Podcast Episodes
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Fix It Friday - Ambiguity Bias and the Relationship Between Certainty and Return
Welcome to Fix-It Friday, the podcast segment that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, CEO o…
10 months, 1 week ago
Ep 11 - Jack Guarnieri: The Pinball Wizard of Customer Service
Episode 11
From yachts to private jets, wealthy people love toys that blend nostalgia with luxury—and few capture that thrill better than a high-tech, custom pi…
10 months, 4 weeks ago
Fix It Friday - From Wall Street to Main Street: How the S&P 500 Benchmark Became a Dangerous Standard
Welcome to Fix-It Friday, the podcast segment that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, CEO o…
11 months, 2 weeks ago
Ep 10 - From Paperboy to Payroll Prince: Meet Rob Basso, the Consummate Entrepreneur
Episode 10
Welcome to the Crazy Wealthy Podcast! Jonathan interviews Rob Basso, a seasoned entrepreneur and business coach who shares his journey from humble be…
1 year ago
Fix It Friday - Illusions and Collusions: How Big Wall Street and Financial Media Collude to Profit at the Investors Expense
Welcome to Fix-It Friday, the podcast segment that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, CEO o…
1 year ago
Ep 9 - The GOAT (“Greatest of all Tax”) specialists - Scott T. Ditman, CPA, PFS — Consultant - Citrin Cooperman (Formerly Berdon, LLP Tax Partner, Executive Committee Member and Head of Personal Wealth Services)
Episode 9
In this episode, Jonathan Blau sits down with The GOAT — “Greatest of all Tax” specialists, Scott T. Ditman, CPA, PFS. He is a Consultant at Citrin C…
1 year, 1 month ago
Fix It Friday - Overcoming the Wacky Economics of Investor Behavior
Welcome to Fix-It Friday, the podcast segment that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, CEO o…
1 year, 1 month ago
Ep 8 - From Childhood Poverty to Wealth Management Industry Pioneer
Episode 8
Do you want to unlock the secrets to financial success and navigate the complexities of wealth management?
This episode will give you the expert insig…
1 year, 2 months ago
Fix It Friday - The Three Most Important Numbers In Investing
Welcome to Fix-It Friday, the podcast segment that simplifies financial strategies to help you make smarter decisions. Hosted by Jonathan Blau, CEO o…
1 year, 2 months ago
Ep 7 - From Transactions to Transformation: A Pioneer’s Journey in Financial Advisor Recruiting with Mindy Diamond
Episode 7
What’s driving today’s top financial advisors to break away from big firms and go independent? And how can AI change the game without replacing the h…
1 year, 3 months ago