Listen "Ep 5: Why people, especially young investors, need a coach/behavioral coaching"
Episode Synopsis
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, and how he seeks to implement into client's lives. Additional topics Discussed:- Finding your "why" to help embed accountability, discipline, and perpetual learning into your life- Lessons learned from legendary coaches he had in his sports life- The power of "We" vs. "I" - The importance of getting comfortable being uncomfortableHope you enjoy the $how!Episode 5 Key Takeaways: 00:00 The background on Shane Morrow, the founder and managing partner of Ironbridge Wealth Council. 04:25 The two qualities great coaches instill in players that also pay dividends in professional and personal lives. 08:54 Is it better to lean on strengths or focus on weaknesses in business? 18:39 What are the characteristics of former athletes that make for good investors? 24:41 The importance of "being comfortable being uncomfortable" in both life and finance. 30:45 The two-part equation for financial freedom. 36:22 The value of positive peer pressure in achieving your goals. 39:18 Uncovering passion and purpose in life through helping others succeed.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.
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