THE BOGART EFFECT: A Wealthy Wisdom Podcast

Bogart Wealth
  • 5.0 (3)
  • Investing
  • Updated Weekly

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.

  1. Sep 14

    Navigating the Passing of a Spouse - Episode 61

    In this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Brian Windsor, CFP®, to talk about navigating the passing of a spouse. They discuss the emotional impact, financial processes, and an advisor's role in making sure things go smoothly. Call, log in, or visit to learn how we can help. 703-570-8651 www.BogartWealth.com The previous presentation by Bogart Wealth, LLC ("Bogart") was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither Bogart's investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Bogart is neither a law firm nor accounting firm; its services are limited in scope to financial planning advisement and related consulting. No portion of its services should be construed as comprehensive legal or accounting advice. No portion of the podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Copies of Bogart's current written disclosure Brochure and Form CRS discussing our advisory services and fees are available upon request or at www.bogartwealth.com. Past performance is no guarantee of future results. All investing involves risk, including the potential loss of principal. Any specific securities discussed are intended to illustrate a general discussion point and should not be considered recommendation to buy, sell or hold any specific security.

    Navigating the Passing of a Spouse - Episode 61

  2. Aug 31

    What Makes Up the S&P 500? - Episode 60

    In today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Associate Financial Advisor Nate Vandemeulebroecke, CFP®, to talk about the S&P 500 and why it matters to everyday investors. Call, log in, or visit to learn how we can help. 703-570-8651 www.BogartWealth.com The previous presentation by Bogart Wealth, LLC ("Bogart") was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither Bogart's investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Bogart is neither a law firm nor accounting firm; its services are limited in scope to financial planning advisement and related consulting. No portion of its services should be construed as comprehensive legal or accounting advice. No portion of the podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Copies of Bogart's current written disclosure Brochure and Form CRS discussing our advisory services and fees are available upon request or at www.bogartwealth.com. Past performance is no guarantee of future results. All investing involves risk, including the potential loss of principal. Any specific securities discussed are intended to illustrate a general discussion point and should not be considered recommendation to buy, sell or hold any specific security.

    What Makes Up the S&P 500? - Episode 60

  3. Aug 17

    Charitable Giving Strategies - Episode 59

    In today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Misty Garza, CFP®, to talk about effective charitable giving strategies. Call, log in, or visit to learn how we can help. 703-570-8651 www.BogartWealth.com The previous presentation by Bogart Wealth, LLC ("Bogart") was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither Bogart's investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Bogart is neither a law firm nor accounting firm; its services are limited in scope to financial planning advisement and related consulting. No portion of its services should be construed as comprehensive legal or accounting advice. No portion of the podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Copies of Bogart's current written disclosure Brochure and Form CRS discussing our advisory services and fees are available upon request or at www.bogartwealth.com. Past performance is no guarantee of future results. All investing involves risk, including the potential loss of principal. Any specific securities discussed are intended to illustrate a general discussion point and should not be considered recommendation to buy, sell or hold any specific security.

    Charitable Giving Strategies - Episode 59

  4. Aug 3

    Using Debt to Build Wealth - Episode 58

    In today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Morgan Veth, CFP®, to talk about good and bad debt, and how you can use debt to build wealth. Call, log in, or visit to learn how we can help. 703-570-8651 www.BogartWealth.com The previous presentation by Bogart Wealth, LLC ("Bogart") was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither Bogart's investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Bogart is neither a law firm nor accounting firm; its services are limited in scope to financial planning advisement and related consulting. No portion of its services should be construed as comprehensive legal or accounting advice. No portion of the podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Copies of Bogart's current written disclosure Brochure and Form CRS discussing our advisory services and fees are available upon request or at www.bogartwealth.com. Past performance is no guarantee of future results. All investing involves risk, including the potential loss of principal. Any specific securities discussed are intended to illustrate a general discussion point and should not be considered recommendation to buy, sell or hold any specific security.

    Using Debt to Build Wealth - Episode 58

  5. Jul 20

    Multi-Generational Planning - Episode 57

    In today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Sydney Rutledge, CFP®, to talk about Multi-Generational Planning strategies and considerations. Call, log in, or visit to learn how we can help. 703-570-8651 www.BogartWealth.com The previous presentation by Bogart Wealth, LLC ("Bogart") was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither Bogart's investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Bogart is neither a law firm nor accounting firm; its services are limited in scope to financial planning advisement and related consulting. No portion of its services should be construed as comprehensive legal or accounting advice. No portion of the podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Copies of Bogart's current written disclosure Brochure and Form CRS discussing our advisory services and fees are available upon request or at www.bogartwealth.com. Past performance is no guarantee of future results. All investing involves risk, including the potential loss of principal. Any specific securities discussed are intended to illustrate a general discussion point and should not be considered recommendation to buy, sell or hold any specific security.

    Multi-Generational Planning - Episode 57

  6. Jul 6

    Building Healthy Relationships with Money - Episode 56

    In today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Associate Financial Advisor Chaz Billak, CFP®, to talk about building and maintaining healthy relationships with money. Call, log in, or visit to learn how we can help. 703-570-8651 www.BogartWealth.com The previous presentation by Bogart Wealth, LLC ("Bogart") was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither Bogart's investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Bogart is neither a law firm nor accounting firm; its services are limited in scope to financial planning advisement and related consulting. No portion of its services should be construed as comprehensive legal or accounting advice. No portion of the podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Copies of Bogart's current written disclosure Brochure and Form CRS discussing our advisory services and fees are available upon request or at www.bogartwealth.com. Past performance is no guarantee of future results. All investing involves risk, including the potential loss of principal. Any specific securities discussed are intended to illustrate a general discussion point and should not be considered recommendation to buy, sell or hold any specific security.

    Building Healthy Relationships with Money - Episode 56

  7. Jun 22

    Bridging the Gap: Funding Healthcare Pre-65 - Episode 55

    In today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Patrick Marcinko, CFP®, to talk about funding healthcare and bridging the gap before you turn medicare eligible. Call, log in, or visit to learn how we can help. 703-570-8651 www.BogartWealth.com The previous presentation by Bogart Wealth, LLC ("Bogart") was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither Bogart's investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Bogart is neither a law firm nor accounting firm; its services are limited in scope to financial planning advisement and related consulting. No portion of its services should be construed as comprehensive legal or accounting advice. No portion of the podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Copies of Bogart's current written disclosure Brochure and Form CRS discussing our advisory services and fees are available upon request or at www.bogartwealth.com. Past performance is no guarantee of future results. All investing involves risk, including the potential loss of principal. Any specific securities discussed are intended to illustrate a general discussion point and should not be considered recommendation to buy, sell or hold any specific security.

    Bridging the Gap: Funding Healthcare Pre-65 - Episode 55

  8. Jun 8

    Exchange Traded Funds (ETFs) - Episode 54

    In today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Bogart Wealth's Chief Investment Officer Aleks Spencer, CFA®, to talk about the advantages and utilizations of Exchange Traded Funds (ETFs). Call, log in, or visit to learn how we can help. 703-570-8651 www.BogartWealth.com The previous presentation by Bogart Wealth, LLC ("Bogart") was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither Bogart's investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Bogart is neither a law firm nor accounting firm; its services are limited in scope to financial planning advisement and related consulting. No portion of its services should be construed as comprehensive legal or accounting advice. No portion of the podcast content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. Copies of Bogart's current written disclosure Brochure and Form CRS discussing our advisory services and fees are available upon request or at www.bogartwealth.com. Past performance is no guarantee of future results. All investing involves risk, including the potential loss of principal. Any specific securities discussed are intended to illustrate a general discussion point and should not be considered recommendation to buy, sell or hold any specific security.

    Exchange Traded Funds (ETFs) - Episode 54
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About

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.

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