Crazy Wealthy Podcast

Jonathan Blau
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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.

  1. Fix It Friday - The Rearview Mirror Trap: Why Every Crisis Feels Like the Worst One

    APR 17

    Fix It Friday - The Rearview Mirror Trap: Why Every Crisis Feels Like the Worst One

    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

    9 min
  2. Fix It Friday - When Markets Go Low, the Media Goes Lower

    APR 2

    Fix It Friday - When Markets Go Low, the Media Goes Lower

    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

    9 min
  3. Fix It Friday - Oil’s Well That Ends Well: What Markets Really Do After Oil Spikes

    MAR 20

    Fix It Friday - Oil’s Well That Ends Well: What Markets Really Do After Oil Spikes

    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

    12 min
  4. Ep 16 - The Writing Was on the Wall: Leaving Your Mark in a Family Business with Liqui-Mark CEO, Josh Goodelman

    MAR 17

    Ep 16 - The Writing Was on the Wall: Leaving Your Mark in a Family Business with Liqui-Mark CEO, Josh Goodelman

    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

    51 min
  5. Fix It Friday - Avoiding the Cash Accumulation Trap

    FEB 6

    Fix It Friday - Avoiding the Cash Accumulation 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 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

    7 min
  6. Ep 15 - Samantha Burd — Modernizing Lady Burd Cosmetics: A Third‑Gen Burd Takes Flight

    JAN 20

    Ep 15 - Samantha Burd — Modernizing Lady Burd Cosmetics: A Third‑Gen Burd Takes Flight

    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

    42 min
  7. Fix It Friday - ​​The Fatal Side Effects of Financial Ozempic

    JAN 9

    Fix It Friday - ​​The Fatal Side Effects of Financial Ozempic

    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

    10 min
  8. Ep 14 - Leading with Values: Doug Lennick of think2perform on Emotional Intelligence for Success in Wealth and Life

    12/16/2025

    Ep 14 - Leading with Values: Doug Lennick of think2perform on Emotional Intelligence for Success in Wealth and Life

    Behavioral finance expert Doug Lennick joins Jonathan Blau on the Crazy Wealthy podcast to discuss how emotional intelligence shapes successful investment decisions. Lennick, CEO of think2perform, pioneered behavioral finance applications decades before it became mainstream. He shares his "Four Rs" framework—Recognize, Reflect, Reframe, Respond—which helps investors overcome cognitive biases and make rational decisions during market volatility. The conversation explores how investor behavior determines financial success and emphasizes values-based decisions for effective wealth management. What You’ll Learn in this Episode: How the Four Rs framework (Recognize, Reflect, Reframe, Respond) helps you make better financial decisions by slowing down automatic emotional responses and engaging your reflective mind to overcome cognitive biases. Why past behavior is more predictive than past performance, and how understanding behavioral patterns gives you control over your financial future through actionable changes you can make today. The difference between emotional intelligence and moral intelligence, and why developing both as differentiating competencies is essential for making values-based decisions that align with what truly matters. 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 to behavioral finance pioneer Doug and emotional intelligence in investing 07:55 Understanding amygdala hijack and why brains can't distinguish bear markets from real danger 11:00 The Four Rs framework: Recognize, Reflect, Reframe, Respond for better decision making 20:12 Doug's journey into financial services without a college degree 30:08 Differentiating competencies: Why emotional and moral intelligence trump technical skills 40:33 How to achieve happiness and aligning behaviors with values to achieve financial success 47:05 Jon and Amy recap the episode KEY TAKEAWAYS: Investor behavior, not market conditions, determines financial success. The Four Rs framework helps you make rational decisions during market volatility. Past behavior predicts outcomes more reliably than past performance. Unlike market timing, your behavior can be changed through practice and self-awareness. True fiduciary responsibility requires emotional intelligence and moral intelligence. Helping clients align decisions with values creates lasting impact. ABOUT THE GUEST: Doug is an internationally acclaimed author, a Certified Financial Planner and Behavioral Financial Advisor and is CEO and co-founder of think2perform, a firm internationally recognized for developing values-based decision-making and high performance in individuals and organizations. Doug Lennick - LinkedIn think2perform - Website Doug Lennick: books, biography, latest update 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

    56 min
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Ratings & Reviews

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out of 5
7 Ratings

About

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.

Information

  • Creator
    Jonathan Blau
  • Years Active
    2024 - 2026
  • Episodes
    40
  • Rating
    Clean
  • Copyright
    © Copyright 2026 Jonathan Blau
  • Show Website
    Crazy Wealthy Podcast

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