WestPac Wealth Investments

Epizódy

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  The Financial Tool People are Missing with Neal Brincefield 17.08.2026 41min

  In this episode of the WestPac Wealth Investments Podcast, Joe DeLisi welcomes Neal Brinsfield RICP®, CLU®, ChFC®, CExP™ for a conversation about financial planning, cash flow, risk, and what it really takes to create greater confidence around your financial future. Neal has spent nearly two decades in the financial services industry and has helped train and coach financial advisors on the Living Balance Sheet planning system. Joe and Neal discuss how financial worries change as wealth grows....
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  Is Your Advisor the Weak Link 03.08.2026 17min

  Choosing a financial advisor is one of the most important financial decisions you'll make—but are you asking the right questions? In this episode of the WestPac Wealth Investments Podcast, Joe DeLisi explores the conversations every investor should have with their advisor before making long-term financial decisions. From investment philosophy and portfolio construction to tax strategies, retirement income planning, and risk management, Joe explains what separates a transactional advisor from ...
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  Revisiting Predictions Regarding Tariffs 20.07.2026 12min

  Every market cycle brings a new wave of predictions, headlines, and reasons to believe that "this time is different." But how accurate are those forecasts once the dust settles? In this episode of the WestPac Wealth Podcast, Joe DeLisi revisits several of the most talked-about market predictions from the past year—including concerns surrounding tariffs, volatility, and broader economic uncertainty—to compare expectations with reality. The discussion highlights why reacting to headlines can be...
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  Are Tech Stocks in Trouble 06.07.2026 12min

  Markets often reward what's popular...until they don't. In this episode of the WestPac Wealth Investments Podcast, Joe DeLisi explores the recent pullback in many of the market's largest technology companies and what it means for investors. While tech has delivered exceptional returns over the past decade, history reminds us that leadership in the market eventually changes. Joe explains why diversification remains one of the most important principles of successful investing, how different ass...
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  Did You Miss the Boat on SpaceX? 22.06.2026 11min

  Did you miss the boat on SpaceX? With private companies staying private longer and high-profile IPOs generating enormous excitement, many investors wonder if they've missed their chance at extraordinary returns. In this episode, Joe DeLisi explores why the fear of missing out can lead investors away from sound decision-making and toward unnecessary risk. Drawing on nearly three decades of experience, Joe explains why successful wealth management isn't built around chasing headlines or trying ...
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  The Non Negotiable's 08.06.2026 15min

  What are the rules that should never be broken when building an investment portfolio? In this episode of the WestPac Wealth Investments Podcast, Joe DeLisi shares the investment principles he considers non-negotiable. Drawing a parallel between successful business operations and successful investing, Joe explains why disciplined portfolio construction matters and why "winging it" is rarely a winning strategy. Joe discusses the difference between investing and speculation, the importance of ha...
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  Joe's Investing Story 25.05.2026 13min

  In this episode, Joe DeLisi shares the story behind the investment philosophy that guides his work today and why it took years to fully develop. From his early days entering the financial industry without a finance degree to discovering evidence-based investing, Joe explains the experiences that changed how he thinks about markets, portfolio construction, and long-term investing. Joe also discusses the growing interest from younger advisors who want to understand not only what works in invest...
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  Nash Subotic, Founder & CEO of WestPac Wealth Partners 11.05.2026 18min

  In this episode of the Westpac Wealth Investment Podcast, host Joe Dalisi sits down with Nash Subotic, Founder and CEO of WestPac Wealth Partners, to dive deep into the firm’s investment philosophy and how it drives better long-term outcomes for clients. Nash shares the core principles that guide Westpac Wealth’s portfolios: Why a long-term, history-driven, science-based approach beats short-term speculationThe importance of global diversification — including international stocks, small-cap v...
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  War in Iran, Hormuz and Your Portfolio 27.04.2026 9min

  Headlines about Iran and the Strait of Hormuz have many investors asking the same question: What does this mean for my money? In this episode, we explore how geopolitical risk can impact markets, why uncertainty is always part of investing, and how a disciplined long-term strategy can help investors avoid costly emotional decisions.
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  Young Adult Financial Series: Advising the Next Generation #2 13.04.2026 9min

  In Part 2 of our Next Generation series, we continue the conversation around how young adults can begin making sound financial decisions early, before costly mistakes take root. Today’s environment presents more access to information than ever before, yet many young investors still lack clarity on what truly drives long-term success. In this episode, we focus on the foundational principles that matter most: developing disciplined habits, avoiding common pitfalls, and understanding the importa...
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  Young Adult Financial Series - Advising the Next Generation 16.03.2026 12min

  Many long-time clients eventually reach a new stage of life, when their children become young adults and begin making financial decisions of their own. In this episode, Joe DeLisi discusses a growing trend he has seen over the past several years: parents asking their advisor to speak with their adult children about money, careers, and financial responsibility. These conversations look very different from traditional financial planning discussions with established professionals, but they can b...
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  US and the Iranian Conflict 04.03.2026 7min

  With headlines about rising tensions between the United States and Iran, many investors are asking the same question: What does this mean for my portfolio? In this episode, Joe takes a break from the usual studio setting to address the uncertainty surrounding global conflict and the impact it may—or may not—have on financial markets. Rather than focusing on politics or speculation, Joe looks at the data and historical context to help investors understand how markets have responded to geopolit...
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  The Risk of Individual Stocks 02.03.2026 8min

  In a recent episode, Joe shared a story about “the worst decision a client ever made” — and the response was bigger than expected. But some listeners walked away with the wrong takeaway. In this follow-up, Joe clears it up. This episode breaks down the real difference between owning an individual stock and owning the broader market through an index like the S&P 500. What actually happens if a single company goes to zero? What would it mean if the entire market did? And why does that disti...
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  Why Cheap Indexing Isn't the Best 16.02.2026 12min

  Is low-cost indexing enough? Or are investors missing the bigger picture? Index funds have transformed investing. They’re efficient, inexpensive, and widely accessible. But focusing solely on cost can oversimplify how portfolios actually generate returns. In this episode, we examine why the cheapest index fund may not represent a complete investment strategy. We discuss expected returns, risk premiums, diversification, and the importance of thoughtful portfolio design. Rather than chasing the...
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  If Not for Bad Predictions 02.02.2026 12min

  If not for bad predictions, we might not have predictions at all. In this episode, Joe revisits a 2002 white paper titled “What Risk Premium Is Normal?” by Rob Arnott and uses it as a lens to examine one of the most persistent problems in investing: overconfidence in forecasts. From the “new economy” mindset of the late 1990s to today’s bold market projections, Joe breaks down why long-term return predictions are so often wrong, how expectations get distorted, and what investors should focus ...
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  2026 Midterm Elections 19.01.2026 9min

  Political headlines can create anxiety for investors, especially during election years. In this episode of the WestPac Wealth Investments Podcast, Joe DeLisi explains how politics and markets actually interact. Joe reviews historical market data across multiple election cycles and presidential administrations to show how markets have behaved during periods of political uncertainty. He also discusses the risks of emotional decision-making and why disciplined investment strategies are designed ...
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  30 Second Budget 05.01.2026 15min

  In this episode of the WestPac Wealth Investments podcast, Joe discusses the importance of budgeting, introducing his concept of the '30 Second Budget.' He emphasizes the simplicity of budgeting while acknowledging the challenges of execution. Joe breaks down the budgeting process into key components: income, taxes, giving, and savings, and stresses the importance of saving for the future. He encourages listeners to take actionable steps towards better financial management and highlights the ...
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  The Worst Decision a Client has Ever Made 22.12.2025 10min

  On this episode of the WestPac Investment Podcast, Joe DeLisi walks through the single most damaging mistake he’s seen clients make, and why it rarely has anything to do with markets, returns, or timing. Instead, Joe explains how emotional decision-making, abandoning a disciplined process, and reacting to short-term fear can quietly erode long-term wealth. This episode is a practical reminder that successful investing is less about finding the perfect strategy and more about consistently stic...
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  Do Politics Signal Market Direction 02.12.2025 13min

  In this episode of WestPac Wealth Investments, Joe tackles one of the most common investor questions: do elections and politics really move the markets? Drawing from historical data and his decades of experience, Joe explores whether party control, campaign cycles, and government policies truly determine portfolio performance—or if emotions and headlines are leading investors astray. It’s a grounded, fact-based look at how politics and market behavior actually intersect—and what that means fo...
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  Super Smart People Can't Beat Markets 17.11.2025 10min

  History is full of brilliant people who made terrible investment decisions. In this episode, Joe DeLisi, Financial Advisor with WestPac Wealth Partners, explores how Isaac Newton and the Nobel Prize–winning economists behind Long-Term Capital Management both fell victim to speculation, leverage, and overconfidence. Joe explains why being “super smart” doesn’t automatically translate into good financial outcomes, and why a disciplined, diversified, long-term approach is often more effective th...