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 »
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is for the first time joined by Bogart Wealth’s Financial Planning Manager Sandra Terronez, CFP®. Together, they discuss the role that Bogart Wealth’s Financial Planning team plays in helping clients plan for their goals and futures.
The Financial Planning Process at Bogart Wealth Read More »
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Mike Camara, CFP®, from Bogart Wealth’s The Woodlands, TX office to set the stage for 2025 and your financial planning outlook for the new year.
2025 Strategy and Planning Outlook Read More »
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Nell Cordick, CFP®, to wrap up 2024 and go through essential year end planning and strategies to consider.
2024 Year End Planning Read More »
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Jung Seh, CFP®, to remind us of the importance of sticking to your budget and plan during the holiday season.
Budgeting for the Holidays Read More »
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Morgan Veth, CFP®, to talk about charitable giving and the best vehicles to use when giving to your favorite causes.
End of Year Giving Read More »
A durable power of attorney is one of the most important documents in any estate plan – and one of the most commonly overlooked. Without a durable power of attorney in place, a serious illness or accident can force your family into a lengthy court process just to pay your bills or manage your bank
Durable Power of Attorney: What It Is, How It Works, and Why You Need One in 2026 Read More »
On this episode of THE BOGART EFFECT, James Bogart, CFP®, and Brian Windsor, CFP®, dig into the importance of retirement cash flow planning-why it matters, when to start, and how to approach it with confidence. Whether you’re a few years away from retirement or actively preparing now, this episode lays out how to turn your
Retirement Cash Flow Planning: How to Approach It Strategically Read More »
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