THE BOGART EFFECT: A Wealthy Wisdom Podcast
THE BOGART EFFECT: A Wealthy Wisdom Podcast is the official podcast of Bogart Wealth, featuring founder and CEO James Bogart, CFP®, ChFC® and his team of financial advisors and special guests having candid conversations about everything related to personal finance. Each will share personal stories and experiences, with the goal of taking a fresh look at what saving and planning for the future looks like. Tune in for insightful takeaways that you can apply to your own financial life! The audio episodes will be available on Apple, Spotify, and wherever else you get your podcasts, while video versions of each episode will be available on YouTube.
Episodes
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Geraldo Olivo, CFP®, to discuss planning for Required Minimum Distributions.
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703-570-8651
The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a sub...
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Sydney Rutledge, CFP®, to discuss Net Unrealized Appreciation (NUA) and how you can utilize and implement the strategy in your financial plan.
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703-570-8651
The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No...
On today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Nell Cordick, CFP®, look at the types of trusts and how they can be implemented into your plan.
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703-570-8651
The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the r...
On today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Nell Cordick, CFP®, to revisit and update listeners on Estate Planning in 2025.
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703-570-8651
The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as...
On today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Brian Windsor, CFP®, to discuss how to approach and think about creating your paychecks in retirement.
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703-570-8651
The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves a...
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined again by Financial Advisor Jung Seh, CFP®, to talk about the relationship between your finances and mental health.
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703-570-8651
The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the receip...
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Associate Financial Advisor Nick Conforti, CFP®, to run through some common financial terms we use at Bogart Wealth and that you should know.
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On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Jung Seh, CFP®, to discuss Social Security.
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703-570-8651
The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the pre...
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Patrick Marcinko, CFP®, to discuss real estate as part of a diversified portfolio.
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703-570-8651
The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as...
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Brian Windsor, CFP®, and Advisor Growth Track® associate Chaz Billak, CFP®, to have a discussion on how to determine and avoid bad financial advice you may encounter on the internet.
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703-570-8651
The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended f...
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Grayson Kirby, CFP®, an associate on Bogart Wealth's Advisor Growth Track, to highlight ways you can plan and save your money outside of typical retirement accounts.
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703-570-8651
The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes onl...
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Patrick Marcinko, CFP® to chat about the relationship between politics and wealth, and how financial planning can help you get through times of uncertainty.
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703-570-8651
The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information pur...
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Brian Windsor, CFP® to break down Backdoor Roths and the potential benefits of including it into your financial plan.
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703-570-8651
The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentat...
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Misty Garza, CFP® for the third and final part of our Retirement Strategies mini-series all about assessing and dealing with Risk.
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703-570-8651
The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of ...
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Misty Garza, CFP® for part 2 of our Retirement Strategies mini-series. This episode is all about strategies and tricks for Tax Planning.
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703-570-8651
The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No porti...
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Misty Garza, CFP® to cover strategies and techniques in withdrawing from your portfolio in retirement. This episode is the first part of a multi-part series on Retirement Strategies. Stay tuned for more to come!
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703-570-8651
IMPORTANT DISCLOSURE INFORMATION
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is for the first time joined by Bogart Wealth's Financial Planning Manager Sandra Terronez, CFP®. Together, they discuss the role that Bogart Wealth's Financial Planning team plays in helping clients plan for their goals and futures.
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703-570-8651
IMPORTANT DISCLOSURE INFORMATION
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Mike Camara, CFP®, from Bogart Wealth's The Woodlands, TX office to set the stage for 2025 and your financial planning outlook for the new year.
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703-570-8651
IMPORTANT DISCLOSURE INFORMATION
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Nell Cordick, CFP®, to wrap up 2024 and go through essential year end planning and strategies to consider.
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703-570-8651
IMPORTANT DISCLOSURE INFORMATION
The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general informati...
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Jung Seh, CFP®, to remind us of the importance of sticking to your budget and plan during the holiday season.
Call, log in, or visit to learn how we can help.
703-570-8651
IMPORTANT DISCLOSURE INFORMATION
The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general inform...
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