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 ...

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 you’ve ever thought holdi...

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 in their early 20s—thinking abo...

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 history tells us about geopolitical conflic...

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 actually come from.In thi...

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 financial planning often fails entrep...

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 doesn’t, when it comes to poli...

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 individuals—the issues that keep...

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 breaks down what went wrong, why smart people ma...

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 tariff-doomsday headlines?Spoiler: the exact opp...

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 they happen, why interest rate mov...

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 traps everyday investors face. If some of the ...

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 break...

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 ho...

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, emphasizi...

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 ...

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 hi...

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 pl...

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 ...

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 ...

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...

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, highlight...

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, empha...

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 investmen...

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 ...