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 ep...
Social Security - Episode 31
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
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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 substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it s...
Real Estate as Part of a Diversified Portfolio - Episode 30
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 presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investm...
Avoiding Bad Financial Advice on the Internet - Episode 29
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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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 substitute for, pers...
Saving Outside of Retirement Accounts – Episode 28
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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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 substitute for, personalized investment advice from Bogart or any...
Politics and Wealth – Episode 27
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 intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any...
Backdoor Roth – Episode 26
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
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 substitute for, personalized investment advice from Bogart or any other investment professional of your...
Retirement Strategies: Risk – Episode 25
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
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 substitute for, personalized investment advice from Bogart or any other investm...
Retirement Strategies: Tax Planning – Episode 24
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
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 substitute for, personalized investment advice from Bogart or any other investm...
Retirement Strategies: Withdrawal – Episode 23
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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IMPORTANT DISCLOSURE INFORMATION
The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the pres...
The Financial Planning Process at Bogart Wealth – Episode 22
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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IMPORTANT DISCLOSURE INFORMATION
The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the r...
2025 Strategy and Planning Outlook – Episode 21
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
www.BogartWealth.com
IMPORTANT DISCLOSURE INFORMATION
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 substitu...
2024 Year End Planning – Episode 20
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
www.BogartWealth.com
IMPORTANT DISCLOSURE INFORMATION
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 substitute for, personalized investment advice from Bogart or any o...
Budgeting for the Holidays – Episode 19
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.
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703-570-8651
www.BogartWealth.com
IMPORTANT DISCLOSURE INFORMATION
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 substitute for, personalized investment advice f...
End of Year Giving – Episode 18
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.
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703-570-8651
www.BogartWealth.com
IMPORTANT DISCLOSURE INFORMATION
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 substitute for, personalized investment advice f...
Retirement Cash Flow Planning – Episode 17
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.
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703-570-8651
www.BogartWealth.com
IMPORTANT DISCLOSURE INFORMATION
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 substitute for, personalized investment advice from Bogart o...
Today's Housing Market – Episode 16
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.
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703-570-8651
www.BogartWealth.com
IMPORTANT DISCLOSURE INFORMATION
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 substi...
Elections and the Market – Episode 15
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 (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart o...
Lessons on Risk – Episode 14
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.
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703-570-8651
www.BogartWealth.com
IMPORTANT DISCLOSURE INFORMATION
Past performance is no guarantee of future results. All investing involves risk, including the potential loss of principal. Any specific securities discussed are intended to illustrate a general discussion point and should not...
Common Retirement Mistakes – Episode 13
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.
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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 of the presentation serves as the receipt of, or as a substit...
Are You Ready if Retirement Comes Early – Episode 12
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.
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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 of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your c...
Having a Succession Plan for Your Advisor – Episode 11
Financial Advisor Nell Cordick, CFP®, joins James Bogart, CFP®, CHFC®, to discuss the importance of having a succession plan in case your advisor changes.
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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 of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of...
How to Not be a Burden on your Kids - Episode 10
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.
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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 of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from...
Restricted Stock Units – Episode 9
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.
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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 of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or...
Adding Value After Retirement – Episode 8
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”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogar...
Estate Planning – Episode 7
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
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 a...
Investor Behaviors – Episode 6
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 previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. Past performance is no guarantee of future results. No portion of the presentation serves as the receipt of, or...
How to Find the Right Advisor for You – Episode 5
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 INFORMATION
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 substi...
Thinking About Saving as Gen Z – Episode 4
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 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 substit...
The Family Conversation – Episode 3
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, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any oth...
How Roth IRAs Can Be Great – Episode 2
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 Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, pe...
2024 Planning – Episode 1
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 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 substi...
