25 min

Ep 14: Congrats, You're a Business Owner! How Getting Your Mindset Right Can Help Create Long-Term Success in Investing and Wealth The Big Bo $how

    • Investing

In episode #14 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA®) discusses ways to help create a proper ownership mindset to assist you on your long-term investing and wealth creation journey.    Additional topics discussed:


How "the market" is not typically "the market" when you look over time
Surprising stats on the top 25 Wealthiest Americans on the Forbes List
How offense can win you games, but defense typically wins you championships
Big Bo's "Bo's Knows" segment predicting the winner of Super Bowl LVII and why

Hope you enjoy the $how!




Episode 14 Key Takeaways:


00:00 Why comparing current markets to past markets isn’t a fair comparison. 
05:40 A deep dive into the changes of sector weighting in major stock indices — and why those changes matter.
10:02 The reason stock prices tend to increase when companies announce layoffs.  
13:32 Analyzing the Top 25 Wealthiest Americans Forbes List to determine what 68% of them have in common. 
19:07 Why great football teams — and great investors — subscribe to the principle “Offense wins games, defense wins championships.” 



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.


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Send in a voice message: https://podcasters.spotify.com/pod/show/jason-blumstein/message

In episode #14 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA®) discusses ways to help create a proper ownership mindset to assist you on your long-term investing and wealth creation journey.    Additional topics discussed:


How "the market" is not typically "the market" when you look over time
Surprising stats on the top 25 Wealthiest Americans on the Forbes List
How offense can win you games, but defense typically wins you championships
Big Bo's "Bo's Knows" segment predicting the winner of Super Bowl LVII and why

Hope you enjoy the $how!




Episode 14 Key Takeaways:


00:00 Why comparing current markets to past markets isn’t a fair comparison. 
05:40 A deep dive into the changes of sector weighting in major stock indices — and why those changes matter.
10:02 The reason stock prices tend to increase when companies announce layoffs.  
13:32 Analyzing the Top 25 Wealthiest Americans Forbes List to determine what 68% of them have in common. 
19:07 Why great football teams — and great investors — subscribe to the principle “Offense wins games, defense wins championships.” 



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.


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Send in a voice message: https://podcasters.spotify.com/pod/show/jason-blumstein/message

25 min