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Crazy Wealthy Podcast: Daily Summaries Delivered
by Jonathan Blau
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
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- 1 weeks ago13 min
Fix It Friday - Patterns Aren’t Predictions: The Extrapolation Mistake
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 one of the most common behavioral investing mistakes: extrapolation. Jonathan explains why recent market performance—whether exceptionally strong or disappointingly weak—doesn't predict what comes next. He breaks down the difference between recognizing patterns and assuming those patterns forecast the future, while highlighting behavioral biases like recency bias, framing bias, denominator neglect, and the misuse of mean reversion. Through real market examples and the fascinating "horse manure crisis" analogy, Jonathan shows why disciplined investors stay focused on long-term compounding instead of trying to predict short-term market movements.What You’ll Learn:✅ Why extrapolating past market performance can lead to poor investment decisions.✅ The difference between mean reversion and short-term market predictions.✅ How behavioral biases like recency bias and framing bias influence investors.✅ Why staying disciplined is more valuable than trying to forecast the market.Want to make smarter financial decisions grounded in clarity and confidence? Subscribe and share the Crazy Wealthy Podcast. To learn more about Fusion Family Wealth’s evidence-based investment strategies, visit www.fusionfamilywealth.com and request our current disclosure brochure.Key Timestamps:00:00 Introduction to the extrapolation mistake01:20 Why strong recent returns don't predict weaker future returns03:05 Mean reversion vs. market forecasting04:10 Behavioral biases that influence investing decisions06:40 Why recent performance has little predictive value09:35 The horse manure crisis and the danger of extrapolation11:05 Practical questions investors should ask before changing their portfoliosKey Takeaways:🔹 Past market performance is not a reliable predictor of future returns.🔹 Mean reversion is a long-term concept—not a short-term forecasting tool.🔹 Behavioral biases often tempt investors to abandon disciplined investing.🔹 Successful investing depends on consistency and long-term compounding, not market predictions.👤 About the Host:Jonathan Blau is the President and CEO of Fusion Family Wealth, a fiduciary wealth management firm he founded in 2013 to help families achieve clarity, confidence, and purpose with their money. With a deep focus on behavioral finance, Jonathan teaches investors how to recognize emotional biases and make evidence-based decisions that support long-term success. A sought-after speaker in wealth management, Jonathan previously held senior roles in tax and estate planning at Arthur Andersen. He holds a BS in Finance, an MS in Taxation, and an MBA in Accounting. Based on Long Island, Jonathan is active in the local business community, supports organizations such as the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.LinkedIn – Jonathan BlauFusion Family Wealth WebsiteCrazy Wealthy Podcastbehavioral finance, extrapolation bias, investing mistakes, stock market psychology, investment strategy, mean reversion, recency bias, framing bias, denominator neglect, long-term investing, compounding, financial decision making, market volatility, investor behavior, Jonathan Blau, Fusion Family Wealth, Crazy Wealthy Podcast
- 3 weeks ago6 min
Fix It Friday - Flying, Driving, Investing….and Availability Bias
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 how availability bias causes investors to confuse temporary market volatility with true financial risk. Using the familiar comparison of flying versus driving, Jonathan explains why our emotions often exaggerate highly visible risks while overlooking the slow, long-term impact of inflation. Learn why market turbulence is a normal part of investing, how behavioral biases influence financial decisions, and why staying invested in great businesses has historically been one of the best ways to preserve purchasing power and reach long-term financial goals.What You’ll Learn:✅ What availability bias is and how it affects investment decisions✅ Why market volatility is temporary—but inflation can permanently erode wealth✅ How the flying vs. driving analogy applies to long-term investing✅ Why focusing on long-term ownership instead of short-term headlines can improve financial outcomesWant to make smarter financial decisions grounded in clarity and confidence? Subscribe and share the Crazy Wealthy Podcast. To learn more about Fusion Family Wealth’s evidence-based investment strategies, visit www.fusionfamilywealth.com and request our current disclosure brochure.Key Timestamps:00:00 – Introduction to availability bias and today's topic01:30 – Would you rather fly or drive? Understanding perceived risk02:00 – Why market volatility feels scarier than it really is02:35 – Inflation vs. volatility: understanding the real danger03:10 – How availability bias influences investor behavior03:55 – The fix: Don't confuse discomfort with danger04:25 – Why owning great businesses helps preserve purchasing powerKey Takeaways:🔹 Our emotions often overestimate memorable risks while underestimating long-term ones.🔹 Market volatility is temporary; inflation quietly reduces purchasing power over time.🔹 Availability bias can cause investors to make emotional rather than rational decisions.🔹 Successful investing requires focusing on long-term probabilities instead of short-term headlines.👤 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 BlauFusion Family Wealth WebsiteCrazy Wealthy Podcastavailability bias, investing psychology, behavioral finance, market volatility, inflation risk, long-term investing, financial planning, investment strategy, stock market, purchasing power, investor behavior, wealth building, Jonathan Blau, Crazy Wealthy Podcast, Fusion Family Wealth
- Aug 7, 20267 min
Fix It Friday - The Missing Half of Fiduciary Advice
Welcome to Fix-It Friday, the podcast segment that simplifies financial strategies to help you make smarter decisions hosted by Jonathan Blau, CEO of Fusion Family Wealth. This episode explores the often-overlooked side of fiduciary advice: helping investors consistently act in their own best interests. Jonathan explains why even the best financial plan can fail when emotions take over during periods of market uncertainty. Learn how behavioral biases like fear, greed, and action bias can derail long-term success, why discipline beats prediction, and how staying committed to a sound investment strategy can create lasting wealth. If you've ever wondered why smart investors still make costly mistakes, this episode offers practical insights to help you remain confident through market volatility.What You’ll Learn:✅ Why acting as a fiduciary is only half of an advisor's responsibility✅ How fear, greed, and action bias impact investment decisions✅ Why discipline and preparedness outperform market predictions✅ Practical mindset shifts to help you stay invested during uncertaintyWant to make smarter financial decisions grounded in clarity and confidence? Subscribe and share the Crazy Wealthy Podcast. To learn more about Fusion Family Wealth’s evidence-based investment strategies, visit www.fusionfamilywealth.com and request our current disclosure brochure.Key Timestamps:00:00 Introduction: The Missing Half of Fiduciary Advice01:50 Why acting in a client's best interest isn't enough02:35 How emotions cause great financial plans to fail03:15 The biggest risk to your financial future03:40 Understanding action bias and investor psychology04:35 Behavioral habits that build long-term wealth05:15 Why investment success depends more on behavior than knowledgeKey Takeaways:🔹 A great financial plan only works if you can stick with it during difficult markets.🔹 Most investing mistakes are behavioral—not intellectual.🔹 Successful investors prepare for uncertainty instead of trying to predict it.🔹 Long-term wealth is built through discipline, patience, and emotional control.👤 About the Host:Jonathan Blau is the President and CEO of Fusion Family Wealth, a fiduciary wealth management firm he founded in 2013 to help families achieve clarity, confidence, and purpose with their money. With a deep focus on behavioral finance, Jonathan teaches investors how to recognize emotional biases and make evidence-based decisions that support long-term success. A sought-after speaker in wealth management, Jonathan previously held senior roles in tax and estate planning at Arthur Andersen. He holds a BS in Finance, an MS in Taxation, and an MBA in Accounting. Based on Long Island, Jonathan is active in the local business community, supports organizations such as the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.LinkedIn – Jonathan BlauFusion Family Wealth WebsiteCrazy Wealthy Podcastfiduciary advice, fiduciary financial advisor, investor behavior, behavioral finance, emotional investing, long-term investing, wealth management, financial planning, investment discipline, market volatility, investing psychology, action bias, financial advisor, investment strategy, retirement planning, Jonathan Blau, Fusion Family Wealth, Crazy Wealthy Podcast
- Jul 24, 202611 min
Fix It Friday - Behavioral Investment Counseling: Interesting to Learn… Life‑Changing to Live
Welcome to Fix-It Friday, the podcast segment that simplifies financial strategies to help you make smarter decisions hosted by Jonathan Blau, CEO of Fusion Family Wealth. This episode explores why behavioral investment counseling can be the difference between simply understanding investing and achieving lasting financial success. Jonathan explains why most investors focus on portfolios before creating a financial plan, exposes the "alpha illusion" of trying to outperform the market, and reveals why protecting purchasing power matters more than avoiding market volatility. Learn how disciplined investing, thoughtful planning, and behavioral coaching help investors stay focused through uncertainty and make decisions that support long-term financial freedom.What You’ll Learn:Why behavioral investment counseling is more powerful than traditional wealth managementThe three-step planning process every investor should follow before building a portfolioWhy inflation—not market volatility—is the biggest long-term threat to your wealthHow disciplined investing helps you stay on track through market uncertaintyWant to make smarter financial decisions grounded in clarity and confidence? Subscribe and share the Crazy Wealthy Podcast. To learn more about Fusion Family Wealth’s evidence-based investment strategies, visit www.fusionfamilywealth.com and request our current disclosure brochure.Key Timestamps:00:00 Why behavioral investment counseling is life-changing, not just interesting02:12 The three-step framework every investor should follow03:42 The "alpha illusion" and why chasing market outperformance fails05:00 Why protecting purchasing power should be your investment priority06:00 Volatility versus inflation: understanding the real financial risk07:40 Using bonds strategically to manage retirement income and sequence risk09:18 Why investor behavior—not the markets—determines long-term successKey Takeaways:Great investing starts with a financial plan—not investment selection.Market volatility is temporary, but inflation permanently erodes purchasing power.Behavioral coaching helps investors stay disciplined when emotions are strongest.Long-term wealth is built through preparation and consistency, not market predictions.About the Host:Jonathan Blau is the President and CEO of Fusion Family Wealth, a fiduciary wealth management firm he founded in 2013 to help families achieve clarity, confidence, and purpose with their money. With a deep focus on behavioral finance, Jonathan teaches investors how to recognize emotional biases and make evidence-based decisions that support long-term success. A sought-after speaker in wealth management, Jonathan previously held senior roles in tax and estate planning at Arthur Andersen. He holds a BS in Finance, an MS in Taxation, and an MBA in Accounting. Based on Long Island, Jonathan is active in the local business community, supports organizations such as the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.LinkedIn – Jonathan BlauFusion Family Wealth WebsiteCrazy Wealthy Podcast
- Jul 10, 20269 min
Fix It Friday - Ego vs. Family: The Hidden Risk of DIY 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. This episode explores the hidden dangers of DIY investing, overconfidence bias, behavioral finance, and protecting your family's financial future. Jonathan challenges a common belief among successful entrepreneurs and executives—that intelligence and past success automatically translate into investment success. He explains why investing is driven more by behavior than intellect, how emotional discipline outweighs knowledge, and why a financial strategy should continue to protect your loved ones long after you're gone. If your investment plan only works while you're managing it, it may not truly be serving your family's best interests.What You’ll Learn:Why overconfidence bias can be one of the biggest risks for successful investorsThe difference between information, knowledge, and wisdom in investingWhy emotional discipline matters more than intelligence when building long-term wealthHow to create an investment strategy that protects your family—not just yourselfWant to make smarter financial decisions grounded in clarity and confidence? Subscribe and share the Crazy Wealthy Podcast. To learn more about Fusion Family Wealth’s evidence-based investment strategies, visit www.fusionfamilywealth.com and request our current disclosure brochure.Key Timestamps:00:00 Introduction: The hidden risk of DIY investing01:40 How success creates overconfidence bias02:15 Epistemic trespassing and why investing is different03:45 Why behavior matters more than intelligence in investing04:30 Information vs. knowledge vs. wisdom06:00 What happens to your family when you're no longer managing the portfolio?07:25 The ultimate question: Is DIY investing wisdom—or ego?Key Takeaways:Investment success depends more on behavior and emotional discipline than intelligence.Easy access to financial information does not create a lasting investment advantage.Overconfidence can quietly expose even highly successful individuals to unnecessary financial risk.A truly successful financial strategy should continue working for your family even when you're no longer there to manage it.About the Host:Jonathan Blau is the President and CEO of Fusion Family Wealth, a fiduciary wealth management firm he founded in 2013 to help families achieve clarity, confidence, and purpose with their money. With a deep focus on behavioral finance, Jonathan teaches investors how to recognize emotional biases and make evidence-based decisions that support long-term success. A sought-after speaker in wealth management, Jonathan previously held senior roles in tax and estate planning at Arthur Andersen. He holds a BS in Finance, an MS in Taxation, and an MBA in Accounting. Based on Long Island, Jonathan is active in the local business community, supports organizations such as the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.LinkedIn – Jonathan BlauFusion Family Wealth WebsiteCrazy Wealthy Podcast
- Jun 18, 202615 min
Fix It Friday - Two Roads In Wealth Management: One Often Leads To Success And One Derails It
What if the biggest threat to your financial future isn't market volatility at all? In this Fix It Friday episode of the Crazy Wealthy Podcast, Jonathan Blau explores the two distinct roads investors can take in wealth management, one built on conventional wisdom and another rooted in behavioral investment counseling. He challenges common assumptions about risk, portfolio construction, market predictions, and the role of bonds, while revealing why purchasing power—not portfolio fluctuations—should be the true measure of financial success. This thought-provoking conversation helps investors rethink what it really means to protect and grow wealth over the long term.What You’ll Learn:The two competing approaches to wealth managementWhy traditional investment advice often becomes commoditizedThe difference between volatility and true investment riskWhy purchasing power matters more than account balancesWant to make smarter financial decisions grounded in clarity and confidence? Subscribe and share the Crazy Wealthy Podcast. To learn more about Fusion Family Wealth’s evidence-based investment strategies, visit www.fusionfamilywealth.com and request our current disclosure brochure.Key Timestamps:1:30 – Why most financial advice feels interchangeable03:40 – Where behavioral investing differs from conventional wealth management05:20 – The flaws in market timing, forecasting, and prediction07:15 – The two roads in wealth management: comfort vs. success10:10 – Essentials versus refinements in portfolio constructionKey Takeaways:Financial planning should begin with clearly defined goals, not investment products.Past investment performance is not a reliable predictor of future results.Conventional portfolio strategies often focus too heavily on minimizing volatility.Inflation poses a greater long-term threat to wealth than temporary market declines.Purchasing power is the true measure of financial success.👤 About the Host:Jonathan Blau is the President and CEO of Fusion Family Wealth, a fiduciary wealth management firm he founded in 2013 to help families achieve clarity, confidence, and purpose with their money. With a deep focus on behavioral finance, Jonathan teaches investors how to recognize emotional biases and make evidence-based decisions that support long-term success. A sought-after speaker in wealth management, Jonathan previously held senior roles in tax and estate planning at Arthur Andersen. He holds a BS in Finance, an MS in Taxation, and an MBA in Accounting. Based on Long Island, Jonathan is active in the local business community, supports organizations such as the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.LinkedIn – Jonathan BlauFusion Family Wealth WebsiteCrazy Wealthy Podcast
- Jun 5, 20267 min
Fix It Friday - Why Even Smart People Make Bad Financial Decisions Under Uncertainty
Why do intelligent people still make poor financial decisions during uncertain times? In this Fix It Friday episode of the Crazy Wealthy Podcast, Jonathan Blau explores the behavioral psychology behind investing mistakes and why fear—not lack of intelligence—is often the real problem. Jonathan breaks down how investors react differently to gains and losses, why uncertainty amplifies emotional decision-making, and how structure and preparation can help investors stay disciplined during market volatility. This episode is a powerful reminder that successful investing is less about prediction and more about managing human behavior.What You’ll Learn:Why smart people often make emotional financial decisionsHow fear changes investor behavior under uncertaintyThe psychology behind loss aversionWhy investors become risk-averse when winning and risk-seeking when losingHow behavioral mistakes damage long-term wealthWant to make smarter financial decisions grounded in clarity and confidence? Subscribe and share the Crazy Wealthy Podcast. To learn more about Fusion Family Wealth’s evidence-based investment strategies, visit www.fusionfamilywealth.com and request our current disclosure brochure.Key Timestamps:00:00 – Introduction to behavioral investing mistakes01:25 – Why uncertainty impacts financial decisions01:55 – The psychology of gains vs. losses02:30 – What behavioral research reveals about investors03:50 – Why investors take bigger risks after losses04:15 – How markets test behavior, not just portfolios05:00 – Why liquidity matters during market declines05:20 – Historical market declines investors should expect06:00 – Closing thoughts on fear and structureKey Takeaways:Emotional behavior—not intelligence—is often the biggest investing challengeLosses feel far more painful than gains feel rewardingInvestors tend to avoid risk when ahead and seek risk when behindFear and uncertainty can override rational decision-makingMost investing mistakes happen during emotional moments👤 About the Host:Jonathan Blau is the President and CEO of Fusion Family Wealth, a fiduciary wealth management firm he founded in 2013 to help families achieve clarity, confidence, and purpose with their money. With a deep focus on behavioral finance, Jonathan teaches investors how to recognize emotional biases and make evidence-based decisions that support long-term success. A sought-after speaker in wealth management, Jonathan previously held senior roles in tax and estate planning at Arthur Andersen. He holds a BS in Finance, an MS in Taxation, and an MBA in Accounting. Based on Long Island, Jonathan is active in the local business community, supports organizations such as the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.LinkedIn – Jonathan BlauFusion Family Wealth WebsiteCrazy Wealthy Podcast
- May 15, 202610 min
Fix It Friday - Why the Markets Keep Rising When It Feels Like The World Is Falling Apart
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 tackles the question many investors are asking: how can markets rise amid war, inflation, and economic fear? Jonathan breaks down the critical difference between short-term noise and long-term signal, explaining why earnings—not headlines—drive lasting market growth and why disciplined investors stay the course.What You’ll Learn:The difference between market “noise” and long-term “signal”Why stock markets can rise even during global crisesHow corporate earnings drive long-term investment outcomesWhy reacting emotionally to headlines can hurt your portfolioWant to make smarter financial decisions grounded in clarity and confidence? Subscribe and share the Crazy Wealthy Podcast. https://www.youtube.com/@CrazyWealthyPodcastTo 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 & Introduction 01:40 Breaking down current events vs. market performance02:20 Noise vs. signal: the core investing principle03:05 Short-term volatility vs. long-term growth explained04:30 Strong earnings data and what it means05:50 Oil price spike example and market reaction07:30 Why markets move before clarity arrivesKey Takeaways:Markets react to headlines in the short term but follow earnings over timeVolatility is normal—and not a signal to change strategyStrong corporate earnings often outweigh negative news cyclesStaying invested requires discipline and a long-term mindset👤 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 BlauFusion Family Wealth WebsiteCrazy Wealthy PodcastFix It Friday Ep 23 - The Rearview Mirror Trap
About Crazy Wealthy Podcast
The Crazy Wealthy Podcast is a personal finance and investing podcast focused on behavioral finance, financial planning, wealth management, retirement planning, and smart investing strategies for long-term financial success. This podcast helps listeners understand how emotions, biases, and financial news impact money decisions and investing outcomes.Hosted by financial advisor and behavioral finance specialist Jonathan Blau, The Crazy Wealthy Podcast simplifies complex topics in personal finance, investing, portfolio management, budgeting, saving, and risk management. Each episode delivers practical, actionable insights designed to help listeners make rational financial decisions, avoid emotional investing, and stay focused on long-term wealth building goals.This investing and personal finance podcast explores how market volatility, inflation, interest rates, economic trends, and financial headlines influence investor behavior. Jonathan breaks down why fear, overconfidence, and short
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