Financial Advisor Daniel Evans, CFP® from Bogart Wealth’s The Woodlands office joins James Bogart, CFP®, CHFC® to chat about investor behaviors and emotions that can impact investment decisions, as well as how investors can make sound financial choices. ADDITIONAL DISCLOSURE INFORMATION: Past performance is no guarantee of future results. Specific stocks mentioned during this episode are intended to help […]
Investor Behaviors Read More »
Dividing an inheritance fairly requires balancing equal financial splits with individual circumstances, family dynamics, and the unique needs of each heir. Fair distribution doesn’t always mean equal distribution—factors like caregiving contributions, financial need, lifetime gifts, and asset types all play a role in creating an equitable inheritance plan that preserves family harmony. Deciding how to
How to Divide Inheritance: Fair vs Equal Distribution Read More »
Choosing the right financial advisor is a crucial step in securing your financial future. With so many options available, understanding what to look for in an advisor and evaluating their qualifications and expertise is essential. In this discussion, James Bogart and Jung Seh share key insights on different types of financial advisors, the advantages of working with fee-only professionals,
Watch: How to Choose the Right Financial Advisor for You Read More »
James Bogart, CFP®, CHFC® is joined by Associate Financial Advisor, Nick Conforti, CFP®, who is also an associate in Bogart Wealth’s Advisor Growth Track, to talk about how Gen Z should think about saving in order to jumpstart their future.
Thinking About Saving as Gen Z Read More »
Join host James Bogart, CFP®, CHFC® and Financial Advisor Morgan Veth, CFP® as they discuss “The Family Conversation” and how they approach talking about money, investments, and retirement with their loved ones.
The Family Conversation Read More »
Bogart Wealth CEO & President James Bogart, CFP®, CHFC® is joined by Financial Advisor Sydney Rutledge, CFP® to talk about the benefits of Roth IRAs and why they think it can be a great choice for certain savers and investors.
How Roth IRAs Can Be Great Read More »
In the first episode of THE BOGART EFFECT: A Wealthy Wisdom Podcast, Bogart Wealth CEO & President James Bogart, CFP®, CHFC® and Financial Advisor Brian Windsor, CFP® talk about how they prepare and plan for their financial future in the new year.
Unlock the power of net unrealized appreciation for tax benefits in retirement. Learn to optimize post-retirement cash flow with our comprehensive guide.
NUA Strategy: The Complete Guide to Net Unrealized Appreciation Tax Savings (2026) Read More »
Maximize your retirement savings with an after tax 401k rollover to Roth IRA. Learn the benefits, rules, and strategies in our comprehensive guide.
Mega Backdoor Roth: Complete Guide to Maximize Your Retirement Savings Read More »
A fiduciary financial advisor has a legal obligation to prioritize your financial interests above their own. This fundamental distinction separates registered investment advisers from other financial professionals who operate under different standards – and understanding it can save you tens of thousands of dollars over the life of your relationship with an advisor. Not every
What Is a Fiduciary Financial Advisor? Definition, Cost, and How to Find One (2026) Read More »
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