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.
In this special episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by cybersecurity professional Mark Hurley. Together, they chat about the world of cybersecurity and how to stay safe and weary. ADDITIONAL DISCLOSURE INFORMATION The previous podcast is intended for educational purposes only. Bogart Wealth is not affiliated with today’s guest speaker.
Cybersecurity Feat. Mark Hurley Read More »
In today’s episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Brian Windsor, CFP®, to educate clients on the realities of financial crime and how you can be weary and protect yourself.
Protecting Yourself from Financial Crime Read More »
In today’s episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Patrick Marcinko, CFP®, to dive what it means to rightsize your life for retirement.
Rightsizing Your Life for Retirement Read More »
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Geraldo Olivo, CFP®, AAMS®, to look at what are you leaving on the table?
What Are You Leaving on the Table? Read More »
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Bogart Wealth’s Chief Investment Officer Aleks Spencer, CFA® to cover the wide world of Alternative Investments.
Alternative Investments Read More »
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, and Financial Advisor Mike Camara, CFP®, discuss the basics of the upcoming Trump accounts set to launch in July 2026. They outline what we know so far about what they are, who are eligible, and potential use cases to maximize this investment tool.
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Advisor Growth Track associate Nate Vandemeulebroecke, CFP®, to highlight the importance of starting investing early to meet your retirement goals.
How to Get Started in Investing Read More »
With the enactment of the One Big Beautiful Bill Act in July 2025, Congress introduced a new class of tax-advantaged savings vehicles for minors known as Trump accounts. Here’s a breakdown of the key features. What are the New Trump Accounts? Trump accounts are custodial savings and investment accounts that can be established for U.S.
Understanding the New Trump Accounts Read More »
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