Samantha Burd, third-generation owner of Lady Burd Cosmetics, joins Jonathan Blau to share the inspiring legacy of her grandmother Roberta Burd and how the company has been helping entrepreneurs enter the cosmetics business for over 50 years. Samantha discusses overcoming early challenges as a family‑run, women‑led manufacturer, how Lady Burd offers low minimum order quantities to democratize access to the beauty industry, and how modern tools like AI can help businesses grow visibility. Her story blends family legacy, entrepreneurship, and practical strategies for building a business with minimal risk.

What You’ll Learn in this Episode:

The history and legacy of Lady Burd Cosmetics and how Samantha carries it forward

Why low minimum order quantities are a game changer for aspiring entrepreneurs

How small businesses can leverage AI for greater brand visibility and competitive advantage

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

TIMESTAMPS:

00:00 Introduction & podcast disclaimer

01:00 Welcome Samantha Burd of Lady Burd Cosmetics

01:45 Samantha’s family business background & Lady Burd story

04:00 Samantha’s perspective on legacy and responsibility

05:30 Grandma Roberta’s entrepreneurial breakthrough

09:00 Growing up in the business & early experience

14:30 Leveraging AI for business growth

19:00 Samantha’s education & corporate consulting background

25:45 The democratization of entrepreneurship with $150 low minimum orders

30:30 Men’s products & private label options

31:45 How to get in touch with Lady Burd Cosmetics

33:10 Jon and Amy recap the episode

KEY TAKEAWAYS:

Lady Burd Cosmetics is a family‑owned American beauty manufacturer with over 50 years of experience helping entrepreneurs launch products with low barrier to entry

Low minimum order quantities (as low as $150) unlock opportunities for bootstrapped founders to start private label brands.

Samantha emphasizes the importance of education, community, and adapting modern tools (like AI) in small business growth.

A three‑generation family legacy continues to create jobs and empower small business owners.

Practical exposure—from trade shows to consulting—shapes well‑rounded entrepreneurial leadership.

ABOUT THE GUEST:

Samantha Burd is the third‑generation owner of Lady Burd Cosmetics, a family‑owned American beauty manufacturer based in Farmingdale, NY that produces private label and custom cosmetics, skin care, and personal care products for brands of all sizes. Lady Burd offers low minimum order quantities (starting around $150 for stock items), custom formulations, labeling, and packaging options to help new entrepreneurs enter the beauty industry with minimal risk.

Samantha holds a bachelor’s in Marketing and Finance, a master’s in Data Analytics, and brings corporate experience from roles in supply chain and consulting at Deloitte, where she specialized in operations and analytics for luxury retail clients.

https://www.linkedin.com/in/samantha-burd-36a00580

Welcome to Fix-It Friday on the Crazy Wealthy Podcast, where Jonathan Blau, CEO of Fusion Family Wealth, shares practical strategies to help you make smarter financial decisions. In this episode, Jonathan explains the concept of financial ozempic, investments that seem safe but actually reduce long-term wealth.

Listeners will learn how behavioral finance and investor behavior are influenced by biases like loss aversion and the search for comfort. Jonathan also discusses why owning real assets, staying disciplined, and embracing volatility are essential to protecting purchasing power, building wealth, and making better financial decisions. By the end of the episode, you’ll understand how to manage risk, avoid emotional investing traps, and protect your retirement and legacy.

What You’ll Learn:

Why investments like bonds, annuities, and structured products can quietly erode wealth

How behavioral biases and financial psychology affect decision-making and create short-term comfort traps

The importance of owning real assets and embracing volatility to beat inflation

Strategies to protect your portfolio, maintain a wealth mindset, and make evidence-based investment choices

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

Key Timestamps:

00:00 Introduction and podcast disclaimer

00:30 Financial Ozempic: Are “safe” investments actually harming your wealth?

02:15 Real risk versus perceived risk and why inflation is the silent enemy

04:00 Common financial ozempic products including bonds, annuities, structured notes, and covered calls

07:45 The behavioral fix: Embracing volatility and owning real assets

09:00 Closing: How to protect your purchasing power, retirement, and legacy

Key Takeaways:

Products marketed as low-risk and comforting can quietly reduce wealth through inflation

Behavioral finance and cognitive biases make investors prioritize short-term comfort over long-term growth

Owning real assets and staying disciplined protects purchasing power and builds wealth

Understanding real risk versus perceived risk helps improve investor behavior and decision-making

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

Fusion Family Wealth Website

Crazy...

Behavioral finance expert Doug Lennick joins Jonathan Blau on the Crazy Wealthy podcast to discuss how emotional intelligence shapes successful investment decisions. Lennick, CEO of think2perform, pioneered behavioral finance applications decades before it became mainstream. He shares his "Four Rs" framework—Recognize, Reflect, Reframe, Respond—which helps investors overcome cognitive biases and make rational decisions during market volatility. The conversation explores how investor behavior determines financial success and emphasizes values-based decisions for effective wealth management.

What You’ll Learn in this Episode:

How the Four Rs framework (Recognize, Reflect, Reframe, Respond) helps you make better financial decisions by slowing down automatic emotional responses and engaging your reflective mind to overcome cognitive biases.

Why past behavior is more predictive than past performance, and how understanding behavioral patterns gives you control over your financial future through actionable changes you can make today.

The difference between emotional intelligence and moral intelligence, and why developing both as differentiating competencies is essential for making values-based decisions that align with what truly matters.

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

TIMESTAMPS:

00:00 Introduction to behavioral finance pioneer Doug and emotional intelligence in investing

07:55 Understanding amygdala hijack and why brains can't distinguish bear markets from real danger

11:00 The Four Rs framework: Recognize, Reflect, Reframe, Respond for better decision making

20:12 Doug's journey into financial services without a college degree

30:08 Differentiating competencies: Why emotional and moral intelligence trump technical skills

40:33 How to achieve happiness and aligning behaviors with values to achieve financial success

47:05 Jon and Amy recap the episode

KEY TAKEAWAYS:

Investor behavior, not market conditions, determines financial success. The Four Rs framework helps you make rational decisions during market volatility.

Past behavior predicts outcomes more reliably than past performance. Unlike market timing, your behavior can be changed through practice and self-awareness.

True fiduciary responsibility requires emotional intelligence and moral intelligence. Helping clients align decisions with values creates lasting impact.

ABOUT THE GUEST:

Doug is an internationally acclaimed author, a Certified Financial Planner and Behavioral Financial Advisor and is CEO and co-founder of think2perform, a firm internationally recognized for developing values-based decision-making and high performance in individuals and organizations.

Doug Lennick - LinkedIn

think2perform - Website

Doug Lennick: books, biography, latest update

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...