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 why behavioral investment counseling can be the difference between simply understanding investing and achieving lasting financial success. Jonathan explains why most investors focus on portfolios before creating a financial plan, exposes the "alpha illusion" of trying to outperform the market, and reveals why protecting purchasing power matters more than avoiding market volatility. Learn how disciplined investing, thoughtful planning, and behavioral coaching help investors stay focused through uncertainty and make decisions that support long-term financial freedom.
What You’ll Learn:
Why behavioral investment counseling is more powerful than traditional wealth management
The three-step planning process every investor should follow before building a portfolio
Why inflation—not market volatility—is the biggest long-term threat to your wealth
How disciplined investing helps you stay on track through market uncertainty
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 Why behavioral investment counseling is life-changing, not just interesting
02:12 The three-step framework every investor should follow
03:42 The "alpha illusion" and why chasing market outperformance fails
05:00 Why protecting purchasing power should be your investment priority
06:00 Volatility versus inflation: understanding the real financial risk
07:40 Using bonds strategically to manage retirement income and sequence risk
09:18 Why investor behavior—not the markets—determines long-term success
Key Takeaways:
Great investing starts with a financial plan—not investment selection.
Market volatility is temporary, but inflation permanently erodes purchasing power.
Behavioral coaching helps investors stay disciplined when emotions are strongest.
Long-term wealth is built through preparation and consistency, not market predictions.
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
Crazy Wealthy Podcast
