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Ep-129 -How Behavior Can Affect Your Wealth with Jonathan Blau

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Manage episode 413002596 series 3558262
Content provided by Destiny Creation LLC and Mark Yegge. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Destiny Creation LLC and Mark Yegge or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Welcome to our podcast! In this episode, we dive into financial insights with Jonathan Blau, the CEO of Fusion Family Wealth. Blau shares his journey in wealth management, highlighting the role of behavioral finance in shaping his approach. He emphasizes educating investors for better success and discusses how market fluctuations can impact wealth.

Blau challenges financial myths like diversification, suggesting a concentrated approach within asset classes but diversifying among them. He also delves into behavioral biases affecting investment decisions and stresses the need to educate individuals about these tendencies.

The discussion includes views on Bitcoin and cryptocurrencies, with Blau advocating a conservative stance while Yegge sees Bitcoin as a hedge against instability.

Tune in for valuable advice on sticking to core investment strategies and focusing on long-term wealth building.

To reach Jonathan: fusionfamilywealth.com

  continue reading

159 episodes

Artwork
iconShare
 
Manage episode 413002596 series 3558262
Content provided by Destiny Creation LLC and Mark Yegge. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Destiny Creation LLC and Mark Yegge or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Welcome to our podcast! In this episode, we dive into financial insights with Jonathan Blau, the CEO of Fusion Family Wealth. Blau shares his journey in wealth management, highlighting the role of behavioral finance in shaping his approach. He emphasizes educating investors for better success and discusses how market fluctuations can impact wealth.

Blau challenges financial myths like diversification, suggesting a concentrated approach within asset classes but diversifying among them. He also delves into behavioral biases affecting investment decisions and stresses the need to educate individuals about these tendencies.

The discussion includes views on Bitcoin and cryptocurrencies, with Blau advocating a conservative stance while Yegge sees Bitcoin as a hedge against instability.

Tune in for valuable advice on sticking to core investment strategies and focusing on long-term wealth building.

To reach Jonathan: fusionfamilywealth.com

  continue reading

159 episodes

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