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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
Konten disediakan oleh Axel Meierhoefer. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Axel Meierhoefer atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Send us a text

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.

Start taking action right NOW!

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

  continue reading

339 episode

Artwork
iconBagikan
 
Manage episode 430559033 series 2994685
Konten disediakan oleh Axel Meierhoefer. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Axel Meierhoefer atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Send us a text

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.

Start taking action right NOW!

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

  continue reading

339 episode

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