THE BOGART EFFECT: A Wealthy Wisdom Podcast

In this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Associate Financial Advisor Carrie Malatesta, CFP®, to talk about the world of Umbrella Insurance and minimizing your risk and liability. 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 purp...

In this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Nell Cordick, CFP®, to talk about the differences between gifting while you're alive versus leaving an inheritance for your loved ones. 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...

In this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Brian Windsor, CFP®, to talk about navigating the passing of a spouse. They discuss the emotional impact, financial processes, and an advisor's role in making sure things go smoothly. Call, log in, or visit to learn how we can help. 703-570-8651 www. BogartWealth.com The previous presentation by Bogart...

In today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Associate Financial Advisor Nate Vandemeulebroecke, CFP®, to talk about the S&P 500 and why it matters to everyday investors. 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...

In today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Misty Garza, CFP®, to talk about effective charitable giving strategies. 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 se...

In today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Morgan Veth, CFP®, to talk about good and bad debt, and how you can use debt to build wealth. 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 o...

In today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Sydney Rutledge, CFP®, to talk about Multi-Generational Planning strategies and considerations. 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...

In today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Associate Financial Advisor Chaz Billak, CFP®, to talk about building and maintaining healthy relationships with money. 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 p...

In today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Patrick Marcinko, CFP®, to talk about funding healthcare and bridging the gap before you turn medicare eligible. 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...

In today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Bogart Wealth's Chief Investment Officer Aleks Spencer, CFA®, to talk about the advantages and utilizations of Exchange Traded Funds (ETFs). 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 informatio...

In today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Mike Camara, CFP®, to talk about the big and small differences between Pre Tax and Post Tax 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 for general information purposes only. No p...

In today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Associate Financial Advisor Victoria Holcom, CFP®, to talk about the world of College Planning for parents, grandparents, and students. 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 pur...

In this special episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by cybersecurity professional Mark Hurley. Together, they chat about the world of cybersecurity and how to stay safe and weary. 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...

In today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Brian Windsor, CFP®, to educate clients on the realities of financial crime and how you can be weary and protect yourself. 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 informatio...

In today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Patrick Marcinko, CFP®, to dive what it means to rightsize your life for retirement. 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 pre...

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Geraldo Olivo, CFP®, AAMS®, to look at what are you leaving on the table? 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 serv...

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Bogart Wealth's Chief Investment Officer Aleks Spencer, CFA® to cover the wide world of Alternative Investments. 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...

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, and Financial Advisor Mike Camara, CFP®, discuss the basics of the upcoming Trump accounts set to launch in July 2026. They outline what we know so far about what they are, who are eligible, and potential use cases to maximize this investment tool. Call, log in, or visit to learn how we can help. 703-570-8651 www. BogartWealth.com Th...

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Advisor Growth Track associate Nate Vandemeulebroecke, CFP®, to highlight the importance of starting investing early to meet your retirement goals. 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 inform...

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Associate Financial Advisor Austin Hilscher, CFP®, to break down the various documents and statements you'll want to bring to your first meeting with a financial advisor, and why they're important. Call, log in, or visit to learn how we can help. 703-570-8651 www. BogartWealth.com The previous presentation by Bogart Weal...

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Daniel Evans, CFP®, to kickoff 2026 with relevant planning tips and changes you should know going into the new year. 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 purpose...

In this special episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Bogart Wealth's tax partner Troy O'Callaghan, CPA. Together, they dive into some common tax related questions that come up in client meetings. 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 inf...

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Morgan Veth, CFP®, to wrap up 2025 with relevant planning and strategies to consider before the end of the year. 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 on...

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Morgan Veth, CFP®, to talk about Long-Term Care Planning and the various forms it can take. 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...

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Sydney Rutledge, CFP®, to talk about what it means to retire at 55 and what are some ways to think and plan for that goal. 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 p...