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
#73 Will High Rates and the Midterms Crash the Market
The emails and phone calls started with the same question: "Joe, is this time different?"Joe recorded this one on Thursday 24 September, with the screen red across the board. Treasury yields are high compared with the last decade, it's...
#71 The Biggest Mistake I see High Income People Making Today
What if one of the biggest mistakes high-income people are making with their money isn’t about investing at all, but taxes?Joe DeLisi explains why there’s a big difference between avoiding taxes and simply deferring them. While ta...
#70 Can AI Beat the Market
There are two questions buried inside this one, and they have opposite answers.Can AI invest better than a human? Yes. Easily. It has no emotion, and emotion is wheremost of the damage gets done. But there's a catch, and it's bigger...
#69 The Financial Tool People are Missing with Neal Brincefield
Almost nobody lies awake at night thinking about their rate of return. They lie awake asking one question: am I going to be okay?I've heard that question from clients for almost thirty years. Neal Brincefield RICP®, CLU®, ChFC®, CEx...
#68 Is Your Advisor the Weak Link
Your financial advisor should welcome tough questions. In this episode, Joe DeLisi shares the conversations every investor should have with their advisor—and explains why the answers matter more than many people realize.Beyond investment...