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.
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.
Estate Planning in 2025 Read More »
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.
Creating Your Retirement Paycheck Read More »
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.
Finances and Mental Health Read More »
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.
Financial Terminology Read More »
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
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Jung Seh, CFP®, to discuss Social Security.
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