What is a Financial Advisor & Why You Need One | The Big Bo $how w/ Jason Blumstein, CFA скачать в хорошем качестве

What is a Financial Advisor & Why You Need One | The Big Bo $how w/ Jason Blumstein, CFA

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 strategy that actually works for you? What You’ll Learn in This Episode: ✔ What a financial advisor REALLY does (Hint: It's not just picking stocks) ✔ Why even six-figure earners struggle to manage cash flow, taxes, and investments ✔ The biggest financial mistakes high-income professionals make (and how to avoid them) ✔ Tax-saving strategies Warren Buffett swears by ✔ How proactive financial planning helps you win in the long run ✔ Why retirement planning is YOUR responsibility—because pensions are dead 🎙️ **We’re talking money, strategy, and mindset—**with a mix of sports analogies, real-life financial game plans, and even a little love for great food. 💡 Ready to stop winging it with your wealth? Tune in and learn how a financial advisor can be your secret weapon for long-term financial success. 🔗 Subscribe & Connect: 📞 Call: 201-408-4644 📩 Email: info@juliuswealth.com 🌍 Visit: www.juliuswealthadvisors.com (http://www.juliuswealthadvisors.com) 👉 Hit play now and start making smarter money moves! 🎧 Chapters: 00:53 Understanding Financial Advisors and Their Role 02:09 The Role of a Financial Advisor 11:12 Why You Need a Financial Advisor 15:38 Understanding Wealth vs. Income 18:31 Navigating Complex Financial Decisions 21:54 The Importance of Proactive Wealth Planning 23:34 The Importance of Financial Strategy 26:23 Comparing Financial Advisors to Sports and Cooking 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.