Episodes 64
Avg. Duration 12m
Activity Highly Active
Since Dec 2023
Latest Episode Jun 2026

Publishing Details

Schedule
Every 2 Weeks
Format
Episodic
Consistency
99%
Hosting
rss.buzzsprout.com

About This Podcast

Practical and easy to digest financial information for individuals and small business owners that will ease your money worries. 


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Recent Episodes

#64 The Non-Negotiables

Jun 08, 2026 15m Transcript

Many 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 DeLisi shares the…

S1E63 #63 Joe's Investing Story

May 25, 2026 13m Transcript

After 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 entered the business with…

#62 Nash Subotic: CEO of WestPac Wealth Partners

May 11, 2026 18m

In this special episode of the Westpac Wealth Investment Podcast, host Joe Dalisi sits down with Nash Subotic, founder and CEO of Westpac Wealth. From humble beginnings in a small Hawaii office in…

S1E61 #61 War in Iran, Hormuz and Your Portfolio

Apr 27, 2026 9m

War in Iran, Strait of Hormuz Disruptions, and What It Means for Your PortfolioIn this episode, Joe DeLisi discusses recent geopolitical events involving Iran and the Strait of Hormuz and how markets…

S1E60 #60 Young Adult Financial Series: Advising the Next Generation #2

Apr 13, 2026 9m

Part 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, mindset, and common…

S1E59 #59 The Risk of Individual Stocks

Mar 30, 2026 8m

In 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 walked away with.If…

S2E1 #58 Young Adult Financial Series: Advising the Next Generation #1

Mar 16, 2026 12m

Over 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 have sons and daughters…

S1E57 #57 US and the Iranian Conflict

Mar 02, 2026 7m

Tensions 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 happening, what…

S1E56 #56 Why Cheap Indexing Isn't the Best

Feb 16, 2026 12m

Is 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 understanding where returns…

S1E55 #55 For Business Owner Listeners

Feb 02, 2026 11m

Business owners don’t need the same financial plan as employees, and pretending they do can cost you flexibility, taxes, and options down the road.In this episode, Joe DeLisi explains why traditional…

S1E54 #54 2026 Midterm Elections

Jan 19, 2026 9m

Every election cycle, I hear the same question:“Should I be worried about my investments because of what’s happening in politics?”In this episode, I walk through what actually matters, and what…

#53 What Do Billionaires Worry About

Jan 05, 2026 12m

What do billionaires actually worry about?It’s not what most people think.In this episode of the Joe DeLisi Financial Podcast, Joe breaks down the real concerns he sees among ultra-high-net-worth…

S1E52 #52 The Worst Decision a Client Has Ever Made

Dec 22, 2025 10m

In 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…

S1E51 #51 2026 Portfolio Prep and Predictions

Dec 08, 2025 26m

Every 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…

S1E50 #50 Banks are Sitting on Massive Unrealized Losses

Dec 01, 2025 10m

In 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…

S1E49 #49 Super Smart People Can't Beat Markets

Nov 17, 2025 10m

Everyone 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…

S1E48 #48 Same Game, New Name: Wall Street’s Repeat Offense

Nov 03, 2025 13m

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”…

S1E47 #047 U.S. Debt and the Government Shutdown

Oct 20, 2025 13m

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…

S1E46 #046 AI and Your Portfolio

Oct 06, 2025 12m

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…

S1E45 #045 The Magnificent Seven are Down to Terrific Two

Sep 22, 2025 11m

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…

Frequently Asked Questions

How many episodes does Joe DeLisi Financial have?

Joe DeLisi Financial has published 64 episodes since December 2023, covering topics in Business, Investing.

Is Joe DeLisi Financial still active?

Joe DeLisi Financial is currently highly active with new episodes every 2 weeks. Average episode length is 12m.

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