Crazy Wealthy Podcast

Why do intelligent people still make poor financial decisions during uncertain times? In this Fix It Friday episode of the Crazy Wealthy Podcast, Jonathan Blau explores the behavioral psychology behind investing mistakes and why fear—not lack of intelligence—is often the real problem. Jonathan breaks down how investors react differently to gains and losses, why uncertainty amplifies emotional decision-making, and how structure and preparation can help investors stay disciplined during market volatility. This episode is a powerful reminder that successful investing is less about prediction and more about managing human behavior.

What You’ll Learn:

Why smart people often make emotional financial decisions

How fear changes investor behavior under uncertainty

The psychology behind loss aversion

Why investors become risk-averse when winning and risk-seeking when losing

How behavioral mistakes damage long-term wealth

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 to behavioral investing mistakes

01:25 – Why uncertainty impacts financial decisions

01:55 – The psychology of gains vs. losses

02:30 – What behavioral research reveals about investors

03:50 – Why investors take bigger risks after losses

04:15 – How markets test behavior, not just portfolios

05:00 – Why liquidity matters during market declines

05:20 – Historical market declines investors should expect

06:00 – Closing thoughts on fear and structure

Key Takeaways:

Emotional behavior—not intelligence—is often the biggest investing challenge

Losses feel far more painful than gains feel rewarding

Investors tend to avoid risk when ahead and seek risk when behind

Fear and uncertainty can override rational decision-making

Most investing mistakes happen during emotional moments

👤 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 tackles the question many investors are asking: how can markets rise amid war, inflation, and economic fear? Jonathan breaks down the critical difference between short-term noise and long-term signal, explaining why earnings—not headlines—drive lasting market growth and why disciplined investors stay the course.

What You’ll Learn:

The difference between market “noise” and long-term “signal”

Why stock markets can rise even during global crises

How corporate earnings drive long-term investment outcomes

Why reacting emotionally to headlines can hurt your portfolio

Want to make smarter financial decisions grounded in clarity and confidence? Subscribe and share the Crazy Wealthy Podcast. https://www.youtube.com/@CrazyWealthyPodcast

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 & Introduction

01:40 Breaking down current events vs. market performance

02:20 Noise vs. signal: the core investing principle

03:05 Short-term volatility vs. long-term growth explained

04:30 Strong earnings data and what it means

05:50 Oil price spike example and market reaction

07:30 Why markets move before clarity arrives

Key Takeaways:

Markets react to headlines in the short term but follow earnings over time

Volatility is normal—and not a signal to change strategy

Strong corporate earnings often outweigh negative news cycles

Staying invested requires discipline and a long-term mindset

👤 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

Fix It Friday Ep 23 - The Rearview Mirror Trap

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 how investors misunderstand risk by focusing on volatility instead of inflation. Listeners will learn how behavioral finance biases like loss aversion and risk misperception influence investment decisions and gain insight into why avoiding short-term discomfort can lead to long-term financial failure. By the end of the episode, you’ll understand how to make smarter financial choices and protect your wealth.

What You’ll Learn:

The difference between volatility and inflation and why it matters

How behavioral finance biases cause investors to fear the wrong risks

Why smooth returns from cash and bonds can quietly destroy wealth

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

02:10 — Volatility explained and why it is temporary

05:45 — Inflation as the silent erosion of purchasing power

10:30 — Closing: Redefining risk and protecting your future

Key Takeaways:

Volatility is temporary, but inflation permanently reduces purchasing power

Behavioral finance biases lead investors to avoid discomfort instead of real risk

True risk is failing to maintain your lifestyle, not short-term market swings

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 tackles a powerful psychological trap that can quietly derail even the smartest investors: hindsight bias. As global tensions rise and markets react, many people feel like “this time is different”—but is it really? Jonathan breaks down why every crisis feels worse in the moment, how our brains distort past events, and what it truly takes to make sound financial decisions during uncertain times. This episode is a timely reminder that success isn’t about predicting the future—it’s about being prepared for it.

What You’ll Learn:

What hindsight bias is and how it impacts decision-making

Why every crisis feels worse in real time

The difference between prediction and preparedness

How market volatility actually behaves over time

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

00:24 – What is hindsight bias (“I knew it all along” syndrome)

01:40 – The “rearview mirror” effect explained

02:30 – Why prediction is a myth in investing

03:00 – Emotional preparedness: what investors must expect

03:30 – Market realities: average declines and bear markets

04:15 – The importance of not interrupting compounding

04:45 – Financial preparedness: structuring your portfolio

05:15 – Why 2–3 years of cash reserves matter

06:45 – The real goal: resilience, not being right

07:15 – The “fix” for hindsight bias

07:45 – Final thoughts on uncertainty and long-term success

Key Takeaways:

Hindsight bias creates the illusion that past events were predictable when they were not

Every crisis feels uniquely severe in the moment because uncertainty is uncomfortable

Markets historically recover and reach new highs, despite temporary declines

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 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