July 10, 2024
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July 10, 2024
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The 7 things you need to achieve your goals in 2024.

And just like that, 2024 has arrived. If you’re like me, the last 12 months probably felt like they simultaneously rushed by while moving at a glacial pace. 2023 had all of the usual suspects: geopolitical events, economic instability, the pessimists warning of the end, the optimists saying there was nothing to fear, and so much more. It was certainly eventful, to say the least. However, I’m not here to talk about these national and international events playing out on the world stage. A new year has arrived, which means you have a chance to renew your perspective, refocus, and make serious progress toward your goals. Whether they be personal, professional, or even financial, there has never been a better time to Just Start.

When these topics come up—whether in discussion with others or ourselves—many of us are uncertain of where to begin. Then, we anticipate the obstacles that we’ll face on our journey before we make the first step. Next, we’ll encounter all the missing knowledge and our perceived shortcomings. All of this, before we ultimately give up before we even start. This journey is one every single one of us has been on, and sadly, for some, it will be the only version of this journey that they embark on. Luckily for you, there is a key to climbing out of this rabbit hole and making that all-important progress to achieving your goals. The secret is to invest in yourself. You are the secret ingredient.


Unlocking Your Potential

So, now that you know the secret, what can you do? You need to take action. Don’t worry, you won’t be taking to the field unarmed. Here is the Julius Wealth Advisor-approved playbook for a transformative and successful 2024:

  1. Become a Lifelong Learner:

Your education shouldn’t stop once you leave formal education. Education is the key to unlocking your goals. Take your personal finances for example. How much were you taught about this in school or university? My guess is, not very much (due to the financial illiteracy epidemic that we have in this country). Without the right knowledge, you can’t get the most out of the money that you work so hard to earn. The same goes for any goal that you may have—you can’t achieve it without the right knowledge. So, to succeed this year, become a lifelong learner and use the most powerful tool in your body to your advantage.

  1. Work on Your Career and Financial Fitness—A Balanced Approach:

Improving our fitness isn’t just a physical endeavor; it extends to our careers and finances too. Think of it as a triathlon where endurance, strategy and balance are key. Set achievable goals for both your career and finances—these act as your roadmap, keeping you on course. In your career, this might mean seeking new challenges or upskilling, while financially, it could involve budgeting, investing or consulting with a financial advisor.

Balancing career and financial fitness is crucial. Avoid the burnout of overworking or the stress of micromanaging finances. Instead, aim for a routine where professional growth aligns with financial stability. This might mean adjusting your strategies as your career evolves or as financial markets fluctuate.

Remember, the synergy between your career progress and financial health not only accelerates wealth accumulation but also leads to a more fulfilling and balanced life. The goal is a harmonious blend of professional success and financial well-being—a true marker of overall fitness.

  1. Take Steps Toward Financial Success:

The most important thing you can do for your financial journey is to start. The longer you wait to start, the less time you have to experience the game-changing effects of compound interest. If you’ve already started on the right path to sustainable wealth, the best thing to do is keep your discipline and keep on course, you will eventually reach the finish line. Remember, the simple formula for creating sustainable wealth: Time + (Discipline)2 = Financial Freedom.

If you haven’t got off to the start you’d like, or think you may be on the wrong path (unfortunately, there are many), then now is the time to course correct. Whatever action that you need to take, we can help. You simply need to get in touch.

  1. Look Beyond the Numbers:

True wealth transcends numerical values and bank balances. It’s about crafting a life rich in experiences, relationships and personal fulfillment. Think of your financial wealth as a tool, not the end goal. It should support, not overshadow, the essential aspects of a well-rounded life.

This holistic view of wealth means nurturing your health, cherishing meaningful relationships, and indulging in passions that bring joy and satisfaction. As you navigate your financial journey, remember to pause and appreciate these non-monetary riches. Balance is key—it’s about allocating resources not just for financial growth, but also for personal and emotional enrichment.

Embrace a lifestyle where financial success complements, rather than consumes, your pursuit of a fulfilling life. In this balanced approach, true wealth is found in the harmony between financial security and the richness of a life well-lived, filled with experiences and connections that money can’t buy.

  1. Build Your Adaptability and Resilience—Your Tools for Change:

In a world where change is the only constant, adaptability and resilience are your greatest allies. The most secure job or stable market today might face unforeseen challenges tomorrow. Embracing this reality, you can turn change into opportunity.

Building resilience involves more than just bracing for change; it’s about developing a mindset that welcomes and adapts to new circumstances. This means continually investing in personal and professional growth, staying abreast of industry trends, and being ready to pivot strategies when necessary.

Adaptability is not just reacting to changes; it’s anticipating them. Equip yourself with diverse skills and a broad knowledge base, enabling you to navigate shifts with confidence and agility. By cultivating these qualities, you not only survive the inevitable ebbs and flows of life but also thrive in them, turning potential obstacles into stepping stones for growth and success.

  1. Build Networks of Support—The Power of Collaboration:

Achieving greatness is rarely a solo endeavor. Behind every success story lies a network of mentors, peers and collaborators. Building a strong support system is not just about having people to turn to in times of need; it’s about creating a community of diverse perspectives and skills that can propel you toward your goals.

Engage with mentors who challenge and inspire you, connect with peers who share your aspirations, and seek advisors who understand your unique path. For instance, the right wealth advisor doesn’t just manage your finances; they align financial strategies with your life goals, ensuring a personalized path to success.

Remember, a robust support network is a mosaic of different talents and experiences, each piece contributing to a larger picture of achievement. By fostering these relationships, you gain not only guidance and assistance but also a wealth of collective wisdom that can navigate you through the complexities of any endeavor.

  1. Adopt a Growth Mindset:

A growth mindset, the belief that abilities and intelligence can be developed, is a game-changer. It transforms the way you perceive challenges—not as obstacles but as opportunities for personal and professional development. This mindset shift is powerful, turning setbacks into learning experiences and fostering resilience.

By adopting this perspective, you begin to view difficulties as stepping stones rather than roadblocks. It encourages innovation, risk-taking and persistence, essential qualities for achieving your goals. This approach isn’t just about being optimistic; it’s about actively seeking growth through every experience, positive or negative.

Cultivating a growth mindset means continuously asking, “What can I learn from this?” It’s about embracing the journey of continuous improvement, where every challenge faced is an opportunity to expand your capabilities and move closer to your aspirations.


Ready, Set, Go!

Now that you have the playbook, it’s time to take the field and take action. The 2024 clock has just started, so there is plenty of time to get ahead and start making progress towards your goals. To make a start on your financial goals, you need the right guidance and coach in your corner. Here at Julius Wealth Advisors, we specialize in tailored wealth management to help you achieve your goals. The journey starts with one call, the only question is are you ready to make it? If so, get in touch today.

Jason Blumstein, CFA® is the CEO and founder of Julius Wealth Advisors, LLC (www.juliuswealthadvisors.com), a registered investment adviser. He is also the host of “The Big Bo $how” podcast available on Spotify and Apple Podcasts. Jason has been investing and educating himself on personal finance since the age of 10. His company’s mission is to empower people to live their best financial lives, while fostering an ecosystem of integrity, knowledge, and passion! Jason currently resides in Englewood with his wife and two kids. He can be reached at 201-289-9181 and/or [email protected].



This piece contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained herein should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. The information contained herein has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed. Past performance does not guarantee any future results. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. For additional information about Julius Wealth Advisors, including its services and fees, contact us or visit adviserinfo.sec.gov.

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