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How to use Behavioral Finance to create an investing strategy | $1 Billion Managed Assets

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Manage episode 430559033 series 2994685
Content provided by Axel Meierhoefer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Axel Meierhoefer 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.

Why listen to our interview with Jonathan Blau:

  • He is the founder and Chief Executive Officer of Fusion Family Wealth, a Long Island-based, fee-only, registered investment advisory firm.
  • His investment philosophy is centered on helping shape positive money behavior and by teaching wealthy people to consistently make rational financial decisions under uncertainty.

  • and more see below 👇👇

[00:00-09:37] How behavioral finance turns risks into opportunity

[09:38-15:12] Don’t put your eggs in one basket - but which baskets?

[15:12-19:15] Realistic expectations when investing

[19:16-21:28] Don’t listen to the neighbor

[21:29-27:36] Tax evading doesn’t make you rich

[27:37-32:45] Entrepreneur Q&As

[32:45-34:00] Answer all your mutual investing and finance questions

Connect with Jonathan to Answer all your mutual investing and finance questions

www.fusionfamilywealth.com

***

More on YouTube? Check the video version on Youtube

Start taking action right NOW!

Connect with us through social! We’d love to build a community of like-minded people like YOU!

Support the Show.

  continue reading

309 episodes

Artwork
iconShare
 
Manage episode 430559033 series 2994685
Content provided by Axel Meierhoefer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Axel Meierhoefer 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.

Why listen to our interview with Jonathan Blau:

  • He is the founder and Chief Executive Officer of Fusion Family Wealth, a Long Island-based, fee-only, registered investment advisory firm.
  • His investment philosophy is centered on helping shape positive money behavior and by teaching wealthy people to consistently make rational financial decisions under uncertainty.

  • and more see below 👇👇

[00:00-09:37] How behavioral finance turns risks into opportunity

[09:38-15:12] Don’t put your eggs in one basket - but which baskets?

[15:12-19:15] Realistic expectations when investing

[19:16-21:28] Don’t listen to the neighbor

[21:29-27:36] Tax evading doesn’t make you rich

[27:37-32:45] Entrepreneur Q&As

[32:45-34:00] Answer all your mutual investing and finance questions

Connect with Jonathan to Answer all your mutual investing and finance questions

www.fusionfamilywealth.com

***

More on YouTube? Check the video version on Youtube

Start taking action right NOW!

Connect with us through social! We’d love to build a community of like-minded people like YOU!

Support the Show.

  continue reading

309 episodes

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