The Big Bo $how with Jason Blumstein, CFA: 360° No-Nonsense Wealth Building Wisdom.

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 hi...

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 throug...

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...

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:

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:

• How to maximize tax-advantaged accounts like 401(k)s, IRAs, and HSAs
• The powe...

In Episode 33 of The Big Bo $how, host Jason Blumstein, CFA (aka Big Bo), CEO & Founder of Julius Wealth Advisors, dives into the timely topic of how the recent presidential election could impact your financial future. With a lighthearted Thanksgiving twist, Jason breaks down complex economic changes in a relatable and actionable way.

We’ll explore:

• What the election results mean for taxes, inflation, and tariffs
• Possibl...

In Episode 32 of The Big Bo $how, host Jason Blumstein, CFA (aka Big Bo), CEO & Founder of Julius Wealth Advisors, tackles the hidden stress many high earners face despite solid incomes and good cash flow. If you’ve ever felt like you’re working harder than ever but not getting ahead, this episode is for you.

We’ll explore:

• ​How lifestyle creep chips away at your wealth
• ​Aligning competing priorities like college savings a...

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 ju...

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 unoffic...

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
...

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
• Exp...

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...

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 w...

🌟 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 fin...

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...

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...

Ever wondered why some people seem to have the 'golden touch' when it comes to building wealth, while others can't catch a break? It's not just luck or timing—it's about knowledge.

👉 In Episode 22 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) will guide you through:

• The 4 Quadrants of Knowledge and what they mean for you
• How to identify and fill gaps in your financial understanding
• The ...

In episode #21 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) shares his story of going from $30K in debt to a 7-figure net worth. 

Financial freedom can feel like a pipe dream. But no matter where you start, you can build life-changing wealth.

You just have to know what steps to take.

Today, Big Bo shares those steps through actionable advice and mindset tips for anyone looking to grow their net worth.

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 pote...