Crazy Wealthy Podcast

Crazy Wealthy Podcast

Jonathan Blau

Welcome to The Crazy Wealthy Podcast, a resource for understanding and mastering the biases that often lead to short-term personal finance, investing, budgeting and savings decisions and strategies that are counter to our best interests over the long-term. Whether you are a professional, entrepreneur, young adult, retiree, or family looking to protect your current wealth and secure a financially stable future, this podcast provides the latest insights into investor behavior in the context of current trends and current events that may influence investor perceptions of the financial markets and interfere with the ability to make rational wealth planning decisions. Hosted...

Fix It Friday Ep. 7 - Chasing Performance in The S&P 500: Understanding the Risks of Outcome Bias

Fix It Friday Ep. 7 - Chasing Performance in The S&P 500: Understanding the Risks of Outcome Bias

Welcome to Fix It Fridays on the Crazy Wealthy Podcast with Jonathan Blau, CEO of Fusion Family Wealth. In these quick episodes, Jonathan unpacks common financial missteps and the behavioral biases that often trip up even the savviest investors. Today's episode dives deep into the dangers of “Performance Chasing.” He'll explore the importance of proper diversification beyond simply owning multiple funds with similar holdings and discuss overcoming biases like confirmation and recency bias to mak

Feb 21, • 15:56

Ep 4 - Financial and Life Survival Strategies with a Special Ops Veteran Chadwick Ford: Tactics for Overcoming Biases in Wealth and Warfare

Ep 4 - Financial and Life Survival Strategies with a Special Ops Veteran Chadwick Ford: Tactics for Overcoming Biases in Wealth and Warfare

In this episode, Jonathan sits down with Chadwick Ford, a special ops veteran and founder of Elysium Aero, to explore the striking parallels between military strategy and financial planning. Chad shares his distinguished military background and reveals how risk assessment, adaptability, and mission-focused discipline apply just as much to the battlefield as they do to building long-term financial security. They dive into the nuances of known and unknown risks, the importance of learning from his

Feb 4, • 53:46

Fix It Friday Ep. 6 - Beware Allowing the Illusion of Predictive Value to Influence Portfolio Decisions!

Fix It Friday Ep. 6 - Beware Allowing the Illusion of Predictive Value to Influence Portfolio Decisions!

Welcome to Fusion Fix-It Fridays, the podcast 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. Today, Jonathan tackles the illusion of predictive value, a bias that leads us to overestimate the reliability of predictions, including those made by experts. He shares real-world examples, practical advice on making portfolio decisi

Jan 31, • 10:16

Fix It Friday Ep. 5 - The Myth of The Risk of Stocks

Fix It Friday Ep. 5 - The Myth of The Risk of Stocks

Welcome to Fusion Fix-It Fridays, the podcast that simplifies financial strategies, hosted by Jonathan Blau, CEO of Fusion Family Wealth. In today’s episode, Jonathan tackles “The Myth of the Risk of Stocks.” Drawing on over 30 years of experience, he challenges the common fear that investing in stocks jeopardizes retirement savings. Instead, Jonathan explains why the real risk lies in inflation eroding purchasing power—what he calls "the disease of money." You’ll learn how long-term investments

Jan 17, • 17:47

Ep 3 - Resilience in Financial Adversity: Fred Gold's Recipe For Lasting Happiness After Catastrophic Financial Loss

Ep 3 - Resilience in Financial Adversity: Fred Gold's Recipe For Lasting Happiness After Catastrophic Financial Loss

In this insightful episode, Jonathan sits down with his father-in-law, Fred Gold, a seasoned CPA and business advisor with over 40 years of experience, including a distinguished tenure as a Partner at Arthur Andersen LLP. Together, they explore Fred’s financial journey, the cognitive biases that influence decision-making, and the lessons learned from overcoming challenges like regret aversion and familiarity bias. Beyond financial insights, the conversation delves into the importance of family v

Jan 7, • 37:13

Fix It Friday Ep. 4 - Seeking Certainty: The Investor’s Paradox

Fix It Friday Ep. 4 - Seeking Certainty: The Investor’s Paradox

Welcome to Fusion Fix-It Fridays, hosted by Jonathan Blau, CEO of Fusion Family Wealth. In today’s episode, Jonathan dives into the uncertainty trap—the harmful reliance on financial predictions that many investors pursue to find certainty about their financial future. He explores how the financial industry has shifted from selling products to selling advice and how this advice often feeds the illusion that certainty can be bought. Jonathan will explain why financial forecasts are frequently unr

Dec 27, 2024 • 12:46

Fix it Friday Ep. 3 - Why Money Can’t Buy Happiness

Fix it Friday Ep. 3 - Why Money Can’t Buy Happiness

Welcome to Fusion Fix-It Fridays, hosted by Jonathan Blau, CEO of Fusion Family Wealth. In today's episode, Jonathan dives into the timeless question: Can money buy happiness? While many may believe wealth leads to fulfillment, Jonathan challenges this idea by exploring how our brains are wired for the fleeting pleasure of material gain and why true happiness lies in far deeper sources of meaning. He’ll share insights from the 1700s by French philosopher Montesquieu, discuss the concept of “enou

Dec 13, 2024 • 8:34

Ep. 2 - Evolution of Wealth Management: From Customer’s Man to Behavioral Counselor With Harvey Radler

Ep. 2 - Evolution of Wealth Management: From Customer’s Man to Behavioral Counselor With Harvey Radler

Welcome to the Crazy Wealthy Podcast, hosted by Jonathan Blau, CEO of Fusion Family Wealth. In this episode, Jonathan welcomes his first official guest, Harvey Radler, a close friend for over three decades and a seasoned investment and wealth management expert for over five decades. Together, they dive into Harvey's extensive background, the impact of early commission-based sales tactics, and the challenges of the industry’s shift to fee-based, client-centered models. From the infamous Bernie Ma

Dec 3, 2024 • 38:06

Fix it Friday Ep. 2 - Never Mix Politics and Investing

Fix it Friday Ep. 2 - Never Mix Politics and Investing

Welcome to Fix It Fridays on the Crazy Wealthy Podcast with Jonathan Blau, CEO of Fusion Family Wealth. In these quick, bi-weekly episodes, Jonathan unpacks common financial missteps and the behavioral biases that often trip up even the savviest investors. Today’s episode dives into the critical lesson of separating politics from investing. With insights from historical data and key moments in U.S. political history, Jonathan highlights why emotional reactions to elections shouldn't influence yo

Nov 29, 2024 • 8:58

Fix it Friday Ep. 1 - Particular Investment Challenges of Successful Entrepreneurs, Executives and Business People

Fix it Friday Ep. 1 - Particular Investment Challenges of Successful Entrepreneurs, Executives and Business People

Welcome to Fix It Friday on the Crazy Wealthy Podcast, hosted by Jonathan Blau, CEO of Fusion Family Wealth. In these bite-sized, bi-weekly episodes, we dive into common money mistakes and explore the behavioral biases that even the most successful entrepreneurs and executives often overlook when investing.Today, Jonathan discusses a critical misconception: success in business doesn’t automatically mean success in investing. Many high-achievers fall into the trap of overconfidence, mistaking the

Nov 15, 2024 • 11:40

Ep. 1 - Introduction: Investor Behavior 101

Ep. 1 - Introduction: Investor Behavior 101

In the inaugural episode of the Crazy Wealthy Podcast, host Jonathan Blau, CEO of Fusion Family Wealth, shares his personal story and how it shaped his approach to wealth management. He explores the cognitive and emotional biases that influence financial decision-making, such as loss aversion and regret aversion, and discusses how understanding these biases can help individuals make more rational financial decisions under uncertainty. Jonathan also previews future episodes and introduces the Fix

Nov 4, 2024 • 25:43

Crazy Wealthy Podcast Trailer

Crazy Wealthy Podcast Trailer

Welcome to The Crazy Wealthy Podcast, a resource for understanding and mastering the biases that often lead to short-term personal finance, investing, budgeting and savings decisions and strategies that are counter to our best interests over the long-term. Whether you are a professional, entrepreneur, young adult, retiree, or family looking to protect your current wealth and secure a financially stable future, this podcast provides the latest insights into investor behavior in the context of cur

Nov 4, 2024 • 5:16

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