Joe DeLisi Financial

Did you miss the boat on SpaceX? After one of the most talked-about IPOs in recent memory, many investors are wondering whether they missed out on the next great opportunity. In this episode, Joe DeLisi explains why fear of missing out can be one of the biggest threats to long-term wealth. Rather than chasing headlines, Joe discusses what actually builds wealth over decades, why most investors don't need to own the latest hot stock, and how a disciplined investment strategy is designed to sup...

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 opposite. Now the same voices are back with brand-new 2026 horror stories. In this episode we pull the receipts on the biggest missed calls of the past 12 months, expose the scary 2026 forecasts that are already rolling in, and show you the one simple, boring st...

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 brightest minds in history couldn’t outsmart a bubble, what makes this moment any different? This episode might change the way you think about your next financial move. For a quick assessment of your current financial life go to: Livingbalancesheet.com...

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 how rising interest payments and unsustainable spending could lead to higher taxes in the years ahead and what smart investors can do now to prepare. A must-listen for anyone thinking about long-term planning, retirement income, or future tax strategy. For a qu...

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 fund real-life plans. For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results. joedelisi.com

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 plan. For a quick assessment of your current financial life go to: Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results. joedelisi.com

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 client, Joe breaks down why some of the advice you see on TikTok or Instagram could be missing key data. With real-world examples, he explores how seemingly small decisions about fees and portfolio choices can impact your wealth over the long haul. If you’ve ever wondered about t...