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 47 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Crazy Wealthy Podcast, a business show with 47 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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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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  Crazy Wealthy Podcast

  Fix It Friday - Ego vs. Family: The Hidden Risk of DIY Investing

  Jul 9, 20269 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 hidden dangers of DIY investing, overconfidence bias, behavioral finance, and protecting your family's financial future. Jonathan challenges a common belief among successful entrepreneurs and executives—that intelligence and past success automatically translate into investment success. He explains why investing is driven more by behavior than intellect, how emotional discipline outweighs knowledge, and why a financial strategy should continue to protect your loved ones long after you're gone. If your investment plan only works while you're managing it, it may not truly be serving your family's best interests. What You’ll Learn: Why overconfidence bias can be one of the biggest risks for successful investors The difference between information, knowledge, and wisdom in investing Why emotional discipline matters more than intelligence when building long-term wealth How to create an investment strategy that protects your family—not just yourself 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 hidden risk of DIY investing 01:40 How success creates overconfidence bias 02:15 Epistemic trespassing and why investing is different 03:45 Why behavior matters more than intelligence in investing 04:30 Information vs. knowledge vs. wisdom 06:00 What happens to your family when you're no longer managing the portfolio? 07:25 The ultimate question: Is DIY investing wisdom—or ego? Key Takeaways: Investment success depends more on behavior and emotional discipline than intelligence. Easy access to financial information does not create a lasting investment advantage. Overconfidence can quietly expose even highly successful individuals to unnecessary financial risk. A truly successful financial strategy should continue working for your family even when you're no longer there to manage it. 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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  Crazy Wealthy Podcast

  Fix It Friday - Two Roads In Wealth Management: One Often Leads To Success And One Derails It

  Jun 17, 202616 min

  What if the biggest threat to your financial future isn't market volatility at all? In this Fix It Friday episode of the Crazy Wealthy Podcast, Jonathan Blau explores the two distinct roads investors can take in wealth management, one built on conventional wisdom and another rooted in behavioral investment counseling. He challenges common assumptions about risk, portfolio construction, market predictions, and the role of bonds, while revealing why purchasing power—not portfolio fluctuations—should be the true measure of financial success. This thought-provoking conversation helps investors rethink what it really means to protect and grow wealth over the long term. What You’ll Learn: The two competing approaches to wealth management Why traditional investment advice often becomes commoditized The difference between volatility and true investment risk Why purchasing power matters more than account balances 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: 1:30 – Why most financial advice feels interchangeable 03:40 – Where behavioral investing differs from conventional wealth management 05:20 – The flaws in market timing, forecasting, and prediction 07:15 – The two roads in wealth management: comfort vs. success 10:10 – Essentials versus refinements in portfolio construction Key Takeaways: Financial planning should begin with clearly defined goals, not investment products. Past investment performance is not a reliable predictor of future results. Conventional portfolio strategies often focus too heavily on minimizing volatility. Inflation poses a greater long-term threat to wealth than temporary market declines. Purchasing power is the true measure of financial success. 👤 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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  Crazy Wealthy Podcast

  Fix It Friday - Why Even Smart People Make Bad Financial Decisions Under Uncertainty

  Jun 4, 20268 min

  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

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