Joe DeLisi Financial
Claim This Podcastby Joe DeLisi
Podcast Authority
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Podcast Overview
<p>Practical and easy to digest financial information for individuals and small business owners that will ease your money worries. <br><br><br></p>
Language
🇺🇲
Publishing Since
12/22/2023
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Recent Episodes
April 27, 2026
#61 War in Iran, Hormuz and Your Portfolio
War in Iran, Strait of Hormuz Disruptions, and What It Means for Your Portfolio In this episode, Joe DeLisi discusses recent geopolitical events involving Iran and the Strait of Hormuz and how markets have reacted so far. He shares year-to-date performance data (as of early April) showing the S&P 500 down approximately 1%, while certain small cap value strategies have performed stronger. Joe reviews how diversified, allocation-based portfolios, with significant exposure to small and value...
April 13, 2026
#60 Young Adult Financial Series: Advising the Next Generation #2
Financial advisor Joe DeLisi guides young adults through crucial financial decisions and common mistakes that shape their long-term future.
March 30, 2026
#59 The Risk of Individual Stocks
In this episode, Joe DeLisi revisits one of his most talked-about conversations, “The Worst Decision a Client Has Ever Made”—and addresses the surprising takeaway many listeners walked away with. If you’ve ever thought holding a few individual stocks is the same as “owning a business,” this episode is for you. Joe breaks down the dangerous misunderstanding behind that belief and explains why treating your portfolio like a collection of handpicked bets can quietly derail long-term success...
74 total episodes available with 10 transcripts
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Frequently asked questions
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- What is Joe DeLisi Financial?
<p>Practical and easy to digest financial information for individuals and small business owners that will ease your money worries. <br><br><br></p> - How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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