Crazy Wealthy Podcast

The Crazy Wealthy Podcast is a personal finance and investing podcast focused on behavioral finance, financial planning, wealth management, retirement planning, and smart investing strategies for long-term financial success. This podcast helps listeners understand how emotions, biases, and financial news impact money decisions and investing outcomes. Hosted by financial advisor and behavioral finance specialist Jonathan Blau, The Crazy Wealthy Podcast simplifies complex topics in personal finance, investing, portfolio management, budgeting, saving, and risk management. Each episode delivers practical, actionable insights designed to help listeners make rational financial decisions, avoid emotional investing, and stay focused on long-term wealth building goals. This investing and personal finance podcast explores how market volatility, inflation, interest rates, economic trends, and financial headlines influence investor behavior. Jonathan breaks down why fear, overconfidence, and short-term thinking can derail financial plans and how disciplined financial planning and investment strategy help protect and grow wealth over time. Whether you are a professional, entrepreneur, business owner, young adult, retiree, or family focused on financial security, The Crazy Wealthy Podcast offers guidance on wealth building, investment management, retirement planning, financial independence, and legacy planning. Episodes are designed to help listeners build, grow, protect, and feel confident about their finances in any market environment. The Crazy Wealthy Podcast also features in depth conversations with financial professionals, investors, and behavioral finance experts. These discussions provide real-world insight into money mindset, investor discipline, portfolio strategy, and sustainable financial planning. Listeners gain practical tools to create a personal financial plan, manage risk, and make informed investing decisions without reacting emotionally to financial news. If you are looking for a trusted personal finance podcast that blends behavioral finance with real investing advice, The Crazy Wealthy Podcast is your go-to resource for building long-term wealth and financial confidence. Subscribe and take control of your financial future. About the Host Jonathan Blau is the President and CEO of Fusion Family Wealth, a financial advisory firm he founded in 2013. With a deep background in behavioral finance, Jonathan specializes in helping clients make rational money and investing decisions under conditions of uncertainty. His approach focuses on minimizing emotional and behavioral mistakes that can negatively impact long-term wealth. Jonathan previously served as a senior tax and estate planning specialist at Arthur Andersen and holds a BS in Finance from SUNY Buffalo, along with a Master of Science in Taxation and an MBA in Accounting from Fordham University. He is a sought-after speaker and podcast guest known for translating complex financial concepts into clear, actionable insights. Jonathan lives on Long Island with his wife Amy and their two daughters. He is an active supporter of the Long Island business community and organizations focused on family and community well-being.

Crazy Wealthy Podcast is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80.

Unknown Host hosts Crazy Wealthy Podcast, a business show with 0 episodes published.

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  Crazy Wealthy Podcast

  Fix It Friday - Endowment vs. Individual Investor - Everyone Likes the Idea of Investing Like Yale: The Ivy Portfolio Paradox

  Sep 24, 20268 min

  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 Ivy Portfolio and the appeal of investing like Yale. Jonathan explains why endowments and individual investors face fundamentally different financial challenges, particularly when it comes to outside capital, retirement, inflation, and investor behavior. While endowments can use institutional strategies designed around perpetual life and ongoing inflows, individuals and families need portfolios designed to stand on their own. Jonathan discusses why copying an endowment may not provide the right framework for preserving and growing purchasing power over time. What You’ll Learn: ✅ Why the Ivy Portfolio and endowment investing are attractive to individual investors ✅ How endowments differ from individuals and families financially ✅ Why outside capital and perpetual institutional life change an endowment’s investment strategy ✅ How inflation and investor behavior can affect long-term wealth preservation 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 – Podcast disclaimer and general information 00:19 – Introducing the Ivy Portfolio and the appeal of investing like Yale 01:04 – Why endowment investing may not translate to individual investors 01:39 – Endowments and individuals are solving different financial problems 04:49 – Building investment plans around individual and family needs 06:23 – Closing thoughts and where to find the Crazy Wealthy Podcast 06:42 – Closing disclaimer Key Takeaways: Endowments and individual investors have fundamentally different financial circumstances and objectives. Endowments may benefit from ongoing donations, grants, and other outside capital that individual investors generally do not have. Individual and family portfolios need to account for inflation, retirement needs, wealth transfer, and human behavior. Rather than copying institutional strategies, families need investment plans designed to help their wealth endure over time. 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 Ivy Portfolio, endowment investing, investing like Yale, individual investors, institutional investing, wealth management, investment strategy, family wealth, portfolio management, inflation, retirement investing, wealth preservation, behavioral investing, long-term investing, Fusion Family Wealth, Crazy Wealthy Podcast, Fix-It Friday

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  Crazy Wealthy Podcast

  Fix It Friday - Patterns Aren’t Predictions: The Extrapolation Mistake

  Sep 10, 202614 min

  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 one of the most common behavioral investing mistakes: extrapolation. Jonathan explains why recent market performance—whether exceptionally strong or disappointingly weak—doesn't predict what comes next. He breaks down the difference between recognizing patterns and assuming those patterns forecast the future, while highlighting behavioral biases like recency bias, framing bias, denominator neglect, and the misuse of mean reversion. Through real market examples and the fascinating "horse manure crisis" analogy, Jonathan shows why disciplined investors stay focused on long-term compounding instead of trying to predict short-term market movements. What You’ll Learn: ✅ Why extrapolating past market performance can lead to poor investment decisions. ✅ The difference between mean reversion and short-term market predictions. ✅ How behavioral biases like recency bias and framing bias influence investors. ✅ Why staying disciplined is more valuable than trying to forecast the market. 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 the extrapolation mistake 01:20 Why strong recent returns don't predict weaker future returns 03:05 Mean reversion vs. market forecasting 04:10 Behavioral biases that influence investing decisions 06:40 Why recent performance has little predictive value 09:35 The horse manure crisis and the danger of extrapolation 11:05 Practical questions investors should ask before changing their portfolios Key Takeaways: Past market performance is not a reliable predictor of future returns. Mean reversion is a long-term concept—not a short-term forecasting tool. Behavioral biases often tempt investors to abandon disciplined investing. Successful investing depends on consistency and long-term compounding, not market predictions. 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, extrapolation bias, investing mistakes, stock market psychology, investment strategy, mean reversion, recency bias, framing bias, denominator neglect, long-term investing, compounding, financial decision making, market volatility, investor behavior, Jonathan Blau, Fusion Family Wealth, Crazy Wealthy Podcast

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  Crazy Wealthy Podcast

  Fix It Friday - Flying, Driving, Investing….and Availability Bias

  Aug 27, 20266 min

  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 availability bias causes investors to confuse temporary market volatility with true financial risk. Using the familiar comparison of flying versus driving, Jonathan explains why our emotions often exaggerate highly visible risks while overlooking the slow, long-term impact of inflation. Learn why market turbulence is a normal part of investing, how behavioral biases influence financial decisions, and why staying invested in great businesses has historically been one of the best ways to preserve purchasing power and reach long-term financial goals. What You’ll Learn: ✅ What availability bias is and how it affects investment decisions ✅ Why market volatility is temporary—but inflation can permanently erode wealth ✅ How the flying vs. driving analogy applies to long-term investing ✅ Why focusing on long-term ownership instead of short-term headlines can improve financial outcomes 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 availability bias and today's topic 01:30 – Would you rather fly or drive? Understanding perceived risk 02:00 – Why market volatility feels scarier than it really is 02:35 – Inflation vs. volatility: understanding the real danger 03:10 – How availability bias influences investor behavior 03:55 – The fix: Don't confuse discomfort with danger 04:25 – Why owning great businesses helps preserve purchasing power Key Takeaways: Our emotions often overestimate memorable risks while underestimating long-term ones. Market volatility is temporary; inflation quietly reduces purchasing power over time. Availability bias can cause investors to make emotional rather than rational decisions. Successful investing requires focusing on long-term probabilities instead of short-term headlines. 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 availability bias, investing psychology, behavioral finance, market volatility, inflation risk, long-term investing, financial planning, investment strategy, stock market, purchasing power, investor behavior, wealth building, Jonathan Blau, Crazy Wealthy Podcast, Fusion Family Wealth

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  Crazy Wealthy Podcast

  Fix It Friday - The Missing Half of Fiduciary Advice

  Aug 6, 20267 min

  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 often-overlooked side of fiduciary advice: helping investors consistently act in their own best interests. Jonathan explains why even the best financial plan can fail when emotions take over during periods of market uncertainty. Learn how behavioral biases like fear, greed, and action bias can derail long-term success, why discipline beats prediction, and how staying committed to a sound investment strategy can create lasting wealth. If you've ever wondered why smart investors still make costly mistakes, this episode offers practical insights to help you remain confident through market volatility. What You’ll Learn: ✅ Why acting as a fiduciary is only half of an advisor's responsibility ✅ How fear, greed, and action bias impact investment decisions ✅ Why discipline and preparedness outperform market predictions ✅ Practical mindset shifts to help you stay invested during uncertainty 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: The Missing Half of Fiduciary Advice 01:50 Why acting in a client's best interest isn't enough 02:35 How emotions cause great financial plans to fail 03:15 The biggest risk to your financial future 03:40 Understanding action bias and investor psychology 04:35 Behavioral habits that build long-term wealth 05:15 Why investment success depends more on behavior than knowledge Key Takeaways: A great financial plan only works if you can stick with it during difficult markets. Most investing mistakes are behavioral—not intellectual. Successful investors prepare for uncertainty instead of trying to predict it. Long-term wealth is built through discipline, patience, and emotional control. 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 fiduciary advice, fiduciary financial advisor, investor behavior, behavioral finance, emotional investing, long-term investing, wealth management, financial planning, investment discipline, market volatility, investing psychology, action bias, financial advisor, investment strategy, retirement planning, Jonathan Blau, Fusion Family Wealth, Crazy Wealthy Podcast

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  Crazy Wealthy Podcast

  Fix It Friday - Behavioral Investment Counseling: Interesting to Learn… Life‑Changing to Live

  Jul 23, 202612 min

  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 why behavioral investment counseling can be the difference between simply understanding investing and achieving lasting financial success. Jonathan explains why most investors focus on portfolios before creating a financial plan, exposes the "alpha illusion" of trying to outperform the market, and reveals why protecting purchasing power matters more than avoiding market volatility. Learn how disciplined investing, thoughtful planning, and behavioral coaching help investors stay focused through uncertainty and make decisions that support long-term financial freedom. What You’ll Learn: Why behavioral investment counseling is more powerful than traditional wealth management The three-step planning process every investor should follow before building a portfolio Why inflation—not market volatility—is the biggest long-term threat to your wealth How disciplined investing helps you stay on track through market uncertainty 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 Why behavioral investment counseling is life-changing, not just interesting 02:12 The three-step framework every investor should follow 03:42 The "alpha illusion" and why chasing market outperformance fails 05:00 Why protecting purchasing power should be your investment priority 06:00 Volatility versus inflation: understanding the real financial risk 07:40 Using bonds strategically to manage retirement income and sequence risk 09:18 Why investor behavior—not the markets—determines long-term success Key Takeaways: Great investing starts with a financial plan—not investment selection. Market volatility is temporary, but inflation permanently erodes purchasing power. Behavioral coaching helps investors stay disciplined when emotions are strongest. Long-term wealth is built through preparation and consistency, not market predictions. 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

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