Crazy Wealthy Podcast

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 disclaimer01:30 Geopolitical Crises and Investment Strategies04:02 Understanding Oil Price Spikes and Market Reactions07:12 Long-Term Investment Focus vs. Short-Term Volatility09:40 What defines a successful investmentKey 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 BlauFusion Family Wealth WebsiteCrazy Wealthy Podcast

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 channelsWhy entrepreneurs often struggle as investors, and how reframing risk can improve long-term decision makingHow to balance emotion and rational leadership in high-stakes moments inside a family businessWant 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 introduction01:00 Meet Josh Goodelman and Liqui-Mark’s family business legacy02:00 The company origin story: a big order, a bold leap, and early growth06:00 Importing to manufacturing: building operations and capability in the U.S.09:00 How Liqui-Mark serves retailers, distributors, and promotional customers today11:00 The entrepreneur-to-investor shift: what founders must unlearn13:00 A pivotal moment: buying a facility and losing the biggest account17:00 Real-world volatility: tariffs, COVID, and keeping costs covered24:45 Working with family: roles, balance, and decision-making dynamics31:30 Values, humility, and the mindset behind sustainable success36:45 Not overplaying the win: defining “enough” in business growth39:45 Advice for leaders: emotion belongs in decisions, but not in the driver’s seat42:00 Wrap-up: building wealth vs investing it43:08 Jon and Amy recap the episodeKEY 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-3a87bb4Liqui-Mark Promo - Website: liquimarkpromo.comABOUT 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 BlauFusion Family Wealth WebsiteCrazy Wealthy Podcast

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 cashHow regret aversion bias and status quo bias drive cash hoarding behaviorPractical strategies to manage cash intentionally without derailing long-term investment goalsWant 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 trapKey Takeaways:Excess cash should only be accumulated for a fixed and determinable purposeBehavioral finance biases often drive investors to hold cash out of fear rather than strategyClear rules and separate accounts help prevent emotional decision-makingAbout 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 Website

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 forwardWhy low minimum order quantities are a game changer for aspiring entrepreneursHow small businesses can leverage AI for greater brand visibility and competitive advantageWant 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 disclaimer01:00 Welcome Samantha Burd of Lady Burd Cosmetics01:45 Samantha’s family business background & Lady Burd story04:00 Samantha’s perspective on legacy and responsibility05:30 Grandma Roberta’s entrepreneurial breakthrough09:00 Growing up in the business & early experience14:30 Leveraging AI for business growth19:00 Samantha’s education & corporate consulting background25:45 The democratization of entrepreneurship with $150 low minimum orders30:30 Men’s products & private label options31:45 How to get in touch with Lady Burd Cosmetics33:10 Jon and Amy recap the episodeKEY 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 entryLow 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-36a00580https://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 BlauFusion Family Wealth WebsiteCrazy Wealthy Podcast

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 wealthHow behavioral biases and financial psychology affect decision-making and create short-term comfort trapsThe importance of owning real assets and embracing volatility to beat inflationStrategies to protect your portfolio, maintain a wealth mindset, and make evidence-based investment choicesWant 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 disclaimer00:30 Financial Ozempic: Are “safe” investments actually harming your wealth?02:15 Real risk versus perceived risk and why inflation is the silent enemy04:00 Common financial ozempic products including bonds, annuities, structured notes, and covered calls07:45 The behavioral fix: Embracing volatility and owning real assets09:00 Closing: How to protect your purchasing power, retirement, and legacyKey Takeaways:Products marketed as low-risk and comforting can quietly reduce wealth through inflationBehavioral finance and cognitive biases make investors prioritize short-term comfort over long-term growthOwning real assets and staying disciplined protects purchasing power and builds wealthUnderstanding real risk versus perceived risk helps improve investor behavior and decision-makingAbout 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