Business owners don’t need the same financial plan as employees, and pretending they do can cost you flexibility, taxes, and options down the road.

In this episode, Joe DeLisi explains why traditional financial planning often fails entrepreneurs, even when it looks “smart” on paper. Drawing from real-world experience as a business owner, Joe breaks down how taxes, exit planning, and long-term strategy should work together without locking you into decisions that limit your future.

This episode is for business owners who feel boxed in by their current plan, unsure about exit timing, or frustrated by strategies that prioritize optimization over control.

You’ll learn:

• Why business owners require a different financial planning approach
• How overly complex strategies can limit flexibility
• Why exit planning matters even if you’re not selling soon
• The tradeoffs between tax savings and long-term control

For a quick assessment of your current financial life go to:

Livingbalancesheet.com/lbsvision/lite/joedelisi

At the end of the assessment you can request a meeting with me to review the results.

joedelisi.com

Every election cycle, I hear the same question:
“Should I be worried about my investments because of what’s happening in politics?”

In this episode, I walk through what actually matters, and what doesn’t, when it comes to politics and the stock market. We look at real historical data across different administrations and election cycles and talk honestly about how markets have behaved over time.

If the news has you feeling uneasy about your portfolio, this episode will help you reset your thinking and focus on what actually drives long-term wealth.

For a quick assessment of your current financial life go to:

Livingbalancesheet.com/lbsvision/lite/joedelisi

At the end of the assessment you can request a meeting with me to review the results.

joedelisi.com

What do billionaires actually worry about?

It’s not what most people think.

In this episode of the Joe DeLisi Financial Podcast, Joe breaks down the real concerns he sees among ultra-high-net-worth individuals—the issues that keep wealthy families up at night long after money is no longer the problem.

From protecting wealth across generations to avoiding catastrophic mistakes, losing control, or becoming the cautionary tale, this conversation reveals the unseen side of financial success. Joe explains why accumulating money is often the easiest part—and why staying wealthy, purposeful, and free from regret is far more complex.

Whether you’re building wealth, already financially successful, or simply curious how the world’s richest think differently about risk, legacy, and control, this episode offers a rare, grounded look behind the curtain.

This isn’t about chasing billions.
It’s about understanding what really matters once you have more than enough.

For a quick assessment of your current financial life go to:

Livingbalancesheet.com/lbsvision/lite/joedelisi

At the end of the assessment you can request a meeting with me to review the results.

joedelisi.com