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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.
FINAL COVER ART

Designed to be relatable and practical, The Crazy Wealthy Podcast caters to all financial experience levels. The podcast presents financial concepts clearly and concisely, endeavoring 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. Expert 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!

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 expert 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.

Recent Episodes

Meet 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 Blau -  High res

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.  

He has held a series of wealth management positions in the financial services industry. He was  a senior advisor at Sanford C. Bernstein & Co., Inc., Morgan Stanley and UBS. Jonathan has  been a lecturer for the New York State Society of CPA's (Foundation for Accounting Education –  FAE) on the topic of “Taxation of Financial Instruments.” 

In addition to a BS in Finance from the State University of New York at Buffalo, Jonathan holds  two advanced degrees from Fordham University – a Master of Science in Taxation and an MBA  in Accounting.  

Jonathan lives on Long Island with his wife Amy. They have two daughters. Jonathan enjoys  helping to advance the Long Island business and personal community as an avid supporter of  the Middle Market Alliance of Long Island and Sunrise Day Camp. 

Please Remember: It should not be assumed that future performance of any specific investment or investment strategy  (including the investments and/or investment strategies recommended and/or undertaken by Fusion Family Wealth, LLC)  will be profitable or successful. A copy of Fusion’s current written disclosure Brochure and Form CRS (Customer  Relationship Summary) discussing Fusion’s advisory services and fees continues to remain available upon request or at  www.fusionfamilywealth.com. The achievement of any professional designation, certification, degree, or license,  recognition by publications, media, or other organizations, membership in any professional organization, or any amount of  prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will  experience a certain level of results or satisfaction if Mr. Blau or Fusion Family Wealth is engaged, or continues to be  engaged, to provide investment advisory services.