『WestPac Wealth Investments』のカバーアート

WestPac Wealth Investments

WestPac Wealth Investments

著者: Westpac Wealth Partners
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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.

© 2025 WestPac Wealth Investments
個人ファイナンス 経済学
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  • The Worst Decision a Client has Ever Made
    2025/12/22

    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 successful investing is less about finding the perfect strategy and more about consistently sticking to the right one.

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    11 分
  • Do Politics Signal Market Direction
    2025/12/02

    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 grounded, fact-based look at how politics and market behavior actually intersect—and what that means for your long-term investment strategy.


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    13 分
  • Super Smart People Can't Beat Markets
    2025/11/17

    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 financial outcomes, and why a disciplined, diversified, long-term approach is often more effective than chasing the next hot idea. This conversation is designed to help investors recognize common behavioral traps and focus on strategies that support their long-term goals.

    This episode is for informational purposes only and should not be considered specific investment, tax, or legal advice. Listeners should consult their own financial professionals regarding their individual situation.

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    11 分
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