Crazy 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 how investors misunderstand risk by focusing on volatility instead of inflation. Listeners will learn how behavioral finance biases like loss aversion and risk misperception influence investment decisions and gain insight into why avoiding short-term discomfort can lead to long-term financial failure. By the end of the episode, you’ll understand how to make smarter financial choices and protect your wealth.What You’ll Learn:The difference between volatility and inflation and why it mattersHow behavioral finance biases cause investors to fear the wrong risksWhy smooth returns from cash and bonds can quietly destroy 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 and podcast disclaimer02:10 — Volatility explained and why it is temporary05:45 — Inflation as the silent erosion of purchasing power10:30 — Closing: Redefining risk and protecting your futureKey Takeaways:Volatility is temporary, but inflation permanently reduces purchasing powerBehavioral finance biases lead investors to avoid discomfort instead of real riskTrue risk is failing to maintain your lifestyle, not short-term market swingsAbout 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

Welcome to Fix It Friday, the podcast segment that simplifies financial strategies to help you make smarter decisions. In this episode, Jonathan Blau tackles a powerful psychological trap that can quietly derail even the smartest investors: hindsight bias. As global tensions rise and markets react, many people feel like “this time is different”—but is it really? Jonathan breaks down why every crisis feels worse in the moment, how our brains distort past events, and what it truly takes to make sound financial decisions during uncertain times. This episode is a timely reminder that success isn’t about predicting the future—it’s about being prepared for it.What You’ll Learn:What hindsight bias is and how it impacts decision-makingWhy every crisis feels worse in real timeThe difference between prediction and preparednessHow market volatility actually behaves over timeWant 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 brochureKey Timestamps:00:00 - Disclaimer and introduction00:24 – What is hindsight bias (“I knew it all along” syndrome)01:40 – The “rearview mirror” effect explained02:30 – Why prediction is a myth in investing03:00 – Emotional preparedness: what investors must expect03:30 – Market realities: average declines and bear markets04:15 – The importance of not interrupting compounding04:45 – Financial preparedness: structuring your portfolio05:15 – Why 2–3 years of cash reserves matter06:45 – The real goal: resilience, not being right07:15 – The “fix” for hindsight bias07:45 – Final thoughts on uncertainty and long-term successKey Takeaways:Hindsight bias creates the illusion that past events were predictable when they were notEvery crisis feels uniquely severe in the moment because uncertainty is uncomfortableMarkets historically recover and reach new highs, despite temporary declines 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

Welcome to Fix It Friday, the podcast segment that simplifies financial strategies to help you make smarter decisions. In this episode, Jonathan Blau breaks down how media narratives can distort investor perception during market downturns. With headlines designed to trigger fear and urgency, it’s easy to lose sight of how markets actually function. Jonathan cuts through the noise to explain why volatility is normal, why markets are never linear, and how long-term investors can stay grounded when short-term headlines feel overwhelming. This episode is a powerful reminder that successful investing depends more on behavior than commentary.What You’ll Learn:✅Why market movements are never smooth or predictable✅How media headlines amplify fear during downturns✅The real meaning behind terms like “correction” and “bear market”✅Why volatility is the cost of earning higher returnsWant 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 - Disclaimer and introduction01:00 – Why markets are not linear02:00 – The “cost of admission” to stock returns03:00 – How headlines distort reality03:30 – Compounding vs. simple returns explained04:30 – What “correction territory” really means05:30 – Why “pullbacks” are normal05:45 – What history tells us about volatility06:15 – The real risk: investor behavior07:30 – Staying disciplined and focused on long-term goals08:00 – Closing thoughts and shareable takeawayKey Takeaways:💎 Markets are inherently volatile and never move in a straight line💎Media headlines are designed to capture attention—not provide context💎Terms like “correction” and “bear market” are often misunderstood but have simple definitions💎Volatility is not a flaw—it’s the price investors pay for higher long-term returns 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

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