The Big Bo $how: 360° No-Nonsense Wealth Building Wisdom with Jason Blumstein, CFA

Why do so many high earners — even those making multiple six figures — still feel financially stuck?This is what we call The High Earner’s Paradox. You’ve got the income, the title, maybe even the dream house… but your cash flow feels tight, and long-term wealth doesn’t seem to be compounding the way it should.In this episode of The Big Bo $how: 360° No-Nonsense Wealth Building Wisdom, Jason Blumstein, CFA, Founder of Julius Wealth Advisors, breaks down:✅ 7 common money mistakes many high earners make without realizing it✅ 4 silent wealth killers that quietly drain financial progress✅ A playbook of strategies designed to help you protect your lead and build with clarityWe’ll explore:Why earning six figures can still feel limitingHow lifestyle creep, taxes, and concentration risk impact wealthWays disciplined planning can provide more control and confidencePacked with data, analogies, and straight talk, this episode is about helping you think differently about wealth — and putting yourself in position to move forward with strategy and purpose.👉 Tune in now and see how to reframe the High Earner’s Paradox in your own financial journey.👇 Ready to go deeper?Download your Wealth Building Playbook → https://www.juliuswealthadvisors.com/download-your-jwa-wealth-building-playbookwww.juliuswealthadvisors.comSchedule a Call: 201-408-4644Email: info@juliuswealth.comChapters00:00 Introduction to Wealth Building Strategies00:43 The Seven Costly Money Mistakes07:09 Silent Wealth Killers11:49 Lessons from Super Bowl 51The content is developed from sources believed to be providing accurate information. The information in this podcast is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Julius Wealth Advisors, LLC (“JWA”) is a registered investment adviser located in Englewood Cliffs, NJ. Registration as an investment adviser does not imply a certain level of skill or training. The publication of The Big Bo $how should not be construed by any consumer or prospective client as JWA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. A copy of JWA’s current written disclosure statement as set forth on Form ADV, discussing JWA’s business operations, services, and fees is available from JWA upon written request. JWA does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. JWA is neither your attorneys nor your accountants and no portion of this podcast should be interpreted by you as legal, accounting, or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.

AI is everywhere—on Wall Street, in your career, and even in your daily routine. But is it building real wealth…or quietly pulling us toward risk and mediocrity?In this episode of The Big Bo $how: 360° No-Nonsense Wealth Building Wisdom, Jason Blumstein, CFA, Founder of Julius Wealth Advisors, breaks down what you need to know about the AI boom and your money:✅ Why the “Magnificent 7” dominate today’s stock market—and what history says about concentrated bets.✅ The real opportunities and risks of AI in business, investing, and your career.✅ How AI’s gravitational pull toward “average” can limit growth—and ways to use it as a tool, not a crutch.✅ Why depth, balance, and discipline—not hype—are the true drivers of long-term success in both football and finance.Packed with data, sports analogies, and straight talk, this episode will help you rise above the noise, avoid blind spots, and approach wealth building with clarity and intention.👉 Tune in now and learn how to navigate the AI era with strategy and purpose.👇 Ready to build your legacy? Download your Wealth Building Playbook → https://www.juliuswealthadvisors.com/download-your-jwa-wealth-building-playbook www.juliuswealthadvisors.com Schedule a Call: 201-408-4644 Email: info@juliuswealth.com Chapters01:38 Introduction: AI's Impact on Markets02:40 Valuation and Market Risks07: 36 AI's Role in Various Industries08:40 Strategic Use of AI12:28 Football Analogy: Depth Over Stars15:34 Conclusion: Building Wealth with StrategyThe content is developed from sources believed to be providing accurate information. The information in this podcast is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Julius Wealth Advisors, LLC (“JWA”) is a registered investment adviser located in Englewood Cliffs, NJ. Registration as an investment adviser does not imply a certain level of skill or training. The publication of The Big Bo $how should not be construed by any consumer or prospective client as JWA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. A copy of JWA’s current written disclosure statement as set forth on Form ADV, discussing JWA’s business operations, services, and fees is available from JWA upon written request. JWA does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. JWA is neither your attorneys nor your accountants and no portion of this podcast should be interpreted by you as legal, accounting, or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.

Think you’re doing “enough” to secure your & your kids’ future? You might want to take a second look…In this episode of The Big Bo $how: 360° No-Nonsense Wealth Building Wisdom, Jason Blumstein, CFA—former Wall Street insider and Founder of Julius Wealth Advisors—dives into the most overlooked strategies high earners are missing when it comes to building a generational legacy.From underused 529 Plans and misunderstood trust strategies to the newly passed One Big Beautiful Bill (OBBBA), Jason walks you through what it really takes to grow, protect, and pass on wealth — without sacrificing your own financial stability in the process.You’ll walk away with:A smarter approach to using 529 Plans without derailing your retirementHow trusts can serve as legal armor for your legacy (not just for billionaires)Key takeaways from the latest tax law changes that could impact your walletAnd a powerful lesson from the MLB All-Star Break about showing up where it matters mostWhether you’re earning multiple six figures, juggling work and family, or just want to build a future that lasts — this episode should help you get your full wealth strategy back in the driver’s seat.Download your complimentary Wealth Building Playbook herewww.juliuswealthadvisors.comCall: 201-408-4644Email: info@juliuswealth.comChapters00:00 Introduction: Are You Doing Enough with Your Success?02:15 The Fast-Paced Life: Is Your Wealth Strategy Keeping Up?05:00 Understanding 529 Plans: A Tool for Your Child's Future10:45 Advanced 529 Strategies: Gift Tax Averaging and More15:30 Trusts: Protecting and Directing Your Wealth18:30 Navigating Tax Changes: Opportunities in the Latest Legislation22:00 The Importance of Financial Stability: Prioritizing Your Future25:00 Mindset Shift: Aligning Wealth with Life Goals28:00 Real Wealth: Presence and Freedom30:00 Conclusion: Recap and Call to ActionThe content is developed from sources believed to be providing accurate information. The information in this podcast is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Julius Wealth Advisors, LLC (“JWA”) is a registered investment adviser located in Englewood Cliffs, NJ. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of The Big Bo $how should not be construed by any consumer or prospective client as JWA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. A copy of JWA’s current written disclosure statement as set forth on Form ADV, discussing JWA’s business operations, services, and fees is available from JWA upon written request.  JWA does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. JWA is neither your attorneys nor your accountants and no portion of this podcast should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

Thinking about buying a home in 2025?You might want to hit pause...In this episode of The Big Bo $how: 360° No-Nonsense Wealth Building Wisdom, Jason Blumstein, CFA—former Wall Street insider and Founder of Julius Wealth Advisors—breaks down one of the biggest financial myths out there:“If you rent, you're throwing money away.”Spoiler: The math tells a very different story.From record-low housing affordability and rising mortgage rates to ballooning ownership costs, Jason walks you through how one client could potentially generate $6.2 million in long-term wealth by renting and investing the difference.You’ll walk away with:​A step-by-step Rent vs. Buy decision-making framework​Clarity on the true costs of homeownership​Guidance on how to invest the difference strategically​And a powerful reminder from Steph Curry’s 2016 NBA Finals collapse on how staying calm under pressure creates real winsWhether you're earning six figures and feeling real estate FOMO, questioning your next move, or looking to make smarter money decisions, this episode gives you the clarity and confidence to play your wealth game right.Download your complimentary Wealth Building Playbook ⁠here ⁠www.juliuswealthadisors.comCall: 201-408-4644Email: ⁠info@juliuswealth.comChapters00:00 Rethinking Homeownership: The Case for Renting01:44 Understanding the Current Housing Market Dynamics05:50 Strategic Approaches to Home Buying and Renting07:26 Understanding the Financial Impact of Homeownership11:33 Evaluating Market Timing for Home Purchases13:19 The Hidden Costs of Homeownership15:01 The NBA Finals and Wealth Lessons16:31 Staying Calm in the Face of Pressure18:00 Navigating the Housing Market with Strategy19:41 Exploring Key Themes in Today's ConversationThe content is developed from sources believed to be providing accurate information. The information in this podcast is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Julius Wealth Advisors, LLC (“JWA”) is a registered investment adviser located in Englewood Cliffs, NJ. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of The Big Bo $how should not be construed by any consumer or prospective client as JWA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. A copy of JWA’s current written disclosure statement as set forth on Form ADV, discussing JWA’s business operations, services, and fees is available from JWA upon written request.  JWA does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. JWA is neither your attorneys nor your accountants and no portion of this podcast should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

Markets panicked. Headlines screamed. And once again, fear tried to hijack your financial future.In this episode of The Big Bo $how, Jason Blumstein, CFA —CEO of Julius Wealth Advisors — breaks down how the April Tariff Tantrum became yet another case study in why emotional investing fails. Then, he flips the field and shares The Big Bo 10: ten timeless money moves that put you back in control—no matter what the markets are doing.From market discipline to wealth-building fundamentals, this episode is your reminder that the best plays don’t come from panic—they come from preparation.What You’ll Learn in This Episode:​Why reacting to headlines can erase decades of gains​How to master financial discipline and use volatility to your advantage​The 10 controllable money habits that build real wealth​Why quiet wealth beats flashy spending​What brisket and investing have in common in the Bo Know$ segmentIf you’re tired of chasing noise and ready to start calling plays that actually move the chains—this episode is for you.Download your complimentary Wealth Building Playbook here Call: 201-408-4644Email: info@juliuswealth.comHit play now—and remember, building wealth is by choice, not chance.Chapters00:00 The Cost of Emotional Reactions in Investing02:05 The April Tariff Tantrum: A Market Reaction05:01 Understanding Market Behavior and Investor Psychology09:10 Introduction to The Big Bo 1012:04 Understanding Good vs. Bad Debt15:01 Wealth-Building Habits and Strategies17:57 Protecting Your Wealth: Tax Planning and Insurance18:30 The Art of Smoking Brisket: A Personal Journey19:58 Building Wealth: The Slow and Steady ApproachThe content is developed from sources believed to be providing accurate information. The information in this podcast is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Julius Wealth Advisors, LLC (“JWA”) is a registered investment adviser located in Englewood Cliffs, NJ. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of The Big Bo $how should not be construed by any consumer or prospective client as JWA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. A copy of JWA’s current written disclosure statement as set forth on Form ADV, discussing JWA’s business operations, services, and fees is available from JWA upon written request.  JWA does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. JWA is neither your attorneys nor your accountants and no portion of this podcast should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

Markets are noisy. Headlines are loud.And ego? It always seems to want to call the plays.But building real wealth?That happens in the trenches—where nobody’s watching. Just like an offensive lineman. In this episode, Jason Blumstein, CFA, CEO & Founder of Julius Wealth Advisors (a.k.a. Big Bo), shares why “boring” investing isn’t just underrated—it’s often one of the most effective plays in the book. Drawing from his days on the offensive line, Big Bo unpacks the mindset and strategy behind long-term financial success—even when markets are emotional and unpredictable.What You’ll Learn in This Episode:✔ How ego-driven decisions derail long-term wealth✔ What market history teaches us about patience and performance✔ The offensive line approach to asset allocation and behavior✔ Why boring isn't bad—it’s foundational✔ Why pancakes—not flaming croissants—are the better portfolio play in our Bo Know$ segment🎙️ We’re talking markets, mindset, and money—blending financial fundamentals with football and food to help you play the long game with confidence (and maybe a side of syrup).💡 Ready to stop reacting and start investing like a strategist?Tune in now and discover why boring might be the most beautiful financial decision you ever make.🔗 Subscribe & Connect:📞 Call: 201-408-4644📩 Email: info@juliuswealth.com🌍 Visit: ⁠www.juliuswealthadvisors.com👉 Hit play now—and learn how to block out the noise and build wealth by choice, not chance. 🎧Chapters00:00 Market Reactions and Psychological Responses02:18 Market Volatility and Emotional Investing05:14 The Lineman Mentality in Investing07:16 Ego vs. Evidence in Wealth Building12:38 Lessons from Food: Investing Insights14:12 The Pancake Philosophy: Consistency Over Flash15:11 Reframing Fear: Embracing Market DiscountsThe content is developed from sources believed to be providing accurate information. The information in this podcast is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Julius Wealth Advisors, LLC (“JWA”) is a registered investment adviser located in Englewood Cliffs, NJ. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of The Big Bo $how should not be construed by any consumer or prospective client as JWA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. A copy of JWA’s current written disclosure statement as set forth on Form ADV, discussing JWA’s business operations, services, and fees is available from JWA upon written request.  JWA does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. JWA is neither your attorneys nor your accountants and no portion of this podcast should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

Tariffs are back in the headlines, fueling debates over inflation, trade wars, and economic uncertainty. But beyond the political spin, who really pays the price? Do tariffs actually protect American jobs, or are they just another hidden tax on consumers and businesses?The reality isn’t as simple as politicians or news pundits make it sound. In this episode, Jason Blumstein, CFA, CEO & Founder of Julius Wealth Advisors, cuts through the noise to break down what tariffs really do, how they impact markets, and what it all means for your wallet.What You’ll Learn in This Episode:✔ The real purpose of tariffs—and why governments use them✔ Who absorbs the cost—businesses, consumers, or both?✔ How tariffs impact inflation, supply chains, and investments✔ Which industries benefit from tariffs and which ones suffer✔ Why tariffs are like Major League Baseball’s luxury tax ✔ What smart investors should watch for in a tariff-driven economy🎙️ We’re talking money, markets, and strategy— blending financial insights with sports analogies to make economic policy actually make sense.💡 Want to stay ahead of the game? Tune in now and learn how trade policy impacts your financial future.🔗 Subscribe & Connect:📞 Call: 201-408-4644📩 Email: info@juliuswealth.com🌍 Visit: www.juliuswealthadvisors.com👉 Hit play now and make smarter money moves! 🎧Chapters:00:00 Understanding Tariffs: The Basics08:28 Who Pays for Tariffs? The Economic Impact16:16 Tariffs and Inflation: Myths and Realities22:45 Lessons from Sports: Tariffs and the Luxury TaxThe content is developed from sources believed to be providing accurate information. The information in this podcast is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Julius Wealth Advisors, LLC (“JWA”) is a registered investment adviser located in Englewood Cliffs, NJ. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of The Big Bo $how should not be construed by any consumer or prospective client as JWA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. A copy of JWA’s current written disclosure statement as set forth on Form ADV, discussing JWA’s business operations, services, and fees is available from JWA upon written request.  JWA does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. JWA is neither your attorneys nor your accountants and no portion of this podcast should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

Making money is one thing—building wealth is a whole different ball game. Are you just stacking paychecks, or are you creating a long-term financial strategy that actually works for you?What You’ll Learn in This Episode:✔ What a financial advisor REALLY does (Hint: It's not just picking stocks)✔ Why even six-figure earners struggle to manage cash flow, taxes, and investments✔ The biggest financial mistakes high-income professionals make (and how to avoid them)✔ Tax-saving strategies Warren Buffett swears by✔ How proactive financial planning helps you win in the long run✔ Why retirement planning is YOUR responsibility—because pensions are dead 🎙️ **We’re talking money, strategy, and mindset—**with a mix of sports analogies, real-life financial game plans, and even a little love for great food. 💡 Ready to stop winging it with your wealth? Tune in and learn how a financial advisor can be your secret weapon for long-term financial success.🔗 Subscribe & Connect:📞 Call: 201-408-4644📩 Email: info@juliuswealth.com🌍 Visit: www.juliuswealthadvisors.com👉 Hit play now and start making smarter money moves! 🎧Chapters:00:53 Understanding Financial Advisors and Their Role02:09 The Role of a Financial Advisor11:12 Why You Need a Financial Advisor15:38 Understanding Wealth vs. Income18:31 Navigating Complex Financial Decisions21:54 The Importance of Proactive Wealth Planning23:34 The Importance of Financial Strategy26:23 Comparing Financial Advisors to Sports and CookingThe content is developed from sources believed to be providing accurate information. The information in this podcast is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Julius Wealth Advisors, LLC (“JWA”) is a registered investment adviser located in Englewood Cliffs, NJ. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of The Big Bo $how should not be construed by any consumer or prospective client as JWA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. A copy of JWA’s current written disclosure statement as set forth on Form ADV, discussing JWA’s business operations, services, and fees is available from JWA upon written request.  JWA does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. JWA is neither your attorneys nor your accountants and no portion of this podcast should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

In this first episode of 2025, host Jason Blumstein, CFA — better known as Big Bo — CEO and Founder of Julius Wealth Advisors, is here to help you kick off the year strong and make 2025 the year you build wealth by choice, not chance. With his signature blend of wit, wisdom, and practical advice, Jason lays out a winning playbook to transform your financial goals into realities.Here’s what’s on tap for today’s episode:​How intentional planning can become the foundation of your financial success ​The secrets of long-term investing and the magic of compounding ​Why mindset is the game-changer that separates winners from the rest ​And in our Bo Know$ segment, Jason connects the dots between football, food, and finances, showing you how strategy, patience, and teamwork can make all the difference.If you’re ready to take control of your financial future, ditch the excuses, and start crushing it, this is the episode for you. Let’s make 2025 your championship season. Ready? Let’s go!Chapters:02:42 The Power of Intentionality in Wealth Building06:27 Turning Intent into Action: The Playbook for Success07:03 Tailored Financial Strategies for Success10:57 The Power of Investing13:52 Mindset: The Engine of Wealth Building17:47 Building Wealth: The Game Plan19:14 The Recipe for Success: Balancing Wealth and Knowledge20:15 Exploring Key Themes in the ConversationDisclosure: The content is developed from sources believed to be providing accurate information. The information in this podcast is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Julius Wealth Advisors, LLC (“JWA”) is a registered investment adviser located in Englewood Cliffs, NJ. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of The Big Bo $how should not be construed by any consumer or prospective client as JWA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. A copy of JWA’s current written disclosure statement as set forth on Form ADV, discussing JWA’s business operations, services, and fees is available from JWA upon written request.  JWA does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. JWA is neither your attorneys nor your accountants and no portion of this podcast should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

In this final episode of 2024, host Jason Blumstein, CFA (aka Big Bo), CEO & Founder of Julius Wealth Advisors, is here to help you finish the year strong and set the stage for a winning 2025. With his signature mix of wit, wisdom, and practical advice, Jason dives into the Top 5 Money Moves you need to make before December 31st. We’ll explore: How to maximize tax-advantaged accounts like 401(k)s, IRAs, and HSAs The power of tax-loss harvesting to turn losers into financial wins Why budgeting is like watching game film — painful but essential How to avoid leaving money on the table with FSAs The impact of giving with intention and aligning your wealth with your values And in the Bo Know$ segment, Jason wraps up the year with a motivational finale, comparing your financial game plan to preparing for a Super Bowl victory. Learn how setting clear, intentional goals today can make 2025 your championship season. If you’re ready to make smart, actionable moves and start the new year on offense, this is the episode for you. Let’s get after it! Chapters 01:54 Top Five Money Moves for 2024 02:21 Preparing for a Winning 2025 03:05 Maximizing Tax Advantage Accounts 07:14 Tax Loss Harvesting Strategies 10:28 Maximizing Your Finances for 2025 13:20 Utilizing Flexible Spending Accounts 14:47 Intentional Charitable Giving 17:33 Setting Intentional Financial Goals for 2025 Disclosure:The content is developed from sources believed to be providing accurate information. The information in this podcast is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Julius Wealth Advisors, LLC (“JWA”) is a registered investment adviser located in Englewood Cliffs, NJ. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of The Big Bo $how should not be construed by any consumer or prospective client as JWA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. A copy of JWA’s current written disclosure statement as set forth on Form ADV, discussing JWA’s business operations, services, and fees is available from JWA upon written request.  JWA does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. JWA is neither your attorneys nor your accountants and no portion of this podcast should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

In Episode 33 of The Big Bo $how, host Jason Blumstein, CFA (aka Big Bo), CEO & Founder of Julius Wealth Advisors, dives into the timely topic of how the recent presidential election could impact your financial future. With a lighthearted Thanksgiving twist, Jason breaks down complex economic changes in a relatable and actionable way. We’ll explore: What the election results mean for taxes, inflation, and tariffs Possible solutions to the housing and interest rate squeeze Key drivers of stock market performance during political shifts Actionable strategies to stay ahead in uncertain times And in the Bo Know$ segment, Jason serves up a Thanksgiving-themed finale, comparing your financial plate to a perfectly balanced holiday feast—complete with lessons on planning, progress, and, of course, pumpkin pie. If you’re ready to turn election chatter into financial clarity and prepare your wallet for what’s ahead, this is one episode you don’t want to miss. Let’s get after it! Chapters 01:24 Understanding the Political Landscape and Its Financial Implications 02:11 Setting the Stage: A Financial Perspective 03:07 Understanding Taxes: The Impact of Recent Legislation 04:34 Inflation Insights: The Real Drivers Behind Price Increases 06:32 Tariffs: Tools for Trade and Economic Strategy 09:21 Understanding Interest Rates and Housing Market Dynamics 12:15 The Role of Supply and Demand in Housing Affordability 13:43 Stock Market Insights and Economic Indicators 14:27 Thanksgiving Financial Feast Disclosure: The content is developed from sources believed to be providing accurate information. The information in this podcast is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Julius Wealth Advisors, LLC (“JWA”) is a registered investment adviser located in Englewood Cliffs, NJ. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of The Big Bo $how should not be construed by any consumer or prospective client as JWA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. A copy of JWA’s current written disclosure statement as set forth on Form ADV, discussing JWA’s business operations, services, and fees is available from JWA upon written request.  JWA does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. JWA is neither your attorneys nor your accountants and no portion of this podcast should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

In Episode 32 of The Big Bo $how, host Jason Blumstein, CFA (aka Big Bo), CEO & Founder of Julius Wealth Advisors, tackles the hidden stress many high earners face despite solid incomes and good cash flow. If you’ve ever felt like you’re working harder than ever but not getting ahead, this episode is for you.We’ll explore:​How lifestyle creep chips away at your wealth​Aligning competing priorities like college savings and retirement without burning out​The mental drain of financial comparisons—and how to overcome it​Why progress beats perfection and how a coach keeps you on trackPlus, in the Bo Know$ segment, Jason shares an unforgettable story from the 2024 Mets season—a perfect example of resilience, smart strategy, and staying the course to achieve big wins.If you’re ready to turn financial stress into momentum, tune in and take control. This is one episode you won’t want to miss—let’s go!Disclosure:The content is developed from sources believed to be providing accurate information. The information in this podcast is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Julius Wealth Advisors, LLC (“JWA”) is a registered investment adviser located in Englewood Cliffs, NJ. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of The Big Bo $how should not be construed by any consumer or prospective client as JWA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. A copy of JWA’s current written disclosure statement as set forth on Form ADV, discussing JWA’s business operations, services, and fees is available from JWA upon written request.  JWA does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. JWA is neither your attorneys nor your accountants and no portion of this podcast should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

In Episode 31 of The Big Bo $how, host Jason Blumstein, CFA (aka Big Bo), CEO & Founder of Julius Wealth Advisors, breaks down the Fed’s next big move. With interest rates on the verge of being cut, the big question is: What does this mean for your money?From:Mortgage payments to credit card debtSavings accounts to stocksThe ripple effects of the Fed’s decisions will be felt everywhere. But don’t hit the panic button just yet—Big Bo is here to guide you through it all.In this episode, we’ll cover:​How interest rate changes impact your financial future​The smart moves you can make to stay ahead of the curveWhether you’re unsure of your next step or looking to get ahead, Episode 31 is packed with the insights you need to make confident decision and take control of your financial future in these shifting economic timesSo, tune in, buckle up, and get ready to make some power moves! You won’t want to miss this one.Disclosure:The content is developed from sources believed to be providing accurate information. The information in this podcast is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Julius Wealth Advisors, LLC (“JWA”) is a registered investment adviser located in Englewood Cliffs, NJ. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of The Big Bo $how should not be construed by any consumer or prospective client as JWA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. A copy of JWA’s current written disclosure statement as set forth on Form ADV, discussing JWA’s business operations, services, and fees is available from JWA upon written request.  JWA does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. JWA is neither your attorneys nor your accountants and no portion of this podcast should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

In Episode 30 of "The Big Bo $how," host Jason Blumstein, CFA (aka Big Bo), CEO & Founder of Julius Wealth Advisors, dives headfirst into the wild world of finance, where: Market corrections, Political drama, Sky-high housing prices, and A shifting job market ...can make you want to hit the panic button. But what if the smartest move is to do… absolutely nothing? Join us as we explore Newton’s unofficial 4th Law—"An object not in motion can still stay in motion"—and how it could be the key to keeping your financial life on track. From navigating volatile markets to blocking out the noise of election year chaos, this episode will show you why sometimes the best way to move forward is by standing still. Packed with relatable stories, a dash of humor, and practical tips, Episode 30 is a must-listen for anyone looking to keep their finances in motion during uncertain times. Buckle up and tune in—you won’t want to miss this game-changing advice! The content is developed from sources believed to be providing accurate information. The information in this podcast is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Julius Wealth Advisors, LLC (“JWA”) is a registered investment adviser located in Englewood Cliffs, NJ. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of The Big Bo $how should not be construed by any consumer or prospective client as JWA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. A copy of JWA’s current written disclosure statement as set forth on Form ADV, discussing JWA’s business operations, services, and fees is available from JWA upon written request.  JWA does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. JWA is neither your attorneys nor your accountants and no portion of this podcast should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

In episode 29 of "The Big Bo $how," host Jason Blumstein, CFA (aka Big Bo), CEO & Founder of Julius Wealth Advisors, tackles the increasingly frustrating topic of housing in today's unpredictable market. With post-COVID price spikes, rising interest rates, and stagnant wages, many feel locked out of homeownership. Big Bo breaks down: The current market conditions, Challenges common myths, and Provides insights for making smarter, more strategic financial decisions. Plus, enjoy a special segment drawing surprising lessons from the world of baseball. Whether you're a first-time listener or a loyal follower, this episode is packed with valuable advice and fresh perspectives you won’t want to miss. Tune in and discover how to turn frustration into opportunity with the right mindset! The content is developed from sources believed to be providing accurate information. The information in this podcast is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Julius Wealth Advisors, LLC (“JWA”) is a registered investment adviser located in Englewood Cliffs, NJ. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of The Big Bo $how should not be construed by any consumer or prospective client as JWA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. A copy of JWA’s current written disclosure statement as set forth on Form ADV, discussing JWA’s business operations, services, and fees is available from JWA upon written request.  JWA does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. JWA is neither your attorneys nor your accountants and no portion of this podcast should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

Join Jason Blumstein, CFA (aka Big Bo), CEO & Founder of Julius Wealth Advisors, LLC, as he guides you through the essential steps of budgeting. In this episode, discover why the truly wealthy always have a plan and how you can achieve the same budgeting discipline. Learn to distinguish between necessary and variable expenses, Understand the critical role of cash flow in building long-term wealth, and Explore practical tips to gain financial clarity and control. Hear compelling stories and get inspired to take control of your financial future. If you’re ready to unlock a life of abundance and security, this episode is for you. Don’t miss out on the master key to financial freedom! The content is developed from sources believed to be providing accurate information. The information in this podcast is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Julius Wealth Advisors, LLC (“JWA”) is a registered investment adviser located in Englewood Cliffs, NJ. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of The Big Bo $how should not be construed by any consumer or prospective client as JWA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. A copy of JWA’s current written disclosure statement as set forth on Form ADV, discussing JWA’s business operations, services, and fees is available from JWA upon written request.  JWA does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. JWA is neither your attorneys nor your accountants and no portion of this podcast should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

Join us on episode 27 of The Big Bo $how as your host, Big Bo (A.K.A Jason Blumstein, CFA, CEO & Founder of Julius Wealth Advisors, LLC) takes you through a comprehensive guide to managing student debt and building wealth. In "Crush Your Student Debt: A Roadmap to Financial Freedom," Big Bo shares a simple, effective three-step plan to help you tackle your student loans head-on. Learn how to get a full picture of your debt, formulate a plan to pay it off, and seek the right professional help to start your journey toward sustainable wealth. Whether you're feeling overwhelmed by student loans or looking for strategies to build a brighter financial future, this episode is packed with practical advice and insights to help you achieve financial independence. Tune in and take the first step towards crushing your student debt and securing a prosperous future. The content is developed from sources believed to be providing accurate information. The information in this podcast is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Julius Wealth Advisors, LLC (“JWA”) is a registered investment adviser located in Englewood Cliffs, NJ. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of The Big Bo $how should not be construed by any consumer or prospective client as JWA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. A copy of JWA’s current written disclosure statement as set forth on Form ADV, discussing JWA’s business operations, services, and fees is available from JWA upon written request.  JWA does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. JWA is neither your attorneys nor your accountants and no portion of this podcast should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

In this captivating episode of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA; CEO & Founder of Julius Wealth Advisors, LLC) bridges the gap between the strategic maneuvers of Super Bowl champions and effective financial planning. This episode isn't just about celebrating a victory on the field; it's about translating the discipline, strategy, and foresight of championship teams into managing and optimizing your wealth. Here's what we cover: Understanding Liquidity: Like having a star quarterback, mastering liquidity can pivot your financial destiny. 🌊 Optimizing Your Balance Sheet: Learn the playbook for analyzing and maximizing your financial assets, akin to an NFL coach's game strategy. 📈 The Power of Emergency Funds: Discover the defensive line of your finances, ensuring you're ready for life's unexpected plays. 🛡️ Strategic Investments: Dive into Berkshire Hathaway's crisis-era moves and how strategic foresight can lead to financial victory. 🎯By the end of this episode, you should see the unmistakable links between achieving greatness in the world of sports and securing financial success. Whether you're strategizing for the next Super Bowl or planning your financial future, the principles of success remain the same. Tune in to transform these insights into action and bring your financial game to a championship level!The content is developed from sources believed to be providing accurate information. The information in this podcast is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Julius Wealth Advisors, LLC (“JWA”) is a registered investment adviser located in Englewood Cliffs, NJ. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of The Big Bo $how should not be construed by any consumer or prospective client as JWA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. A copy of JWA’s current written disclosure statement as set forth on Form ADV, discussing JWA’s business operations, services, and fees is available from JWA upon written request.  JWA does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. JWA is neither your attorneys nor your accountants and no portion of this podcast should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

🌟 Welcome to the first episode of The Big Bo $how in 2024!🎉 Join Big Bo (a.k.a. Jason Blumstein, CFA)As we embark on a new year, it's time to sharpen our focus and set the stage for unparalleled financial success. In this episode, "Your 2024 Game Plan: What's In, What's Out for Financial Victory?" we dive deep into the strategies that will define your year. 📈 Are you ready to evaluate and refine your financial playbook? Just like a well-coached sports team, success in finance requires not just hard work, but smart work—knowing what to keep and what to let go. 💡 Key Personal Investment Areas: We'll explore key areas for personal investment, the importance of resilience and adaptability, and redefine what true wealth means in today's world. 🏆 Winning Financial Strategy: We'll dissect the ins and outs of a winning financial strategy, helping you identify the essential moves and unnecessary distractions that could impact your journey to financial victory. 🏈 Sports Predictions & Financial Insights: Plus, don't miss our exciting segment on sports predictions and insights into the world of finance and beyond.  Whether you're a seasoned financial player or just starting out, this episode is packed with actionable advice, inspiring stories, and Big Bo's unique take on achieving success in 2024.  🎧 Tune in, get inspired, and start your year with a game plan that leads to financial victory! 💪The content is developed from sources believed to be providing accurate information. The information in this podcast is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Julius Wealth Advisors, LLC (“JWA”) is a registered investment adviser located in Englewood, NJ. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of The Big Bo $how should not be construed by any consumer or prospective client as JWA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. A copy of JWA’s current written disclosure statement as set forth on Form ADV, discussing JWA’s business operations, services, and fees is available from JWA upon written request.  JWA does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. JWA is neither your attorneys nor your accountants and no portion of this podcast should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

Join Big Bo (a.k.a. Jason Blumstein, CFA) where he delves into the critical issue of managing wealth as your income grows. Tune in for insightful discussions and practical advice including: Uncovering the Hidden Dangers of Lifestyle Inflation: Understand the subtle yet significant impact of lifestyleinflation on financial health. Real-Life Scenarios: Insights from the experiences of pro athletes and business executives on managing wealth and spending Strategic Financial Plays: Learn key tactics for budgeting, investing, and sustainable wealth management Actionable Advice for Long-Term Wealth: Tips on aligning lifestyle choices with your financial goals for lasting prosperityHope you enjoy the $how!The content is developed from sources believed to be providing accurate information. The information in this podcast is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Julius Wealth Advisors, LLC (“JWA”) is a registered investment adviser located in Englewood, NJ. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of The Big Bo $how should not be construed by any consumer or prospective client as JWA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. A copy of JWA’s current written disclosure statement as set forth on Form ADV, discussing JWA’s business operations, services, and fees is available from JWA upon written request.  JWA does not make any representations as to the accuracy, timeliness, suitability, or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. JWA is neither your attorneys nor your accountants and no portion of this podcast should be interpreted by you as legal, accounting, or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.