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 »
On today’s episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Bogart Wealth’s Chief Investment Officer Aleksandr Spencer, CFA®, to discuss politics, investing, and the relationship between elections and the market.
Elections and the Market Read More »
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Patrick Marcinko, CFP®, to define risk and how it plays a part in the investment and financial planning choices you can make. ADDITIONAL DISCLOSURE INFORMATION:Past performance is no guarantee of future results. All investing involves risk, including the potential loss of
One of the main reasons we buy life insurance is so that when we die, our loved ones will have enough money to pay off our remaining debts and final expenses. We also purchase life insurance to provide for our loved ones’ future living expenses, at least for a while. That’s why it may seem
Understanding Irrevocable Life Insurance Trusts: A Tool for Estate Planning Read More »
On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Misty Garza, CFP®, from Bogart Wealth’s Houston, TX office to cover a few common retirement mistakes that retirees and future retirees can think about in their planning.
Common Retirement Mistakes Read More »
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