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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.

LinkedIn – Jonathan Blau

Fusion Family Wealth Website

Crazy Wealthy Podcast

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32 episodes