Financial Nuggets

Today, Michael talks through the hardest part of retirement planning that no one talks about and why its great for everyone to hear whether you're in retirement or 40 years away from it.

Updated the podcast from last year when the Lakers sold the first time... Did the SP 500 still beat the Lakers with this new sale?

Today, Michael works through a recent study that showed American's feelings of being financially comfortable and wealthy. At what point does someone feel comfortable? How much does their location factor into this?

The Seattle Seahawks just sold for an NFL record $9.6B! Was it a better investment to buy the Seahwaks or invest in the S&P 500?

Today, Michael talks about the hidden costs of owning a home. He discusses homeowner costs from 2019 to 2025 and how to use this information for buying a home today.

Today, Michael talks through the last 18 months and which countries have performed the best. What lessons can we learn from this and how does it shape how we build portfolios?

Today, Michael discusses what has happeend in markets in the first half of 2026. What has the S&P 500 returned to investors? What about other markets?

Today, Michael discusses the SpaceX IPO and IPOs more broadly. What should an investor expect based on history? What about other IPOs that are also scheduled for this year?

What are the non-negotiables of successful investing?

In this episode of Financial Nuggets, Joe DeLisi takes a deeper dive into the investment philosophy he has refined over nearly 30 years in the financial industry. Using examples familiar to business owners and operators, Joe explains why the most important financial decisions should never be left to guesswork, emotion, or market headlines.

Joe outlines the core principles that guide portfolio construction and long-term wealth building, including the importance of discipline, diversification, and avoiding the common traps that can derail investors. He also discusses why market timing, chasing performance, and individual stock speculation often create unnecessary risk for those working toward financial independence.

Whether you're a business owner, a high-income professional, or simply someone looking to become a better investor, this episode offers a practical framework for making smarter financial decisions and staying focused on what matters most.

Topics Discussed:

• The non-negotiables of investing
• Why successful investors follow a process
• The dangers of market timing
• Individual stocks vs. diversified portfolios
• Speculation versus investing
• Lessons business owners can apply to wealth management
• Building a portfolio designed for long-term success

Financial Nuggets delivers practical financial insights designed to help you make informed decisions, avoid common mistakes, and build lasting wealth.

Not all financial advisors think about investing the same way. In this episode, Joe DeLisi explains how his investment philosophy developed over nearly 30 years in the financial industry and why that process matters for clients.

Joe shares how he entered the business with little financial background, what the industry taught him early on, and how years of experience eventually led him toward a more evidence-based approach to investing.

You will also hear why younger advisors often ask where these ideas come from and why understanding an advisor’s philosophy may be just as important as understanding investment performance.

If you want a clearer picture of how experienced advisors think about investing and decision-making, this episode is a great place to start.