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 Blumstein, CFA, Founder of Julius Wealth Advisors, breaks down:

✅ 7 common money mistakes many high earners make without realizing it

✅ 4 silent wealth killers that quietly drain financial progress

✅ A playbook of strategies designed to help you protect your lead and build with clarity

We’ll explore:

• Why earning six figures can still feel limiting
• How lifestyle creep, taxes, and concentration risk impact wealth
• Ways disciplined planning can provide more control and confidence

Packed with data, analogies, and straight talk, this episode is about helping you think differently about wealth — and putting yourself in position to move forward with strategy and purpose.

👉 Tune in now and see how to reframe the High Earner’s Paradox in your own financial journey.

👇 Ready to go deeper?Download your Wealth Building Playbook → https://www.juliuswealthadvisors.com/download-your-jwa-wealth-building-playbook

www.juliuswealthadvisors.com

Schedule a Call: 201-408-4644

Email: [email protected]

Chapters

00:00 Introduction to Wealth Building Strategies

00:43 The Seven Costly Money Mistakes

07:09 Silent Wealth Killers

11:49 Lessons from Super Bowl 51

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.

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 today’s stock market—and what history says about concentrated bets.

✅ The real opportunities and risks of AI in business, investing, and your career.

✅ How AI’s gravitational pull toward “average” can limit growth—and ways to use it as a tool, not a crutch.

✅ Why depth, balance, and discipline—not hype—are the true drivers of long-term success in both football and finance.

Packed with data, sports analogies, and straight talk, this episode will help you rise above the noise, avoid blind spots, and approach wealth building with clarity and intention.

👉 Tune in now and learn how to navigate the AI era with strategy and purpose.

👇 Ready to build your legacy? Download your Wealth Building Playbook → https://www.juliuswealthadvisors.com/download-your-jwa-wealth-building-playbook www.juliuswealthadvisors.com

Schedule a Call: 201-408-4644

Email: [email protected]

Chapters

01:38 Introduction: AI's Impact on Markets

02:40 Valuation and Market Risks

07: 36 AI's Role in Various Industries

08:40 Strategic Use of AI

12:28 Football Analogy: Depth Over Stars

15:34 Conclusion: Building Wealth with Strategy

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.

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?

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.

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 housing affordability and rising mortgage rates to ballooning ownership costs, Jason walks you through how one client could potentially generate $6.2 million in long-term wealth by renting and investing the difference.

You’ll walk away with:

• ​A step-by-step Rent vs. Buy decision-making framework
• ​Clarity on the true costs of homeownership
• ​Guidance on how to invest the difference strategically
• ​And a powerful reminder from Steph Curry’s 2016 NBA Finals collapse on how staying calm under pressure creates real wins

Whether you're earning six figures and feeling real estate FOMO, questioning your next move, or looking to make smarter money decisions, this episode gives you the clarity and confidence to play your wealth game right.

Download your complimentary Wealth Building Playbook ⁠here ⁠

www.juliuswealthadisors.com

Call: 201-408-4644

Email: ⁠[email protected]

Chapters

00:00 Rethinking Homeownership: The Case for Renting

01:44 Understanding the Current Housing Market Dynamics

05:50 Strategic Approaches to Home Buying and Renting

07:26 Understanding the Financial Impact of Homeownership

11:33 Evaluating Market Timing for Home Purchases

13:19 The Hidden Costs of Homeownership

15:01 The NBA Finals and Wealth Lessons

16:31 Staying Calm in the Face of Pressure

18:00 Navigating the Housing Market with Strategy

19:41 Exploring Key Themes in Today's Conversation

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.

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—no matter what the markets are doing.

From market discipline to wealth-building fundamentals, this episode is your reminder that the best plays don’t come from panic—they come from preparation.

What You’ll Learn in This Episode:

• ​Why reacting to headlines can erase decades of gains
• ​How to master financial discipline and use volatility to your advantage
• ​The 10 controllable money habits that build real wealth
• ​Why quiet wealth beats flashy spending
• ​What brisket and investing have in common in the Bo Know$ segment

If you’re tired of chasing noise and ready to start calling plays that actually move the chains—this episode is for you.

Download your complimentary Wealth Building Playbook here

Call: 201-408-4644Email: [email protected]

Hit play now—and remember, building wealth is by choice, not chance.Chapters

00:00 The Cost of Emotional Reactions in Investing

02:05 The April Tariff Tantrum: A Market Reaction

05:01 Understanding Market Behavior and Investor Psychology

09:10 Introduction to The Big Bo 10

12:04 Understanding Good vs. Bad Debt

15:01 Wealth-Building Habits and Strategies

17:57 Protecting Your Wealth: Tax Planning and Insurance

18:30 The Art of Smoking Brisket: A Personal Journey

19:58 Building Wealth: The Slow and Steady Approach

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.

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 book. Drawing from his days on the offensive line, Big Bo unpacks the mindset and strategy behind long-term financial success—even when markets are emotional and unpredictable.

What You’ll Learn in This Episode:

✔ How ego-driven decisions derail long-term wealth

✔ What market history teaches us about patience and performance

✔ The offensive line approach to asset allocation and behavior

✔ Why boring isn't bad—it’s foundational

✔ Why pancakes—not flaming croissants—are the better portfolio play in our Bo Know$ segment

🎙️ We’re talking markets, mindset, and money—blending financial fundamentals with football and food to help you play the long game with confidence (and maybe a side of syrup).

💡 Ready to stop reacting and start investing like a strategist?Tune in now and discover why boring might be the most beautiful financial decision you ever make.

🔗 Subscribe & Connect:

📞 Call: 201-408-4644

📩 Email: [email protected]

🌍 Visit: ⁠www.juliuswealthadvisors.com

👉 Hit play now—and learn how to block out the noise and build wealth by choice, not chance. 🎧

Chapters

00:00 Market Reactions and Psychological Responses

02:18 Market Volatility and Emotional Investing

05:14 The Lineman Mentality in Investing

07:16 Ego vs. Evidence in Wealth Building

12:38 Lessons from Food: Investing Insights

14:12 The Pancake Philosophy: Consistency Over Flash

15:11 Reframing Fear: Embracing Market Discounts

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.

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 Julius Wealth Advisors, cuts through the noise to break down what tariffs really do, how they impact markets, and what it all means for your wallet.

What You’ll Learn in This Episode:

✔ The real purpose of tariffs—and why governments use them

✔ Who absorbs the cost—businesses, consumers, or both?

✔ How tariffs impact inflation, supply chains, and investments

✔ Which industries benefit from tariffs and which ones suffer

✔ Why tariffs are like Major League Baseball’s luxury tax

✔ What smart investors should watch for in a tariff-driven economy

🎙️ We’re talking money, markets, and strategy— blending financial insights with sports analogies to make economic policy actually make sense.

💡 Want to stay ahead of the game? Tune in now and learn how trade policy impacts your financial future.

🔗 Subscribe & Connect:

📞 Call: 201-408-4644

📩 Email: [email protected]

🌍 Visit: www.juliuswealthadvisors.com

👉 Hit play now and make smarter money moves! 🎧

Chapters:

00:00 Understanding Tariffs: The Basics

08:28 Who Pays for Tariffs? The Economic Impact

16:16 Tariffs and Inflation: Myths and Realities

22:45 Lessons from Sports: Tariffs and the Luxury Tax

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.

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 financial mistakes high-income professionals make (and how to avoid them)
✔ Tax-saving strategies Warren Buffett swears by
✔ How proactive financial planning helps you win in the long run
✔ Why retirement planning is YOUR responsibility—because pensions are dead

🎙️ **We’re talking money, strategy, and mindset—**with a mix of sports analogies, real-life financial game plans, and even a little love for great food.

💡 Ready to stop winging it with your wealth? Tune in and learn how a financial advisor can be your secret weapon for long-term financial success.

🔗 Subscribe & Connect:
📞 Call: 201-408-4644
📩 Email: [email protected]
🌍 Visit: www.juliuswealthadvisors.com

👉 Hit play now and start making smarter money moves! 🎧

Chapters:

00:53 Understanding Financial Advisors and Their Role

02:09 The Role of a Financial Advisor

11:12 Why You Need a Financial Advisor

15:38 Understanding Wealth vs. Income

18:31 Navigating Complex Financial Decisions

21:54 The Importance of Proactive Wealth Planning

23:34 The Importance of Financial Strategy

26:23 Comparing Financial Advisors to Sports and Cooking

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.

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 tap for today’s episode:

• ​How intentional planning can become the foundation of your financial success
• ​The secrets of long-term investing and the magic of compounding
• ​Why mindset is the game-changer that separates winners from the rest
• ​And in our Bo Know$ segment, Jason connects the dots between football, food, and finances, showing you how strategy, patience, and teamwork can make all the difference.

If you’re ready to take control of your financial future, ditch the excuses, and start crushing it, this is the episode for you. Let’s make 2025 your championship season. Ready? Let’s go!

Chapters:

02:42 The Power of Intentionality in Wealth Building

06:27 Turning Intent into Action: The Playbook for Success

07:03 Tailored Financial Strategies for Success

10:57 The Power of Investing

13:52 Mindset: The Engine of Wealth Building

17:47 Building Wealth: The Game Plan

19:14 The Recipe for Success: Balancing Wealth and Knowledge

20:15 Exploring Key Themes in the Conversation

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.

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!

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