The Big Bo Show: Wealth Building for High Earners

Hosted by Julius Wealth Advisors

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May 2026

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High income is not the same as wealth. The Big Bo Show is a personal finance podcast for high earners, high performers, and families who want to better understand how investing, cash flow, tax planning, retirement planning, estate planning, risk management, spending, saving, and mindset all fit together. Hosted by Jason Blumstein, CFA, founder of Julius Wealth Advisors, each episode discusses wealth-building concepts using real-world examples and relatable analogies from sports, food, and life. New episodes monthly. Learn more at www.JuliusWealthAdvisors.com.

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May 20, 2026Episode 5019 min

Ep. 50: The 6 Words Most People Can't Define (And Why It's Costing Them)

You can make $500,000, $750,000, even $1 million a year. And if you can't answer that question clearly, you can still feel like you're running in place.In this episode of The Big Bo $how, I break down six words every high earner uses but very few truly understand:Asset.Liability.Income.Expense.Cash.Flow.More importantly, we’ll walk through how these six words connect into one system that can influence whether your income is being intentionally directed toward long-term wealth-building.In this episode, we cover:▶ The six words high earners should be able to define in plain English▶ Why your personal financial statements are the scorecard many high earners never learned to read▶ The $500K vs. $500K example: how two similar incomes can create very different planning paths▶ Capital allocation — why I believe it may be one of the most important wealth-building skills a high earner can develop▶ Why generic financial advice can quietly become the wrong decision for your situation▶ “Financial success with handcuffs” — the liquidity trap many successful professionals don’t talk about▶ The Bo Know$ rule: The Mets TestIf you’re earning real money but still not sure if you’re actually getting ahead — this one is for you.Chapters: 00:00 – Are You Building Wealth or Just Earning a Lot of Money? 01:00 – The Six Words Every High Earner Uses (But Few Understand) 03:14 – Assets, Liabilities & Net Worth Defined 04:16 – Cash Flow: The Engine That Builds the Balance Sheet05:30 – $500K vs $500K: Same Income, Very Different Lives07:30 – Capital Allocation: The Skill That Separates Earners From Builders 10:12 – The Roth 401(k) Trap 11:07 – Financial Success With Handcuffs 13:36 – BO KNOW$: The Mets Test 16:16 – Three Questions to Sit With📞 Connect with Julius Wealth Advisors Schedule a conversation: 201-408-4644 Email: info@juliuswealth.com Learn more about 360° Wealth: www.juliuswealthadvisors.com🔔 Subscribe for more no-fluff conversations on investing, wealth-building, and the mindset behind financial success.Disclosures: 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.

April 16, 2026Episode 4914 min

Ep. 49: The Mistake Smart Investors Make When Markets Get Scary

Why reacting to markets costs high earners more than they think.When markets get uncomfortable, smart people do something that feels responsible — and often ends up being expensive.In this episode of The Big Bo $how, I break down why the instinct that makes high earners great at their jobs is the exact instinct that can wreck long-term returns — and what to do instead.In this episode, we cover:▶ Why successful people are wired to do the wrong thing when markets get volatile ▶ The Recovery Tax: what it is, how it works, and why this one is voluntary ▶ The four lines every investor tells themselves before paying it ▶ Why high earners with RSUs and fragmented financial lives feel volatility harder ▶ The Pulse Check: one question to ask before making any move ▶ The Bo Know$ rule: what perfecting smoked brisket can teach you about building wealthIf you've ever made a "reasonable" move during a market pullback and regretted it later — this episode is for you.Chapters: 00:00 The Urge to "Fix" Your Money01:00 The Gap Where the Recovery Tax Lives02:36 The Problem-Solving Trap for High Earners05:01 Julius Wealth Advisors05:54 Defining the Recovery Tax07:57 Why You Need a System, Not Willpower09:15 Bo Knows: The Brisket Analogy10:41 The Big Bo Brisket Challenge11:11 Fixing a Feeling vs. Fixing a Problem12:10 3 Questions Before You Make a Move13:09 Building Wealth by Choice, Not Chance📞 Connect with Julius Wealth Advisors Schedule a conversation: 201-408-4644 Email: info@juliuswealth.com Learn more about 360° Wealth: www.juliuswealthadvisors.com🔔 Subscribe for more no-fluff conversations on investing, wealth-building, and the mindset behind financial success.Disclosures: 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.

March 20, 2026Episode 4816 min

Ep. 48: Why Your Portfolio Looks Like Everyone Else's (And What to Do About It)

Most U.S. investors have over 80% of their portfolio in U.S. stocks. Not because they planned it that way. It just happened.There's a name for that: home bias. And it could be creating a risk in your portfolio you don't even know you're carrying.In this episode of The Big Bo $how —Why Your Portfolio Looks Like Everyone Else's (And What to Do About It) — I break down why familiarity isn't the same as diversification, what 2025 showed us about market cycles, and why high earners with RSUs and equity comp may be even more exposed than they realize.In this episode, we cover:▶ What home bias is and why it feels logical — until it doesn't ▶ Why 82% of investors are significantly overweighting one country ▶ The "Same Business, Different Price Tag" concept — and what it means for your opportunity set ▶ How RSUs and equity comp can quietly double your concentration risk ▶ The Global Talent Test: is your portfolio built to win in any environment? ▶ The behavior lesson — when everyone's doing the same thing, are you early or late?If you've never actually questioned why your portfolio is built the way it is, this episode is for you.Chapters: 00:00 The Hidden Risk in Your Portfolio01:53 What is "Home Bias"?03:22 Why Familiarity Isn't Diversification04:49 Julius Wealth Advisors: Our Approach05:48 Cycles: When Leadership Rotates06:48 Comparing Global Valuations08:14 The P&G vs. Unilever Example08:43 Concentration in Your Career & Portfolio10:39 Bo Knows: The World Baseball Classic12:34 The Global Talent Test Rule14:31 3 Questions to Audit Your Strategy15:29 Building Wealth by Choice, Not Chance📞 Connect with Julius Wealth Advisors Schedule a conversation: 201-408-4644 Email: info@juliuswealth.com Learn more about 360° Wealth: www.juliuswealthadvisors.com🔔 Subscribe for more no-fluff conversations on investing, wealth-building, and the mindset behind financial success.Disclosures: 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.

February 18, 2026Episode 4713 min

Ep 47: Defense Wins Championships: 3 Plays Every High Earner Needs to Run

A good financial year does not mean you're winning.Strong income. Strong portfolio. Big bonus. But one unexpected life event — and suddenly that winning season doesn't feel so dominant. That's not bad luck. That's financial fragmentation.In this episode of The Big Bo $how — Defense Wins Championships: 3 Plays Every High Earner Needs to Run — I break down why offense gets headlines but defense keeps you in the game, and what a truly coordinated 360° Wealth system actually looks like.In this episode, we cover: ▶ Why high earners get knocked off track by the boring stuff they didn't respect ▶ The Formula One mindset shift: better brakes let you drive faster ▶ Play #1: Treat taxes like strategy, not surprise — April shock is defensive failure ▶ Play #2: Stress test your life — is your downside protected? ▶ Play #3: Update your protection like you update your phone ▶ Bo Knows: What Sam Darnold's Super Bowl LX transformation teaches us about wealth systemsIf you feel exposed despite earning well, this episode is for you.Chapters: 00:00 – A Good Financial Year Doesn't Mean You're Winning00:29 – Offense Gets Headlines. Defense Keeps You in the Game.01:45 – Why High Earners Get Knocked Off Track02:24 – The Basketball Lesson: Silos vs. Systems03:47 – Defense Isn't Fear — It's Professionalism05:14 – The Formula One Framework05:43 – Play #1: Treat Taxes Like Strategy, Not Surprise06:41 – Play #2: Stress Test Your Life07:40 – Play #3: Update Protection Like You Update Your Phone09:09 – The Common Thread: No 360° System10:10 – BO KNOWS: Sam Darnold, Super Bowl LX & the Power of Environment11:07 – Financial Hero Ball: Playing QB, Coach & GM All at Once11:36 – One Playbook, Shared Objectives, Coordinated Decisions12:06 – Wrap-Up: Wealth Is Built by What Survives Your Worst Year📞 Connect with Julius Wealth AdvisorsSchedule a conversation: 201-408-4644 Email: info@juliuswealth.com Learn more about 360° Wealth: www.juliuswealthadvisors.com🔔 Subscribe for more no-fluff conversations on investing, wealth-building, and the mindset behind financial success.Disclosures: 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.

January 22, 202615 min

Ep. 46: The Bonus Blueprint: How to Stop Your Biggest Checks From Disappearing

Have you ever had a bonus hit…felt great for a few days…and then realized nothing really changed?That’s not an income problem. It’s a system problem.In my latest episode of The Big Bo $how — The Bonus Blueprint: How to Stop Your Biggest Checks From Disappearing — I break down why variable income (bonuses, RSUs, commissions) quietly disappears without a plan, and what actually creates long-term progress instead.In this episode, we cover:✔ Why big checks often increase lifestyle instead of net worth✔ The mindset shift: Base pay runs the household. Variable pay builds the future.✔ The 5 bucket framework I use to give every bonus a job before it’s spent✔ Why growing your fixed monthly “appetite” with variable income creates pressure, not freedomIf you’re earning more but don’t feel ahead, this episode will hit home.Chapters: 00:00 – The “48-Hour Rich” Bonus Trap00:58 – The Bonus Blueprint: Moments Don’t Build Wealth02:21 – The Real Problem: You Never Assigned the Bonus04:18 – The Rule: Base Pay Runs Life, Variable Pay Builds the Future06:14 – The Bonus Blueprint System (5 Buckets, 1 Order)06:42 – Buckets #1–#2: Taxes + Sleep-Well Money08:10 – Buckets #3–#5: Debt, Investing, Lifestyle10:34 – BO KNOWS: The Two-Minute Drill + Wrap-Up📞 Connect with Julius Wealth AdvisorsSchedule a conversation: 201-408-4644Email: info@juliuswealth.comLearn more about 360° Wealth: www.juliuswealthadvisors.com🔔 Subscribe for more no-fluff conversations on investing, wealth-building, and the mindset behind financial success.Disclosures: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.

December 22, 2025Episode 4515 min

Ep 45: Where Happiness Really Comes From (It’s Not Just Money)

You can make seven figures and still feel like something’s missing. I’ve seen it firsthand.After more than a decade on Wall Street, I watched executives with million-dollar comp packages who couldn't quit if they wanted to. Great income. Zero freedom.In this episode, I'm sharing what my grandfather Julius taught me that Wall Street often overlooked: Money is a tool, not the goal.We'll cover: ✔ Why that next raise probably won't change how you feel ✔ The income level where happiness plateaus (hint: it's lower than you think) ✔ My 4 Plays for actually feeling wealthy (not just looking wealthy) ✔ Why Andrew Luck walking away from $100M+ teaches us about success, health, and long-term fulfillmentThis isn’t about being anti-money—I’m all for earning well. It’s about using money in a way that supports your values, your time, and the people you care about.📞 Connect with Julius Wealth AdvisorsSchedule a conversation: 201-408-4644Email: info@juliuswealth.comLearn more about 360° Wealth: www.juliuswealthadvisors.com🔔 Subscribe for more no-fluff conversations on investing, wealth-building, and the mindset behind financial success.Chapters: 00:00 – Does Money Really Buy Happiness? 01:00 – Money as a Tool, Not the Destination 02:20 – When More Income Stops Increasing Happiness 04:14 – Comfort vs Connection: The Modern Money Mindset05:40 – How to Use Money Intentionally (and Who We Help)06:39 – Plays #1 & #2: Buy Back Time + Experiences Over Things08:39 – Plays #3 & #4: Sleep-Well Money + Generosity & Meaning 11:07 – The Andrew Luck Lesson & Your 2026 PlaybookDisclosures: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.

November 19, 202519 min

Ep 44: Fear & Greed in 2025: The S&P 7, AI Hype & the Market Areas Investors Overlook

Fear and greed are undefeated — and they quietly influence more investment decisions than any headline or market forecast. In this episode, Jason Blumstein, CFA explores how these emotions are showing up across today’s markets and what disciplined investors should understand as we head deeper into 2025.You’ll learn:Why the S&P 7 dominate returns — and what that concentration signalsHow AI-driven spending is shaping corporate behaviorWhere fear may be creating overlooked global market opportunitiesHow investors can stay grounded through emotional cyclesWhy your playbook matters more than any single market momentThis episode blends behavioral finance, real market data, and the mindset of a seasoned player-coach — helping high-earning professionals build wealth by choice, not by chance.Connect with Julius Wealth Advisors📞 201-408-4644📧 info@juliuswealth.com🌐 www.juliuswealthadvisors.com🔔 Don’t forget to subscribe for more insights on investing, wealth-building, and the mindset behind financial success.Chapters:00:00:00 Introduction to Fear and Greed00:03:00 Historical Market Influences00:06:00 The S&P 7 Dominance00:09:00 AI Hype and Investment Risks00:12:00 Opportunities in Emerging Markets00:15:00 The Role of Discipline in Investing00:18:00Practical Wealth-Building AdviceThe 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.

September 18, 202516 min

Ep 43: The High Earner’s Paradox: Why Six Figures Still Feels Tight

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 clarityWe’ll explore:Why earning six figures can still feel limitingHow lifestyle creep, taxes, and concentration risk impact wealthWays disciplined planning can provide more control and confidencePacked 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-playbookwww.juliuswealthadvisors.comSchedule a Call: 201-408-4644Email: info@juliuswealth.comChapters00:00 Introduction to Wealth Building Strategies00:43 The Seven Costly Money Mistakes07:09 Silent Wealth Killers11:49 Lessons from Super Bowl 51The 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.

August 21, 202518 min

Ep 42: AI, Hype, and the Hidden Risks to Your Wealth

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: info@juliuswealth.com Chapters01:38 Introduction: AI's Impact on Markets02:40 Valuation and Market Risks07: 36 AI's Role in Various Industries08:40 Strategic Use of AI12:28 Football Analogy: Depth Over Stars15:34 Conclusion: Building Wealth with StrategyThe 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.

July 24, 202523 min

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 retirementHow 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 walletAnd a powerful lesson from the MLB All-Star Break about showing up where it matters mostWhether 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 herewww.juliuswealthadvisors.comCall: 201-408-4644Email: info@juliuswealth.comChapters00:00 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 Future10:45 Advanced 529 Strategies: Gift Tax Averaging and More15:30 Trusts: Protecting and Directing Your Wealth18:30 Navigating Tax Changes: Opportunities in the Latest Legislation22:00 The Importance of Financial Stability: Prioritizing Your Future25:00 Mindset Shift: Aligning Wealth with Life Goals28:00 Real Wealth: Presence and Freedom30:00 Conclusion: Recap and Call to ActionThe 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.