
← Joe DeLisi Financial3 aug · 18 min
#68 Is Your Advisor the Weak Link
#68 Is Your Advisor the Weak Link
Your financial advisor should welcome tough questions. In this episode, Joe DeLisi shares the conversations every investor should have with their advisor—and explains why the answers matter more than many people realize. Beyond investment returns, a strong financial relationship should include thoughtful guidance on taxes, cash flow, insurance, estate planning, retirement income, and the many decisions that shape long-term financial success. Joe discusses why emotions often lead investors ast...