THE BOGART EFFECT: A Wealthy Wisdom Podcast

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...

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. 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 s...

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. 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 g...

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. 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...

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. 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 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. 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...

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. 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 t...

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. 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...