Required Minimum Distributions
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Geraldo Olivo, CFP®, to discuss planning for Required Minimum Distributions.
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Net Unrealized Appreciation (NUA)
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Sydney Rutledge, CFP®, to discuss Net Unrealized Appreciation (NUA) and how you can utilize and implement the strategy in your financial plan.
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Trusts
On today’s episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Nell Cordick, CFP®, look at the types of trusts and how they can be implemented into your plan.
Estate Planning in 2025
On today’s episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Nell Cordick, CFP®, to revisit and update listeners on Estate Planning in 2025.
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Creating Your Retirement Paycheck
On today’s episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Brian Windsor, CFP®, to discuss how to approach and think about creating your paychecks in retirement.
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Finances and Mental Health
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined again by Financial Advisor Jung Seh, CFP®, to talk about the relationship between your finances and mental health.
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Financial Terminology
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Associate Financial Advisor Nick Conforti, CFP®, to run through some common financial terms we use at Bogart Wealth and that you should know.
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How the One Big Beautiful Bill Act Will Impact Your Financial Planning for 2025 and Beyond
On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law. Much of the bill makes previous tax law changes enacted during the President’s first term permanent, though many additional deductions, changes in credit, and tax incentives have been added. Here’s a snapshot the most prominent tax changes: Key Financial Planning
Social Security
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Jung Seh, CFP®, to discuss Social Security.
Real Estate as Part of a Diversified Portfolio
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Patrick Marcinko, CFP®, to discuss real estate as part of a diversified portfolio.
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