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 ownership. Including, the information you should know before you buy a home. The $how takes a deep dive into: Why owning your home is NOT an investment Helpful math to consider when deciding to buy vs. rent a home People you should have in your corner during the home-buying processBo Knows Housing!Hope you enjoy the $how!Episode 16 Key Takeaways: 00:00 - Should you look at your home as an investment? 2:47 - How does the U.S. housing market actually work? 05:11 - Investing in the U.S. housing market vs. the S&P 500: A $26 million difference. 09:54 - Why the stock market is no more volatile than the housing market. 11:00 - The pros and cons of owning vs. renting. 14:10 - The boom-or-bust nature of leverage in home ownership.  16:19 - Should you rent or buy? Breaking down the numbers to help you decide.  24:29 - The 3 steps all home buyers should take before making a final purchasing decision.  29:33 - An objective wealth advisor's crucial role in choosing your housing situation.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, 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.

Ver todos los episodios