THE BOGART EFFECT: A Wealthy Wisdom Podcast

THE BOGART EFFECT: A Wealthy Wisdom Podcast

Por: Bogart Wealth
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.
43 episodios disponibles

Latest episodes of the podcast THE BOGART EFFECT: A Wealthy Wisdom Podcast

2026 Strategic Planning Outlook - Episode 43 05/01/2026
Tax Planning Feat. Troy O'Callaghan, CPA - Episode 42 01/12/2025
2025 Year End Planning - Episode 41 17/11/2025
Long-Term Care Planning - Episode 40 03/11/2025
How to Retire at 55 - Episode 39 20/10/2025
Required Minimum Distributions - Episode 38 06/10/2025
Net Unrealized Appreciation (NUA) - Episode 37 22/09/2025
Trusts - Episode 36 08/09/2025
Estate Planning in 2025 - Episode 35 25/08/2025
Creating Your Retirement Paycheck - Episode 34 11/08/2025
Finances and Mental Health - Episode 33 28/07/2025
Financial Terminology - Episode 32 14/07/2025
Social Security - Episode 31 30/06/2025
Real Estate as Part of a Diversified Portfolio - Episode 30 16/06/2025
Avoiding Bad Financial Advice on the Internet - Episode 29 02/06/2025
Saving Outside of Retirement Accounts – Episode 28 12/05/2025
Politics and Wealth – Episode 27 21/04/2025
Backdoor Roth – Episode 26 31/03/2025
Retirement Strategies: Risk – Episode 25 17/03/2025
Retirement Strategies: Tax Planning – Episode 24 24/02/2025
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