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Podcasts

Listen to our personal finance podcast

THE BOGART EFFECT: A Wealthy Wisdom Podcast is the official podcast of Bogart Wealth, featuring founder and CEO James Bogart, CFP®, ChFC® and his team of financial advisors and special guests.

Each episode, James and his expert guests will have candid conversations about everything related to personal finance. Each will share personal stories and experiences, with the goal of taking a fresh look at what saving and planning for the future looks like. Tune in for insightful takeaways that you can apply to your own financial life!

The audio episodes will be available on Apple, Spotify, and wherever else you get your podcasts, while video versions of each episode will be available on YouTube.

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Restricted Stock Units | Ep. 9 | THE BOGART EFFECT: A Wealthy Wisdom Podcast Podcast

Restricted Stock Units

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Adding Value After Retirement | Ep. 8 | THE BOGART EFFECT: A Wealthy Wisdom Podcast Podcast

Adding Value After Retirement

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Estate Planning | Ep. 7 | THE BOGART EFFECT: A Wealthy Wisdom Podcast Podcast

Estate Planning

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Investor Behaviors \ Ep. 6 | THE BOGART EFFECT: A Wealthy Wisdom Podcast Podcast

Investor Behaviors

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How to Find the Right Advisor for You | Ep. 5 | THE BOGART EFFECT: A Wealthy Wisdom Podcast Podcast

How to Find the Right Advisor for You

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Thinking About Saving as Gen Z | Ep. 4 | THE BOGART EFFECT: A Wealthy Wisdom Podcast Podcast

Thinking About Saving as Gen Z

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The Family Conversation | Ep. 3 | THE BOGART EFFECT: A Wealthy Wisdom Podcast Podcast

The Family Conversation

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How Roth IRAs Can Be Great | Ep. 2 | THE BOGART EFFECT: A Wealthy Wisdom Podcast Podcast

How Roth IRAs Can Be Great

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THE BOGART EFFECT: A Wealthy Wisdom Podcast. Episode 1: 2024 Planning Podcast

2024 Planning

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