Crazy Wealthy Podcast
Jonathan Blau
Recent Episodes
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.
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.
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.
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.
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 none of its services should be interpreted as legal or accounting advice. No portion of this content should be viewed as a guarantee that any client or prospective client will experience a particular outcome or level of results. For additional information regarding Fusion’s investment advisory services and fees, refer to the current written disclosure brochure available upon request or online at www.fusionfamilywealth.com.
Welcome to Fix-It Friday, the podcast segment that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, President and CEO of Fusion Family Wealth, each episode dives into common biases and challenges that impact our financial choices—and how to fix them.
In this episode, Jonathan explores why tuning out the Federal Reserve’s every move might be the smartest decision for long-term investors. He breaks down how the constant focus on the Fed—interest rate predictions, market speculation, and news headlines—can derail sound investment strategy. Instead, he shares how disciplined investors can build wealth by staying focused on fundamentals rather than short-term noise. This week’s discussion also touches on ambiguity bias and its impact on financial decision-making, highlighting how cognitive biases can lead investors to favor certainty over potential higher returns.
What You’ll Learn in This Episode:
Why focusing too much on the Federal Reserve can lead to reactive decision-making
How market timing and media narratives distort investor confidence
The difference between real financial data and distracting “Fed chatter”
Actionable steps to stay focused on your investment strategy
Want to make smarter financial decisions grounded in clarity and confidence? Subscribe and share the Crazy Wealthy Podcast: https://www.youtube.com/@CrazyWealthyPodcast
Timestamps
00:00 Intro: Welcome to Fix It Friday
00:40 The obsession with Fed predictions
02:00 Why following the Fed can derail your investment plan
03:15 What investors should actually focus on
05:00 How disciplined investors stay ahead of the noise
07:30 Jonathan’s key advice for staying the course
08:30 Closing thoughts
Key Takeaways
The Fed’s decisions impact markets—but not your long-term financial plan.
Overreacting to headlines can cause unnecessary portfolio changes.
Consistency and patience are the investor’s greatest assets.
Focus on fundamentals, not forecasts, to build real wealth.
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.
Disclosure
Investment advisory services may not be suitable for every investor or portfolio. Neither Fusion’s investment advisor registration status nor any amount of prior experience or success should be construed as a guarantee of specific results or satisfaction if Fusion is engaged or continues to be engaged to provide investment advisory services.
Fusion is neither a law firm nor an accounting firm, and none of its services should be interpreted as legal or accounting advice. No portion of this content should be viewed as a guarantee that any client or prospective client will experience a particular outcome or level of results through Fusion’s services.
For additional information regarding Fusion’s investment advisory services and fees, please refer to our current written disclosure brochure, available upon request or online at www.fusionfamilywealth.com.