Every election cycle, I hear the same question:
“Should I be worried about my investments because of what’s happening in politics?”

In this episode, I walk through what actually matters, and what doesn’t, when it comes to politics and the stock market. We look at real historical data across different administrations and election cycles and talk honestly about how markets have behaved over time.

If the news has you feeling uneasy about your portfolio, this episode will help you reset your thinking and focus on what actually drives long-term wealth.

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

What do billionaires actually worry about?

It’s not what most people think.

In this episode of the Joe DeLisi Financial Podcast, Joe breaks down the real concerns he sees among ultra-high-net-worth individuals—the issues that keep wealthy families up at night long after money is no longer the problem.

From protecting wealth across generations to avoiding catastrophic mistakes, losing control, or becoming the cautionary tale, this conversation reveals the unseen side of financial success. Joe explains why accumulating money is often the easiest part—and why staying wealthy, purposeful, and free from regret is far more complex.

Whether you’re building wealth, already financially successful, or simply curious how the world’s richest think differently about risk, legacy, and control, this episode offers a rare, grounded look behind the curtain.

This isn’t about chasing billions.
It’s about understanding what really matters once you have more than enough.

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 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

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 strategy that keeps beating the loudest prophets on Wall Street, year after year.

If you’re tired of panic-clicking headlines and ready to tune out the noise for good, hit play. You’ll laugh, you’ll breathe easier, and you’ll sleep a lot better about your money in 2026.

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 this episode, Joe breaks down why U.S. banks are holding hundreds of billions in unrealized losses and why almost no one is talking about it. We cover what “unrealized losses” actually mean, how they happen, why interest rate moves matter, and what this could signal for investors going into 2025.

This isn’t fear-mongering. It’s a look under the hood so you understand the real risks, the potential ripple effects, and how to think about your money when the headlines aren’t telling the full story.

If you’ve ever wondered how secure the banking system really is—or what this environment means for your portfolio—this episode gives you the clear, common-sense perspective you need.

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

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/lbsvision/lite/joedelisi

At the end of the assessment you can request a meeting with me to review the results.

joedelisi.com

Joe DeLisi reflects on 30 years in the investment world and the patterns that keep resurfacing — from the dot-com bubble to crypto and today’s AI hype. After attending a recent conference where “new” products sounded all too familiar, Joe breaks down Wall Street’s habit of repackaging old ideas with shiny new labels. He walks through past market manias, what they taught us, and how to recognize the signs when history starts rhyming again. If you’ve ever wondered whether “this time is different,” this episode will convince you otherwise and show why sticking to science over speculation is still the smartest move.

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

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 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 this episode of the Joe DeLisi Financial Advisor Podcast, Joe discusses the implications of artificial intelligence (AI) in finance, addressing common fears and misconceptions. He explores the political perspectives surrounding AI, emphasizing the need for a nuanced understanding rather than extreme views. Joe highlights the gradual transformation of AI in industries, drawing parallels to historical tech advancements, and reassures listeners about job security and market adaptation. He concludes with insights on investment strategies in the evolving landscape of AI.

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

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