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, 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, 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, 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 lifestyle inflation 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 prosperity Hope 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.

As Thanksgiving looms on the horizon, join Big Bo (a.k.a. Jason Blumstein, CFAⓇ), on a special journey where he blends the festive spirit with financial savvy. In this episode, we delve into how inflation is impacting our Thanksgiving celebrations and wallets. We'll unravel some common myths about inflation protection and offer real, practical advice that goes beyond the headlines. 🔥 Hot Topics This Episode: Thanksgiving Traditions and Trends: A light-hearted look at how inflation is changing our holiday tables. Inflation Myths Debunked: Cutting through the noise to help uncover what really works in protecting your finances. Investment Insights: How to strategically navigate these inflationary times with smarter investment choices. 🏈 And for my fellow sports enthusiasts, we're taking a playful detour to explore some of the most unbreakable records in sports history. Whether you're a financial guru, a sports fan, or just looking for some engaging Thanksgiving banter, this episode has a little something for everyone. So, grab your headphones, and let's get into it! 👉 Listen now and get ready to tackle inflation with knowledge and a bit of humor. Hope you enjoy the $how! Episode 23 Key Takeaways: 00:00 Will your Thanksgiving dinner be more expensive this year?  04:07 Why real estate doesn't protect against inflation like you might think 08:03 What many advisors ignore about TIPS 11:17 Busting myths about the link between commodities and inflation 16:15 How to protect yourself against inflation  23:02 Bo Know$: The most unbreakable records in sports 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.

Ever wondered why some people seem to have the 'golden touch' when it comes to building wealth, while others can't catch a break? It's not just luck or timing—it's about knowledge. 👉 In Episode 22 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFAⓇ) will guide you through: The 4 Quadrants of Knowledge and what they mean for you How to identify and fill gaps in your financial understanding The role of emotional intelligence in wealth-building How a balanced knowledge portfolio can reduce risk Tips and strategies to apply this knowledge right away ✅ Whether you're a newbie or a seasoned wealth-builder, this is for you! Hope you enjoy the $how! Episode 22 Key Takeaways: 00:00 An interactive look at one the most impactful lessons I learned in college 03:54 Why ignoring “known unknowns” can crush your wealth-building potential 08:01 How hands-off investing can put your financial independence at risk 09:36 How can you decide which components of your life to outsource? 15:46 What investors who have outlier success do differently 20:13 The costly financial pitfalls that most investors don’t know exist 26:16 Bo Know$: Why the best wealth creators are like NFL quarterbacks 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.

In episode #21 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFAⓇ) shares his story of going from $30K in debt to a 7-figure net worth.  Financial freedom can feel like a pipe dream. But no matter where you start, you can build life-changing wealth. You just have to know what steps to take. Today, Big Bo shares those steps through actionable advice and mindset tips for anyone looking to grow their net worth. You’ll also hear about: How to evaluate risk/reward in your career and income potential Why personal values can make or break your perception of wealth Why legendary investor Charlie Munger believes investing is “so simple” The financial lessons all investors can learn from those who don’t come from money Hope you enjoy the $how!  Episode 21 Key Takeaways: 00:00 - The story of the 10-year-old investor 04:00 - A frugality lesson from NBA superstar Giannis Antetokounmpo 06:47 - The mindset that separates those who make a living from those who grow wealth 12:45 - Investing shrewdly and the benefits of the entrepreneurial spirit 19:19 - How a toxic environment can be a drag on your wealth 23:03 - Why investors must get comfortable with deferred gratification 25:28 - Bo Know$: Why tough starts to life and the NFL season don’t mean disaster 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.

In episode #20 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFAⓇ) shares ways to avoid 5 common money mistakes high earners make in their 30s and 40s. A recent Wall Street Journal article suggested the best age for financial decisions comes in your 50s. But today, you’ll hear why that might be wrong.  You’ll also get a front-row seat to: The mindset trap high earners have that can damage their wealth potential A huge misunderstanding many people have about “lifestyle creep” A simple breakdown of the daunting topic of estate planning Why real estate investing might not be all that it’s cracked up to be  Hope you enjoy the $how!  Episode 20 Key Takeaways: 00:00 - Big Bo’s recent trip to Israel and an episode overview 02:52 - How much you have to invest to hit $1M by 65 starting in your 30s, 40s or 50s 06:58 - Why so many people misunderstand and get caught by “lifestyle creep” 13:57 - Estate planning: Why it matters sooner than you think 19:24 - An honest look at the potential pitfalls of real estate investing 24:01 - Why advisors matter — even if you know how to invest 28:26 - A 2023 NFL preview — and a bold Super Bowl prediction 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.

In episode #19 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFAⓇ) offers listeners a simplified look at the complex and often misunderstood world of alternative investments.   What are alts? Why have they become so popular in recent years? And do they have a place in your portfolio? In this $how, you’ll hear all of that, along with:  A breakdown of the “Big 3” types of alternative investments (Private Equity, Venture Capital, and Hedge Funds) 4 things investors should consider before taking the plunge into alternative investments How Warren Buffett went toe-to-toe with the hedge fund world  Lessons about alternative investments from Steph Curry and Aaron Rodgers  Hope you enjoy the $how!  Episode 19 Key Takeaways: 00:00 What the dog days of summer have to do with alternative investments and your portfolio.  04:20 The recent explosion of interest in private equity. 06:51 A look at the data that suggests success in venture capital investing is a moonshot.  09:59 Taking a high-level look at hedge funds and liquid alts.  13:00 Overlooked concerns about liquidity and common misconceptions about returns in alts. 16:37 Warren Buffett’s comical bet with a hedge fund — and what it shows us about alternative returns 18:49 Eye-opening private equity data from a University of Oxford study. 21:33 What is the concept of “regime change” and why does it have such major implications on potential returns? 27:27 What can Steph Curry and Aaron Rodgers teach investors about alts?  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.