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
13 episodes
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 Revie...
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Season 1
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Episode 13
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12:23
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 smart...
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Season 1
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Episode 12
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11:03
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...
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Season 1
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Episode 11
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10:14
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 ...
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16:01
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 ...
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12:29
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 ...
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29:30
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 ...
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Season 1
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Episode 7
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8:33
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 n...
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Season 1
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15:54
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 doi...
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Season 1
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Episode 5
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6:37
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 s...
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Season 1
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Episode 4
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12:55
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 stoc...
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Season 1
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Episode 3
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12:30
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 maintai...
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Season 1
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Episode 2
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17:12