THE BOGART EFFECT: A Wealthy Wisdom Podcast

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Jung Seh, CFP®, to discuss Social Security.  Call, log in, or visit to learn how we can help. 703-570-8651 www. BogartWealth.com 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...

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. Call, log in, or visit to learn how we can help. 703-570-8651 www. BogartWealth.com The previous presentation by Bogart Wealth, LLC ("Bogart") was intended for general information purposes only. No portion of the presenta...

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. Call, log in, or visit to learn how we can help. 703-570-8651 www. BogartWealth.com The previous presentation by Bogart W...

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. Call, log in, or visit to learn how we can help. 703-570-8651 www. BogartWealth.com The previous presentation by Bogart Wealth, LLC ("Bogart") was intended...

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. Call, log in, or visit to learn how we can help. 703-570-8651 www. BogartWealth.com The previous presentation by Bogart Wealth, LLC ("Bogart") was...

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. Call, log in, or visit to learn how we can help. 703-570-8651 www. BogartWealth.com The previous presentation by Bogart Wealth, LLC ("Bogart") was intended for general information purpos...

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. Call, log in, or visit to learn how we can help. 703-570-8651 www. BogartWealth.com The previous presentation by Bogart Wealth, LLC ("Bogart") was intended for general infor...

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. Call, log in, or visit to learn how we can help. 703-570-8651 www. BogartWealth.com The previous presentation by Bogart Wealth, LLC ("Bogart") was intended for general...

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! Call, log in, or visit to learn how we can help. 703-570-8651 www. BogartWealth.com   IMPORT...

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. Call, log in, or visit to learn how we can help. 703-570-8651 www. BogartWealth.com   IMPORTANT DISCL...

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. Call, log in, or visit to learn how we can help. 703-570-8651 www. BogartWealth.com   IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Weal...

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. Call, log in, or visit to learn how we can help. 703-570-8651 www. BogartWealth.com   IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC ("Bogart") was intended for ge...

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 www. BogartWealth.com   IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC ("Bogart") was intended for...

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Morgan Veth, CFP®, to talk about charitable giving and the best vehicles to use when giving to your favorite causes. Call, log in, or visit to learn how we can help. 703-570-8651 www. BogartWealth.com   IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC ("Bogart") was inten...

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Brian Windsor, CFP®, to talk about different factors and strategies to consider in your Retirement Cash Flow Planning. Call, log in, or visit to learn how we can help. 703-570-8651 www. BogartWealth.com   IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC ("Bogart") was int...

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Daniel Evans, CFP®, from Bogart Wealth's The Woodlands, Texas office, talking about the current state of the housing market and factors that led us here. Call, log in, or visit to learn how we can help. 703-570-8651 www. BogartWealth.com   IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bo...

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Bogart Wealth's Chief Investment Officer Aleksandr Spencer, CFA®, to discuss politics, investing, and the relationship between elections and the market. Call, log in, or visit to learn how we can help. 703-570-8651 www. BogartWealth.com   IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC ("...

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Patrick Marcinko, CFP®, to define risk and how it plays a part in the investment and financial planning choices you can make. Call, log in, or visit to learn how we can help. 703-570-8651 www. BogartWealth.com   IMPORTANT DISCLOSURE INFORMATION Past performance is no guarantee of future results. All investing involves ri...

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Misty Garza, CFP®, from Bogart Wealth's Houston, TX office to cover a few common retirement mistakes that retirees and future retirees can think about in their planning. Call, log in, or visit to learn how we can help. 703-570-8651 https://bogartwealth.com   IMPORTANT DISCLOSURE INFORMATION The previous presentation by B...

Today, James Bogart, CFP®, CHFC®, is joined by Leah Dwyer, CFP®, to discuss how to plan for and prepare for retirement if it suddenly comes earlier than expected. Call, log in, or visit to learn how we can help. 703-570-8651 https://bogartwealth.com   IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC ("Bogart") was intended for general information purposes only.  No...

Financial Advisor Nell Cordick, CFP®, joins James Bogart, CFP®, CHFC®, to discuss the importance of having a succession plan in case your advisor changes. Call, log in, or visit to learn how we can help. 703-570-8651 https://bogartwealth.com   IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC ("Bogart") was intended for general information purposes only.  No portion...

Financial Advisor Morgan Veth, CFP®, joins James Bogart, CFP®, CHFC® to discuss how a sound financial plan can lift the burden on your kids regarding financial, medical, and lifestyle decisions in your older age.    Call, log in, or visit to learn how we can help. 703-570-8651 https://bogartwealth.com   IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC ("Bogart") was...

Financial Advisor Patrick Marcinko, CFP® joins James Bogart, CFP®, CHFC® to discuss the complex topic of Restricted Stock Units and how they're granted, vested, and ultimately impact you and your financial plan.   Call, log in, or visit to learn how we can help. 703-570-8651 https://bogartwealth.com   IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC ("Bogart") was i...

Financial Advisor Mike Camara, CFP® from our Woodlands, Texas office, joins James Bogart, CFP®, CHFC® to talk about the value a registered investment advisory firm like Bogart Wealth can provide after clients retire.   Call, log in, or visit to learn how we can help. 703-570-8651 https://bogartwealth.com   IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC ("Bogart")...

James Bogart, CFP®, CHFC® is joined by Financial Advisor Nell Cordick, CFP® to talk about the basics of estate planning including what are the different pieces of your plan, who all is involved, and why you should start thinking about your estate plan now. Call our office or visit our website to learn more about how we can help: 703-570-8651  www. BogartWealth.com IMPORTANT DISCLOSURE INFORMATION...