Bogart Wealth

THE BOGART EFFECT: A Wealthy Wisdom Podcast

Business EN ↓ 56 episodes

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 ver...

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Bogart Wealth

Episodes

Investor Behaviors – Episode 6 03.05.2024 22:48

Financial Advisor Daniel Evans, CFP® from Bogart Wealth's The Woodlands office joins James Bogart, CFP®, CHFC® to chat about investor behaviors and emotions that can impact investment decisions, as well as how investors can make sound financial choices. Call our office or visit our website to learn more about how we can help: 703-570-8651 www. BogartWealth.com IMPORTANT DISCLOSURE INFORMATION The...

How to Find the Right Advisor for You – Episode 5 19.04.2024 30:16

Bogart Wealth CEO & President James Bogart, CFP®, CHFC®, and Financial Advisor Jung Seh, CFP® talk about different types of financial advisors, what differentiates fee-only advisors and how they create value, and how to find an advisor that's best suited for you. Call our office or visit our website to learn more about how we can help: 703-570-8651 www. BogartWealth.com IMPORTANT DISCLOSURE INFORM...

Thinking About Saving as Gen Z – Episode 4 05.04.2024 15:36

James Bogart, CFP®, ChFC® is joined by Associate Financial Advisor Nick Conforti, CFP®, who is also an associate in Bogart Wealth's Advisor Growth Track , to talk about how Gen Z should think about saving in order to jumpstart their future. Call our office or visit our website to learn more about how we can help: 703-570-8651 www. BogartWealth.com IMPORTANT DISCLOSURE INFORMATION The previous pres...

The Family Conversation – Episode 3 22.03.2024 29:30

Join host James Bogart, CFP®, CHFC® and Financial Advisor Morgan Veth, CFP® as they discuss "The Family Conversation" and how they approach talking about money, investments, and retirement with their loved ones. Call our office or visit our website to learn more about how we can help: 703-570-8651 www. BogartWealth.com IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LL...

How Roth IRAs Can Be Great – Episode 2 22.03.2024 30:48

Bogart Wealth CEO & President James Bogart, CFP®, CHFC® is joined by Financial Advisor Sydney Rutledge, CFP® to talk about the benefits of Roth IRAs and why they think it can be a great choice for certain savers and investors. Call our office or visit our website to learn more about how we can help: 703-570-8651 www. BogartWealth.com IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bo...

2024 Planning – Episode 1 22.03.2024 29:25

In the first episode of THE BOGART EFFECT: A Wealthy Wisdom Podcast, Bogart Wealth CEO & President James Bogart, CFP®, CHFC® and Financial Advisor Brian Windsor, CFP® talk about how they prepare and plan for their financial future in the new year. Call our office or visit our website to learn more about how we can help: 703-570-8651 www. BogartWealth.com IMPORTANT DISCLOSURE INFORMATION The previ...