
Sign up to save your podcasts
Or


Over the past few months, volatile markets around the world have sent many investors on an emotional roller coaster. In this episode, Rotarian and financial advisor Derrick Kinney is joined by certified financial planner James Bogart, CEO and founder of Bogart Wealth – one of the top financial planning firms in the country, for a conversation on how to make reasoned decisions while managing your investments and retirement accounts, and charitable giving. Kinney and Bogart’s practical discussion provides an easy-to-understand overview of the current economy and addresses investors’ financial concerns.
By Rotary magazine5
2222 ratings
Over the past few months, volatile markets around the world have sent many investors on an emotional roller coaster. In this episode, Rotarian and financial advisor Derrick Kinney is joined by certified financial planner James Bogart, CEO and founder of Bogart Wealth – one of the top financial planning firms in the country, for a conversation on how to make reasoned decisions while managing your investments and retirement accounts, and charitable giving. Kinney and Bogart’s practical discussion provides an easy-to-understand overview of the current economy and addresses investors’ financial concerns.

91,069 Listeners

21,819 Listeners

32,094 Listeners

43,564 Listeners

38,841 Listeners

26,988 Listeners

12,229 Listeners

112,064 Listeners

8,027 Listeners

16,402 Listeners

13,070 Listeners

857 Listeners

19,637 Listeners

6,204 Listeners

7,194 Listeners