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 make avoidable money mistakes, and how you can sidestep the same trap in your own planning.

It’s a direct, practical conversation about risk, human behavior, and the subtle ways people sabotage their financial futures without realizing it. Joe also shares the framework he uses with clients to pressure-test decisions before they become permanent mistakes.

A must-listen for anyone who wants to avoid “learning the hard way.”

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