In this special episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by fellow RIA CEO Chuck Failla, CFP®. Together, they chat about Fiduciary Duty and what it means to always act in the clients’ best interests.
Fiduciary Duty Feat. Chuck Failla, CFP® Read More »
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.
Umbrella Insurance Read More »
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.
Gifting or Leaving an Inheritance Read More »
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.
Navigating the Passing of a Spouse Read More »
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&P500 and why it matters to everyday investors.
What Makes Up the S&P 500? Read More »
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.
Charitable Giving Strategies Read More »
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.
Using Debt to Build Wealth Read More »
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.
Multi-Generational Planning Read More »
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.
Building Healthy Relationships with Money Read More »
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.
Bridging the Gap: Funding Healthcare Pre-65 Read More »
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