The Big Bo Show: Wealth Building for High Earners

Hosted by Julius Wealth Advisors

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Oct 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 weekly. Learn more at www.JuliusWealthAdvisors.com.

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57 recent

October 22, 2026Episode 576 min

Ep. 57 High Income, Still Feeling Stretched? 3 Things to Get Right

Mortgage. Tuition. Camp. The car. You're earning more than ever, so why does every paycheck feel like it's already spoken for? I've seen it in households earning over $500,000+ a year. Strong income. Real savings. And still no clear sense of where it's all going. The high earners I meet usually know what they make. They're much less clear on what their life costs. This is Five Years In — Part 3 of 4: What High Earners Get Right and Wrong. You'll hear three patterns and how each one affects your ability to enjoy what you've earned. We cover: ● When to ask for help before your options narrow. ● The gap between what you earn, what you own and what you can actually use. ● How to test a big commitment with this episode's Bo Know$ rule: Know What's Committed. You've worked hard for your income. Do you know what it's already committed to? Chapters 00:00 Why Every Paycheck Feels Spoken For 01:22 Pattern One: Knowing When to Ask for Help 02:14 Pattern Two: Cash Flow and Where Your Wealth Sits 02:46 I'm Successful, So I Should Buy 03:12 Pattern Three: Guilt About Spending What You Can Afford 03:44 Big Commitments and Changing Course 04:15 Bo Know$: Know What's Committed 05:29 Next Up: What the Next Five Years Make Possible 📞 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.

October 15, 2026Episode 566 min

Ep. 56 Working Hard on Your Money…but Getting Anywhere?

Checking accounts. Comparing investments. Reading another article. You’re putting time into your money—but how do you know it’s helping? In year one of Julius Wealth Advisors, I spent plenty of nights working until three or four in the morning. Blogs. Podcasts. The website. I was getting things done. But I wasn’t clear enough on whose problem that work was helping solve. Because three in the morning is a lousy long-term business plan.In part two of our four-part “Five Years In” anniversary series, I share what I got wrong, what changed, and how the same mistake can show up with your money. We cover : • Why more financial research doesn’t always move a decision forward. • The conversation to have before deciding where your bonus goes. • How to define progress with this episode’s Bo Know$ rule: Keep Score. • You’re putting in the effort. What’s getting better?Chapters 00:00 Busy Isn't the Same as Progress 01:22 Throwing Everything at the Wall 01:58 What I Needed to Own 02:21 Whose Problem Am I Solving? 02:55 Give Your Bonus a Job 04:10 Bo Know$: Keep Score 05:17 Next Up: What High Earners Get Right and Wrong 📞 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.

October 8, 2026Episode 556 min

Ep. 55: Why I Left the Job I Worked So Hard to Get

In my thirties, I still loved investing. But I had started to strongly dislike the job I worked so hard to get. Julius Wealth Advisors just turned five, and this is the first of four short episodes on what those years taught me. ☑ Why I left ☑ How I prepared before I did, and ☑ The question worth asking about your own hard work. What do you want it to make possible? 📞 Connect with Julius Wealth Advisors Schedule a conversation: 201-408-4644 Email: info@juliuswealth.com Learn more about 360° Wealth: www.juliuswealthadvisors.co 🔔 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.

September 16, 2026Episode 5421 min

Ep. 54: You Cannot Save a Summer: The Two Clocks Every High Earner Is Living By

By the ninth ballpark, my kids walked into the Astros game in matching Buc-ee's onesies. The camera put them on the video board. I started laughing, then I started counting. Not the money. The summers. You probably know what your portfolio could be worth at 60. But how many summers are left before your kids stop wanting to travel with you? There is no account where you can deposit a summer and withdraw it later. In this episode of The Big Bo $how, You Cannot Save a Summer, I break down the two clocks often running in every family's financial life, and how to help know when you can enjoy more of what you have built today without putting tomorrow at risk. In this episode, we cover: ▶ The two clocks in every plan, one that compounds and one that expires ▶ The two families who look opposite and make the same mistake ▶ The Two-Clock Decision Test for big money decisions ▶ Why premium is a label and value is an outcome ▶ The Bo Know$ rule: Win Games, Not Box Scores CHAPTERS 00:00 Nine Ballparks, Twelve Days 00:59 Two Clocks, One Real Question 02:27 The Cost of Spending vs the Cost of Waiting 04:26 Price Doesn't Create Value 05:24 Your Scarcest Asset Isn't Money 09:08 Two Families, One Mistake 10:25 The Two-Clock Test: Three Questions 13:01 Wrigley vs $6 Seats 15:15 Bo Know$: Win Games, Not Box Scores 18:19 Three Questions and Close CONNECT + SUBSCRIBE 📞 Julius Wealth Advisors | 201-408-4644 | info@juliuswealth.com | www.juliuswealthadvisors.com 🔔 Subscribe for more no-fluff conversations on investing and the mindset behind it. 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.

August 19, 202622 min

Ep. 53: Raising an Investor Without Taking Away Their Hunger

When I was a kid, my grandfather Julius changed the channel from my cartoons to CNBC. Slowly I learned that a stock is not a lottery ticket. It is ownership in a real business. That lesson changed my life, but it did not stop me from making painful mistakes later. This episode is about raising an investor. Not just the account you open for your child, but the judgment you help them build. We follow four lessons: ownership, process, patience and purpose. In this episode: ▸ Why an outcome and a process are not the same thing ▸ Why being right about AI does not make a stock a good buy ▸ How I taught ownership to my kids at age six ▸ Why I was glad my son spent some of his money ▸ The Bo Know$ rule: the Mamba Investor Mentality Chapters: 00:00 A Head Start or a Handicap 00:35 Meet Julius, My First Investing Teacher 01:30 Raising an Investor: The Four Lessons 02:24 What an Investor Looks Like 03:30 My Neorex and AOL Mistake 05:44 Right About AI, Still Wrong About the Stock 08:41 Opening a Custodial Account (UTMA) 11:12 Why I Was Glad My Son Spent His Money 13:24 Starting Early: Time Is an Asset 14:50 Purpose: What Money Is For 16:30 Bo Know$: The Mamba Investor Mentality 20:17 Action Step and Three Questions Read more here: https://www.juliuswealthadvisors.com/... 📞 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.

July 22, 2026Episode 5219 min

Ep. 52: Two People, One Financial Life: Why Most Money Fights Aren't Really About Money

Growing up, I learned early that money can change the temperature in a house. It caused a lot of tension. Looking back, I do not think most of it was really about money. It was about two people who never got on the same page about it. That is what a lot of couples are quietly dealing with right now. One of you is the saver. One of you is the spender. You have talked about the budget. You have argued about the big purchases. But the why underneath it, the part that actually drives the tension, usually goes unspoken. In this episode of The Big Bo $how — Two People, One Financial Life — I break down why most money conflict in a marriage is not really about money. It is about what money means to each person. And why the couples who build wealth well do not try to erase that difference. They get on the same page about it. In this episode, we cover: ▶ Why the saver and the spender are not enemies, just wired differently ▶ The money story behind your habits and where it usually got set ▶ The manager and the passenger problem, and why passengers get surprised ▶ How emotion turns a simple money conversation into an argument ▶ The White Men Can't Jump scene that explains hearing versus listening ▶ Why a neutral third voice can help two people hear each other ▶ The Bo Know$ Rule of the Day: Stay onside together If you and your partner earn well but money still creates tension, this one is for you. Chapters: 00:00 – Money Can Change the Temperature in a Home 02:09 – The Fight Every Couple Thinks They Are Having 02:38 – The Saver and the Spender 04:32 – Hearing Isn't Listening: The White Men Can't Jump Scene 05:30 – Part Advisor, Part Marriage Counselor 08:24 – Manager and Passenger 12:07 – Shared Clarity Changes the Conversation 13:51 – BO KNOW$: Stay On Side Together 16:13 – Three Questions to Sit With 📞 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.

June 17, 2026Episode 5120 min

Ep. 51: The Power of No: The Hidden Skill Behind Long-Term Wealth

A client said something to me recently that I haven't been able to shake. "It's not always possible to think long term when the short term keeps changing so drastically." That one line captures what a lot of high earners are quietly feeling right now. Housing costs change. Childcare changes. The sports calendar changes. Every time you feel like you finally got ahead, life walks in with another invoice. That's why so many successful families don't feel reckless. They feel stretched. In this episode of The Big Bo $how — The Power of No — I break down why most high earners aren't stuck because of one terrible decision. They're stuck because of a hundred reasonable ones. And why one of the most underrated financial decision-making skills may be the discipline of saying no. In this episode, we cover: ▶ Why high income alone doesn't create peace or calm ▶ The hundred reasonable decisions quietly steal your clarity ▶ Opportunity cost in plain English: every yes closes a door somewhere else ▶ "Can I afford this?" vs the better question: "What does this yes make harder?" ▶ Lifestyle autopilot and why it doesn't feel like a mistake when it's happening ▶ What Warren Buffett meant when he called Charlie Munger "The Abominable No Man" ▶ Why Consistency Often Matters More Than Perfection ▶ The Bo Know$ rule: Bo Knows No's — the youth sports parallel every parent will recognize ▶ The Better Yes Test: three questions to sit with before your next big decision If you're earning real money but still feel stretched — this one's for you. Chapters: 00:00 – The Client Quote That Captures How High Earners Feel 01:29 – Why Financial Progress Often Requires Saying No 03:36 – A Hundred Reasonable Decisions Quietly Steal Your Calm 05:05 – Opportunity Cost: Every Yes Closes a Door Somewhere Else 06:34 – Lifestyle Autopilot and the Hidden Cost of Too Many Yeses 08:57 – The Abominable No Man: What Charlie Munger Knew 10:24 – Why Compounding Needs Restraint 12:24 – BO KNOW$: Bo Knows No's 16:23 – The Better Yes Test: 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.

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 Test If 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 Sheet 05:30 – $500K vs $500K: Same Income, Very Different Lives 07:30 – Capital Allocation: The Skill That Separates Earners From Builders 10:12 – The Roth 401(k) Trap 11:07 – Financial Success With Handcuffs 13:36 – BO KNOW$: 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 wealth If 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 Money 01:00 The Gap Where the Recovery Tax Lives 02:36 The Problem-Solving Trap for High Earners 05:01 Julius Wealth Advisors 05:54 Defining the Recovery Tax 07:57 Why You Need a System, Not Willpower 09:15 Bo Knows: The Brisket Analogy 10:41 The Big Bo Brisket Challenge 11:11 Fixing a Feeling vs. Fixing a Problem 12:10 3 Questions Before You Make a Move 13:09 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 Portfolio 01:53 What is "Home Bias"? 03:22 Why Familiarity Isn't Diversification 04:49 Julius Wealth Advisors: Our Approach 05:48 Cycles: When Leadership Rotates 06:48 Comparing Global Valuations 08:14 The P&G vs. Unilever Example 08:43 Concentration in Your Career & Portfolio 10:39 Bo Knows: The World Baseball Classic 12:34 The Global Talent Test Rule 14:31 3 Questions to Audit Your Strategy 15:29 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.

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