On today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Nell Cordick, CFP®, to revisit and update listeners on Estate Planning in 2025.

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.

On today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Brian Windsor, CFP®, to discuss how to approach and think about creating your paychecks in retirement.

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.

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined again by Financial Advisor Jung Seh, CFP®, to talk about the relationship between your finances and mental health.

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.

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Associate Financial Advisor Nick Conforti, CFP®, to run through some common financial terms we use at Bogart Wealth and that you should know.

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.

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Jung Seh, CFP®, to discuss Social Security. 

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.

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Patrick Marcinko, CFP®, to discuss real estate as part of a diversified portfolio.

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.

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Brian Windsor, CFP®, and Advisor Growth Track® associate Chaz Billak, CFP®, to have a discussion on how to determine and avoid bad financial advice you may encounter on the internet.

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.

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Grayson Kirby, CFP®, an associate on Bogart Wealth's Advisor Growth Track, to highlight ways you can plan and save your money outside of typical retirement accounts.

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.

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Patrick Marcinko, CFP® to chat about the relationship between politics and wealth, and how financial planning can help you get through times of uncertainty.

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.

On this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Brian Windsor, CFP® to break down Backdoor Roths and the potential benefits of including it into your financial plan.

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.