CFO at Home

196. Improve Your Money Behavior Part 2: Investing


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This episode of CFO at Home is Part 2 of VInce's conversation with Jonathan Blau, Founder and Chief Executive Officer of Fusion Family Wealth, a Long Island-based, fee-only, registered investment advisory firm. Jonathan and Vince discuss the misconceptions surrounding risk and volatility, how our fears can lead us to make poor financial decisions, the importance of understanding purchasing power and the long-term nature of investing and dive into three common behavioral mistakes that investors often make. To l earn more about Jonathan, go to fusionfamilywealth.com, or check out his podcast, Crazy Wealthy Podcast.

Key Topics:

  • Understanding risk and volatility in investing

  • The impact of inflation on purchasing power

  • Common behavioral mistakes investors make

  • The importance of disciplined investing for long-term goals

  • Overcoming psychological barriers to investing

Key Links

  • Fusion Family Wealth

  • Crazy Wealthy Podcast

Contact the Host - [email protected]

Want to be a guest on CFO at Home? Send Vince a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/1628643039567x840793309030672500

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CFO at HomeBy Vince Carter

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