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THE BOGART EFFECT: A Wealthy Wisdom Podcast
Bogart Wealth
42 episodes
1 month ago
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.
Show more...
Investing
Education,
Business
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All content for THE BOGART EFFECT: A Wealthy Wisdom Podcast is the property of Bogart Wealth and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Education,
Business
Episodes (20/42)
THE BOGART EFFECT: A Wealthy Wisdom Podcast
Tax Planning Feat. Troy O'Callaghan, CPA - Episode 42
1 month ago
28 minutes 57 seconds

THE BOGART EFFECT: A Wealthy Wisdom Podcast
2025 Year End Planning - Episode 41
1 month ago
30 minutes 22 seconds

THE BOGART EFFECT: A Wealthy Wisdom Podcast
Long-Term Care Planning - Episode 40
2 months ago
28 minutes 42 seconds

THE BOGART EFFECT: A Wealthy Wisdom Podcast
How to Retire at 55 - Episode 39
2 months ago
27 minutes 21 seconds

THE BOGART EFFECT: A Wealthy Wisdom Podcast
Required Minimum Distributions - Episode 38
3 months ago
38 minutes 59 seconds

THE BOGART EFFECT: A Wealthy Wisdom Podcast
Net Unrealized Appreciation (NUA) - Episode 37
3 months ago
31 minutes 14 seconds

THE BOGART EFFECT: A Wealthy Wisdom Podcast
Trusts - Episode 36
3 months ago
37 minutes 31 seconds

THE BOGART EFFECT: A Wealthy Wisdom Podcast
Estate Planning in 2025 - Episode 35
4 months ago
40 minutes 24 seconds

THE BOGART EFFECT: A Wealthy Wisdom Podcast
Creating Your Retirement Paycheck - Episode 34
4 months ago
26 minutes 58 seconds

THE BOGART EFFECT: A Wealthy Wisdom Podcast
Finances and Mental Health - Episode 33
5 months ago
34 minutes 12 seconds

THE BOGART EFFECT: A Wealthy Wisdom Podcast
Financial Terminology - Episode 32
5 months ago
23 minutes 29 seconds

THE BOGART EFFECT: A Wealthy Wisdom Podcast
Social Security - Episode 31
6 months ago
26 minutes 40 seconds

THE BOGART EFFECT: A Wealthy Wisdom Podcast
Real Estate as Part of a Diversified Portfolio - Episode 30
6 months ago
33 minutes 34 seconds

THE BOGART EFFECT: A Wealthy Wisdom Podcast
Avoiding Bad Financial Advice on the Internet - Episode 29
7 months ago
32 minutes 42 seconds

THE BOGART EFFECT: A Wealthy Wisdom Podcast
Saving Outside of Retirement Accounts – Episode 28
7 months ago
33 minutes 21 seconds

THE BOGART EFFECT: A Wealthy Wisdom Podcast
Politics and Wealth – Episode 27
8 months ago
31 minutes 2 seconds

THE BOGART EFFECT: A Wealthy Wisdom Podcast
Backdoor Roth – Episode 26
9 months ago
30 minutes 47 seconds

THE BOGART EFFECT: A Wealthy Wisdom Podcast
Retirement Strategies: Risk – Episode 25
9 months ago
21 minutes 12 seconds

THE BOGART EFFECT: A Wealthy Wisdom Podcast
Retirement Strategies: Tax Planning – Episode 24
10 months ago
31 minutes 6 seconds

THE BOGART EFFECT: A Wealthy Wisdom Podcast
Retirement Strategies: Withdrawal – Episode 23
10 months ago
19 minutes 24 seconds

THE BOGART EFFECT: A Wealthy Wisdom Podcast
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.