The Big Bo Show: Wealth Building for High Earners

In this captivating episode of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA; CEO & Founder of Julius Wealth Advisors, LLC) bridges the gap between the strategic maneuvers of Super Bowl champions and effective financial planning. This episode isn't just about celebrating a victory on the field; it's about translating the discipline, strategy, and foresight of championship teams into man...

🌟 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 refin...

Join Big Bo (a.k.a. Jason Blumstein, CFA) where he delves into the critical issue of managing wealth as your income grows. Tune in for insightful discussions and practical advice including: Uncovering the Hidden Dangers of Lifestyle Inflation: Understand the subtle yet significant impact of lifestyleinflation on financial health. Real-Life Scenarios: Insights from the experiences of pro athletes a...

As Thanksgiving looms on the horizon, join Big Bo (a.k.a. Jason Blumstein, CFA), on a special journey where he blends the festive spirit with financial savvy. In this episode, we delve into how inflation is impacting our Thanksgiving celebrations and wallets. We'll unravel some common myths about inflation protection and offer real, practical advice that goes beyond the headlines. 🔥 Hot Topics Th...

Ever wondered why some people seem to have the 'golden touch' when it comes to building wealth, while others can't catch a break? It's not just luck or timing—it's about knowledge. 👉 In Episode 22 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) will guide you through: The 4 Quadrants of Knowledge and what they mean for you How to identify and fill gaps in your financial understanding The...

In episode #21 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) shares his story of going from $30K in debt to a 7-figure net worth.  Financial freedom can feel like a pipe dream. But no matter where you start, you can build life-changing wealth. You just have to know what steps to take. Today, Big Bo shares those steps through actionable advice and mindset tips for anyone looking to grow...

In episode #20 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) shares ways to avoid 5 common money mistakes high earners make in their 30s and 40s. A recent Wall Street Journal article suggested the best age for financial decisions comes in your 50s. But today, you’ll hear why that might be wrong.  You’ll also get a front-row seat to: The mindset trap high earners have that can damage the...

In episode #19 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) offers listeners a simplified look at the complex and often misunderstood world of alternative investments.   What are alts? Why have they become so popular in recent years? And do they have a place in your portfolio? In this $how, you’ll hear all of that, along with:  A breakdown of the “Big 3” types of alternative investment...

In episode #18 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) takes a look at one of the most overlooked personality traits in building sustainable wealth — swagger.  For individual athletes and team dynasties, swagger is a key ingredient to success. But how does it fit into investing? And could it cause your downfall? Or is it an ally?   In this $how, you'll hear:  How swagger is differ...

In episode #17 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) helps listeners answer a simple question — how do I become a successful investor? And while the question is simple, the answer takes a bit of digging.  In this show, you’ll hear:  3 of the biggest investing mistakes to avoid  4 straightforward tips for investing success  How the average holding period for a stock has decreased...

In episode #16 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA, the CEO & Founder of Julius Wealth Advisors) discusses housing and home ownership. Including, the information you should know before you buy a home. The $how takes a deep dive into: Why owning your home is NOT an investment Helpful math to consider when deciding to buy vs. rent a home People you should have in your corner...

In episode #15 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) discusses the recent sudden collapse of Silicon Valley Bank, the 2nd largest bank failure in US history.    The $how takes a deep dive into: What happened? How and why this happened? What's next and where do we go from here? 4 Key Points you can learn as it relates to personal finance Hope you enjoy the $how! Episode 15 Key Ta...

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 ga...

In episode #13 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) sits down with Jonathan Lehr, the Co-Founder and General Partner of NY-based Venture Capital firm Work-Bench, to discuss the state of technology post the 2022 downturn.    Additional topics discussed:  How technology is being implemented to augment the human interaction experience  The importance of discipline in both the star...

In episode #12 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) dives into the recent collapse of FTX, the cryptocurrency exchange, and provides lessons you can learn from yet another financial tragedy.  Additional topics discussed: - Why envy can be the root of all evil - The parallels of American fútbol to financial literacy - Big Bo's Mount Rushmore of his favorite holiday foods Hope yo...

In episode #11 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) takes notice that many people, after a long 2022 with a war, high inflation, and market downturns, people are just "surviving."  Well, this is not good enough, we should thrive! Big Bo discusses tools he has developed in his own life to not just survive but to thrive!   He also shares personal stories on how he has implemented...

In episode #10 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) discusses ways to stay calm and not "freak out" during bear markets and talks of a potential recession. How this can be helpful in your journey to build long-term sustainable wealth.  Topics Discussed: - Facts > Fear analysis of the history of bear markets and recessions - Ramifications of the stock market being a leading i...

In episode #9 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) discusses the need for Financial Literacy, an important topic that is near and dear to his heart.  School is in session!  Topics Discussed: - Alarming statistics about the lack of Financial Literacy in both Adults and Children - Ways we can teach and promote financial literacy in our homes - The importance of confidence Hope yo...

In episode #8 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) reviews the process of Homeostasis.  How this dynamic, self-regulating process plays out in our personal financial life, current market dynamics, and the Miami Dolphins. Additional topics Discussed:  - 2 things Big Bo has never done before in his life, and how this played out!  - The effects of higher interest rates, and how th...

In episode #7 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) brings on a special guest, the person who made Big Bo "lose his appetite" (from Ep 6) to discuss the psyche behind thinking "the stock market" is gambling. Topics discussed include: - Why it's important to learn about who someone is first, not what they do - A "mindset hack" to help resolve this gambling mentality - The importa...

In episode #6 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) reviews the importance of KISS (Keep it Simple, Stupid!). How this concept helped transform a Little League team from zero wins, to consistent winners, and how it can be used for long-term sustainable wealth creation. Additional topics Discussed: - Why Keeping it Simple is often times powerful, though not easy  - Managing wealt...

In episode #5 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) reviews the importance of coaching, how this has shaped his life personally, and how he seeks to implement into client's lives. Additional topics Discussed: - Finding your "why" to help embed accountability, discipline, and perpetual learning into your life - Lessons learned from legendary coaches he had in his sports life - Th...

In episode #4 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) reviews how Newton's 3rd Law at times plays out in our personal finances. Additional topics Discussed: - NFL Salary Cap constraints and how its affecting the offseason - Is owning a home an investment? - Is saving for your child's college the right decision for you? - Working for others vs. yourself - Some math behind "Keeping...

In episode #3 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) provides context on current geopolitical events in Ukraine, and why good news may not be too far out. Additional topics Discussed:  - Data on prior geopolitical events and it's effects on your wealth over time  - Controlling your emotions by looking at facts over fear  - Interview discussing the current state of the mortgage an...

In episode #2 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) provides context on the current #FOMO investing trend, and contrasts it the Moneyball concept in sports. Topics Discussed: - #FOMO vs. ROE based wealth creation - Warren Buffett's thoughts from 1998 Berkshire Annual Meeting - It's OK to make mistakes, as long as we learn from them - NFL Playoff round-up and how Matt Stafford's...