The IDEAL Investor Show: The Path to Early Retirement

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

July 24, 2024 Axel Meierhoefer
How to use Behavioral Finance to create an investing strategy | $1 Billion Managed Assets
The IDEAL Investor Show: The Path to Early Retirement
More Info
The IDEAL Investor Show: The Path to Early Retirement
How to use Behavioral Finance to create an investing strategy | $1 Billion Managed Assets
Jul 24, 2024
Axel Meierhoefer

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


***

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Show Notes

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.