041 Price vs Cost: The Truth Behind Investment FeesIn 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 fees and portfolio choices can impact your wealth over the long haul. If you’ve ever wondered about the true cost of “low-cost” investing—or if you’ve been curious about how fees actuall...
2025-07-2829 minJoe DeLisi Financial#040 The Big Beautiful BillIn 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 for proactive planning to ensure high net after-tax income, regardless of future tax changes.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end...
2025-06-3015 minJoe DeLisi Financial#039 The Risks of Speculating on the MarketIn 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 financial goals.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....
2025-06-2410 minWestPac Wealth InvestmentsThe Crash that Wasn'tIn this episode, Joe DeLisi discusses the concept of market crashes, particularly focusing on the S&P 500 and the historical context of market corrections. He emphasizes that while media often incites fear about potential crashes, most do not materialize. The podcast highlights the importance of diversification in investment portfolios and encourages a long-term perspective on investing, regardless of short-term market fluctuations.
2025-06-1215 minJoe DeLisi Financial#038 Did the Economy Crash?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 achieving long-term financial goals, reassuring listeners that the market is recovering and that a calm approach to investing is essential.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At...
2025-06-0909 minJoe DeLisi Financial#037 The Crash that Wasn'tIn 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 long-term investment approach, reassuring listeners that despite short-term volatility, wealth can be created over time through sound portfolio management.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At...
2025-05-2615 minWestPac Wealth InvestmentsShould My Portfolios Be More Sophisticated?In this episode of the Westpac Wealth Investment podcast, Joe DeLisi discusses the evolving mindset of investors, particularly high net worth individuals, who transition from fearing they won't have enough to worrying about whether they are doing enough with their investments. He emphasizes that complexity in portfolio management is often unnecessary and advocates for a straightforward approach to investing, focusing on equities and bonds without getting caught up in complicated strategies.
2025-05-2606 minWestPac Wealth InvestmentsScary Markets and the Case for BondsIn this episode of the Westpac Wealth Investment podcast Joe DeLisi discusses the role of bonds in investment strategies, emphasizing their function as a tool for reducing volatility rather than generating returns. He explores the dynamics of short-term versus long-term bonds, the impact of interest rates and inflation on bond values, and the importance of aligning fixed income investments with portfolio goals. The conversation highlights the risks associated with chasing yield and the benefits of maintaining liquidity and flexibility in bond investments.
2025-05-1212 minJoe DeLisi Financial#036 Buffet RetiresIn 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 At the end of...
2025-05-1210 minJoe DeLisi Financial#035 Its ok to Open Your StatementIn 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 a meeting with me to review...
2025-04-2912 minWestPac Wealth InvestmentsInflation and Your PortfolioIn this episode, Joe DeLisi discusses the implications of inflation on investment portfolios, emphasizing the importance of asset ownership. He reviews historical inflationary periods and their effects on various markets, highlighting that stocks often perform well during inflation. Joe encourages listeners to remain invested and diversified, especially during times of economic uncertainty.Chapters00:00Understanding Inflation's Impact on Portfolios03:10Historical Context: Inflation and Market Reactions06:05Recent Inflation Trends and Market Performance08:56Key Takeaways: Investing During Inflationary Periods
2025-04-2812 minWestPac Wealth InvestmentsTariffsIn this podcast, Joe DeLisi discusses the current market sell-off and the impact of tariffs on global markets. He emphasizes the importance of understanding historical data and market reactions to tariffs, providing insights from various time periods. DeLisi highlights the role of small caps and international stocks in investment strategies and reassures clients about navigating market volatility. He stresses the need for evidence-based financial advising and the importance of diversification in investment portfolios.Chapters00:00Market Overview and Tariff Introduction04:03Historical Context of Tariffs and Market Reactions21:50...
2025-04-1725 minJoe DeLisi Financial#034 Where the Markets are HeadedJoin 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 grounded in any market.For...
2025-04-1117 minJoe DeLisi Financial#033 TariffsAlthough 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
2025-04-0425 minJoe DeLisi Financial#032 Inflation and Your PortfolioThe 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.com
2025-03-3112 minJoe DeLisi Financial#031 Is This Y2K All Over Again?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 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.
2025-03-1713 minJoe DeLisi Financial#030 The SECOND Retirement MistakeWe 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.com
2025-03-0312 minJoe DeLisi Financial#029 Retirement MistakesDo 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
2025-02-1717 minJoe DeLisi Financial#028 Scary Markets and The Case For BondsTariffs, 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.joedelisi.com
2025-02-0312 minJoe DeLisi Financial#027 Joe's StoryA 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
2025-01-2013 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 Financial#026 Is It Time To Sound The Alarm On Stocks?Is 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.com
2025-01-0715 minJoe DeLisi Financial#025 2025 Portfolio PrepJoe 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.com
2024-12-1609 minJoe DeLisi Financial#024 Uncertainty is GOOD???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:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.jo...
2024-12-0311 minJoe DeLisi Financial#023 2024 Presidential ElectionYou 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.com
2024-11-1415 minJoe DeLisi Financial#022 Is The Stock Market Safe?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
2024-11-0315 minJoe DeLisi Financial#021 Should My Portfolio Be More Sophisticated?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.joedelisi.com
2024-10-2106 minJoe DeLisi Financial#020 The Future of Taxation?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
2024-10-0716 minJoe DeLisi Financial#019 Fears of a Recession?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
2024-09-2313 minJoe DeLisi Financial#018 A 30 Second BudgetTaking 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
2024-09-0916 minJoe DeLisi Financial#017 Reducing Financial Stress in RetirementJoe 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
2024-08-2615 minJoe DeLisi Financial#016 Market Meltdowns and RetirementWe 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.com
2024-08-1214 minJoe DeLisi Financial#015 Presidential Election Part 3The 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.com
2024-07-2811 minJoe DeLisi Financial#014 Huge News In The Presidential Election, Is It Time To Panic?"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.com
2024-07-2210 minJoe DeLisi Financial#013 Don't Overlook Sequence of Return Risk!Today 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.com
2024-06-2410 minJoe DeLisi Financial#012 Stagflation And Your MoneyStagflation 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.com
2024-06-1709 minJoe DeLisi Financial#011 The Media Want You ScaredToday 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.com
2024-06-0312 minJoe DeLisi Financial#010 A Different Way To Think Of Your Stock PortfolioA 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.com
2024-05-2511 minJoe DeLisi Financial#009 How Much Insurance Should I Have?Joe 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.com
2024-05-0610 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.com
2024-04-2210 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.com
2024-04-0810 minJoe DeLisi Financial#008 Is The Market Too High To Invest In Right NowToday 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.com
2024-04-0409 minJoe DeLisi Financial#007 5 Tips To Help Aging ParentsIn 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.com
2024-03-1811 minJoe DeLisi Financial#006 The Top Three Things You Control In Retirement PlanningJoe 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.com
2024-03-0314 minJoe DeLisi Financial#005 Wow! That's a lot of International!Joe 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.com
2024-02-1912 minJoe DeLisi Financial#004 Election Year 2024It'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.com
2024-02-0511 minJoe DeLisi Financial#003 Remember WhenJoe 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.com
2024-01-2209 minJoe DeLisi Financial#002 Do You Want To Retire?Retire 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.com
2024-01-0910 minJoe DeLisi Financial#001 Prepare your portfolio for 2024For 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
2023-12-2211 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
The Leveraged Founder4 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...
2017-05-0255 min