#63 Joe's Investing Story

#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 early in his career, and why his philosophy eventually shifted toward evidence-based investing. This is a look at experience, mistakes, mentorship, and the process of building conviction over decades in the industry. He also explains why younger advisors increasingly ask where this philosophy comes from and why so few people truly practice investing this way. If you have ever wondered how an advisor develops the beliefs that guide client portfolios, this episode offers an honest and thoughtful answer. For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi [https://www.livingbalancesheet.com/lbsvision/lite/joedelisi] At the end of the assessment you can request a meeting with me to review the results. joedelisi.com [https://www.josephdelisi.com]

#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, nearly 400 team members, 30+ offices across 11 states, and over $5 billion in assets under management, Nash shares the remarkable growth story and unwavering investment philosophy that built it all. Nash and Joe discuss: * Why history always repeats itself in markets — and how a long-term, science-based approach beats speculation * The power of global diversification, including international and small-cap value stocks * Staying disciplined during market crashes (including their 2020 playbook that helped clients stay invested) * Why protection-first planning, tax strategies, estate planning, and comprehensive wealth management matter more than chasing hot trends * Nash’s personal journey from war-torn Bosnia to building a client-first firm in America * The firm’s commitment to educating advisors and clients to do what’s right — not what’s popular Filled with practical wisdom, candid stories, and refreshing honesty, this conversation reveals what truly sets Westpac Wealth apart: a leadership team that lives their philosophy and always puts clients’ long-term success first. Whether you’re a client, advisor, or anyone serious about building lasting wealth, this episode is packed with timeless insights you can trust. For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi [https://www.livingbalancesheet.com/lbsvision/lite/joedelisi] At the end of the assessment you can request a meeting with me to review the results. joedelisi.com [https://www.josephdelisi.com]

#61 War in Iran, Hormuz and Your Portfolio

War in Iran, Strait of Hormuz Disruptions, and What It Means for Your Portfolio In this episode, Joe DeLisi discusses recent geopolitical events involving Iran and the Strait of Hormuz and how markets have reacted so far. He shares year-to-date performance data (as of early April) showing the S&P 500 down approximately 1%, while certain small cap value strategies have performed stronger. Joe reviews how diversified, allocation-based portfolios, with significant exposure to small and value stocks, have held up during this period of uncertainty. He emphasizes that past performance does not guarantee future results and that no one can predict how markets or conflicts will unfold. Key topics include: * Historical market behavior during military conflicts * The importance of long-term discipline and diversification * Why emotional reactions to headlines can hurt investors For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi [https://www.livingbalancesheet.com/lbsvision/lite/joedelisi] At the end of the assessment you can request a meeting with me to review the results. joedelisi.com [https://www.josephdelisi.com]

#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 up early… or quietly hold you back for years. If you're in your 20s or 30s (or a parent trying to guide your kids well), this episode brings clarity to what actually matters—without hype, speculation, or complicated strategies. Topics include: * What young adults should focus on first financially * The biggest early mistakes to avoid * Why habits matter more than timing the market * How to think long-term from the beginning For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi [https://www.livingbalancesheet.com/lbsvision/lite/joedelisi] At the end of the assessment you can request a meeting with me to review the results. joedelisi.com [https://www.josephdelisi.com]

#59 The Risk of Individual Stocks

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 holding a few individual stocks is the same as “owning a business,” this episode is for you. Joe breaks down the dangerous misunderstanding behind that belief and explains why treating your portfolio like a collection of handpicked bets can quietly derail long-term success. Using simple, real-world analogies, he challenges the way most people think about investing—and shows you a more disciplined approach that removes emotion, speculation, and guesswork. This is a straight conversation about behavior, not predictions—because in the long run, your decisions matter far more than the market headlines. If you want clarity, confidence, and a better framework for how to actually think about your money, don’t skip this one. For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi [https://www.livingbalancesheet.com/lbsvision/lite/joedelisi] At the end of the assessment you can request a meeting with me to review the results. joedelisi.com [https://www.josephdelisi.com]