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Investing for Generational Wealth
Keshav Kolur
68 episodes
5 days ago
Are you looking to grow your wealth passively while minimizing your risk? Whether you are interested in real estate, small business, private lending, venture capital, or other time-tested wealth-building strategies, you’re in the right place. Every week, we invite domain experts to speak on investments, tax and legal strategies, and much more, all with the goal of helping you build your portfolio wealth. Like and subscribe now so you don't miss an episode.
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Investing
Business
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All content for Investing for Generational Wealth is the property of Keshav Kolur and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Are you looking to grow your wealth passively while minimizing your risk? Whether you are interested in real estate, small business, private lending, venture capital, or other time-tested wealth-building strategies, you’re in the right place. Every week, we invite domain experts to speak on investments, tax and legal strategies, and much more, all with the goal of helping you build your portfolio wealth. Like and subscribe now so you don't miss an episode.
Show more...
Investing
Business
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EP. 62 - Identify & Modify Common Investor Biases | Behavioral Finance Webinar with Jonathan Blau
Investing for Generational Wealth
45 minutes 56 seconds
5 months ago
EP. 62 - Identify & Modify Common Investor Biases | Behavioral Finance Webinar with Jonathan Blau

Ever wondered why even experienced investors sometimes make irrational decisions? In this insightful webinar replay, Jonathan Blau, founder and CEO of Fusion Family Wealth, dives into the psychological biases that can derail investment strategies. Learn how to recognize your own biases and develop strategies to improve financial decision-making.

What You’ll Learn:

  • ✅ The most common behavioral biases that affect investment decisions
  • ✅ How emotional reactions to market events can sabotage your financial plan
  • ✅ Practical techniques to reshape your “money behavior” for better investing outcomes
  • ✅ Real-world examples of how biases play out in the financial markets

About Jonathan Blau:

Jonathan Blau is a leading voice in behavioral finance with a practical, client-centered approach to wealth management. As the CEO of Fusion Family Wealth, a Long Island-based RIA with $1.1 billion under advisement, Jonathan specializes in guiding high-net-worth clients to make rational investment decisions despite market volatility.

Jonathan’s philosophy emphasizes that investor temperament—how you act—matters more than what you know. Through his deep experience, he helps clients ignore market noise and stay committed to long-term financial goals.

📌 Whether you're new to investing or a seasoned professional, this session offers valuable insights into how to think clearly about your investments and maintain emotional discipline.

Reach Jonathan:

  • Website: www.fusionfamilywealth.com
  • Podcast: crazywealthypodcast.fusionfamilywealth.com
  • Email: J.Blau@fusionfamilywealth.com
  • Phone: 516 206-1320
  • Fax: 646 786-3960

Reach Clive Capital:

  • Website: https://www.clivecap.com/
  • LinkedIn (Keshav Kolur): Keshav Kolur
  • Calendly (Keshav): Book a call
  • LinkedIn (John Lai): John Lai
  • Calendly (John): Book a call
  • Email: ir@clivecap.com
  • Phone: +1 (401) 241-9632
Investing for Generational Wealth
Are you looking to grow your wealth passively while minimizing your risk? Whether you are interested in real estate, small business, private lending, venture capital, or other time-tested wealth-building strategies, you’re in the right place. Every week, we invite domain experts to speak on investments, tax and legal strategies, and much more, all with the goal of helping you build your portfolio wealth. Like and subscribe now so you don't miss an episode.