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 »
Today, James Bogart, CFP®, CHFC®, is joined by Leah Dwyer, CFP®, to discuss how to plan and be ready for retirement if it suddenly comes earlier than expected.
Are You Ready if Retirement Comes Early Read More »
Over time, important physical and digital documents tend to accumulate. If you don’t have things organized, you may have a hard time managing your day-to-day finances, accessing important documents, or keeping your information secure. Plus, keeping your affairs in order helps protect your loved ones in case of emergency. The following steps can help you
How to Organize Your Finances in 4 Simple Steps Read More »
Financial Advisor Nell Cordick, CFP®, joins James Bogart, CFP®, CHFC®, to talk about the importance of having a succession plan in case your advisor changes.
Having a Succession Plan for Your Advisor Read More »
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