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.
Podcasting since 2025 • 21 episodes
WestPac Wealth Investments
Latest Episodes
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 pr...
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12:21
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 historic...
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9:58
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. ...
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15:59
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 ho...
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10:56
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 p...
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Season 1
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Episode 17
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13:27