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VIDEO EVENTS

Take a look at some of our video events.

Retirees on a bike ride

Retirement Planning Timeline

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

What If Retirement Comes Earlier Than Expected?

November 12, 2020
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Segmented rates chart

How Do Discount Rates Affect My ExxonMobil Lump Sum?

November 4, 2020
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Financial Advisor

Why You Should Consider Roth Conversions NOW?

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

NUA & Post-Retirement Strategies

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?

October 14, 2020
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Segmented rates chart

How Do Discount Rates Affect My ExxonMobil Lump Sum?

October 7, 2020
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Retirement advisor helping clients

Retirement Incoming Planning

September 30, 2020
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Retirees on a bike ride

Retirement Planning Timeline

September 23, 2020
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bogart pit stop

Mega Backdoor Roth Strategies

September 16, 2020
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Senior couple sitting outside

How Do Discount Rates Affect My Pension Lump Sum?

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

Social Security Planning and Strategies

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

Retirement Income Planning

July 30, 2020
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Younger couple getting NUA consulting

Retirement Planning Timeline

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

Roth vs. Traditional 401(k) & IRA

July 15, 2020
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Chart of segmented interest rates

How Do Discount Rates Affect My ExxonMobil Lump Sum?

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

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

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

Retirement Income Planning

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

Tax Planning & Optimization

May 27, 2020
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Chart

NUA & Post-Retirement Strategies

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

Roth vs. Traditional 401(k) & IRA

May 13, 2020
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Couple standing on a beach

Can I Still Afford to Retire?

May 6, 2020
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Chart of segmented interest rates

How Does the Interest Rate Environment Affect My Retirement?

May 6, 2020
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People going over finances

The CARES Act: What You Need to Know

May 6, 2020
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Person working on financial planning on paper

Why You Should Consider Roth Conversions NOW

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?

May 6, 2020
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People going over finances

The SECURE Act & Your Retirement Plan

May 5, 2020
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IMPORTANT DISCLOSURES: Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Bogart Wealth, LLC (“Bogart Wealth”), or any non-investment related content, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized investment advice from Bogart Wealth. Please remember to contact Bogart Wealth, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. Bogart Wealth is neither a law firm nor a certified public accounting firm and no portion of the commentary content should be construed as legal or accounting advice. A copy of the Bogart Wealth’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request.

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