Ep 35: 2025 - The Year of Building Wealth by Choice Not Chance.

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

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