The Big Bo Show: Wealth Building for High Earners

 A client said something to me recently that I haven't been able to shake. "It's not always possible to think long term when the short term keeps changing so drastically." That one line captures what a lot of high earners are quietly feeling right now. Housing costs change. Childcare changes. The sports calendar changes. Every time you feel like you finally got ahead, life walks in with another in...

You can make $500,000, $750,000, even $1 million a year. And if you can't answer that question clearly, you can still feel like you're running in place. In this episode of The Big Bo $how, I break down six words every high earner uses but very few truly understand: Asset. Liability. Income. Expense. Cash. Flow. More importantly, we’ll walk through how these six words connect into one syste...

Why reacting to markets costs high earners more than they think. When markets get uncomfortable, smart people do something that feels responsible — and often ends up being expensive. In this episode of The Big Bo $how, I break down why the instinct that makes high earners great at their jobs is the exact instinct that can wreck long-term returns — and what to do instead. In this episode, we cover:...

Most U.S. investors have over 80% of their portfolio in U.S. stocks. Not because they planned it that way. It just happened. There's a name for that: home bias. And it could be creating a risk in your portfolio you don't even know you're carrying. In this episode of The Big Bo $how —Why Your Portfolio Looks Like Everyone Else's (And What to Do About It) — I break down why familiarity isn't the sam...

A good financial year does not mean you're winning. Strong income. Strong portfolio. Big bonus. But one unexpected life event — and suddenly that winning season doesn't feel so dominant. That's not bad luck. That's financial fragmentation. In this episode of The Big Bo $how — Defense Wins Championships: 3 Plays Every High Earner Needs to Run — I break down why offense gets headline...

Have you ever had a bonus hit…felt great for a few days…and then realized nothing really changed? That’s not an income problem. It’s a system problem. In my latest episode of The Big Bo $how — The Bonus Blueprint: How to Stop Your Biggest Checks From Disappearing — I break down why variable income (bonuses, RSUs, commissions) quietly disappears without a plan, and what actually creates long-term p...

You can make seven figures and still feel like something’s missing. I’ve seen it firsthand. After more than a decade on Wall Street, I watched executives with million-dollar comp packages who couldn't quit if they wanted to. Great income. Zero freedom. In this episode, I'm sharing what my grandfather Julius taught me that Wall Street often overlooked: Money is a tool, not the goal. We'...

Fear and greed are undefeated — and they quietly influence more investment decisions than any headline or market forecast. In this episode, Jason Blumstein, CFA explores how these emotions are showing up across today’s markets and what disciplined investors should understand as we head deeper into 2025. You’ll learn: ​Why the S&P 7 dominate returns — and what that concentration signals ​How AI-dri...

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 Blu...

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...

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...

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 hou...

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—...

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...

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...

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 finan...

In this first episode of 2025, host Jason Blumstein, CFA — better known as Big Bo — CEO and Founder of Julius Wealth Advisors, is here to help you kick off the year strong and make 2025 the year you build wealth by choice, not chance. With his signature blend of wit, wisdom, and practical advice, Jason lays out a winning playbook to transform your financial goals into realities. Here’s what’s on t...

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: How to maximize tax-advantaged accounts like 401(...

In Episode 33 of The Big Bo $how , host Jason Blumstein, CFA (aka Big Bo), CEO & Founder of Julius Wealth Advisors, dives into the timely topic of how the recent presidential election could impact your financial future. With a lighthearted Thanksgiving twist, Jason breaks down complex economic changes in a relatable and actionable way. We’ll explore: What the election results mean for taxes, i...

In Episode 32 of The Big Bo $how , host Jason Blumstein, CFA (aka Big Bo), CEO & Founder of Julius Wealth Advisors, tackles the hidden stress many high earners face despite solid incomes and good cash flow. If you’ve ever felt like you’re working harder than ever but not getting ahead, this episode is for you. We’ll explore: ​ How lifestyle creep chips away at your wealth ​ Aligning competing prio...

In Episode 31 of The Big Bo $how , host Jason Blumstein, CFA (aka Big Bo), CEO & Founder of Julius Wealth Advisors, breaks down the Fed’s next big move. With interest rates on the verge of being cut, the big question is: What does this mean for your money? From: Mortgage payments to credit card debt Savings accounts to stocks The ripple effects of the Fed’s decisions will be felt everywhere. But d...

In Episode 30 of "The Big Bo $how," host Jason Blumstein, CFA (aka Big Bo), CEO & Founder of Julius Wealth Advisors, dives headfirst into the wild world of finance, where: Market corrections, Political drama, Sky-high housing prices, and A shifting job market ...can make you want to hit the panic button. But what if the smartest move is to do… absolutely nothing? Join us as we explor...

In episode 29 of "The Big Bo $how," host Jason Blumstein, CFA (aka Big Bo), CEO & Founder of Julius Wealth Advisors, tackles the increasingly frustrating topic of housing in today's unpredictable market. With post-COVID price spikes, rising interest rates, and stagnant wages, many feel locked out of homeownership. Big Bo breaks down: The current market conditions, Challenges comm...

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 we...

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. Lear...