Biz and Tech Podcasts > Business > Joe DeLisi Financial
Practical and easy to digest financial information for individuals and small business owners that will ease your money worries.
Last Episode Date: 3 November 2024
Total Episodes: 22
On the eve of the 2024 Presidential election, Joe discusses why the stock market doesn't usually FEEL safe. However, it may very well be so depending on your definition...For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com
FOMO has even the most successful investor often wondering if they should be DOING more? More sophistication? More exotic? More fancy? Or is simple and elegant the way to go? Joe explains his views...For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com
Joe discusses where tax laws have been and where they may be headed in light of the 35 trillion in federal debt as well as what we need to look at in order to help mitigate future taxation.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com
In this episode Joe discusses prior impacts of recessions on the overall market as well as the difficulty in navigating recessions.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com
Taking a break from stocks and stock markets, Joe discusses a way to alleviate the stress of budgeting from your life...forever!!!!For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com
Joe discusses how to get to and through retirement so that you can say it turned out exactly the way you had hoped it would.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com
We take a break from the Presidential election to discuss significant market drops and the effect that may have on the timing and quality of your retirement.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com
The news is coming in so swiftly it's hard to keep up. Let ME do the worrying for you as I share historical data that will help you stick with your investment policy!For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com
"This time is different"...and sometimes that's true, but what isn't different is how investors should react. Join Joe as he provides receipts in the form of data that suggest your best move in the markets right now.For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com
Today Joe discusses a very real risk that is hardly ever discussed....Sequence of Return Risk. He defines it and walks you through why and how it can be so devastating. For a quick assessment of your current financial life go to:Livingbalancesheet.com/lbsvision/lite/joedelisi At the end of the assessment you can request a meeting with me to review the results.joedelisi.com
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