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Hosted by Westpac Wealth Partners · 🇺🇸 US · EN-US · 34 episodes
Established thought leaders with verified media credentials.
Bringing you insights from WestPac Wealth Partners, a privately held wealth management firm dedicated to guiding clients through every aspect of their financial lives. Rooted in a client-first philosophy, we focus on turning your vision for the future into a lasting legacy. With access to one of the most comprehensive financial product platforms in the industry, our team creates tailored strategies and life maps to help you build, protect, and grow your wealth. Recognized nationally for our outstanding workplace culture, we bring that same level of excellence and care to every client relationship.
Westpac Wealth Partners hosts WestPac Wealth Investments, a business show with 34 episodes published.
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 gr
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 convers
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 Podc
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
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
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. Dr
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 degre
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 bett
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 alway
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 t
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 ov
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
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
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 po
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 pers
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 revi
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 c
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 ex
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 ex
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 be
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WestPac Wealth Investments is hosted by Westpac Wealth Partners. The show is categorised under business (investing) and has published 34 episodes.
WestPac Wealth Investments has published 34 episodes.
WestPac Wealth Investments regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of WestPac Wealth Investments average 14 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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