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The Big Bo $how: 360° No-Nonsense Wealth Building Wisdom with Jason Blumstein, CFA
Julius Wealth Advisors
43 episodes
4 days ago
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
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All content for The Big Bo $how: 360° No-Nonsense Wealth Building Wisdom with Jason Blumstein, CFA is the property of Julius Wealth Advisors and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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
Show more...
Investing
Business
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Ep 25: Your 2024 Game Plan: What's In, What's Out for Financial Victory?
The Big Bo $how: 360° No-Nonsense Wealth Building Wisdom with Jason Blumstein, CFA
23 minutes 41 seconds
1 year ago
Ep 25: Your 2024 Game Plan: What's In, What's Out for Financial Victory?

🌟 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.


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