THE BOGART EFFECT: A Wealthy Wisdom Podcast
By Bogart Wealth
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Category: Investing
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Subscribers: 2
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Episodes: 61
Description
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 having 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.
| Episode | Date |
|---|---|
|
Navigating the Passing of a Spouse - Episode 61
|
Sep 14, 2026 |
|
What Makes Up the S&P 500? - Episode 60
|
Aug 31, 2026 |
|
Charitable Giving Strategies - Episode 59
|
Aug 17, 2026 |
|
Using Debt to Build Wealth - Episode 58
|
Aug 03, 2026 |
|
Multi-Generational Planning - Episode 57
|
Jul 20, 2026 |
|
Building Healthy Relationships with Money - Episode 56
|
Jul 06, 2026 |
|
Bridging the Gap: Funding Healthcare Pre-65 - Episode 55
|
Jun 22, 2026 |
|
Exchange Traded Funds (ETFs) - Episode 54
|
Jun 08, 2026 |
|
Pre Tax vs Post Tax Accounts - Episode 53
|
May 26, 2026 |
|
College Planning - Episode 52
|
May 11, 2026 |
|
Cybersecurity Feat. Mark Hurley - Episode 51
|
Apr 27, 2026 |
|
Protecting Yourself from Financial Crime - Episode 50
|
Apr 13, 2026 |
|
Rightsizing Your Life for Retirement - Episode 49
|
Mar 30, 2026 |
|
What Are You Leaving on the Table - Episode 48
|
Mar 16, 2026 |
|
Alternative Investments - Episode 47
|
Mar 02, 2026 |
|
Trump Accounts - Episode 46
|
Feb 17, 2026 |
|
How to Get Started in Investing - Episode 45
|
Feb 02, 2026 |
|
What to Bring to Your First Meeting with an Advisor - Episode 44
|
Jan 20, 2026 |
|
2026 Strategic Planning Outlook - Episode 43
|
Jan 05, 2026 |
|
Tax Planning Feat. Troy O'Callaghan, CPA - Episode 42
|
Dec 01, 2025 |
|
2025 Year End Planning - Episode 41
|
Nov 17, 2025 |
|
Long-Term Care Planning - Episode 40
|
Nov 03, 2025 |
|
How to Retire at 55 - Episode 39
|
Oct 20, 2025 |
|
Required Minimum Distributions - Episode 38
|
Oct 06, 2025 |
|
Net Unrealized Appreciation (NUA) - Episode 37
|
Sep 22, 2025 |
|
Trusts - Episode 36
|
Sep 08, 2025 |
|
Estate Planning in 2025 - Episode 35
|
Aug 25, 2025 |
|
Creating Your Retirement Paycheck - Episode 34
|
Aug 11, 2025 |
|
Finances and Mental Health - Episode 33
|
Jul 28, 2025 |
|
Financial Terminology - Episode 32
|
Jul 14, 2025 |
|
Social Security - Episode 31
|
Jun 30, 2025 |
|
Real Estate as Part of a Diversified Portfolio - Episode 30
|
Jun 16, 2025 |
|
Avoiding Bad Financial Advice on the Internet - Episode 29
|
Jun 02, 2025 |
|
Saving Outside of Retirement Accounts – Episode 28
|
May 12, 2025 |
|
Politics and Wealth – Episode 27
|
Apr 21, 2025 |
|
Backdoor Roth – Episode 26
|
Mar 31, 2025 |
|
Retirement Strategies: Risk – Episode 25
|
Mar 17, 2025 |
|
Retirement Strategies: Tax Planning – Episode 24
|
Feb 24, 2025 |
|
Retirement Strategies: Withdrawal – Episode 23
|
Feb 10, 2025 |
|
The Financial Planning Process at Bogart Wealth – Episode 22
|
Jan 27, 2025 |
|
2025 Strategy and Planning Outlook – Episode 21
|
Jan 06, 2025 |
|
2024 Year End Planning – Episode 20
|
Dec 06, 2024 |
|
Budgeting for the Holidays – Episode 19
|
Nov 22, 2024 |
|
End of Year Giving – Episode 18
|
Nov 08, 2024 |
|
Retirement Cash Flow Planning – Episode 17
|
Oct 18, 2024 |
|
Today's Housing Market – Episode 16
|
Oct 04, 2024 |
|
Elections and the Market – Episode 15
|
Sep 20, 2024 |
|
Lessons on Risk – Episode 14
|
Sep 06, 2024 |
|
Common Retirement Mistakes – Episode 13
|
Aug 23, 2024 |
|
Are You Ready if Retirement Comes Early – Episode 12
|
Aug 02, 2024 |
|
Having a Succession Plan for Your Advisor – Episode 11
|
Jul 19, 2024 |
|
How to Not be a Burden on your Kids - Episode 10
|
Jul 05, 2024 |
|
Restricted Stock Units – Episode 9
|
Jun 21, 2024 |
|
Adding Value After Retirement – Episode 8
|
Jun 07, 2024 |
|
Estate Planning – Episode 7
|
May 17, 2024 |
|
Investor Behaviors – Episode 6
|
May 03, 2024 |
|
How to Find the Right Advisor for You – Episode 5
|
Apr 19, 2024 |
|
Thinking About Saving as Gen Z – Episode 4
|
Apr 05, 2024 |
|
The Family Conversation – Episode 3
|
Mar 22, 2024 |
|
How Roth IRAs Can Be Great – Episode 2
|
Mar 22, 2024 |
|
2024 Planning – Episode 1
|
Mar 22, 2024 |