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 »
The housing market is evolving, influenced by interest rates, inventory levels, and affordability. Whether you’re a buyer, seller, or investor, understanding these changes can help you make informed financial decisions. On today’s episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC® is joined by Financial Advisor Daniel Evans, CFP® from Bogart Wealth’s The Woodlands, TX office to discuss the
Today’s Housing Market Read More »
When you die, you leave behind your estate. Your estate consists of your assets — all of your money, real estate, and worldly belongings. Your estate also includes your debts, expenses, and unpaid taxes. After you die, somebody must take charge of your estate and settle your affairs. This person will take your estate through
Understanding Probate Read More »
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