Young Adult Financial Series: Advising the Next Generation #2

Joe's Investing Story

In this episode, Joe DeLisi shares the story behind the investment philosophy that guides his work today and why it took years to fully develop. From his early days entering the financial industry without a finance degree to discovering evidence-based investing, Joe explains the experiences that changed how he thinks about markets, portfolio construction, and long-term investing. Joe also discusses the growing interest from younger advisors who want to understand not only what works in investing, but why. Along the way, he reflects on the mistakes, assumptions, and industry influences that shaped his perspective over nearly three decades. This conversation offers valuable insight for investors, advisors, and anyone interested in how financial philosophies are formed over time.

Nash Subotic, Founder & CEO of WestPac Wealth Partners

In this episode of the Westpac Wealth Investment Podcast, host Joe Dalisi sits down with Nash Subotic, Founder and CEO of WestPac Wealth Partners, to dive deep into the firm’s investment philosophy and how it drives better long-term outcomes for clients. Nash shares the core principles that guide Westpac Wealth’s portfolios: * Why a long-term, history-driven, science-based approach beats short-term speculation * The importance of global diversification — including international stocks, small-cap value, and emerging markets * How the firm’s portfolios performed through the 2020 crash and the 2022 bear market * Why staying invested and even adding capital during market declines creates significant wealth over time * The power of disciplined asset allocation over chasing hot trends like crypto or “this time is different” narratives Nash also discusses how WestPac Wealth puts clients’ long-term interests first — even when it’s unpopular — and why protection-first planning, risk management, and comprehensive wealth strategies are just as important as the investment side. Whether markets are booming or in turmoil, this conversation delivers clear, timeless investment wisdom straight from the leader of one of the fastest-growing wealth management firms in the country.

War in Iran, Hormuz and Your Portfolio

Headlines about Iran and the Strait of Hormuz have many investors asking the same question: What does this mean for my money? In this episode, we explore how geopolitical risk can impact markets, why uncertainty is always part of investing, and how a disciplined long-term strategy can help investors avoid costly emotional decisions.

Young Adult Financial Series: Advising the Next Generation #2

In Part 2 of our Next Generation series, we continue the conversation around how young adults can begin making sound financial decisions early, before costly mistakes take root. Today’s environment presents more access to information than ever before, yet many young investors still lack clarity on what truly drives long-term success. In this episode, we focus on the foundational principles that matter most: developing disciplined habits, avoiding common pitfalls, and understanding the importance of a long-term perspective. Rather than chasing trends or reacting to short-term market movements, this discussion centers on building a framework for decision-making that can serve young adults throughout every stage of life. This episode is valuable not only for young professionals getting started, but also for parents and families seeking to guide the next generation with intention and wisdom.

Young Adult Financial Series - Advising the Next Generation

Many long-time clients eventually reach a new stage of life, when their children become young adults and begin making financial decisions of their own. In this episode, Joe DeLisi discusses a growing trend he has seen over the past several years: parents asking their advisor to speak with their adult children about money, careers, and financial responsibility. These conversations look very different from traditional financial planning discussions with established professionals, but they can be just as important. Joe explains how financial guidance changes when working with someone in their early 20s, the kinds of questions young adults are asking today, and why learning sound financial principles early can have a lasting impact. Whether you’re a parent hoping to prepare your children for financial independence or a young adult beginning to think about money for the first time, this episode explores the importance of building a strong financial foundation early in life.