Claim OwnershipJoe DeLisi Financial
Subscribed: 1Played: 0
Subscribe
© 2025 Joe DeLisi Financial
Description
Practical and easy to digest financial information for individuals and small business owners that will ease your money worries.
48 Episodes
Reverse
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 the signs when history starts rhyming again. If you’ve ever wondered whether “this time is differen...
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 for anyone thinking about long-term planning, retirement income, or future tax strategy. For a qu...
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 historical tech advancements, and reassures listeners about job security and market adaptation. He con...
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 assessment you can request a meeting with me to review the results. joedelisi.com
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 investment acumen! For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvis...
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
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 strat...
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 fees and portfolio choices can impact your wealth over the long haul. If you’ve ever wondered about t...
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 for proactive planning to ensure high net after-tax income, regardless of future tax changes. Fo...
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 financial goals. For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/l...
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...
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 long-term investment approach, reassuring listeners that despite short-term volatility, wealth can ...
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 conversation serves as a tribute to Buffett's legacy and the lessons learned from his decades of success in...
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 portfolio and encouraging clients to engage with their financial statements. For a quick assessment of ...
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 focus on helping clients fund their financial dreams, Joe offers practical insights for navigating u...
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 the assessment you can request a meeting with me to review the results. joedelisi.com
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 assessm...
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.com
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
Comments
Download from Google Play
Download from App Store
United States