What Is “Someday” Costing You?
Episode Description
Five years ago, how old were your kids? What were you earning? What are you still saying you'll get to when things settle down? Five years can move fast while someday stays right where you left it. In Five Years In — Part 4 of 4: What the Next Five Years Look Like, Jason Blumstein, CFA walks through how to picture the life you're building, weigh what it requires today and take a real first step.
In this episode
✔ Why the future you want may require giving something up today
✔ Why calling something an “investment” doesn't excuse you from doing the math
✔ How to picture the ordinary Tuesday you're actually building toward
✔ The two questions to answer before this year ends
✔ The Bo Know$ rule: Start Cooking
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Bo Know$: Start Cooking
Imagine being invited to dinner. You show up hungry, and your host shows you pictures of the food and tells you how good it's going to taste. But the oven is cold and the ingredients are still in the fridge. That's not dinner. It's a presentation. You don't need to cook the entire meal at once, but something has to go on the stove. Pick one thing you want to be different about your life in five years. Write down what needs to happen first, then name the cost: money, time, effort or help. If that first step is too big, make it smaller and figure out what you can start this month. Then give it a date.If you want help connecting today's financial decisions to the life you're building, request a 360° Wealth Alignment Meeting at JuliusWealthAdvisors.com.
About Jason
Jason Blumstein, CFA, is the founder and CEO of Julius Wealth Advisors, an independent boutique RIA serving clients nationwide from Englewood Cliffs, New Jersey. His passion for investing began at just 10 years old, when his grandfather Julius turned off the cartoons, turned on CNBC, and began teaching him about stocks, discipline, and the values that build a meaningful life.Shaped by early family financial hardship and inspired by Julius’s integrity and generosity, Jason built a career by gaining experience with PwC, Morgan Stanley, and J.P. Morgan. With a mission of offering transparent, education-forward planning rooted in Integrity, Knowledge, and Passion, Jason founded Julius Wealth Advisors in 2021. The firm operates in a fiduciary, client-aligned model built around long-term partnership.
Building Wealth Is By Choice, Not Chance
Today, Jason partners with High Earners, Not Wealthy Yet (HENWY) families ages 35–50, helping them build long-term, sustainable wealth through disciplined planning, deeply personal guidance, and analytical rigor he gained as a CFA® charterholder. He is known for his boutique, high-touch service, and for the educational clarity he brings to every conversation through The Big Bo $how podcast and Wealth of Knowledge blog. Outside the office, Jason is a proud husband and father of two. He loves all sports, working out, watching the NFL (he has a complicated relationship with the Dolphins), rooting for the Mets, and staying active—a continuation of his college football days. To learn more about Jason, connect with him on LinkedIn.
Disclosures:This piece contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained herein should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. The information contained herein has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed. Past performance does not guarantee any future results. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. For additional information about Julius Wealth Advisors, including its services and fees, contact us or visit adviserinfo.sec.gov.