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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 audi ...
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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 presenta…
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Retirement Cash Flow Planning – Episode 17
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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 presen…
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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 DISCLOS…
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Elections and the Market – Episode 15
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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…
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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 guarant…
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Common Retirement Mistakes – Episode 13
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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 DISCL…
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Are You Ready if Retirement Comes Early – Episode 12
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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 inte…
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Having a Succession Plan for Your Advisor – Episode 11
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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…
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How to Not be a Burden on your Kids - Episode 10
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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 pres…
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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 prese…
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Adding Value After Retirement – Episode 8
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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 …
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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.Bo…
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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.Bogar…
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How to Find the Right Advisor for You – Episode 5
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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…
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Thinking About Saving as Gen Z – Episode 4
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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 IM…
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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 INFORMATI…
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How Roth IRAs Can Be Great – Episode 2
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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 DISCL…
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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.BogartWealt…
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