Welcome to Fix It Friday, the podcast segment that simplifies financial strategies to help you make smarter decisions. In this episode, Jonathan Blau breaks down how media narratives can distort investor perception during market downturns. With headlines designed to trigger fear and urgency, it’s easy to lose sight of how markets actually function. Jonathan cuts through the noise to explain why volatility is normal, why markets are never linear, and how long-term investors can stay grounded when short-term headlines feel overwhelming. This episode is a powerful reminder that successful investing depends more on behavior than commentary.

What You’ll Learn:

✅Why market movements are never smooth or predictable

✅How media headlines amplify fear during downturns

✅The real meaning behind terms like “correction” and “bear market”

✅Why volatility is the cost of earning higher returns

Want to make smarter financial decisions grounded in clarity and confidence? Subscribe and share the Crazy Wealthy Podcast. To learn more about Fusion Family Wealth’s evidence-based investment strategies, visit www.fusionfamilywealth.com and request our current disclosure brochure.

Key Timestamps:

00:00 - Disclaimer and introduction

01:00 – Why markets are not linear

02:00 – The “cost of admission” to stock returns

03:00 – How headlines distort reality

03:30 – Compounding vs. simple returns explained

04:30 – What “correction territory” really means

05:30 – Why “pullbacks” are normal

05:45 – What history tells us about volatility

06:15 – The real risk: investor behavior

07:30 – Staying disciplined and focused on long-term goals

08:00 – Closing thoughts and shareable takeaway

Key Takeaways:

💎 Markets are inherently volatile and never move in a straight line

💎Media headlines are designed to capture attention—not provide context

💎Terms like “correction” and “bear market” are often misunderstood but have simple definitions

💎Volatility is not a flaw—it’s the price investors pay for higher long-term returns

About the Host:

Jonathan Blau is the President and CEO of Fusion Family Wealth, a fiduciary wealth management firm he founded in 2013 to help families achieve clarity, confidence, and purpose with their money. With a deep focus on behavioral finance, Jonathan teaches investors how to recognize emotional biases and make evidence-based decisions that support long-term success. A sought-after speaker in wealth management, Jonathan previously held senior roles in tax and estate planning at Arthur Andersen. He holds a BS in Finance, an MS in Taxation, and an MBA in Accounting. Based on Long Island, Jonathan is active in the local business community, supports organizations such as the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.

LinkedIn – Jonathan Blau

Fusion Family Wealth Website

Crazy Wealthy Podcast

Welcome to Fix It Friday, the podcast segment that simplifies financial strategies to help you make smarter decisions. In this episode, Jonathan Blau discusses the impact of geopolitical crises on investments, particularly focusing on the recent spike in oil prices. He emphasizes that while such events may cause short-term volatility, they often do not affect long-term stock market performance. Jonathan encourages investors to stick to their long-term plans and not react impulsively to media-driven fears, highlighting the importance of earnings growth as the primary driver of stock prices.

What You’ll Learn:

Geopolitical events can cause short-term volatility but not long-term damage.

Oil price spikes often lead to media catastrophizing.

Historical data shows that markets can recover quickly after shocks.

Want to make smarter financial decisions grounded in clarity and confidence? Subscribe and share the Crazy Wealthy Podcast. To learn more about Fusion Family Wealth’s evidence-based investment strategies, visit www.fusionfamilywealth.com and request our current disclosure brochure.

Key Timestamps:

00:00 Introduction and podcast disclaimer

01:30 Geopolitical Crises and Investment Strategies

04:02 Understanding Oil Price Spikes and Market Reactions

07:12 Long-Term Investment Focus vs. Short-Term Volatility

09:40 What defines a successful investment

Key Takeaways:

Successful investing is based on goals and a solid plan and fear should not dictate investment decisions.

Long-term returns are not controlled by current events.

Companies respond rationally to crises, often strengthening their positions.

The media often misrepresents the impact of geopolitical events.

About the Host:

Jonathan Blau is the President and CEO of Fusion Family Wealth, a fiduciary wealth management firm he founded in 2013 to help families achieve clarity, confidence, and purpose with their money. With a deep focus on behavioral finance, Jonathan teaches investors how to recognize emotional biases and make evidence-based decisions that support long-term success. A sought-after speaker in wealth management, Jonathan previously held senior roles in tax and estate planning at Arthur Andersen. He holds a BS in Finance, an MS in Taxation, and an MBA in Accounting. Based on Long Island, Jonathan is active in the local business community, supports organizations such as the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.

LinkedIn – Jonathan Blau

Fusion Family Wealth Website

Crazy Wealthy Podcast

Josh Goodelman, President and CEO of Liqui-Mark Corp., joins Jonathan Blau on the Crazy Wealthy Podcast to share the real story behind building and leading a family-owned manufacturing business on Long Island. Josh walks through the entrepreneurial origin of the company, the leap from importing to U.S. manufacturing, and what it takes to serve major retailers, school and office distributors, and a growing promotional products division with many Made in the USA offerings.

Jonathan and Josh also explore the psychology of decision making under uncertainty, including how entrepreneurs must often unlearn control-driven behaviors when they shift from building wealth in business to investing wealth in the markets. The conversation highlights resilience during challenging moments like losing a major account right after buying a facility, navigating tariff disruptions, and keeping a steady mindset through volatility.

What You’ll Learn in this Episode:

How Liqui-Mark evolved into a second-generation, family-owned manufacturer serving major retail and distribution channels

Why entrepreneurs often struggle as investors, and how reframing risk can improve long-term decision making

How to balance emotion and rational leadership in high-stakes moments inside a family business

Want to make smarter financial decisions grounded in clarity and confidence? Subscribe and share the Crazy Wealthy Podcast. To learn more about Fusion Family Wealth’s evidence-based investment strategies, visit www.fusionfamilywealth.com and request our current disclosure brochure.

TIMESTAMPS:

00:00 Podcast disclaimer and introduction

01:00 Meet Josh Goodelman and Liqui-Mark’s family business legacy

02:00 The company origin story: a big order, a bold leap, and early growth

06:00 Importing to manufacturing: building operations and capability in the U.S.

09:00 How Liqui-Mark serves retailers, distributors, and promotional customers today

11:00 The entrepreneur-to-investor shift: what founders must unlearn

13:00 A pivotal moment: buying a facility and losing the biggest account

17:00 Real-world volatility: tariffs, COVID, and keeping costs covered

24:45 Working with family: roles, balance, and decision-making dynamics

31:30 Values, humility, and the mindset behind sustainable success

36:45 Not overplaying the win: defining “enough” in business growth

39:45 Advice for leaders: emotion belongs in decisions, but not in the driver’s seat

42:00 Wrap-up: building wealth vs investing it

43:08 Jon and Amy recap the episode

KEY TAKEAWAYS:

Liqui-Mark’s growth shows how calculated risk, resilience, and long-term thinking create staying power in manufacturing.

The skills that build wealth in business can backfire in investing, where patience and discipline matter more than control.

Strong leadership means acknowledging emotion while keeping decision-making grounded in rational inputs and values.

ABOUT THE GUEST:

Josh Goodelman is the President and CEO of Liqui-Mark Corp., a second-generation, family-owned and operated manufacturer of writing instruments and school and office supplies located on Long Island, New York. Liqui-Mark sells to major retailers, school and office products distributors, and operates a promotional products division offering a large variety of Made in the USA products.

Josh Goodelman - LinkedIn: linkedin.com/in/josh-goodelman-3a87bb4

Liqui-Mark Promo - Website: liquimarkpromo.com

ABOUT THE HOST:

Jonathan Blau is the President and CEO of Fusion Family Wealth, a fiduciary wealth management firm he founded in 2013 to help families achieve clarity, confidence, and purpose with their money. With a deep focus on behavioral finance, Jonathan teaches investors how to recognize emotional biases and make evidence-based decisions that support long-term success. A sought-after speaker in wealth management, Jonathan previously held senior roles in tax and estate planning at Arthur Andersen. He has a BS in Finance, an MS in Taxation, and an MBA in Accounting.

LinkedIn – Jonathan Blau

Fusion Family Wealth Website

Crazy Wealthy Podcast

Welcome to Fix It Friday, the podcast segment that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, CEO of Fusion Family Wealth, this episode explores the cash accumulation trap and why holding excess cash can quietly undermine long-term investment success. Listeners will learn how behavioral finance biases such as regret aversion bias and status quo bias influence investor behavior and lead to suboptimal decision-making. By the end of the episode, you’ll understand how to identify whether excess cash is serving a true purpose and how to create clear boundaries that support smarter financial choices and protect your wealth.

What You’ll Learn:

The four primary reasons investors accumulate excess cash

How regret aversion bias and status quo bias drive cash hoarding behavior

Practical strategies to manage cash intentionally without derailing long-term investment goals

Want to make smarter financial decisions grounded in clarity and confidence? Subscribe and share the Crazy Wealthy Podcast. To learn more about Fusion Family Wealth’s evidence-based investment strategies, visit www.fusionfamilywealth.com and request our current disclosure brochure.

Key Timestamps:

(00:00) Introduction and podcast disclaimer

(01:15) Defining the cash accumulation trap

(01:45) The only legitimate reason to accumulate excess cash

(02:15) How a lack of planning leads to excess cash

(02:45) When abandoned plans push investors toward cash

(03:00) Regret aversion bias and status quo bias explained

(03:45) Setting boundaries for intentional cash accumulation

(04:30) Separating cash for expenses from investment cash

(05:00) Closing thoughts on avoiding the cash accumulation trap

Key Takeaways:

Excess cash should only be accumulated for a fixed and determinable purpose

Behavioral finance biases often drive investors to hold cash out of fear rather than strategy

Clear rules and separate accounts help prevent emotional decision-making

About the Host:

Jonathan Blau is the President and CEO of Fusion Family Wealth, a fiduciary wealth management firm he founded in 2013 to help families achieve clarity, confidence, and purpose with their money. With a deep focus on behavioral finance, Jonathan teaches investors how to recognize emotional biases and make evidence-based decisions that support long-term success. A sought-after speaker in wealth management, Jonathan previously held senior roles in tax and estate planning at Arthur Andersen. He holds a BS in Finance, an MS in Taxation, and an MBA in Accounting. Based on Long Island, Jonathan is active in the local business community, supports organizations such as the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.

LinkedIn – Jonathan Blau

Fusion Family Wealth Website

Samantha Burd, third-generation owner of Lady Burd Cosmetics, joins Jonathan Blau to share the inspiring legacy of her grandmother Roberta Burd and how the company has been helping entrepreneurs enter the cosmetics business for over 50 years. Samantha discusses overcoming early challenges as a family‑run, women‑led manufacturer, how Lady Burd offers low minimum order quantities to democratize access to the beauty industry, and how modern tools like AI can help businesses grow visibility. Her story blends family legacy, entrepreneurship, and practical strategies for building a business with minimal risk.

What You’ll Learn in this Episode:

The history and legacy of Lady Burd Cosmetics and how Samantha carries it forward

Why low minimum order quantities are a game changer for aspiring entrepreneurs

How small businesses can leverage AI for greater brand visibility and competitive advantage

Want to make smarter financial decisions grounded in clarity and confidence? Subscribe and share the Crazy Wealthy Podcast. To learn more about Fusion Family Wealth’s evidence-based investment strategies, visit www.fusionfamilywealth.com and request our current disclosure brochure.

TIMESTAMPS:

00:00 Introduction & podcast disclaimer

01:00 Welcome Samantha Burd of Lady Burd Cosmetics

01:45 Samantha’s family business background & Lady Burd story

04:00 Samantha’s perspective on legacy and responsibility

05:30 Grandma Roberta’s entrepreneurial breakthrough

09:00 Growing up in the business & early experience

14:30 Leveraging AI for business growth

19:00 Samantha’s education & corporate consulting background

25:45 The democratization of entrepreneurship with $150 low minimum orders

30:30 Men’s products & private label options

31:45 How to get in touch with Lady Burd Cosmetics

33:10 Jon and Amy recap the episode

KEY TAKEAWAYS:

Lady Burd Cosmetics is a family‑owned American beauty manufacturer with over 50 years of experience helping entrepreneurs launch products with low barrier to entry

Low minimum order quantities (as low as $150) unlock opportunities for bootstrapped founders to start private label brands.

Samantha emphasizes the importance of education, community, and adapting modern tools (like AI) in small business growth.

A three‑generation family legacy continues to create jobs and empower small business owners.

Practical exposure—from trade shows to consulting—shapes well‑rounded entrepreneurial leadership.

ABOUT THE GUEST:

Samantha Burd is the third‑generation owner of Lady Burd Cosmetics, a family‑owned American beauty manufacturer based in Farmingdale, NY that produces private label and custom cosmetics, skin care, and personal care products for brands of all sizes. Lady Burd offers low minimum order quantities (starting around $150 for stock items), custom formulations, labeling, and packaging options to help new entrepreneurs enter the beauty industry with minimal risk.

Samantha holds a bachelor’s in Marketing and Finance, a master’s in Data Analytics, and brings corporate experience from roles in supply chain and consulting at Deloitte, where she specialized in operations and analytics for luxury retail clients.

https://www.linkedin.com/in/samantha-burd-36a00580

https://www.ladyburd.com/

ABOUT THE HOST:

Jonathan Blau is the President and CEO of Fusion Family Wealth, a fiduciary wealth management firm he founded in 2013 to help families achieve clarity, confidence, and purpose with their money. With a deep focus on behavioral finance, Jonathan teaches investors how to recognize emotional biases and make evidence-based decisions that support long-term success. A sought-after speaker in wealth management, Jonathan previously held senior roles in tax and estate planning at Arthur Andersen. He has a BS in Finance, an MS in Taxation, and an MBA in Accounting.

LinkedIn – Jonathan Blau

Fusion Family Wealth Website

Crazy Wealthy Podcast

Welcome to Fix-It Friday on the Crazy Wealthy Podcast, where Jonathan Blau, CEO of Fusion Family Wealth, shares practical strategies to help you make smarter financial decisions. In this episode, Jonathan explains the concept of financial ozempic, investments that seem safe but actually reduce long-term wealth.

Listeners will learn how behavioral finance and investor behavior are influenced by biases like loss aversion and the search for comfort. Jonathan also discusses why owning real assets, staying disciplined, and embracing volatility are essential to protecting purchasing power, building wealth, and making better financial decisions. By the end of the episode, you’ll understand how to manage risk, avoid emotional investing traps, and protect your retirement and legacy.

What You’ll Learn:

Why investments like bonds, annuities, and structured products can quietly erode wealth

How behavioral biases and financial psychology affect decision-making and create short-term comfort traps

The importance of owning real assets and embracing volatility to beat inflation

Strategies to protect your portfolio, maintain a wealth mindset, and make evidence-based investment choices

Want to make smarter financial decisions grounded in clarity and confidence? Subscribe and share the Crazy Wealthy Podcast. To learn more about Fusion Family Wealth’s evidence-based investment strategies, visit www.fusionfamilywealth.com and request our current disclosure brochure.

Key Timestamps:

00:00 Introduction and podcast disclaimer

00:30 Financial Ozempic: Are “safe” investments actually harming your wealth?

02:15 Real risk versus perceived risk and why inflation is the silent enemy

04:00 Common financial ozempic products including bonds, annuities, structured notes, and covered calls

07:45 The behavioral fix: Embracing volatility and owning real assets

09:00 Closing: How to protect your purchasing power, retirement, and legacy

Key Takeaways:

Products marketed as low-risk and comforting can quietly reduce wealth through inflation

Behavioral finance and cognitive biases make investors prioritize short-term comfort over long-term growth

Owning real assets and staying disciplined protects purchasing power and builds wealth

Understanding real risk versus perceived risk helps improve investor behavior and decision-making

About the Host:

Jonathan Blau is the President and CEO of Fusion Family Wealth, a fiduciary wealth management firm he founded in 2013 to help families achieve clarity, confidence, and purpose with their money. With a deep focus on behavioral finance, Jonathan teaches investors how to recognize emotional biases and make evidence-based decisions that support long-term success. A sought-after speaker in wealth management, Jonathan previously held senior roles in tax and estate planning at Arthur Andersen. He holds a BS in Finance, an MS in Taxation, and an MBA in Accounting. Based on Long Island, Jonathan is active in the local business community, supports organizations such as the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.

LinkedIn – Jonathan Blau

Fusion Family Wealth Website

Crazy Wealthy Podcast

Behavioral finance expert Doug Lennick joins Jonathan Blau on the Crazy Wealthy podcast to discuss how emotional intelligence shapes successful investment decisions. Lennick, CEO of think2perform, pioneered behavioral finance applications decades before it became mainstream. He shares his "Four Rs" framework—Recognize, Reflect, Reframe, Respond—which helps investors overcome cognitive biases and make rational decisions during market volatility. The conversation explores how investor behavior determines financial success and emphasizes values-based decisions for effective wealth management.

What You’ll Learn in this Episode:

How the Four Rs framework (Recognize, Reflect, Reframe, Respond) helps you make better financial decisions by slowing down automatic emotional responses and engaging your reflective mind to overcome cognitive biases.

Why past behavior is more predictive than past performance, and how understanding behavioral patterns gives you control over your financial future through actionable changes you can make today.

The difference between emotional intelligence and moral intelligence, and why developing both as differentiating competencies is essential for making values-based decisions that align with what truly matters.

Want to make smarter financial decisions grounded in clarity and confidence? Subscribe and share the Crazy Wealthy Podcast. To learn more about Fusion Family Wealth’s evidence-based investment strategies, visit www.fusionfamilywealth.com and request our current disclosure brochure.

TIMESTAMPS:

00:00 Introduction to behavioral finance pioneer Doug and emotional intelligence in investing

07:55 Understanding amygdala hijack and why brains can't distinguish bear markets from real danger

11:00 The Four Rs framework: Recognize, Reflect, Reframe, Respond for better decision making

20:12 Doug's journey into financial services without a college degree

30:08 Differentiating competencies: Why emotional and moral intelligence trump technical skills

40:33 How to achieve happiness and aligning behaviors with values to achieve financial success

47:05 Jon and Amy recap the episode

KEY TAKEAWAYS:

Investor behavior, not market conditions, determines financial success. The Four Rs framework helps you make rational decisions during market volatility.

Past behavior predicts outcomes more reliably than past performance. Unlike market timing, your behavior can be changed through practice and self-awareness.

True fiduciary responsibility requires emotional intelligence and moral intelligence. Helping clients align decisions with values creates lasting impact.

ABOUT THE GUEST:

Doug is an internationally acclaimed author, a Certified Financial Planner and Behavioral Financial Advisor and is CEO and co-founder of think2perform, a firm internationally recognized for developing values-based decision-making and high performance in individuals and organizations.

Doug Lennick - LinkedIn

think2perform - Website

Doug Lennick: books, biography, latest update

ABOUT THE HOST:

Jonathan Blau is the President and CEO of Fusion Family Wealth, a fiduciary wealth management firm he founded in 2013 to help families achieve clarity, confidence, and purpose with their money. With a deep focus on behavioral finance, Jonathan teaches investors how to recognize emotional biases and make evidence-based decisions that support long-term success. A sought-after speaker in wealth management, Jonathan previously held senior roles in tax and estate planning at Arthur Andersen. He has a BS in Finance, an MS in Taxation, and an MBA in Accounting. 

LinkedIn – Jonathan Blau

Fusion Family Wealth Website

Crazy Wealthy Podcast

Welcome to Fix-It Friday on the Crazy Wealthy Podcast, where Jonathan Blau, CEO of Fusion Family Wealth, shares actionable behavioral finance strategies to help investors make smarter, evidence-based decisions. In this episode, Jonathan explores the destructive buy high, sell low pattern that impacts millions of investors every year.

Listeners will discover how cognitive biases like loss aversion, FOMO, and envy influence investor behavior, leading to emotional mistakes that erode long-term wealth. Jonathan explains the difference between stock price and company value, why panic selling during market downturns is costly, and how to adopt a long-term mindset focused on owning great companies.

The episode also covers practical strategies for counteracting emotional investing, including portfolio rebalancing and disciplined decision-making. Investors will gain insights into financial psychology, risk perception, and how to make better financial decisions that align with their goals.

What You’ll Learn:

✅ Why investors buy high and sell low and how behavioral biases drive this pattern

✅ How loss aversion, FOMO, and envy impact financial decision-making

✅ Portfolio strategies like rebalancing and focusing on long-term company ownership

✅ How to separate price from value to make confident, evidence-based investment choices

Want to make smarter financial decisions grounded in clarity and confidence? Subscribe and share the Crazy Wealthy Podcast. To learn more about Fusion Family Wealth’s evidence-based investment strategies, visit www.fusionfamilywealth.com and request our current disclosure brochure.

Key Timestamps:

00:00 Introduction and podcast disclaimer

00:30 The buy high, sell low trap: why it happens and who it affects

03:00 Behavioral biases driving emotional investing: loss aversion, FOMO, and envy

06:00 Price vs. value: how thinking in terms of great companies prevents panic selling

09:00 Portfolio strategies to counter emotional decisions, including rebalancing

11:30 Closing thoughts and actionable takeaways

Key Takeaways:

💎 Emotional investing driven by behavioral biases can lead to buying high, selling low, and losing wealth

💎 Distinguishing stock price from company value helps investors avoid panic selling

💎 Portfolio rebalancing and long-term ownership strategies counteract emotional decision-making

💎 Behavioral finance awareness improves investor discipline, confidence, and long-term results

About the Host

Jonathan Blau is the President and CEO of Fusion Family Wealth, a fiduciary wealth management firm founded in 2013 to help families achieve clarity, confidence, and purpose with their money. With expertise in behavioral finance, Jonathan teaches investors how to identify cognitive biases, reduce emotional investing mistakes, and make evidence-based decisions that support long-term wealth. He is a sought-after speaker in wealth management and previously held senior roles in tax and estate planning at Arthur Andersen. Jonathan holds a BS in Finance, an MS in Taxation, and an MBA in Accounting. Based on Long Island, he is active in the local business community, supports organizations like the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.

 LinkedIn – Jonathan Blau

Fusion Family Wealth Website

Crazy Wealthy Podcast

Welcome to this episode of the Crazy Wealthy Podcast! Today we feature Vicki Schneps, a media entrepreneur and founder of Schneps Media and Life’s Work. Listen as we learn how Vicki turned her passion for education into a thriving media empire and nonprofit that empowers local leaders and supports community journalism. By the end of the episode, you’ll understand how vision, persistence, and strategic partnerships can help create both business and community impact.

What You’ll Learn:

How Vicki transitioned from teaching to media leadership

Strategies for growing a media company across multiple platforms and events

Turning personal and professional adversity into long-term legacy

Want to make smarter financial decisions grounded in clarity and confidence? Subscribe and share the Crazy Wealthy Podcast. To learn more about Fusion Family Wealth’s evidence-based investment strategies, visit www.fusionfamilywealth.com and request our current disclosure brochure.

Key Timestamps:

00:00 — Introduction and podcast disclaimer

01:00 — Vicki Schneps’ journey from teacher to media mogul

05:00 — Founding Life’s Work and early nonprofit efforts

11:30 — Growing Schneps Media across platforms

17:00 — Power Women and Kings events

22:00 — Digital integration and networking

27:00 — Turning adversity into legacy

33:00 — Identifying talent and scaling business

35:00 — Life’s Work expansion and call for board members

36:02 — Jon and Amy recap the episode

Key Takeaways:

Vision and persistence are essential for creating both business and community impact

Strategic partnerships and talent identification are key to scaling a media enterprise

Personal adversity can be leveraged to build long-term legacy and empower others

Guest Info:

Vicki Schneps is the founder and CEO of Schneps Media and the nonprofit Life’s Work, dedicated to supporting community journalism and empowering local leaders. She is also known for creating influential events such as Power Women and Kings that foster networking and professional development. 

Schneps Media – schnepsmedia.com

Life’s WORC – life’s WORC info via CaringKind (profile) CaringKind

Vicki Schneps on Muck Rack (articles) – Muck Rack profile

About the Host

Jonathan Blau is the President and CEO of Fusion Family Wealth, a fiduciary wealth management firm he founded in 2013 to help families achieve clarity, confidence, and purpose with their money. With a deep focus on behavioral finance, Jonathan teaches investors how to recognize emotional biases and make evidence-based decisions that support long-term success. A sought-after speaker in wealth management, Jonathan previously held senior roles in tax and estate planning at Arthur Andersen. He holds a BS in Finance, an MS in Taxation, and an MBA in Accounting. Based on Long Island, Jonathan is active in the local business community, supports organizations such as the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.

LinkedIn – Jonathan Blau

Fusion Family Wealth Website

Crazy Wealthy Podcast

Welcome to Fix-It Friday, the podcast segment that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, CEO of Fusion Family Wealth, this episode pulls back the curtain on private investments. Jonathan explains how Wall Street firms promote “democratization” of private deals while often shifting risk onto everyday investors. Listeners will learn how behavioral finance biases like affinity bias and FOMO influence investment decisions, and gain insight into how to evaluate private deals responsibly to protect wealth.

What You’ll Learn:

How private investments are marketed and why they appear seductive to everyday investors

The hidden risks behind complex investment structures and lack of transparency

Six pillars of successful investing, including mindset and portfolio strategies

Want to make smarter financial decisions grounded in clarity and confidence? Subscribe and share the Crazy Wealthy Podcast. To learn more about Fusion Family Wealth’s evidence-based investment strategies, visit www.fusionfamilywealth.com and request our current disclosure brochure.

Key Timestamps:

00:00 Introduction and podcast disclaimer

02:30 Why private investments seem appealing: affinity bias and FOMO

05:45 The real agenda behind “democratization” of private deals

10:30 Six pillars of successful investing: faith, patience, discipline, allocation, diversification, rebalancing

15:30 Closing thoughts: stay curious and cautious with private investments

Key Takeaways:

Private investments can appear safe or exclusive, but often shift risk from firms to individual investors

Behavioral biases like FOMO and affinity bias can lead to poor decision-making in private markets

Faith, patience, and discipline in investing guide behavior, while allocation, diversification, and rebalancing manage portfolios effectively

About the Host

Jonathan Blau is the President and CEO of Fusion Family Wealth, a fiduciary wealth management firm he founded in 2013 to help families achieve clarity, confidence, and purpose with their money. With a deep focus on behavioral finance, Jonathan teaches investors how to recognize emotional biases and make evidence-based decisions that support long-term success. A sought-after speaker in wealth management, Jonathan previously held senior roles in tax and estate planning at Arthur Andersen. He holds a BS in Finance, an MS in Taxation, and an MBA in Accounting. Based on Long Island, Jonathan is active in the local business community, supports organizations such as the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.

LinkedIn – Jonathan Blau

Fusion Family Wealth Website

Crazy Wealthy Podcast