The Big Bo $how: 360° No-Nonsense Wealth Building Wisdom with Jason Blumstein, CFA
Episodes
Ep. 48: Why Your Portfolio Looks Like Everyone Else's (And What to Do About It)
18 Mar 2026
Contributed by Lukas
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: h...
Ep 47: Defense Wins Championships: 3 Plays Every High Earner Needs to Run
18 Feb 2026
Contributed by Lukas
A good financial year does not mean you're winning.Strong income. Strong portfolio. Big bonus. But one unexpected life event — and suddenly that...
Ep. 46: The Bonus Blueprint: How to Stop Your Biggest Checks From Disappearing
22 Jan 2026
Contributed by Lukas
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 p...
Ep 45: Where Happiness Really Comes From (It’s Not Just Money)
22 Dec 2025
Contributed by Lukas
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 exec...
Ep 44: Fear & Greed in 2025: The S&P 7, AI Hype & the Market Areas Investors Overlook
19 Nov 2025
Contributed by Lukas
Fear and greed are undefeated — and they quietly influence more investment decisions than any headline or market forecast. In this episode, Jason Bl...
Ep 43: The High Earner’s Paradox: Why Six Figures Still Feels Tight
18 Sep 2025
Contributed by Lukas
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 Parad...
Ep 42: AI, Hype, and the Hidden Risks to Your Wealth
21 Aug 2025
Contributed by Lukas
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 ...
Ep 41: Are You Screwing Up Your Kids’ Future? The High-Earner’s Guide to Building, Protecting & Passing On Wealth
24 Jul 2025
Contributed by Lukas
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:...
Ep 40: Rent vs. Buy: A $6.2M Decision?!?!
12 Jun 2025
Contributed by Lukas
Thinking about buying a home in 2025?You might want to hit pause...In this episode of The Big Bo $how: 360° No-Nonsense Wealth Building Wisdom, Jason...
Ep 39: Tariff Tantrum: What Most Missed—and 10 Smart Money Moves That Work
21 May 2025
Contributed by Lukas
Markets panicked. Headlines screamed. And once again, fear tried to hijack your financial future.In this episode of The Big Bo $how, Jason Blumstein, ...
Ep 38: Why Boring Builds Wealth: The Offensive Line Strategy Most Investors Miss
25 Apr 2025
Contributed by Lukas
Markets are noisy. Headlines are loud.And ego? It always seems to want to call the plays.But building real wealth?That happens in the trenches—where...
Ep 37: Tariffs Beyond the Headlines: Who Really Pays the Price?
17 Mar 2025
Contributed by Lukas
Tariffs are back in the headlines, fueling debates over inflation, trade wars, and economic uncertainty. But beyond the political spin, who really pay...
Ep 36: Mo’ Money, Mo’ Strategy: What is a Financial Advisor and Why It's Your Secret Weapon
25 Feb 2025
Contributed by Lukas
Making money is one thing—building wealth is a whole different ball game. Are you just stacking paychecks, or are you creating a long-term financial...
Ep 35: 2025 - The Year of Building Wealth by Choice Not Chance.
22 Jan 2025
Contributed by Lukas
In this first episode of 2025, host Jason Blumstein, CFA — better known as Big Bo — CEO and Founder of Julius Wealth Advisors, is here to help you...
Ep 34: Top 5 Money Moves to Make Before the Ball Drops
19 Dec 2024
Contributed by Lukas
In this final episode of 2024, host Jason Blumstein, CFA (aka Big Bo), CEO & Founder of Julius Wealth Advisors, is here to help you finish the yea...
Ep 33: How the Presidential Elections Affect Your Money
20 Nov 2024
Contributed by Lukas
In Episode 33 of The Big Bo $how, host Jason Blumstein, CFA (aka Big Bo), CEO & Founder of Julius Wealth Advisors, dives into the timely topic of ...
Ep 32: The High Earner Hustle: Turning Stress into Strategy
23 Oct 2024
Contributed by Lukas
In Episode 32 of The Big Bo $how, host Jason Blumstein, CFA (aka Big Bo), CEO & Founder of Julius Wealth Advisors, tackles the hidden stress many high...
Ep 31: The Fed's Playbook: How Rate Cuts Impact Your Wallet and Financial Strategy
18 Sep 2024
Contributed by Lukas
In Episode 31 of The Big Bo $how, host Jason Blumstein, CFA (aka Big Bo), CEO & Founder of Julius Wealth Advisors, breaks down the Fed’s next big mo...
Ep 30: Could Newton’s 4th Law Propel Your Finances Forward?
21 Aug 2024
Contributed by Lukas
In Episode 30 of "The Big Bo $how," host Jason Blumstein, CFA (aka Big Bo), CEO & Founder of Julius Wealth Advisors, dives headfirst int...
Ep 29: Housing - From Frustration to Opportunity: The Right Mindset for Today's Market
24 Jul 2024
Contributed by Lukas
In episode 29 of "The Big Bo $how," host Jason Blumstein, CFA (aka Big Bo), CEO & Founder of Julius Wealth Advisors, tackles the increas...
Ep 28: Budgeting 101: To Budget or Not to Budget? That Shouldn't Be the Question...
19 Jun 2024
Contributed by Lukas
Join Jason Blumstein, CFA (aka Big Bo), CEO & Founder of Julius Wealth Advisors, LLC, as he guides you through the essential steps of budgeting. ...
Ep 27: Crush Your Student Debt: A Roadmap to Financial Freedom
23 May 2024
Contributed by Lukas
Join us on episode 27 of The Big Bo $how as your host, Big Bo (A.K.A Jason Blumstein, CFA, CEO & Founder of Julius Wealth Advisors, LLC) takes you...
Ep 26: What Do Super Bowl Wins and Financial Success Have in Common?
22 Feb 2024
Contributed by Lukas
In this captivating episode of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA; CEO & Founder of Julius Wealth Advisors, LLC) bridges the gap...
Ep 25: Your 2024 Game Plan: What's In, What's Out for Financial Victory?
18 Jan 2024
Contributed by Lukas
🌟 Welcome to the first episode of The Big Bo $how in 2024!🎉 Join Big Bo (a.k.a. Jason Blumstein, CFA)As we embark on a new year, it's time to sh...
Ep 24: Lifestyle Inflation - Blocking and Tackling in the Financial Trenches
21 Dec 2023
Contributed by Lukas
Join Big Bo (a.k.a. Jason Blumstein, CFA) where he delves into the critical issue of managing wealth as your income grows. Tune in for insightful disc...
Ep 23: Inflation - Separating the Turkey from the Stuffing
16 Nov 2023
Contributed by Lukas
As Thanksgiving looms on the horizon, join Big Bo (a.k.a. Jason Blumstein, CFA), on a special journey where he blends the festive spirit with financia...
Ep 22: Why Ignorance Isn't Bliss: Decoding the Quadrants of Knowledge – Can They Save Your Wealth?
18 Oct 2023
Contributed by Lukas
Ever wondered why some people seem to have the 'golden touch' when it comes to building wealth, while others can't catch a break? It's not just luck o...
Ep 21: From $30K in Debt to 7 Figures: Money, Mindset, and Munger
21 Sep 2023
Contributed by Lukas
In episode #21 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) shares his story of going from $30K in debt to a 7-figure net worth. Financia...
Ep 20: 5 Major Money Mistakes High Earners Make in their 30s and 40s — and How to Avoid Them
31 Aug 2023
Contributed by Lukas
In episode #20 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) shares ways to avoid 5 common money mistakes high earners make in their 30s an...
Ep 19: The Good, the Bad, and the Ugly: Do Alternative Investments Help or Hurt Your Portfolio?
20 Jul 2023
Contributed by Lukas
In episode #19 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) offers listeners a simplified look at the complex and often misunderstood worl...
Ep 18: Swagger - What is it? And Can it Help You Build Sustainable Wealth?
21 Jun 2023
Contributed by Lukas
In episode #18 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) takes a look at one of the most overlooked personality traits in building sust...
Ep 17: 4 Steps You Can Take Today to Become a Better Investor Tomorrow
18 May 2023
Contributed by Lukas
In episode #17 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) helps listeners answer a simple question — how do I become a successful inv...
Ep 16: Let's Talk About Housing! What You Should Know Before You Purchase a Home
20 Apr 2023
Contributed by Lukas
In episode #16 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA, the CEO & Founder of Julius Wealth Advisors) discusses housing and home ow...
Ep 15: The Silicon Valley Bank Failure: the What, the Why, and 4 Key Lessons We Can Learn
14 Mar 2023
Contributed by Lukas
In episode #15 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) discusses the recent sudden collapse of Silicon Valley Bank, the 2nd largest b...
Ep 14: Congrats, You're a Business Owner! How Getting Your Mindset Right Can Help Create Long-Term Success in Investing and Wealth
09 Feb 2023
Contributed by Lukas
In episode #14 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) discusses ways to help create a proper ownership mindset to assist you on your...
Ep 13: Discussing the 2022 Tech Reckoning w/ Jonathan Lehr of Work-Bench
16 Jan 2023
Contributed by Lukas
In episode #13 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) sits down with Jonathan Lehr, the Co-Founder and General Partner of NY-based V...
Ep 12: Lessons You Can Learn from the FTX Collapse
15 Dec 2022
Contributed by Lukas
In episode #12 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) dives into the recent collapse of FTX, the cryptocurrency exchange, and provid...
Ep 11: 4 Ways to Not Just Survive, but to Thrive!!!!!
23 Nov 2022
Contributed by Lukas
In episode #11 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) takes notice that many people, after a long 2022 with a war, high inflation, a...
Ep 10: Just Grin and Bear It: Wealth building tools and analysis to help you survive a bear market and potential recession
16 Oct 2022
Contributed by Lukas
In episode #10 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) discusses ways to stay calm and not "freak out" during bear markets and talks ...
Ep 9: Back-to-School: Ways You Can Teach Financial Literacy in Your Home
13 Sep 2022
Contributed by Lukas
In episode #9 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) discusses the need for Financial Literacy, an important topic that is near and ...
Ep 8: Homeostasis: The quest for balance in personal finance, the economy, and the Miami Dolphins
16 Aug 2022
Contributed by Lukas
In episode #8 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) reviews the process of Homeostasis. How this dynamic, self-regulating process...
Ep 7: Is investing in "the stock market" gambling?
20 Jul 2022
Contributed by Lukas
In episode #7 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) brings on a special guest, the person who made Big Bo "lose his appetite" (from...
Ep 6: KISS: Why keeping it simple is often times the best course of action to create long-term wealth
22 Jun 2022
Contributed by Lukas
In episode #6 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) reviews the importance of KISS (Keep it Simple, Stupid!). How this concept help...
Ep 5: Why people, especially young investors, need a coach/behavioral coaching
10 May 2022
Contributed by Lukas
In episode #5 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) reviews the importance of coaching, how this has shaped his life personally, an...
Ep 4: Newton's 3L: Every action has an equal and opposite reaction in personal finance: home ownership, college savings, small business ownership, and "keeping up with the Joneses"
21 Apr 2022
Contributed by Lukas
In episode #4 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) reviews how Newton's 3rd Law at times plays out in our personal finances. Addi...
Ep 3: War, Mortgages, and Cookies...Oh, My!!!!!
15 Mar 2022
Contributed by Lukas
In episode #3 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) provides context on current geopolitical events in Ukraine, and why good news m...
Ep 2: #FOMO: Comparing Fear Of Missing Out Investing to Profitability based; How Matthew Stafford Upgraded to Quality as well to win a Super Bowl!
15 Feb 2022
Contributed by Lukas
In episode #2 of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) provides context on the current #FOMO investing trend, and contrasts it the Mon...
Ep 1: Welcome to the $how!...Time to Just Start.
13 Jan 2022
Contributed by Lukas
In the inaugural episode of The Big Bo $how, Big Bo (a.k.a. Jason Blumstein, CFA) provides an intro to the show, himself, and core values. Discusses...