Episode 390: How To Build Wealth By Choice, Personal Finance Tips w/ CFA Jason Blumstein

Let’s talk about money! CFA Jason Blumstein helps us debunk some finance myths and provides practicable, actionable advice that we can start implementing to start building wealth today.

Hey Dream Drivers –  Today on the podcast we have Jason Blumstein, CFA®, CEO and Founder of Julius Wealth Advisors, LLC, a boutique wealth advisory providing concierge advantages.

We are going to be talking about how you can BUILD WEALTH BY CHOICE. I know money, funding, financial independence, and wealth building are all topics that you all are dealing with on the daily – so I’ve brought in an expert to help us debunk some finance myths and provide practicable, actionable advice that we can start implementing ASAP.

Jason is the Host of the podcast, “The Big Bo $how.” He’s knowledgeable and an engaging speaker and you all are going to enjoy not only his practical tips on building personal wealth but also his story. Growing up familiar with financial struggles and frustration, he’s walked the walk that’s been the journey of most of us Dream Drivers.

I’m happy to have Jason share his teachings on financial literacy with us.

His expertise snowballed at branded institutions like PricewaterhouseCoopers, Morgan Stanley, and J.P. Morgan. 

If you enjoy this episode – the BEST thing you can do is share with a friend or your community!!

 

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Email: jason@juliuswealth.com

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About Rana Campbell

Rana Campbell is the host of the Dreams In Drive Podcast and owner and founder of Dreams In Drive LLC. She is a marketing/branding expert that loves helping creatives & lifestyle entrepreneurs build brands that SHINE in the business world.