Joe DeLisi Financial
Practical and easy to digest financial information for individuals and small business owners that will ease your money worries.
Joe DeLisi Financial
Latest Episodes
#64 The Non-Negotiables
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 foundational principles that have guided hi...
#63 Joe's Investing Story
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 no finance background, the lessons he learned ...
#62 Nash Subotic: CEO of WestPac Wealth Partners
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 2008 to a national firm with 220 advisors, near...
#61 War in Iran, Hormuz and Your Portfolio
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 have reacted so far. He shares...
#60 Young Adult Financial Series: Advising the Next Generation #2
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 mistakes that can either set you ...