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 history rather than just knowing it, and the necessity of removing emotions from decision-making. Chad discusses how trust in the architect of a plan—whether in combat or wealth management—can be the difference between failure and success. This conversation is a must-listen for those looking to approach their financial future with the same strategic precision as an elite military operation.
IN THIS EPISODE:
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RESOURCE LINKS
Fusion Family Wealth - Website
GUEST BIOGRAPHY:
Chadwick Ford is the President and CEO of Elysium Aero Consulting & Solutions,
a firm focused on providing innovative leadership development, strategic
planning and consulting services to help businesses excel in today’s competitive
market. Through customized programs and military-inspired strategic frameworks,
Ford’s firm empowers organizations to overcome challenges, drive sustainable
growth, and strengthen their leadership capabilities.
Please Note: No individual has been provided nor promised any direct or indirect economic benefit for sharing Fusion podcasts/articles/opinions. No post should be construed as any assurance that a reader will find the podcast/article/opinion beneficial.
Please click below for important disclosure information.
https://www.fusionfamilywealth.com/disclosures
ABOUT THE HOST: Jonathan is the President and CEO of Fusion Family Wealth, founded in 2013 to focus on behavioral finance and guide clients toward rational financial decisions. 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. Based on Long Island, Jonathan is active in the local business community, supports causes like the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.
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 decisions, and insights into what separates successful investors from those who fall short. Plus, don’t miss Jonathan’s favorite quote on the pitfalls of overconfidence. Let’s get started!
IN THIS EPISODE:
KEY TAKEAWAYS:
ABOUT THE HOST: Jonathan is the President and CEO of Fusion Family Wealth, founded in 2013 to focus on behavioral finance and guide clients toward rational financial decisions. 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. Based on Long Island, Jonathan is active in the local business community, supports causes like the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.
RESOURCE LINKS
Fusion Family Wealth - Website
Please Note: No individual has been provided nor promised any direct or indirect economic benefit for sharing Fusion podcasts/articles/opinions. No post should be construed as any assurance that a reader will find the podcast/article/opinion beneficial. Please click below for important disclosure information.
https://www.fusionfamilywealth.com/disclosures
Bias, Predictions, Investing, Fusion Family Wealth, Portfolio, Financial Planning, Expert Forecasts, Illusion Of Predictive Value, Long-Term Goals, Decision-Making, Market Performance, Overconfidence, Successful Investors, Planning-Driven Strategies, Economic Trends, Investor Psychology
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 in great companies, like those in the S&P 500, can outpace inflation, while bonds, often considered “safe,” may diminish wealth over time. If you’ve ever wondered how to make smarter investment choices, this episode is for you. Let’s get started!
IN THIS EPISODE:
KEY TAKEAWAYS:
GUEST BIOGRAPHY:
ABOUT THE HOST: Jonathan is the President and CEO of Fusion Family Wealth, founded in 2013 to focus on behavioral finance and guide clients toward rational financial decisions. 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. Based on Long Island, Jonathan is active in the local business community, supports causes like the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.
RESOURCE LINKS
Fusion Family Wealth - Website
DISCLAIMER
Please Note: No individual has been provided nor promised any direct or indirect economic benefit for sharing Fusion podcasts/articles/opinions. No post should be construed as any assurance that a reader will find the podcast/article/opinion beneficial. Please click below for important disclosure information.
https://www.fusionfamilywealth.com/disclosures
Risk, Inflation, Purchasing Power, Fusion Family Wealth, Investment, Wealth Management, Behavioral Finance, Behavioral Investment Counseling, Investor Behavior, Stocks, Bonds, Volatility, Safety, Growth, Wealth, Psychology, Diversification
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 values, the distinction between eulogy and resume virtues, and Fred’s perspective on living without regrets. Stay tuned as Jonathan concludes with a heartfelt discussion with his wife, Amy, reflecting on her father’s enduring wisdom.
IN THIS EPISODE:
KEY TAKEAWAYS:
GUEST BIOGRAPHY: Fred spent 40+ years as a CPA and business advisor, primarily as a Partner at Arthur Andersen LLP. He led the Long Island practice and managed the enterprise audit practice in Metro New York, earning clients' trust as their most trusted advisor.
ABOUT THE HOST: Jonathan is the President and CEO of Fusion Family Wealth, founded in 2013 to focus on behavioral finance and guide clients toward rational financial decisions. 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. Based on Long Island, Jonathan is active in the local business community, supports causes like the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.
RESOURCE LINKS
Fusion Family Wealth - Website
Please Note: No individual has been provided nor promised any direct or indirect economic benefit for sharing Fusion podcasts/articles/opinions. No post should be construed as any assurance that a reader will find the podcast/article/opinion beneficial.
Please click below for important disclosure information.
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 unreliable and how investors should focus on preparation rather than prediction to navigate the unpredictable nature of the markets. Listen to Jonathan’s insights on avoiding the uncertainty trap and taking a more resilient investment approach.
IN THIS EPISODE:
KEY TAKEAWAYS:
ABOUT THE HOST: Jonathan is the President and CEO of Fusion Family Wealth, founded in 2013 to focus on behavioral finance and guide clients toward rational financial decisions. 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. Based on Long Island, Jonathan is active in the local business community, supports causes like the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.
RESOURCE LINKS
Fusion Family Wealth - Website
Please Note: No individual has been provided nor promised any direct or indirect economic benefit for sharing Fusion podcasts/articles/opinions. No post should be construed as any assurance that a reader will find the podcast/article/opinion beneficial. Please click below for important disclosure information.
https://www.fusionfamilywealth.com/disclosures
Uncertainty, Financial Predictions, Preparation, Fusion Family Wealth, Investment, Wealth Management, Behavioral Finance, Behavioral Investment Counseling, Investor Behavior, Illusion of Certainty, Financial Forecasts, Market Timing, Financial Planning, Investor Resilience, Economic Trends, Media Narratives