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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?

April 20, 2022
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stress free retirement | Bogart Wealth

Retirement Income Planning

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?

February 23, 2022
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Magnifying glass over a piece of paper that reads “401(k) Plan” surrounded by pens, a calculator, and other papers, signifying an investor pondering options for a 401(k) after retirement.

Roth vs. Traditional IRA & 401(k)

September 24, 2021
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Basket of eggs

Retirement Planning Timeline

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

How Do Discount Rates Affect My ExxonMobil Lump Sum?

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

Mega Backdoor Roth & After-Tax Rollovers

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

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

How Do Discount Rates Affect My ExxonMobil Lump Sum?

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

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

July 1, 2021
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Financial planner showing stats to a client

How Do Discount Rates Affect My ExxonMobil Lump Sum?

June 23, 2021
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Retired couple enjoying sunset

Retirement Income Planning 2021 05

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

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

How Do Discount Rates Affect My ExxonMobil Lump Sum?

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

Retirement Planning Timeline

March 31, 2021
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AmRescueAct | Bogart Wealth

American Rescue Plan Act of 2021

March 24, 2021
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older couple asking estate planning questions

Long Term Care and LTC Insurance

March 19, 2021
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Retirement advisor helping clients

Retirement Income Planning March 2021

March 11, 2021
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older couple asking estate planning questions

Social Security Planning & Insights

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

Retirement Planning Timeline

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

February 11, 2021
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Segmented rates chart

How Do Discount Rates Affect My ExxonMobil Lump Sum?

February 4, 2021
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Retirement advisor helping clients

Retirement Income Planning January 2021

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

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

January 20, 2021
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Segmented rates chart

How Do Discount Rates Affect My ExxonMobil Lump Sum?

January 7, 2021
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Segmented rates chart

How Do Discount Rates Affect My ExxonMobil Lump Sum?

December 4, 2020
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Retirees on a bike ride

Retirement Planning Timeline Nov 2020

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?

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

Roth Conversions and 3 Reasons to Consider Them 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 09 2020

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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