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 »
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Sydney Rutledge, CFP®, to talk about what it means to retire at 55 and what are some ways to think and plan for that goal.
How to Retire at 55 Read More »
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.
Required Minimum Distributions Read More »
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.
Net Unrealized Appreciation (NUA) Read More »
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.
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