The Big Bo $how - SoundSage

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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 don’t hit the panic button just yet—Big Bo is here to guide you through it all.

In this episode, we’ll cover:

How interest rate changes impact your financial future
The smart moves you can make to stay ahead of the curve

Whether you’re unsure of your next step or looking to get ahead, Episode 31 is packed with the insights you need to make confident decision and take control of your financial future in these shifting economic times

So, tune in, buckle up, and get ready to make some power moves! You won’t want to miss this one.

Disclosure: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.

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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 explore Newton’s unofficial 4th Law—"An object not in motion can still stay in motion"—and how it could be the key to keeping your financial life on track. From navigating volatile markets to blocking out the noise of election year chaos, this episode will show you why sometimes the best way to move forward is by standing still.

Packed with relatable stories, a dash of humor, and practical tips, Episode 30 is a must-listen for anyone looking to keep their finances in motion during uncertain times.

Buckle up and tune in—you won’t want to miss this game-changing advice!

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.

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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 common myths, and
Provides insights for making smarter, more strategic financial decisions.

Plus, enjoy a special segment drawing surprising lessons from the world of baseball.

Whether you're a first-time listener or a loyal follower, this episode is packed with valuable advice and fresh perspectives you won’t want to miss. Tune in and discover how to turn frustration into opportunity with the right mindset!

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.

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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 wealth, and
Explore practical tips to gain financial clarity and control.

Hear compelling stories and get inspired to take control of your financial future. If you’re ready to unlock a life of abundance and security, this episode is for you. Don’t miss out on the master key to financial freedom!

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.

--- Send in a voice message: https://podcasters.spotify.com/pod/show/jason-blumstein/message

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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.

Learn how to get a full picture of your debt, formulate a plan to pay it off, and seek the right professional help to start your journey toward sustainable wealth.

Whether you're feeling overwhelmed by student loans or looking for strategies to build a brighter financial future, this episode is packed with practical advice and insights to help you achieve financial independence. Tune in and take the first step towards crushing your student debt and securing a prosperous future.

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.

--- Send in a voice message: https://podcasters.spotify.com/pod/show/jason-blumstein/message

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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 managing and optimizing your wealth.

Here's what we cover:

Understanding Liquidity: Like having a star quarterback, mastering liquidity can pivot your financial destiny. 🌊
Optimizing Your Balance Sheet: Learn the playbook for analyzing and maximizing your financial assets, akin to an NFL coach's game strategy. 📈
The Power of Emergency Funds: Discover the defensive line of your finances, ensuring you're ready for life's unexpected plays. 🛡️
Strategic Investments: Dive into Berkshire Hathaway's crisis-era moves and how strategic foresight can lead to financial victory. 🎯

By the end of this episode, you should see the unmistakable links between achieving greatness in the world of sports and securing financial success.

Whether you're strategizing for the next Super Bowl or planning your financial future, the principles of success remain the same. Tune in to transform these insights into action and bring your financial game to a championship level!

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.

--- Send in a voice message: https://podcasters.spotify.com/pod/show/jason-blumstein/message

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🌟 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.--- Send in a voice message: https://podcasters.spotify.com/pod/show/jason-blumstein/message

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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 and business executives on managing wealth and spending
Strategic Financial Plays: Learn key tactics for budgeting, investing, and sustainable wealth management
Actionable Advice for Long-Term Wealth: Tipson aligning lifestyle choices with your financial goals for lasting prosperity

Hope you enjoy the $how!

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.

--- Send in a voice message: https://podcasters.spotify.com/pod/show/jason-blumstein/message

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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 This Episode:

Thanksgiving Traditions and Trends: A light-hearted look at how inflation is changing our holiday tables.
Inflation Myths Debunked: Cutting through the noise to help uncover what really works in protecting your finances.
Investment Insights: How to strategically navigate these inflationary times with smarter investment choices.

🏈 And for my fellow sports enthusiasts, we're taking a playful detour to explore some of the most unbreakable records in sports history.

Whether you're a financial guru, a sports fan, or just looking for some engaging Thanksgiving banter, this episode has a little something for everyone. So, grab your headphones, and let's get into it!

👉 Listen now and get ready to tackle inflation with knowledge and a bit of humor.

Hope you enjoy the $how!

Episode 23 Key Takeaways:

00:00 Will your Thanksgiving dinner be more expensive this year?
04:07 Why real estate doesn't protect against inflation like you might think
08:03 What many advisors ignore about TIPS
11:17 Busting myths about the link between commodities and inflation
16:15 How to protect yourself against inflation
23:02 Bo Know$: The most unbreakable records in sports

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.

--- Send in a voice message: https://podcasters.spotify.com/pod/show/jason-blumstein/message

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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 role of emotional intelligence in wealth-building
How a balanced knowledge portfolio can reduce risk
Tips and strategies to apply this knowledge right away

✅ Whether you're a newbie or a seasoned wealth-builder, this is for you!

Hope you enjoy the $how!

Episode 22 Key Takeaways:

00:00 An interactive look at one the most impactful lessons I learned in college
03:54 Why ignoring “known unknowns” can crush your wealth-building potential
08:01 How hands-off investing can put your financial independence at risk
09:36 How can you decide which components of your life to outsource?
15:46 What investors who have outlier success do differently
20:13 The costly financial pitfalls that most investors don’t know exist
26:16 Bo Know$: Why the best wealth creators are like NFL quarterbacksThe 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.

--- Send in a voice message: https://podcasters.spotify.com/pod/show/jason-blumstein/message

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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 their net worth.

You’ll also hear about:

How to evaluate risk/reward in your career and income potential
Why personal values can make or break your perception of wealth
Why legendary investor Charlie Munger believes investing is “so simple”
The financial lessons all investors can learn from those who don’t come from money

Hope you enjoy the $how!

Episode 21 Key Takeaways:

00:00 - The story of the 10-year-old investor
04:00 - A frugality lesson from NBA superstar Giannis Antetokounmpo
06:47 - The mindset that separates those who make a living from those who grow wealth
12:45 - Investing shrewdly and the benefits of the entrepreneurial spirit
19:19 - How a toxic environment can be a drag on your wealth
23:03 - Why investors must get comfortable with deferred gratification
25:28 - Bo Know$: Why tough starts to life and the NFL season don’t mean disaster
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.

--- Send in a voice message: https://podcasters.spotify.com/pod/show/jason-blumstein/message

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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 their wealth potential
A huge misunderstanding many people have about “lifestyle creep”
A simple breakdown of the daunting topic of estate planning
Why real estate investing might not be all that it’s cracked up to be

Hope you enjoy the $how!

Episode 20 Key Takeaways:

00:00 - Big Bo’s recent trip to Israel and an episode overview
02:52 - How much you have to invest to hit $1M by 65 starting in your 30s, 40s or 50s
06:58 - Why so many people misunderstand and get caught by “lifestyle creep”
13:57 - Estate planning: Why it matters sooner than you think
19:24 - An honest look at the potential pitfalls of real estate investing
24:01 - Why advisors matter — even if you know how to invest
28:26 - A 2023 NFL preview — and a bold Super Bowl prediction

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.

--- Send in a voice message: https://podcasters.spotify.com/pod/show/jason-blumstein/message

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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 investments (Private Equity, Venture Capital, and Hedge Funds)
4 things investors should consider before taking the plunge into alternative investments
How Warren Buffett went toe-to-toe with the hedge fund world
Lessons about alternative investments from Steph Curry and Aaron Rodgers

Hope you enjoy the $how!

Episode 19 Key Takeaways:

00:00 What the dog days of summer have to do with alternative investments and your portfolio.
04:20 The recent explosion of interest in private equity.
06:51 A look at the data that suggests success in venture capital investing is a moonshot.
09:59 Taking a high-level look at hedge funds and liquid alts.
13:00 Overlooked concerns about liquidity and common misconceptions about returns in alts.
16:37 Warren Buffett’s comical bet with a hedge fund — and what it shows us about alternative returns
18:49 Eye-opening private equity data from a University of Oxford study.
21:33 What is the concept of “regime change” and why does it have such major implications on potential returns?
27:27 What can Steph Curry and Aaron Rodgers teach investors about alts?

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.

Send in a voice message: https://podcasters.spotify.com/pod/show/jason-blumstein/message

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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 different from cockiness — and how investors can implement the right amount into their financial plans.
Lessons to learn from both the $63.4 billion Enron collapse and the alarming statistics behind the financial struggles of former millionaire ex-athletes.
The cocktail ingredients that make up the right mix of swagger — integrity, knowledge and passion.
Bo Know$ segment: 6 steps you can take to implement swagger into your personal and financial lives.

Hope you enjoy the $how!

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.

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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 dramatically over the years — and why it matters
What investors can learn from Warren Buffett, Charlie Munger and the Miami Heat

Hope you enjoy the $how!

Timestamps of topics discussed:

00:00 - Applying the "defense wins championships" mindset to investing.
4:31 - The answer to thinking, "I don't have enough time to get better at investing."
9:00 - The Benjamin Franklin quote that ties into a major investment mistake many people make.
11:58 - The "1 Over N" study and how lacking knowledge can create a portfolio imbalance that hurts investors.
16:17 - The Warren Buffett-backed idea that investing success is more about saying "no" than saying "yes."
17:56 - The data-driven Reuters study that shows how a lack of patience has hurt investors in recent decades.
20:57 - What investors can learn about getting help from the greatest investor of all time.
23:22 - How the 2023 Miami Heat set a strong example for those who want to be successful investors.

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.

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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 during the home-buying process

Bo Knows Housing!

Hope you enjoy the $how!

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.

--- Send in a voice message: https://podcasters.spotify.com/pod/show/jason-blumstein/message

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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!

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.

--- Send in a voice message: https://anchor.fm/jason-blumstein/message

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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 games, but defense typically wins you championships
Big Bo's "Bo's Knows" segment predicting the winner of Super Bowl LVII and why

Hope you enjoy the $how!

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.

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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 start-up technology world and creating long-term sustainable wealth
How the end of 0% interest rate policy may have aided a needed cleansing in the technology space and economy as a whole
What Miami Heat basketball can teach us about the importance of building a great culture

Hope you enjoy the $how!

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.

--- Send in a voice message: https://anchor.fm/jason-blumstein/message

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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 you enjoy the $how!

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.

--- Send in a voice message: https://anchor.fm/jason-blumstein/message

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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 each of the 4 tools in his own life.

Let's give thanks for what we have, and in a humbly confident way foster the proper mindset to believe bigger and better days are ahead!

Hope you enjoy the $how!