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

Julius Wealth Advisors
  • 5.0 (3)
  • INVESTING
  • UPDATED MONTHLY

360° No-Nonsense Wealth Building Wisdom. A personal finance podcast for high earners and high performers who want to help turn income into lasting wealth - through clear, relatable insights and no-fluff strategies. Host Jason Blumstein, CFA, Founder of Julius Wealth Advisors, covers every angle of personal finance—from investing and planning to spending, saving, and mindset—using real-world lessons, behavioral insights, and relatable analogies from sports, food, and life. New episodes monthly. 🌐 www.JuliusWealthAdvisors.com | 📞 201-408-4644 | 📩 info@juliuswealth.com

  1. SEP 18

    Ep 43: The High Earner’s Paradox: Why Six Figures Still Feels Tight

    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 clarity We’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 confidence Packed 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-playbook www.juliuswealthadvisors.com Schedule a Call: 201-408-4644 Email: info@juliuswealth.com Chapters 00:00 Introduction to Wealth Building Strategies 00:43 The Seven Costly Money Mistakes 07:09 Silent Wealth Killers 11:49 Lessons from Super Bowl 51 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.

    17 min

  2. AUG 21

    Ep 42: AI, Hype, and the Hidden Risks to Your Wealth

    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 Chapters 01:38 Introduction: AI's Impact on Markets 02:40 Valuation and Market Risks 07: 36 AI's Role in Various Industries 08:40 Strategic Use of AI 12:28 Football Analogy: Depth Over Stars 15:34 Conclusion: Building Wealth with Strategy 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.

    19 min

  3. JUL 24

    Ep 41: Are You Screwing Up Your Kids’ Future? The High-Earner’s Guide to Building, Protecting & Passing On Wealth

    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 most Whether 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 here www.juliuswealthadvisors.com Call: 201-408-4644 Email: info@juliuswealth.com Chapters 00:00 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 Future 10:45 Advanced 529 Strategies: Gift Tax Averaging and More 15:30 Trusts: Protecting and Directing Your Wealth 18:30 Navigating Tax Changes: Opportunities in the Latest Legislation 22:00 The Importance of Financial Stability: Prioritizing Your Future 25:00 Mindset Shift: Aligning Wealth with Life Goals 28:00 Real Wealth: Presence and Freedom 30:00 Conclusion: Recap and Call to Action 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.

    23 min

  4. JUN 12

    Ep 40: Rent vs. Buy: A $6.2M Decision?!?!

    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 wins Whether 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.com Call: 201-408-4644 Email: ⁠info@juliuswealth.com Chapters 00:00 Rethinking Homeownership: The Case for Renting 01:44 Understanding the Current Housing Market Dynamics 05:50 Strategic Approaches to Home Buying and Renting 07:26 Understanding the Financial Impact of Homeownership 11:33 Evaluating Market Timing for Home Purchases 13:19 The Hidden Costs of Homeownership 15:01 The NBA Finals and Wealth Lessons 16:31 Staying Calm in the Face of Pressure 18:00 Navigating the Housing Market with Strategy 19:41 Exploring Key Themes in Today's Conversation 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.

    20 min

  5. MAY 21

    Ep 39: Tariff Tantrum: What Most Missed—and 10 Smart Money Moves That Work

    Markets panicked. Headlines screamed. And once again, fear tried to hijack your financial future. In this episode of The Big Bo $how, Jason Blumstein, CFA —CEO of Julius Wealth Advisors — breaks down how the April Tariff Tantrum became yet another case study in why emotional investing fails. Then, he flips the field and shares The Big Bo 10: ten timeless money moves that put you back in control—no matter what the markets are doing. From market discipline to wealth-building fundamentals, this episode is your reminder that the best plays don’t come from panic—they come from preparation. What You’ll Learn in This Episode: ​Why reacting to headlines can erase decades of gains​How to master financial discipline and use volatility to your advantage​The 10 controllable money habits that build real wealth​Why quiet wealth beats flashy spending​What brisket and investing have in common in the Bo Know$ segment If 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.com Hit play now—and remember, building wealth is by choice, not chance.Chapters 00:00 The Cost of Emotional Reactions in Investing 02:05 The April Tariff Tantrum: A Market Reaction 05:01 Understanding Market Behavior and Investor Psychology 09:10 Introduction to The Big Bo 10 12:04 Understanding Good vs. Bad Debt 15:01 Wealth-Building Habits and Strategies 17:57 Protecting Your Wealth: Tax Planning and Insurance 18:30 The Art of Smoking Brisket: A Personal Journey 19:58 Building Wealth: The Slow and Steady Approach 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.

    23 min

  6. APR 25

    Ep 38: Why Boring Builds Wealth: The Offensive Line Strategy Most Investors Miss

    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. 🎧 Chapters 00:00 Market Reactions and Psychological Responses 02:18 Market Volatility and Emotional Investing 05:14 The Lineman Mentality in Investing 07:16 Ego vs. Evidence in Wealth Building 12:38 Lessons from Food: Investing Insights 14:12 The Pancake Philosophy: Consistency Over Flash 15:11 Reframing Fear: Embracing Market Discounts 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.

    17 min

  7. MAR 17

    Ep 37: Tariffs Beyond the Headlines: Who Really Pays the Price?

    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 Basics 08:28 Who Pays for Tariffs? The Economic Impact 16:16 Tariffs and Inflation: Myths and Realities 22:45 Lessons from Sports: Tariffs and the Luxury Tax 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.

    26 min

  8. FEB 25

    Ep 36: Mo’ Money, Mo’ Strategy: What is a Financial Advisor and Why It's Your Secret Weapon

    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 Role 02:09 The Role of a Financial Advisor 11:12 Why You Need a Financial Advisor 15:38 Understanding Wealth vs. Income 18:31 Navigating Complex Financial Decisions 21:54 The Importance of Proactive Wealth Planning 23:34 The Importance of Financial Strategy 26:23 Comparing Financial Advisors to Sports and Cooking 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.

    28 min
See All (43)

Ratings & Reviews

5
out of 5
3 Ratings

About

360° No-Nonsense Wealth Building Wisdom. A personal finance podcast for high earners and high performers who want to help turn income into lasting wealth - through clear, relatable insights and no-fluff strategies. Host Jason Blumstein, CFA, Founder of Julius Wealth Advisors, covers every angle of personal finance—from investing and planning to spending, saving, and mindset—using real-world lessons, behavioral insights, and relatable analogies from sports, food, and life. New episodes monthly. 🌐 www.JuliusWealthAdvisors.com | 📞 201-408-4644 | 📩 info@juliuswealth.com

Information