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 »
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Associate Financial Advisor Austin Hilscher, CFP®, to break down the various documents and statements you’ll want to bring to your first meeting with a financial advisor, and why they’re important.
What to Bring to Your First Meeting with an Advisor Read More »
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Daniel Evans, CFP®, to kickoff 2026 with relevant planning tips and changes you should know going into the new year.
2026 Strategic Planning Outlook Read More »
In this special episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Bogart Wealth’s tax partner Troy O’Callaghan, CPA. Together, they dive into some common tax related questions that come up in client meetings. ADDITIONAL DISCLOSURE INFORMATION The Tax Partner featured in this podcast is a part of a team of accountants
Tax Planning Feat. Troy O’Callaghan, CPA Read More »
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Morgan Veth, CFP®, to wrap up 2025 with relevant planning and strategies to consider before the end of the year.
2025 Year End Planning Read More »
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Morgan Veth, CFP®, to talk about Long-Term Care Planning and the various forms it can take.
Long-Term Care Planning Read More »
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