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.
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.
Real Estate as Part of a Diversified Portfolio Read More »
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.
Avoiding Bad Financial Advice on the Internet Read More »
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.
Saving Outside of Retirement Accounts Read More »
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
Politics and Wealth: Navigate Uncertainty with Confidence Read More »
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Brian Windsor, CFP® to break down Backdoor Roths and the potential benefits of including it into your financial plan.
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Misty Garza, CFP® for the third and final part of our Retirement Strategies mini-series all about assessing and dealing with Risk.
Retirement Strategies: Risk Read More »
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Misty Garza, CFP® for part 2 of our Retirement Strategies mini-series. This episode is all about strategies and tricks for Tax Planning. ADDITIONAL DISCLOSURE INFORMATION: Bogart Wealth is not affiliated with ExxonMobil; the content of this presentation has not
Retirement Strategies: Tax Planning Read More »
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Misty Garza, CFP® to cover strategies and techniques in withdrawing from your portfolio in retirement. This episode is the first part of a multi-part series on Retirement Strategies. Stay tuned for more to come!
Retirement Strategies: Withdrawal Read More »
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