THE BOGART EFFECT: A Wealthy Wisdom Podcast Bogart Wealth

James Bogart, CFP®, CHFC® is joined by Financial Advisor Nell Cordick, CFP® to talk about the basics of estate planning including what are the different pieces of your plan, who all is involved, and why you should start thinking about your estate plan now.
Call our office or visit our website to learn more about how we can help:
703-570-8651
 www.BogartWealth.com
IMPORTANT DISCLOSURE INFORMATION
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. Bogart is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video 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. A copy of Bogart’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.bogartwealth.com.
https://bogartwealth.com/important-disclosure-information/

Financial Advisor Daniel Evans, CFP® from Bogart Wealth's The Woodlands office joins James Bogart, CFP®, CHFC® to chat about investor behaviors and emotions that can impact investment decisions, as well as how investors can make sound financial choices.
Call our office or visit our website to learn more about how we can help:
703-570-8651
www.BogartWealth.com
IMPORTANT DISCLOSURE INFORMATION
The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. Past performance is no guarantee of future results. 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. Specific stocks mentioned during this episode are intended to help exemplify the investment decision process and further understanding of the topic of investor behavior and should not be considered a recommendation to buy or sell any security. Bogart is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video 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. A copy of Bogart’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://www.bogartwealth.com.

Bogart Wealth CEO & President James Bogart, CFP®, CHFC®, and Financial Advisor Jung Seh, CFP® talk about different types of financial advisors, what differentiates fee-only advisors and how they create value, and how to find an advisor that's best suited for you.
Call our office or visit our website to learn more about how we can help:
703-570-8651
www.BogartWealth.com
IMPORTANT DISCLOSURE INFORMATION
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. Bogart is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video 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. Registration of an Adviser does not imply a certain level of skill or training. Awards and rankings achieved should not be construed as a guarantee that any client will experience a certain level of results if Bogart is engaged to provide investment advisory services. A fee was not paid by Bogart to receive any award or ranking. A copy of Bogart’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://www.bogartwealth.com.

James Bogart, CFP®, ChFC® is joined by Associate Financial Advisor Nick Conforti, CFP®, who is also an associate in Bogart Wealth's Advisor Growth Track, to talk about how Gen Z should think about saving in order to jumpstart their future.
Call our office or visit our website to learn more about how we can help:
703-570-8651
www.BogartWealth.com
IMPORTANT DISCLOSURE INFORMATION
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. Bogart is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video 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. A copy of Bogart’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.bogartwealth.com.
https://bogartwealth.com/important-disclosure-information/
 

Join host James Bogart, CFP®, CHFC® and Financial Advisor Morgan Veth, CFP® as they discuss "The Family Conversation" and how they approach talking about money, investments, and retirement with their loved ones.
Call our office or visit our website to learn more about how we can help:
703-570-8651
www.BogartWealth.com
IMPORTANT DISCLOSURE INFORMATION
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. Bogart is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video 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. A copy of Bogart’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.bogartwealth.com.
https://bogartwealth.com/important-disclosure-information/

Bogart Wealth CEO & President James Bogart, CFP®, CHFC® is joined by Financial Advisor Sydney Rutledge, CFP® to talk about the benefits of Roth IRAs and why they think it can be a great choice for certain savers and investors.
Call our office or visit our website to learn more about how we can help:
703-570-8651
www.BogartWealth.com
IMPORTANT DISCLOSURE INFORMATION
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. Bogart is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video 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. A copy of Bogart’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.bogartwealth.com.
https://bogartwealth.com/important-disclosure-information/