Crazy Wealthy Podcast

Welcome to the Crazy Wealthy Podcast! Jonathan interviews Rob Basso, a seasoned entrepreneur and business coach who shares his journey from humble beginnings to building and selling multiple successful businesses. Rob's journey is truly inspiring. We dive deep into his experiences founding Long Island Advantage Payroll and his subsequent business ventures. Rob opens up about the challenges he faced, including a difficult split with a business partner, and how he overcame them. For all you entrepreneurs out there, Rob shares invaluable insights from his book "The Everyday Entrepreneur" and discusses his current work as a business coach. Whether you're just starting out or looking to take your business to the next level, this episode is packed with wisdom you won't want to miss. Tune in!

 IN THIS EPISODE:

(00:00) Introduction

(01:50) Rob Basso recounts his early life and the entrepreneurial lessons learned

(05:21) The creative job-seeking strategy that launched Rob's career in the payroll industry

(08:19) Rob discusses his book "The Everyday Entrepreneur" 

(09:30) The "Triple Threat" of Entrepreneurship

(13:07) Post-exit challenges: Navigating the emotional impact of sudden wealth

(26:40) Overcoming partnership disputes and preparing for a successful business exit

(35:50) Rob's current role as a business coach and consultant

(40:37) Recap of the episode with Jon and Amy

KEY TAKEAWAYS:

• Early experiences, such as having a paper route, can instill valuable entrepreneurial skills like responsibility and customer service.
• Entrepreneurial success often requires a combination of ambition, confidence, and conviction, coupled with years of persistent effort.
• The emotional challenges of post-exit wealth can be significant. Having a solid financial plan and advisor is crucial for navigating this transition.
• Business partnerships can present unique challenges. Clear communication and aligned expectations are essential for long-term success.
• Personal branding, particularly on platforms like LinkedIn, is increasingly important for CEOs and can significantly impact company value.

RESOURCE LINKS 

Fusion Family Wealth - Website

Johathan Blau - LinkedIn

Rob Basso - Website 

Rob Basso - Instragram 

Rob Basso - LinkedIn 

GUEST BIOGRAPHY: 

Rob Basso is a seasoned entrepreneur, published business book author, and national business media commentator. As an entrepreneur, he successfully built and sold two Inc. 500 payroll/human capital management companies to large public companies and has been part of many multi-million-dollar deals. Additionally, he co-founded Empire National Bank, which was subsequently sold to Flushing National Bank. He is a Certified Entrepreneur and Executive Coach and has a thriving consulting practice that builds personal brands for entrepreneurs through the power of LinkedIn.

Please click below for important disclosure information. https://www.fusionfamilywealth.com/disclosures

ABOUT THE HOST: Jonathan is the President and CEO of Fusion Family Wealth, founded in 2013 to focus on behavioral finance and guide clients toward rational financial decisions. 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. Based in Long Island, Jonathan is active in the local business community, supports causes like the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.

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. Each episode dives into common biases that impact our financial choices—and how to fix them. This week, Jonathan exposes the problematic relationship between financial media and big Wall Street firms, revealing how their self-serving agendas can mislead investors. He offers valuable insights on navigating sensationalized financial news, understanding market predictability, and adhering to sound investment principles.

IN THIS EPISODE:

• [00:00] Introduction to the manipulative tendencies of financial media
• [00:19] Financial media and Wall Street's problematic relationship
• [05:28] Expert forecasters' accuracy and hindsight bias
• [08:28] Three types of market forecasters explained
• [09:29] Long-term market returns and inflation basics
• [11:32] Importance of doing nothing during market volatility
• [13:04] Dangers of alternative investments like private equity

KEY TAKEAWAYS:

• Financial media and Wall Street firms often prioritize their own profits over investor interests, creating fear and uncertainty rather than providing helpful advice.
• Expert financial predictions are frequently no more accurate than a coin toss, with more famous experts often being less reliable.
• Long-term investment success relies on understanding historical trends and resisting the urge to react to short-term market movements.
• Many alternative investments, marketed as protection against volatility, may simply conceal losses rather than provide true value.

ABOUT THE HOST: Jonathan Blau is the President and CEO of Fusion Family Wealth, founded in 2013 to focus on behavioral finance and guide clients toward rational financial decisions. 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. Based on Long Island, Jonathan is active in the local business community, supports causes like the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.

RESOURCE LINKS 

Fusion Family Wealth - Website

Jonathan Blau - LinkedIn

Please Note: No individual has been provided nor promised any direct or indirect economic benefit for sharing Fusion podcasts/articles/opinions. No post should be construed as any assurance that a reader will find the podcast/article/opinion beneficial. Please click below for important disclosure information.

https://www.fusionfamilywealth.com/disclosures

In this episode, Jonathan Blau sits down with The GOAT — “Greatest of all Tax” specialists, Scott T. Ditman, CPA, PFS. He is a Consultant at Citrin Cooperman and a Former Tax Partner, Executive Committee Member, and Head of Personal Wealth Service at Berdon, LLP. Scott works closely with high-net-worth individuals and family/owner-managed business clients, advising on estate and income tax issues, and succession and financial planning. Listen as he shares the critical importance of integrated, holistic financial planning for high-net-worth individuals. Drawing on their extensive professional relationship, Jonathan and Scott offer invaluable insights into best practices in wealth management.

 IN THIS EPISODE:

(00:00) Introduction: Jonathan welcomes Scott Ditman

(01:52) Scott Ditman on Financial Disciplines

(09:38) Career Development And The Impact Of Mentorship

(16:54) Navigating Challenges In Client-Centered Financial Advising

(23:52) Adapting Plans As Client Situations Change

(35:50) Goal-Based Planning Vs. Performance Chasing

(37:04) Upcoming Tax Law Changes And Their Implications For Estate Planning

(41:34) Defining Financial Planning And Goal-Based Approach

KEY TAKEAWAYS:

• Integrated financial planning is crucial. Professionals from various disciplines must collaborate to create comprehensive strategies that address all aspects of a client's financial health.
• Scott Ditman highlights that effective client communication is as important as technical expertise. Explaining complex concepts in simple terms helps clients make informed decisions.
• Focus on client goals rather than arbitrary benchmarks. Aligning financial strategies with specific life objectives leads to more meaningful outcomes than chasing market performance.
• Stay informed about legislative changes. Proactive planning in anticipation of potential shifts in tax laws can significantly impact estate planning strategies.

RESOURCE LINKS 

Fusion Family Wealth - Website

Johathan Blau - LinkedIn

Scott’s LinkedIn

GUEST BIOGRAPHY: 

Scott T. Ditman, CPA, PFS a consultant for Citrin Cooperman. He was with Berdon for over 35 years where he was a Tax  Partner; Member of the Executive Committee; and Leader of the Firm’s Personal Wealth Services Practice.

Scott works closely with high net worth individuals and family/owner-managed business clients, advising on estate and income tax issues, and succession and financial planning. 

Scott speaks at various organizations, including the Annual Heckerling Institute on Estate Planning, on issues that include trust and estate planning, fiduciary accounting, and income tax planning. He has contributed to Bloomberg.com, Forbes, The CPA Journal, Long Island Business News, Newsday, Accounting Today, Journal of Financial Planning, Reuters, and Vault.  He also writes the blog T & E Talk.

Scott received his master’s from Baruch College and his BS from Brooklyn College.

Please click below for important disclosure information. https://www.fusionfamilywealth.com/disclosures

ABOUT THE HOST: Jonathan is the President and CEO of Fusion Family Wealth, founded in 2013 to focus on behavioral finance and guide clients toward rational financial decisions. 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. Based in Long Island, Jonathan is active in the local business community, supports causes like the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.

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. Each episode dives into common biases that impact our financial choices—and how to fix them. This week, Jonathan unpacks the "wacky economics of investor behavior," shedding light on how irrational actions often contradict traditional economic principles. The episode aims to equip listeners with the knowledge to navigate and overcome common investing biases for better long-term financial decisions.

IN THIS EPISODE:

• [0:18] Introduction to the "wacky economics" of investor behavior
• [2:06] Traditional economics vs. investor behavior: The concept of "homo economicus"
• [3:08] Pro-cyclical demand in stock investing: Lessons from the dot-com boom
• [5:10] Understanding loss aversion bias and its impact on investment decisions
• [7:12] Buying companies vs. buying stocks: Insights from Warren Buffett
• [9:45] Market-driven optimism/pessimism bias: The Nvidia Example

KEY TAKEAWAYS:

• Loss aversion bias can lead to panic selling during downturns, mistaking temporary declines for permanent losses.
• Viewing stock purchases as buying parts of companies, rather than abstract financial instruments, can lead to better investment decisions.
• Investor Behavior: Investors often act irrationally, buying more as prices rise and selling as they fall, contrary to rational economic behavior.
• Avoid market-driven optimism/pessimism bias by focusing on long-term goals rather than short-term market movements.

ABOUT THE HOST: Jonathan Blau is the President and CEO of Fusion Family Wealth, founded in 2013 to focus on behavioral finance and guide clients toward rational financial decisions. 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. Based on Long Island, Jonathan is active in the local business community, supports causes like the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.

RESOURCE LINKS 

Fusion Family Wealth - Website

Jonathan Blau - LinkedIn

Please Note: No individual has been provided nor promised any direct or indirect economic benefit for sharing Fusion podcasts/articles/opinions. No post should be construed as any assurance that a reader will find the podcast/article/opinion beneficial. Please click below for important disclosure information.

https://www.fusionfamilywealth.com/disclosures

Do you want to unlock the secrets to financial success and navigate the complexities of wealth management?

This episode will give you the expert insights you need. Jonathan speaks with Shirl Penney, founder and CEO of Dynasty Financial Partners. In this episode, they deep dive into Penney's inspiring journey from humble beginnings to becoming a successful entrepreneur. Their discussion covers the founding and growth of Dynasty Financial Partners, insights into wealth management, and the importance of philanthropy and veteran support.

 IN THIS EPISODE:

(00:00) Introduction

(02:36) Shirl Penney's Background and Early Life

(08:47) The Value of Mentorship and Building Networks

(12:06) Pursuing a career on Wall Street

(18:01) Dynasty Financial Partners Growth Trajectory: Is Dynasty Financial Partners profitable?

(25:03) Philanthropy and Community: What's it like working at Dynasty Financial Partners? 

(29:12) Penney's "Around the Track" Podcast

(33:44) Recap of the episode with Jon and Amy

KEY TAKEAWAYS:

• Overcoming adversity can fuel success. Shirl's early life challenges instilled a strong work ethic and determination to succeed in finance.
• Building a robust professional network is crucial. Shirl's proactive approach to seeking mentors and opportunities paved the way for his career.
• Independent financial advice is vital. Dynasty Financial Partners champions a model that separates advice from product sales, democratizing access to quality financial guidance.
• Philanthropy enriches lives. Supporting veterans and empowering others to achieve their dreams is a core value shared by both Blau and Penney.

RESOURCE LINKS 

Fusion Family Wealth - Website

Johathan Blau - LinkedIn

Dynasty Financial Partners - Website 

Shirl Penney’s - LinkedIn

Shirl’s Podcast - Around the Track 

GUEST BIOGRAPHY: 

Shirl Penney is the founder, CEO, and member of the Board of Directors of Dynasty Financial Partners, one of the leading advocates and platforms for independent wealth advisor firms. Since its launch in 2010, Dynasty has grown to nearly $100B under management.

Shirl is from Eastport, Maine, and graduated from Bates College. He and his family live in St. Petersburg where they are active in numerous charitable causes focused on education, poverty, ALS, and veteran services. He is a Fellow of the inaugural class of the Finance Leaders Fellowship, a member of the Aspen Global Leadership Network, and a member of the Young President’s Organization of Florida.

Please click below for important disclosure information.

https://www.fusionfamilywealth.com/disclosures

ABOUT THE HOST: Jonathan is the President and CEO of Fusion Family Wealth, founded in 2013 to focus on behavioral finance and guide clients toward rational financial decisions. 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. Based in Long Island, Jonathan is active in the local business community, supports causes like the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.

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. Each episode dives into common biases that impact our financial choices—and how to fix them. This week, Jonathan shares the three most important numbers to manage your wealth in a Bear market. He offers insights into investing strategies during market downturns, emphasizing the importance of maintaining a long-term perspective and avoiding emotional decision-making for wealth preservation. He also discusses historical market trends, inflation, and the significance of proper portfolio allocation. Tune in!

IN THIS EPISODE:

• [00:00] Opening and introduction
• [00:18] Parody of panic-driven financial advice and current bear market conditions
• [05:30] The "3 most important numbers" in investing: 10, 6, and 3
• [07:33] Long-term investing strategy vs. short-term reactions
• [11:08] Importance of cash reserves in retirement planning
• [13:11] Historical market recovery patterns in a market cycle
• [15:17] Is this strategy relevant to older investors seeking wealth preservation?

KEY TAKEAWAYS:

• Understanding the "three most important numbers"—10%, 6%, and 3% for long-term wealth preservation.
• How to protect our portfolio in a bear market? Retirees should have two to three years of living expenses in low-risk investments to weather market volatility.
• Historical patterns show a 15% average annual decline in the S&P 500 since 1980, underscoring the need for a consistent strategy.
• Maintaining a long-term investment strategy is vital; avoid reactive decisions during market downturns for wealth preservation.

ABOUT THE HOST: Jonathan Blau is the President and CEO of Fusion Family Wealth, founded in 2013 to focus on behavioral finance and guide clients toward rational financial decisions. 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. Based on Long Island, Jonathan is active in the local business community, supports causes like the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.

RESOURCE LINKS 

Fusion Family Wealth - Website

Jonathan Blau - LinkedIn

Please Note: No individual has been provided nor promised any direct or indirect economic benefit for sharing Fusion podcasts/articles/opinions. No post should be construed as any assurance that a reader will find the podcast/article/opinion beneficial. Please click below for important disclosure information.

https://www.fusionfamilywealth.com/disclosures

What’s driving today’s top financial advisors to break away from big firms and go independent? And how can AI change the game without replacing the human element?

In this episode, Jonathan sits down with industry powerhouse Mindy Diamond—founder & CEO of Diamond Consultants, and a pioneer in wealth management recruiting—for a deep dive into the evolution of financial advisory careers, the rise of going independent in the financial advisor world, and how her family built a thriving business from the ground up.

You’ll hear Mindy’s unique approach to connecting with clients, her take on where AI fits in the future of finance, and her top advice for new advisors entering the industry today. Whether you're navigating your next career move or are curious about where the wealth management world is headed, this conversation delivers insight, inspiration, and clarity. 

 IN THIS EPISODE:

• (00:00) Opening and introduction
• (04:04) Mindy shares the approach she takes to the wealth management space
• (11:13) Mindy’s opinion about AI and speaks about Dynasty that helps financial advisors go independent
• (15:05) Mindy gives her advice for new financial advisors coming into the industry
• (16:38) The outlook for the wealth management sector over the next ten years 
• (20:33) How Mindy’s family business became successful
• (23:47) Listen to Jonathan and Amy’s recap of the episode

KEY TAKEAWAYS:

• Mindy described her journey from a transactional recruiting background to pioneering a more consultative approach in wealth management recruiting. She emphasized the importance of deeply understanding clients' goals, frustrations, and values before recommending opportunities. This strategy mirrored how top financial advisors shifted from pushing products to offering personalized advice.
• A significant factor behind the migration from traditional brokerage firms to independent RIAs is a growing incongruence between advisors’ desire for autonomy and the restrictions of large firms. Advisors increasingly want control over serving clients, managing teams, and running their businesses.
• AI is a tool that can enhance advisors' effectiveness rather than replace them. From streamlining writing and communication to improving operational efficiency, AI can make advisors better at their jobs—but it cannot replicate the human connection.

RESOURCE LINKS 

Fusion Family Wealth - Website

Johathan Blau - LinkedIn

Mindy Diamond - LinkedIn 

Diamond Consultants - Website

Mindy Diamond  - Website

Evolution of Wealth Management: From Customer’s Man to Behavioral Counselor with Harvey Radler

GUEST BIOGRAPHY: 

Mindy Diamond developed an organization that employs a unique relationship-driven approach to helping individuals and organizations achieve what she calls their “Best Business Life.” By counseling advisors on how to ask the right questions and “dig deep,” she helps them examine all of the opportunities available to find the one that allows them to reach their full potential.

Please click below for important disclosure information.

https://www.fusionfamilywealth.com/disclosures

ABOUT THE HOST: Jonathan is the President and CEO of Fusion Family Wealth, founded in 2013 to focus on behavioral finance and guide clients toward rational financial decisions. 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. Based in Long Island, Jonathan is active in the local business community, supports causes like the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.

Welcome to another insightful episode of Fix-It Fridays, the podcast segment that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, CEO of Fusion Family Wealth. Each episode dives into common biases that impact our financial choices—and how to fix them. This week, Jonathan discusses the common investing behavioral mistakes the ultra-wealthy make. He shares insights from TIGER 21 and the analysis of billionaire investing habits, bias, and strategy. Tune in!

IN THIS EPISODE:

• 00:00 Podcast Intro and Disclaimer
• 01:29 What is TIGER 21 and what does the acronym stand for?
• 02:52 Behavioral Mistakes of Ultra-Wealthy Investors
• 05:24 What is Overconfidence Bias in Investing?
• 06:25 What happened with the TIGER 21 Madoff Ponzi Scheme Scandal?
• 07:57 Familiarity Bias In Real Estate Investments
• 08:59 The Correlation Between Wealth and Investment Wisdom

KEY TAKEAWAYS:

• TIGER 21: A Glimpse into Billionaire Investing - Overview of TIGER 21, an investment group managing $170 billion.
• Behavioral Biases Affecting Billionaire Investors - Ultra-wealthy investors are not immune to common investment biases, often magnified by their resources and confidence.
• Case Studies of Billionaire Investment Missteps - Real-world examples show the dangers of recency bias and overconfidence in investment decisions.
• Human Nature and Investing - Understanding and mitigating biases is crucial for successful investing, regardless of wealth.

ABOUT THE HOST: Jonathan Blau is the President and CEO of Fusion Family Wealth, founded in 2013 to focus on behavioral finance and guide clients toward rational financial decisions. 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. Based on Long Island, Jonathan is active in the local business community, supports causes like the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.

RESOURCE LINKS 

Fusion Family Wealth - Website

Jonathan Blau - LinkedIn

Please Note: No individual has been provided nor promised any direct or indirect economic benefit for sharing Fusion podcasts/articles/opinions. No post should be construed as any assurance that a reader will find the podcast/article/opinion beneficial. Please click below for important disclosure information.

https://www.fusionfamilywealth.com/disclosures

Welcome to another insightful episode of Fix-It Fridays, the podcast segment that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, CEO of Fusion Family Wealth, each episode dives into common biases that impact our financial choices—and how to fix them. This week, Jonathan tackles the two biggest threats to investor wealth: inflation and investor behavior. Focusing on long-term financial success, he offers valuable advice on navigating these challenges. Tune in!

IN THIS EPISODE:

• 00:00 Podcast Intro and Disclaimer
• 00:50 What are the external and internal threats to wealth?
• 02:24 How does inflation erode purchasing power?
• 04:26 What are Loss Aversion and Ambiguity Bias in Investing?
• 05:58 How can investor behavior become an internal threat?
• 06:59 Long-term stock market performance despite volatility
• 08:31 How bond investments can impact your portfolio
• 09:32 Gold as an Inflation Hedge: Myth vs. Reality
• 10:34 External threats: how the media influence investors

KEY TAKEAWAYS:

• Inflation impacts purchasing power, making it essential to consider an inflation hedge within your portfolio to protect investor wealth.
• Investor behavior, influenced by biases such as loss aversion and ambiguity bias, can lead to poor investing decisions. Understanding these biases is crucial for effective financial planning.
• Predictions and media influence can skew investor psychology, often leading to volatility misconceptions and missteps during bear markets.
• Jonathan emphasizes the importance of a diversified portfolio to mitigate threats to wealth, including sequence of return risk.
• Bond investments play a strategic role in safeguarding against the sequence of return risk, especially for those approaching retirement.

ABOUT THE HOST: Jonathan is the President and CEO of Fusion Family Wealth, founded in 2013 to focus on behavioral finance and guide clients toward rational financial decisions. 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. Based on Long Island, Jonathan is active in the local business community, supports causes like the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.

RESOURCE LINKS 

Fusion Family Wealth - Website

Jonathan Blau - LinkedIn

Please Note: No individual has been provided nor promised any direct or indirect economic benefit for sharing Fusion podcasts/articles/opinions. No post should be construed as any assurance that a reader will find the podcast/article/opinion beneficial. Please click below for important disclosure information.

https://www.fusionfamilywealth.com/disclosures

Welcome to another insightful episode of the Crazy Wealthy Podcast hosted by Jonathan Blau, CEO of Fusion Family Wealth. In this episode, Jonathan addresses investor concerns about market volatility, offering insights and strategies to maintain a rational perspective during uncertain times. He also guides listeners through understanding market fluctuations and the importance of a long-term investment approach in volatile markets. Tune in!

IN THIS EPISODE:

• 00:00 Podcast Intro and Disclaimer
• 02:01 What Does Market Volatility Mean for Investors?
• 03:34 Recent Market Corrections: A 10% drop in the S&P 500 is not unusual
• 06:07 Will Market Volatility Hurt My Portfolio?
• 11:13 Which Market is Most Volatile?
• 18:50 Misconceptions on Warren Buffett's Strategy
• 22:25 Importance Of Diversification Beyond S&P 500
• 24:27 The Most Important And Difficult Action In Volatile Markets
• 26:11 Podcast Recap with Jonathan and Amy

KEY TAKEAWAYS:

• Market volatility is essential for achieving premium returns and should not be feared.
• Market corrections are normal; understanding the historical context can prevent panic.
• Recessions occur regularly and should be viewed as part of the economic cycle.
• Long-term investment strategies outperform attempts to time the market.
• Warren Buffett's approach underscores the importance of investing in quality businesses.

ABOUT THE HOST: Jonathan Blau is the President and CEO of Fusion Family Wealth, founded in 2013 to focus on behavioral finance and guide clients toward rational financial decisions. 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. Based on Long Island, Jonathan is active in the local business community, supports causes like the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.

RESOURCE LINKS 

Fusion Family Wealth - Website

Jonathan Blau - LinkedIn

Please Note: No individual has been provided nor promised any direct or indirect economic benefit for sharing Fusion podcasts/articles/opinions. No post should be construed as any assurance that a reader will find the podcast/article/opinion beneficial. Please click below for important disclosure information.

https://www.fusionfamilywealth.com/disclosures