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WestPac Wealth Investments

Westpac Wealth Partners

19 episodes

1 week ago

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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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 ...

Show more...

Episodes (19/19)

WestPac Wealth Investments

30 Second Budget

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 ...

1 week ago

15 minutes

WestPac Wealth Investments

The Worst Decision a Client has Ever Made

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...

3 weeks ago

10 minutes

WestPac Wealth Investments

Do Politics Signal Market Direction

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...

1 month ago

13 minutes

WestPac Wealth Investments

Super Smart People Can't Beat Markets

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...

1 month ago

10 minutes

WestPac Wealth Investments

Same Game, New Name: Wall Street’s Repeat Offense

The names change, but the game stays the same. In this episode, Joe DeLisi shares what three decades in the investment world have taught him about Wall Street’s repeating patterns — the hype, the “new” products, and the inevitable fallout. From dot-com to crypto to today’s AI boom, Joe explains why “this time is not different,” and how disciplined, evidence-based investing helps protect real wealth when the crowd chases the next big thing.

2 months ago

13 minutes

WestPac Wealth Investments

U.S. Debt and Government Shutdown

While headlines focus on the government shutdown, the real story is the $37 trillion U.S. debt and what it means for investors. In this episode, Joe DeLisi, Senior Partner at WestPac Wealth Investments, explains how rising interest payments and persistent deficits affect market performance, tax policy, and long-term planning. Tune in for Joe DeLisi's perspective on debt, taxes, and strategies to help protect portfolios in an uncertain fiscal future.

2 months ago

13 minutes

WestPac Wealth Investments

AI and Your Portfolio

In this episode of WestPace Wealth Investments Podcast, your host, Joe DeLisi, dives into the buzz around artificial intelligence—and what it really means for investors. From Wall Street Journal headlines to insights from Harvard Business Review and New York Magazine, Joe breaks down why AI’s “revolution” may take decades, not months. He draws parallels to the dot-com boom and explains how history might be rhyming once again. Whether you’re anxious about robots taking over or curious how AI a...

3 months ago

12 minutes

WestPac Wealth Investments

The Magnificent Seven are Down to the Terrific Two

The “Magnificent Seven” stocks have fueled big returns in recent years — but are they really the future of your portfolio? Joe DeLisi breaks down why concentrated bets can be risky and why true diversification, rooted in data, remains the smarter path.

3 months ago

11 minutes

WestPac Wealth Investments

How Risk Premiums Shape Investment Outcomes

In this episode of the WestPac Wealth Investments Podcast, Joe discusses the importance of understanding portfolio management, particularly focusing on the significance of August 22nd for investment strategies. He explains how he manages client portfolios by analyzing historical risk premiums and market trends, emphasizing the importance of not just building portfolios based on science but also actively monitoring their performance. Joe provides insights into how different market segments are...

4 months ago

10 minutes

WestPac Wealth Investments

Why Didn't You Buy NVIDIA Ten Years Ago?

Every decade has a “why didn’t I buy it?” stock story. For the 2010s, it’s Nvidia. Joe unpacks why these stories are so tempting—and why hindsight investing doesn’t build real wealth. Learn how biases like recency and performance chasing sneak into decisions, and what a math-and-process plan looks like instead.

4 months ago

16 minutes

WestPac Wealth Investments

Investing Beyond the S&P 500

In this episode, Joe DeLisi discusses the recent sale of the Los Angeles Lakers and compares it to potential investment returns from the S&P 500 and other asset categories. He highlights the importance of understanding different investment avenues and the need for a diversified portfolio that aligns with individual financial goals. The conversation emphasizes that while the Lakers may have a nostalgic and entertainment value, other investments could yield better financial returns over time.

5 months ago

12 minutes

WestPac Wealth Investments

Price vs. Cost: The Truth Behind Investment Fees

In this episode of the WestPac Wealth Way Investment podcast, Joe DeLisi discusses the importance of understanding investment fees and the value of diversification. He emphasizes that while the S&P 500 is a popular investment choice, it is not the only option and may not always yield the best returns. Joe analyzes historical data to illustrate the risks of relying solely on the S&P 500 and advocates for a balanced portfolio that aligns with individual financial goals. He also highligh...

5 months ago

29 minutes

WestPac Wealth Investments

Gold! Is it Time to Get in?

In this episode of the WestPac Wealth podcast, Michael Palmer discusses the recent rise of gold as an investment option, particularly in light of the underperformance of tech stocks. He delves into the risk-return relationship of gold compared to other assets, emphasizing the importance of understanding standard deviation and historical performance. The conversation highlights the need for efficient portfolio management and questions the true value of gold in uncertain times.

6 months ago

8 minutes

WestPac Wealth Investments

The Crash that Wasn't

In this episode, Joe DeLisi discusses the concept of market crashes, particularly focusing on the S&P 500 and the historical context of market corrections. He emphasizes that while media often incites fear about potential crashes, most do not materialize. The podcast highlights the importance of diversification in investment portfolios and encourages a long-term perspective on investing, regardless of short-term market fluctuations.

7 months ago

15 minutes

WestPac Wealth Investments

Should My Portfolios Be More Sophisticated?

In this episode of the Westpac Wealth Investment podcast, Joe DeLisi discusses the evolving mindset of investors, particularly high net worth individuals, who transition from fearing they won't have enough to worrying about whether they are doing enough with their investments. He emphasizes that complexity in portfolio management is often unnecessary and advocates for a straightforward approach to investing, focusing on equities and bonds without getting caught up in complicated strategies.

7 months ago

6 minutes

WestPac Wealth Investments

Scary Markets and the Case for Bonds

In this episode of the Westpac Wealth Investment podcast Joe DeLisi discusses the role of bonds in investment strategies, emphasizing their function as a tool for reducing volatility rather than generating returns. He explores the dynamics of short-term versus long-term bonds, the impact of interest rates and inflation on bond values, and the importance of aligning fixed income investments with portfolio goals. The conversation highlights the risks associated with chasing yield and the benefi...

8 months ago

12 minutes

WestPac Wealth Investments

Inflation and Your Portfolio

In this episode, Joe DeLisi discusses the implications of inflation on investment portfolios, emphasizing the importance of asset ownership. He reviews historical inflationary periods and their effects on various markets, highlighting that stocks often perform well during inflation. Joe encourages listeners to remain invested and diversified, especially during times of economic uncertainty. Chapters 00:00 Understanding Inflation's Impact on Portfolios 03:10 Historical Context: Inflation a...

8 months ago

12 minutes

WestPac Wealth Investments

Navigating Market Volatility: Lessons from History

In this podcast, the host discusses the current state of the markets, drawing parallels to historical events, particularly the COVID-19 pandemic. The conversation emphasizes the emotional nature of market movements and the importance of maintaining a long-term perspective in investing. The host also outlines the current administration's economic policies and their potential impact on the markets, while providing insights into investment strategies for different client profiles.

9 months ago

17 minutes

WestPac Wealth Investments

In this podcast, Joe DeLisi discusses the current market sell-off and the impact of tariffs on global markets. He emphasizes the importance of understanding historical data and market reactions to tariffs, providing insights from various time periods. DeLisi highlights the role of small caps and international stocks in investment strategies and reassures clients about navigating market volatility. He stresses the need for evidence-based financial advising and the importance of diversification...

9 months ago

25 minutes