Crazy Wealthy Podcast - podcast cover

Crazy Wealthy Podcast

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 by financial and investor behavior specialist Jonathan Blau, the podcast simplifies the complexities of wealth management and seeks to offer practical, actionable advice listeners can implement immediately. Each episode covers topics ranging from money management and investor behavior fundamentals to prudent investment strategies, equipping listeners with the knowledge and tools needed to build, grow, protect and be comfortable with their wealth. The podcast covers essential financial topics and behaviors that may help listeners increase the odds of achieving their financial goals. It also breaks down complex financial news and market updates, keeping listeners informed and empowered and helping them to learn not to reflect any fears or euphoria incited by the news by altering their financial plans or portfolios in response. Whether building wealth early in a career, navigating the financial challenges of entrepreneurship, or preparing for a comfortable retirement and family legacy, the thought-provoking insights offered guide listeners every step of the way. Designed to be relatable and practical, The Crazy Wealthy Podcast caters to all financial experience levels. The podcast presents financial concepts clearly and concisely, endeavouring to enable listeners to take actionable steps immediately. It seeks to provide the tools and knowledge necessary for informed financial decisions that lead to empowerment and minimize the negative influence that human biases and emotions often have on financial decisions. Listeners can gain straightforward financial and behavioral investment counseling insights, learn how to develop a personal financial plan, discover wealth-building strategies, and stay current with the latest financial news and trends, especially in the context of behavioral finance. In depth interviews with top professionals in the financial and behavioral finance industry, current investors and others provide valuable perspectives and proven tactics for financial success. Whether planning for retirement, managing family finances, or growing a business, The Crazy Wealthy Podcast can serve as a trusted resource for achieving financial freedom. Subscribe today and take the first step toward a more secure financial future! About the Host Jonathan is the President and CEO of Fusion Family Wealth, a financial advisory firm he founded in November 2013. Behavioral finance is an important aspect of his business and he brings a thought-provoking perspective and clarity to his work with clients by seeking to teach them how to consistently make rational money decisions under conditions of uncertainty. Jonathan is a sought-after speaker for podcasts and media publications, bringing a fresh wealth management and investing perspective shaped by insights from the world of behavioral finance. His insights and clarity on working with clients make him a distinguished voice in the field, illuminating and demystifying the complexities of financial decision making. Jonathan honed his planning and technical skills during his tenure as a senior tax and estate planning specialist in the Tax and Family Wealth Planning division of Arthur Andersen from 1992 to 1996. In his free time Jonathan enjoys boating. DISCLOSURE: https://www.fusionfamilywealth.com/disclosures
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Episodes

Fix It Friday - Illusions and Collusions: How Big Wall Street and Financial Media Collude to Profit at the Investors Expense

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. Each episode dives into common biases that impact our financial choices—and how to fix them. This week, Jonathan exposes the problematic relationship between financial media and big Wall Street firms, revealing how their self-serving agendas can mislead investors. He offers valuable insights on navigating sensationalized fina...

Jul 04, 202516 min

Ep 9 - The GOAT (“Greatest of all Tax”) specialists - Scott T. Ditman, CPA, PFS — Consultant - Citrin Cooperman (Formerly Berdon, LLP Tax Partner, Executive Committee Member and Head of Personal Wealth Services)

In this episode, Jonathan Blau sits down with The GOAT — “Greatest of all Tax” specialists, Scott T. Ditman, CPA, PFS. He is a Consultant at Citrin Cooperman and a Former Tax Partner, Executive Committee Member, and Head of Personal Wealth Service at Berdon, LLP. Scott works closely with high-net-worth individuals and family/owner-managed business clients, advising on estate and income tax issues, and succession and financial planning. Listen as he shares the critical importance of integrated, h...

Jun 17, 202551 minEp. 9

Fix It Friday - Overcoming the Wacky Economics of Investor Behavior

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. Each episode dives into common biases that impact our financial choices—and how to fix them. This week, Jonathan unpacks the "wacky economics of investor behavior," shedding light on how irrational actions often contradict traditional economic principles. The episode aims to equip listeners with the knowledge to navigate and ...

Jun 06, 202515 min

Ep 8 - From Childhood Poverty to Wealth Management Industry Pioneer

Do you want to unlock the secrets to financial success and navigate the complexities of wealth management? This episode will give you the expert insights you need. Jonathan speaks with Shirl Penney, founder and CEO of Dynasty Financial Partners. In this episode, they deep dive into Penney's inspiring journey from humble beginnings to becoming a successful entrepreneur. Their discussion covers the founding and growth of Dynasty Financial Partners, insights into wealth management, and the importan...

May 20, 202541 minEp. 8

Fix It Friday - The Three Most Important Numbers In Investing

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. Each episode dives into common biases that impact our financial choices—and how to fix them. This week, Jonathan shares the three most important numbers to manage your wealth in a Bear market. He offers insights into investing strategies during market downturns, emphasizing the importance of maintaining a long-term perspectiv...

May 09, 202518 min

Ep 7 - From Transactions to Transformation: A Pioneer’s Journey in Financial Advisor Recruiting with Mindy Diamond

What’s driving today’s top financial advisors to break away from big firms and go independent? And how can AI change the game without replacing the human element? In this episode, Jonathan sits down with industry powerhouse Mindy Diamond—founder & CEO of Diamond Consultants, and a pioneer in wealth management recruiting—for a deep dive into the evolution of financial advisory careers, the rise of going independent in the financial advisor world, and how her family built a thriving business f...

Apr 22, 202530 minEp. 7

Fix It Friday - Rich Yet Reckless: The Surprising Investment Missteps of the Ultra Wealthy

Welcome to another insightful episode of Fix-It Fridays, the podcast segment 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. This week, Jonathan discusses the common investing behavioral mistakes the ultra-wealthy make. He shares insights from TIGER 21 and the analysis of billionaire investing habits, bias, and strategy. Tune ...

Apr 11, 202512 min

Fix It Friday - Beyond Bear Markets and Recessions: Learn the Two Biggest Risks to Investor Wealth

Welcome to another insightful episode of Fix-It Fridays, the podcast segment 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. This week, Jonathan tackles the two biggest threats to investor wealth: inflation and investor behavior. Focusing on long-term financial success, he offers valuable advice on navigating these challenges....

Mar 28, 202513 min

Ep 6 - How to Succeed in Volatile Markets: Things Most Won’t Hear From Big Brokerage Firms, Investment Banks and Financial Media (CNBC)

Welcome to another insightful episode of the Crazy Wealthy Podcast hosted by Jonathan Blau, CEO of Fusion Family Wealth. In this episode, Jonathan addresses investor concerns about market volatility, offering insights and strategies to maintain a rational perspective during uncertain times. He also guides listeners through understanding market fluctuations and the importance of a long-term investment approach in volatile markets. Tune in! IN THIS EPISODE: 00:00 Podcast Intro and Disclaimer 02:01...

Mar 20, 202533 minEp. 6

Ep 5 - Prioritizing Purpose Over Profit for Success: NY State Assemblyman Steve Stern’s Journey from Childhood to Advocate for Veterans, Elders and the Long Island Community

In this episode, Jonathan sits down with New York State Assemblyman Steve Stern, who is proud to serve his fourth term representing the 10th Assembly District. Since his election in 2018, Assemblyman Stern has championed critical legislation to safeguard groundwater, support veterans, protect children’s health, and combat the opioid epidemic. Together, Jonathan and Steve explore the intersection of wealth, policy, and service—discussing how financial well-being extends beyond numbers to impact c...

Mar 04, 202539 minEp. 5

Fix It Friday - The S&P 500, Performance Chasing and the Dangers 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, 202516 min

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 04, 202554 minEp. 4

Fix It Friday - 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, 202510 min

Fix It Friday - 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, 202518 min

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 07, 202537 minEp. 3

Fix It Friday - 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 u...

Dec 27, 202413 min

Fix it Friday - 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, 20249 min

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 03, 202438 minEp. 2

Fix it Friday - 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, 20249 min

Fix it Friday - 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 t...

Nov 15, 202412 min

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 04, 202426 minEp. 1

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 04, 20245 min
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