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 - 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
  2. 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 a href="https://www.ladyburd.com/" rel="noopener noreferrer"...

    42 min
  3. 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...

    10 min
  4. 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...

    56 min
  5. Fix It Friday - The Destructive Buy High, Sell Low, Repeat Until Broke Investor Behavior: The Causes and the Cure

    12/05/2025

    Fix It Friday - The Destructive Buy High, Sell Low, Repeat Until Broke Investor Behavior: The Causes and the Cure

    Welcome to Fix-It Friday on the Crazy Wealthy Podcast, where Jonathan Blau, CEO of Fusion Family Wealth, shares actionable behavioral finance strategies to help investors make smarter, evidence-based decisions. In this episode, Jonathan explores the destructive buy high, sell low pattern that impacts millions of investors every year. Listeners will discover how cognitive biases like loss aversion, FOMO, and envy influence investor behavior, leading to emotional mistakes that erode long-term wealth. Jonathan explains the difference between stock price and company value, why panic selling during market downturns is costly, and how to adopt a long-term mindset focused on owning great companies. The episode also covers practical strategies for counteracting emotional investing, including portfolio rebalancing and disciplined decision-making. Investors will gain insights into financial psychology, risk perception, and how to make better financial decisions that align with their goals. What You’ll Learn: ✅ Why investors buy high and sell low and how behavioral biases drive this pattern ✅ How loss aversion, FOMO, and envy impact financial decision-making ✅ Portfolio strategies like rebalancing and focusing on long-term company ownership ✅ How to separate price from value to make confident, 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 The buy high, sell low trap: why it happens and who it affects 03:00 Behavioral biases driving emotional investing: loss aversion, FOMO, and envy 06:00 Price vs. value: how thinking in terms of great companies prevents panic selling 09:00 Portfolio strategies to counter emotional decisions, including rebalancing 11:30 Closing thoughts and actionable takeaways Key Takeaways: 💎 Emotional investing driven by behavioral biases can lead to buying high, selling low, and losing wealth 💎 Distinguishing stock price from company value helps investors avoid panic selling 💎 Portfolio rebalancing and long-term ownership strategies counteract emotional decision-making 💎 Behavioral finance awareness improves investor discipline, confidence, and long-term results About the Host Jonathan Blau is the President and CEO of Fusion Family Wealth, a fiduciary wealth management firm founded in 2013 to help families achieve clarity, confidence, and purpose with their money. With expertise in behavioral finance, Jonathan teaches investors how to identify cognitive biases, reduce emotional investing mistakes, and make evidence-based decisions that support long-term wealth. He is a sought-after speaker in wealth management and previously held senior roles in tax and estate planning at Arthur Andersen. Jonathan holds a BS in Finance, an MS in Taxation, and an MBA in Accounting. Based on Long Island, he is active in the local business community, supports organizations like the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.  LinkedIn – Jonathan Blau Fusion Family Wealth Website a...

    13 min
  6. Ep 13 - Vicki Schneps: The Long Island Queen of Media — How Adversity Built an Empire

    11/25/2025

    Ep 13 - Vicki Schneps: The Long Island Queen of Media — How Adversity Built an Empire

    Welcome to this episode of the Crazy Wealthy Podcast! Today we feature Vicki Schneps, a media entrepreneur and founder of Schneps Media and Life’s Work. Listen as we learn how Vicki turned her passion for education into a thriving media empire and nonprofit that empowers local leaders and supports community journalism. By the end of the episode, you’ll understand how vision, persistence, and strategic partnerships can help create both business and community impact. What You’ll Learn: How Vicki transitioned from teaching to media leadership Strategies for growing a media company across multiple platforms and events Turning personal and professional adversity into long-term legacy 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 01:00 — Vicki Schneps’ journey from teacher to media mogul 05:00 — Founding Life’s Work and early nonprofit efforts 11:30 — Growing Schneps Media across platforms 17:00 — Power Women and Kings events 22:00 — Digital integration and networking 27:00 — Turning adversity into legacy 33:00 — Identifying talent and scaling business 35:00 — Life’s Work expansion and call for board members 36:02 — Jon and Amy recap the episode Key Takeaways: Vision and persistence are essential for creating both business and community impact Strategic partnerships and talent identification are key to scaling a media enterprise Personal adversity can be leveraged to build long-term legacy and empower others Guest Info: Vicki Schneps is the founder and CEO of Schneps Media and the nonprofit Life’s Work, dedicated to supporting community journalism and empowering local leaders. She is also known for creating influential events such as Power Women and Kings that foster networking and professional development.  Schneps Media – schnepsmedia.com Life’s WORC – life’s WORC info via CaringKind (profile) CaringKind Vicki Schneps on Muck Rack (articles) – Muck Rack profile 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. a href="https://www.linkedin.com/in/jonathanblau/" rel="noopener noreferrer"...

    49 min
  7. Fix it Friday - Private Equity in Your Retirement Plan: Opportunity or Trap? Why Private Markets Are Targeting Small Investors!

    11/14/2025

    Fix it Friday - Private Equity in Your Retirement Plan: Opportunity or Trap? Why Private Markets Are Targeting Small Investors!

    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 pulls back the curtain on private investments. Jonathan explains how Wall Street firms promote “democratization” of private deals while often shifting risk onto everyday investors. Listeners will learn how behavioral finance biases like affinity bias and FOMO influence investment decisions, and gain insight into how to evaluate private deals responsibly to protect wealth. What You’ll Learn: How private investments are marketed and why they appear seductive to everyday investors The hidden risks behind complex investment structures and lack of transparency Six pillars of successful investing, including mindset and portfolio strategies 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 02:30 Why private investments seem appealing: affinity bias and FOMO 05:45 The real agenda behind “democratization” of private deals 10:30 Six pillars of successful investing: faith, patience, discipline, allocation, diversification, rebalancing 15:30 Closing thoughts: stay curious and cautious with private investments Key Takeaways: Private investments can appear safe or exclusive, but often shift risk from firms to individual investors Behavioral biases like FOMO and affinity bias can lead to poor decision-making in private markets Faith, patience, and discipline in investing guide behavior, while allocation, diversification, and rebalancing manage portfolios effectively 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

    20 min
  8. Fix It Friday - The Shocking Truth About Safety & Risk: Why The Wealth Management Industry’s Conventional Wisdom Could Destroy Your Wealth

    10/24/2025

    Fix It Friday - The Shocking Truth About Safety & Risk: Why The Wealth Management Industry’s Conventional Wisdom Could Destroy Your Wealth

    Welcome to Fix-It Friday, the segment of the Crazy Wealthy Podcast that simplifies financial strategies to help you make smarter money decisions. Hosted by Jonathan Blau, President and CEO of Fusion Family Wealth, each episode explores common biases and decision-making pitfalls that shape our financial thinking—and how to fix them.  In this episode, Jonathan breaks down the difference between volatility and risk, explains how investors often misinterpret short-term market movements, and shares counterintuitive strategies for protecting and growing your purchasing power over time. You’ll learn how reframing risk, return, and volatility can help you become a more confident, long-term investor. What You’ll Learn in This Episode: Why volatility is not the same as risk and how misinterpreting it can hurt your portfolio How short-term market movements often reflect noise, not long-term business fundamentals The hidden danger of bonds and low-volatility strategies in preserving purchasing power Behavioral biases like loss aversion and counterintuitive human reactions to stock prices 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 Intro: Welcome to Fix It Friday 01:30 Defining volatility vs. long-term risk 03:00 Short-term price drops vs. underlying business value 07:00 Redefining risk: protecting purchasing power, not principal 11:00 Behavioral biases: loss aversion and counterintuitive investing reactions 14:45 Closing thoughts: why stocks can be safer than bonds Key Takeaways Volatility measures price fluctuations, not the long-term risk of investments. Mistaking short-term market noise for risk leads to poor long-term decisions. Bonds and “safe” low-volatility strategies can erode purchasing power over time. Awareness of behavioral biases helps investors make rational decisions during market swings. 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 Disclosure Investment advisory services may not be suitable for every investor or portfolio. Neither Fusion’s investment advisor registration status nor prior experience or success should be construed as a guarantee of specific results. Fusion is neither a law firm nor an accounting firm, and...

    16 min
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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
    36
  • Rating
    Clean
  • Copyright
    © Copyright 2026 Jonathan Blau
  • Show Website
    Crazy Wealthy Podcast