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...
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 wealth
How behavioral biases and financial psychology affect decision-making and create short-term comfort traps
The importance of owning real assets and embracing volatility to beat inflation
Strategies to protect your portfolio, maintain a wealth mindset, and make 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 Financial Ozempic: Are “safe” investments actually harming your wealth?
02:15 Real risk versus perceived risk and why inflation is the silent enemy
04:00 Common financial ozempic products including bonds, annuities, structured notes, and covered calls
07:45 The behavioral fix: Embracing volatility and owning real assets
09:00 Closing: How to protect your purchasing power, retirement, and legacy
Key Takeaways:
Products marketed as low-risk and comforting can quietly reduce wealth through inflation
Behavioral finance and cognitive biases make investors prioritize short-term comfort over long-term growth
Owning real assets and staying disciplined protects purchasing power and builds wealth
Understanding real risk versus perceived risk helps improve investor behavior and decision-making
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 Blau
Fusion Family Wealth Website
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