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VIDEO EVENTS

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retired couple looking at their retirement plan

How Do Discount Rates Affect My ExxonMobil Lump Sum?

Mike Duffy April 20, 2022
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stress free retirement | Bogart Wealth

Retirement Income Planning

Mike Duffy March 23, 2022
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A couple enjoys life on a boat because they made a budget for retirement when they were younger.

How Do Discount Rates Affect My ExxonMobil Lump Sum?

Mike Duffy February 23, 2022
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401(k) after retirement

Roth vs. Traditional IRA & 401(k)

Mike Duffy September 24, 2021
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Commingled Fund

Retirement Planning Timeline

Mike Duffy September 3, 2021
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A bunch of percents on pieces of paper

How Do Discount Rates Affect My ExxonMobil Lump Sum?

James Bogart August 30, 2021
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Family looking at laptop researching final expense insurance

Mega Backdoor Roth & After-Tax Rollovers

James Bogart August 11, 2021
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An elderly couple sits at a desk and looks at a tablet while talking with a financial advisor about avoiding retirement mistakes.

Social Security Insights & Planning

Mike Duffy August 5, 2021
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A bunch of percents on pieces of paper

How Do Discount Rates Affect My ExxonMobil Lump Sum?

Mike Duffy July 22, 2021
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An elderly couple sits at a desk and looks at a tablet while talking with a financial advisor about avoiding retirement mistakes.

What If Retirement Comes Earlier Than Expected? 2021 July

James Bogart July 8, 2021
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A woman asks about bequests and makes an estate plan with her wealth management advisor.

Retirement Income Planning June 2021

Mike Duffy July 1, 2021
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Financial planning Services Explained by Advisor

How Do Discount Rates Affect My ExxonMobil Lump Sum?

James Bogart June 23, 2021
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Retired couple enjoying sunset

Retirement Income Planning 2021 05

James Bogart May 6, 2021
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Couple sitting on couch, stressed out over student loan debt

Roth vs. Traditional 401(k) & IRA April 2021

James Bogart April 28, 2021
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A bunch of percents on pieces of paper

How Do Discount Rates Affect My ExxonMobil Lump Sum?

Mike Duffy April 22, 2021
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couple looking over a 401k; retirement plan. Rolling over a 401k

Retirement Planning Timeline

Mike Duffy March 31, 2021
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AmRescueAct | Bogart Wealth

American Rescue Plan Act of 2021

James Bogart March 24, 2021
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older couple asking estate planning questions

Long Term Care and LTC Insurance

Mike Duffy March 19, 2021
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Retirement advisor helping clients

Retirement Income Planning March 2021

Mike Duffy March 11, 2021
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older couple asking estate planning questions

Social Security Planning & Insights

James Bogart February 24, 2021
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Shot of a happy senior couple drinking champagne by the river

Retirement Planning Timeline

James Bogart February 19, 2021
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A stack of retirement account statements. Shot with shallow depth of field. 401k Mistake

After-Tax Rollovers & The Mega Backdoor Roth

James Bogart February 11, 2021
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Segmented rates chart

How Do Discount Rates Affect My ExxonMobil Lump Sum?

Mike Duffy February 4, 2021
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Retirement advisor helping clients

Retirement Income Planning January 2021

James Bogart January 27, 2021
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IRA 401k Roth written in a book

Roth vs. Traditional 401(k) & IRA – Jan 2021

James Bogart January 20, 2021
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Segmented rates chart

How Do Discount Rates Affect My ExxonMobil Lump Sum?

Mike Duffy January 7, 2021
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Segmented rates chart

How Do Discount Rates Affect My ExxonMobil Lump Sum?

Mike Duffy December 4, 2020
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Retirees on a bike ride

Retirement Planning Timeline Nov 2020

James Bogart November 20, 2020
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couple looking over a 401k; retirement plan. Rolling over a 401k

What To Do If Retirement Comes Earlier Than Expected?

James Bogart November 12, 2020
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Segmented rates chart

How Do Discount Rates Affect My ExxonMobil Lump Sum?

James Bogart November 4, 2020
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Financial Advisor

Roth Conversions and 3 Reasons to Consider Them NOW!

James Bogart October 28, 2020
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Financial advisor discussing when to refinance a car

NUA & Post-Retirement Strategies

James Bogart October 22, 2020
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couple looking over a 401k; retirement plan. Rolling over a 401k

What If Retirement Comes Earlier Than Expected?

Mike Duffy October 14, 2020
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Segmented rates chart

How Do Discount Rates Affect My ExxonMobil Lump Sum?

James Bogart October 7, 2020
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Retirement advisor helping clients

Retirement Incoming Planning

James Bogart September 30, 2020
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Retirees on a bike ride

Retirement Planning Timeline 09 2020

James Bogart September 23, 2020
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bogart pit stop

Mega Backdoor Roth Strategies

James Bogart September 16, 2020
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Senior couple sitting outside

How Do Discount Rates Affect My Pension Lump Sum?

James Bogart September 2, 2020
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Senior couple resting in a park after retiring

Social Security Planning and Strategies

James Bogart August 19, 2020
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Photo of a document that says retirement plan.

Retirement Income Planning

James Bogart July 30, 2020
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Younger couple getting NUA consulting

Retirement Planning Timeline

James Bogart July 24, 2020
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IRA 401k Roth written in a book

Roth vs. Traditional 401(k) & IRA

James Bogart July 15, 2020
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Chart of segmented interest rates

How Do Discount Rates Affect My ExxonMobil Lump Sum?

James Bogart July 8, 2020
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Senior couple resting in a park after retiring

Is Long-Term Care (LTC) Insurance Right for Me?

James Bogart June 30, 2020
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A financial team meeting and looking at graphs working on Tax Optimization.

Retirement Income Planning

James Bogart June 5, 2020
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Cash and a 1040 tax form on a calendar

Tax Planning & Optimization

James Bogart May 27, 2020
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Chart

NUA & Post-Retirement Strategies

James Bogart May 19, 2020
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IRA 401k Roth written in a book

Roth vs. Traditional 401(k) & IRA

Mike Duffy May 13, 2020
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Couple standing on a beach

Can I Still Afford to Retire?

James Bogart May 6, 2020
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Chart of segmented interest rates

How Does the Interest Rate Environment Affect My Retirement?

James Bogart May 6, 2020
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People going over finances

The CARES Act: What You Need to Know

James Bogart May 6, 2020
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Person working on financial planning on paper

Why You Should Consider Roth Conversions NOW

James Bogart May 6, 2020
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A financial team meeting and looking at graphs working on Tax Optimization.

How Do I Generate Income in a Recessionary Environment?

James Bogart May 6, 2020
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People going over finances

The SECURE Act & Your Retirement Plan

James Bogart May 5, 2020
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