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Ep 41: Are You Screwing Up Your Kids’ Future? The High-Earner’s Guide to Building, Protecting & Passing On Wealth
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 529 Plans and misunderstood trust strategies to the newly passed One Big Beautiful Bill (OBBBA), Jason walks you through what it really takes to grow, protect, and pass on wealth — without sacrificing your own financial stability in the process.
You’ll walk away with:
- A smarter approach to using 529 Plans without derailing your retirement
- How trusts can serve as legal armor for your legacy (not just for billionaires)
- Key takeaways from the latest tax law changes that could impact your wallet
- And a powerful lesson from the MLB All-Star Break about showing up where it matters most
Whether you’re earning multiple six figures, juggling work and family, or just want to build a future that lasts — this episode should help you get your full wealth strategy back in the driver’s seat.
Download your complimentary Wealth Building Playbook here
www.juliuswealthadvisors.com
Call: 201-408-4644
Email: [email protected]
Chapters
00:00 Introduction: Are You Doing Enough with Your Success?
02:15 The Fast-Paced Life: Is Your Wealth Strategy Keeping Up?
05:00 Understanding 529 Plans: A Tool for Your Child's Future
10:45 Advanced 529 Strategies: Gift Tax Averaging and More
15:30 Trusts: Protecting and Directing Your Wealth
18:30 Navigating Tax Changes: Opportunities in the Latest Legislation
22:00 The Importance of Financial Stability: Prioritizing Your Future
25:00 Mindset Shift: Aligning Wealth with Life Goals
28:00 Real Wealth: Presence and Freedom
30:00 Conclusion: Recap and Call to Action
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.
View all episodes
By Julius Wealth AdvisorsThink 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 529 Plans and misunderstood trust strategies to the newly passed One Big Beautiful Bill (OBBBA), Jason walks you through what it really takes to grow, protect, and pass on wealth — without sacrificing your own financial stability in the process.
You’ll walk away with:
- A smarter approach to using 529 Plans without derailing your retirement
- How trusts can serve as legal armor for your legacy (not just for billionaires)
- Key takeaways from the latest tax law changes that could impact your wallet
- And a powerful lesson from the MLB All-Star Break about showing up where it matters most
Whether you’re earning multiple six figures, juggling work and family, or just want to build a future that lasts — this episode should help you get your full wealth strategy back in the driver’s seat.
Download your complimentary Wealth Building Playbook here
www.juliuswealthadvisors.com
Call: 201-408-4644
Email: [email protected]
Chapters
00:00 Introduction: Are You Doing Enough with Your Success?
02:15 The Fast-Paced Life: Is Your Wealth Strategy Keeping Up?
05:00 Understanding 529 Plans: A Tool for Your Child's Future
10:45 Advanced 529 Strategies: Gift Tax Averaging and More
15:30 Trusts: Protecting and Directing Your Wealth
18:30 Navigating Tax Changes: Opportunities in the Latest Legislation
22:00 The Importance of Financial Stability: Prioritizing Your Future
25:00 Mindset Shift: Aligning Wealth with Life Goals
28:00 Real Wealth: Presence and Freedom
30:00 Conclusion: Recap and Call to Action
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.