Fix it Friday - Private Equity in Your Retirement Plan: Opportunity or Trap? Why Private Markets ...

Описание: Welcome to Fix-It Friday, the podcast segment that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, CEO of Fusion Family Wealth, this episode pulls back the curtain on private investments. Jonathan explains how Wall Street firms promote “democratization” of private deals while often shifting risk onto everyday investors. Listeners will learn how behavioral finance biases like affinity bias and FOMO influence investment decisions, and gain insight into how to evaluate private deals responsibly to protect wealth.


What You’ll Learn:


How private investments are marketed and why they appear seductive to everyday investors


The hidden risks behind complex investment structures and lack of transparency


Six pillars of successful investing, including mindset and portfolio strategies


Want to make smarter financial decisions grounded in clarity and confidence? Subscribe and share the Crazy Wealthy Podcast (   / @crazywealthypodcast  ) . To learn more about Fusion Family Wealth’s evidence-based investment strategies, visit www.fusionfamilywealth.com (https://www.fusionfamilywealth.com/) and request our current disclosure brochure.






Key Timestamps:


00:00 Introduction and podcast disclaimer


02:30 Why private investments seem appealing: affinity bias and FOMO


05:45 The real agenda behind “democratization” of private deals


10:30 Six pillars of successful investing: faith, patience, discipline, allocation, diversification, rebalancing


15:30 Closing thoughts: stay curious and cautious with private investments






Key Takeaways:


Private investments can appear safe or exclusive, but often shift risk from firms to individual investors


Behavioral biases like FOMO and affinity bias can lead to poor decision-making in private markets


Faith, patience, and discipline in investing guide behavior, while allocation, diversification, and rebalancing manage portfolios effectively






About the Host


Jonathan Blau is the President and CEO of Fusion Family Wealth, a fiduciary wealth management firm he founded in 2013 to help families achieve clarity, confidence, and purpose with their money. With a deep focus on behavioral finance, Jonathan teaches investors how to recognize emotional biases and make evidence-based decisions that support long-term success. A sought-after speaker in wealth management, Jonathan previously held senior roles in tax and estate planning at Arthur Andersen. He holds a BS in Finance, an MS in Taxation, and an MBA in Accounting. Based on Long Island, Jonathan is active in the local business community, supports organizations such as the Middle Market Alliance and Sunrise Day Camp, and enjoys boating with his family.


LinkedIn – Jonathan Blau (  / jonathanblau  )


Fusion Family Wealth Website (https://www.fusionfamilywealth.com)


Crazy Wealthy Podcast (https://www.fusionfamilywealth.com/po...)