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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Avoiding Bad Financial Advice on the Internet
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Brian Windsor, CFP®, and Advisor Growth Track® associate Chaz Billak, CFP®, to have a discussion on how to determine and avoid bad financial advice you may encounter on the internet.
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Saving Outside of Retirement Accounts
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Grayson Kirby, CFP®, an associate on Bogart Wealth’s Advisor Growth Track, to highlight ways you can plan and save your money outside of typical retirement accounts.
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Politics and Wealth: Navigate Uncertainty with Confidence
Political headlines create anxiety. Your portfolio deserves better than emotional reactions. In this episode, learn why disciplined investing outperforms political predictions every time. In this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, and Patrick Marcinko, CFP®, break down the real relationship between politics and your investments—and why staying the course matters more than
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