Financial Nuggets

Hosted by Michael Palmer

Business

Website RSS feed

Episodes

Latest episode

Aug 2026

Language

EN-US

About the show

Information to help you navigate your personal and business finances of your every day life. www.oliveharbor.com

Listen to episodes

60 recent

August 17, 20266 min

093 - Seahawks vs the S&P 500

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?

August 3, 20267 min

092 - The Mortgage is Just the Beginning

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.

July 20, 20266 min

091 - Best Performing Country Since 2025

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?

July 6, 20268 min

090 - 2026 Halftime Report

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?

June 22, 20269 min

089 - SpaceX IPO - Did you miss out?

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?

June 8, 202616 min

088 - The Non Negotiables

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.

May 25, 202613 min

087 - Joe's Investing Story

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.

May 11, 20269 min

086 - Should You Hire an Advisor pt 2

Michael wraps up this podcast series on a Vanguard study that interviewed over 13,000 clients. The study asked each client one specific question 'What is the most important thing a financial advisor provides?'

April 27, 20268 min

085 - Should You Hire An Advisor pt 1

Today, Michael discusses a Vanguard study that interviewed over 13,000 clients and asked them one specific question 'What is the most important thing a financial advisor provides?'

April 13, 20269 min

084 - Midterms!

Today, Michael discusses the upcoming election. What does history tell us about midterms, what can we expect in our investment accounts, how should we think when we see doomsday headlines etc