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 lifestyle inflation 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: Tips on 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.
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