WestPac Wealth Investments
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.
Episodes
Did You Miss the Boat on SpaceX?
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 episode, Joe DeLisi explores why the fear of missing out can lead investors away from sound decision-making and toward unnecessary risk.Drawing on nearly three decades of exper
The Non Negotiable's
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. Drawing a parallel between successful business operations and successful investing, Joe explains why disciplined portfolio construction matters and why "winging it" is rarel
Joe's Investing Story
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 degree to discovering evidence-based investing, Joe explains the experiences that changed how he thinks about markets, portfolio construction, and long-term investing.Joe also discusses
Nash Subotic, Founder & CEO of WestPac Wealth Partners
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 better long-term outcomes for clients.Nash shares the core principles that guide Westpac Wealth’s portfolios:Why a long-term, history-driven, science-based approach beats short-term sp
War in Iran, Hormuz and Your Portfolio
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 always part of investing, and how a disciplined long-term strategy can help investors avoid costly emotional decisions.
Young Adult Financial Series: Advising the Next Generation #2
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 to information than ever before, yet many young investors still lack clarity on what truly drives long-term success. In this episode, we focus on the foundational principles that mat
Young Adult Financial Series - Advising the Next Generation
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 over the past several years: parents asking their advisor to speak with their adult children about money, careers, and financial responsibility. These conversations look very differen
US and the Iranian Conflict
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 to address the uncertainty surrounding global conflict and the impact it may—or may not—have on financial markets. Rather than focusing on politics or speculation, Joe looks at the
The Risk of Individual Stocks
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 up.This episode breaks down the real difference between owning an individual stock and owning the broader market through an index like the S&P 500. What actually happens if a si
Why Cheap Indexing Isn't the Best
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 portfolios actually generate returns.In this episode, we examine why the cheapest index fund may not represent a complete investment strategy. We discuss expected returns, risk premiu
If Not for Bad Predictions
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 persistent problems in investing: overconfidence in forecasts.From the “new economy” mindset of the late 1990s to today’s bold market projections, Joe breaks down why long-term return p
2026 Midterm Elections
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 reviews historical market data across multiple election cycles and presidential administrations to show how markets have behaved during periods of political uncertainty. He also discusse
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 futur
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
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 ground
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 finan
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 wealt
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 t
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
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.
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 ac
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.
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 n
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
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 efficie
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, regar
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 approa
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 po
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.Chapter
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 mark
Tariffs
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.
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