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:
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
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