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Financial Nuggets

Financial Nuggets

Hosted by Michael Palmer

Episodes

88

Latest episode

Jun 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
June 8, 202616 min

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 investingWhy successful investors follow a processThe dangers of market timingIndividual stocks vs. diversified portfoliosSpeculation versus investingLessons business owners can apply to wealth managementBuilding a portfolio designed for long-term successFinancial 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

March 30, 20269 min

083 - What Does March Madness Teach Us About Investing?

Today, Michael talks through March Madness brackets and the odds of winning! What does this teach us about investing? What are the similarities we feel about picking a bracket and picking stocks and why do we feel this way?

March 16, 20267 min

082 - Tariffs and Iran

Today, Michael discusses lessoned learned from last year and how they apply to the current situation in Iran, specific to global markets.

March 3, 20266 min

081 - Iran and Markets

Michael does a bonus episode today to discuss the current situation with Iran and your money. What has happened with markets historically when these types of military conflicts break out?

March 2, 20268 min

080 - A New Investment Narrative

Today, Michael discusses 2025 market returns, year to date returns in the Mag 7, and what new headlines are appearing as the financial media tries to make sense of what's happening in markets across the globe.https://www.oliveharbor.com/

February 16, 20268 min

079 - Before You Die and After You Die

Today, Michael talks through some things you can do to love your family before you die (fun topic!) such as having a document listing all of your passwords, account information and much more.https://www.oliveharbor.com/

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