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 »
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).
Exchange Traded Funds (ETFs) Read More »
In this special 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. ADDITIONAL DISCLOSURE INFORMATION WE ARE NOT TAX ADVISORS. We are Certified Financial Planners, and are familiar with much of current
Pre Tax vs Post Tax Accounts Read More »
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.
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