Episode 55
Why I Left: Five Years of Julius Wealth Advisors
Episode Description
You work hard to give your family choices. But how much choice do you actually feel like you have? In his thirties, Jason still loved investing and personal finance, but had started to dislike the job he worked so hard to get. In the first of four short episodes marking five years of Julius Wealth Advisors, Jason shares why he left, how he prepared before he did, and why the real question is what you want your hard work to make possible.
In this episode
✔ Why a good paycheck can still leave you feeling stuck
✔ The question Jason couldn't shake: who was better off because of his work?
✔ How his grandfather Julius sparked a lifelong passion for investing and personal finance
✔ Why he saved almost five years of expenses before leaving
✔ The Bo Know$ rule: Find Your Because
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Bo Know$: Find Your Because
In football, you can run a play perfectly and still run the wrong play. On 3rd and 15, a two-yard run won't get you there. Money often works the same way. Ask yourself one question: what is one choice you want your money to give you that you don't feel like you have today? Then look at your next financial decision, whether it's a bonus or a new monthly payment, and ask if it brings that choice closer or pushes it further away. Write down one step and give it a date.Julius Wealth Advisors helps high earners connect their spending, saving and investing to the choices that matter to them. Visit JuliusWealthAdvisors.com. Let's talk.
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.