Episode 56
Working Hard on Your Money—but Getting Anywhere?
Episode Description
ou can put a lot of work into your money without being clear on what that work is supposed to accomplish. In year one of Julius Wealth Advisors, Jason learned that lesson the hard way, with plenty of nights working until three or four in the morning. In part two of the five-year series, he shares what he got wrong, what he changed and how to make sure your own effort is moving you forward.
In this episode
✔ Why working harder can leave you wondering why you're not getting further
✔ The question that changed how Jason built the firm: whose problem am I actually helping to solve?
✔ How a bonus decision can go sideways without a clear purpose
✔ One sentence to finish with your spouse before you research a single investment
✔ The Bo Know$ rule: Keep Score
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Bo Know$: Keep Score
You can bounce from machine to machine at the gym and leave exhausted without knowing what you were training for. Money works the same way. Pick one financial priority this month and finish the sentence, I'll know we made progress when. If a bonus is meant to build your cushion, progress might mean deciding on an amount and setting it aside. Choose one action, put it on your calendar and name one activity you can spend less time on to make room. Being exhausted tells you that you worked hard. The question is, what got better?Julius Wealth Advisors helps high earners connect their financial decisions to what they want them to accomplish. 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.