Backdoor Roth
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.
Retirement Strategies: Risk
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.
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Retirement Strategies: Tax Planning
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
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Retirement Strategies: Withdrawal
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!
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The Financial Planning Process at Bogart Wealth
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.
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2025 Strategy and Planning Outlook
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.
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2024 Year End Planning
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.
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Budgeting for the Holidays
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.
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End of Year Giving
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.
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Durable Power of Attorney: What It Is, How It Works, and Why You Need One in 2026
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
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