THE BOGART EFFECT: A Wealthy Wisdom Podcast cover art

THE BOGART EFFECT: A Wealthy Wisdom Podcast

THE BOGART EFFECT: A Wealthy Wisdom Podcast

Written by: Bogart Wealth
Listen for free

About this listen

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.2024 Economics Personal Finance
Episodes
  • Cybersecurity Feat. Mark Hurley - Episode 51
    Apr 27 2026

    In this special episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by cybersecurity professional Mark Hurley. Together, they chat about the world of cybersecurity and how to stay safe and weary.

    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.

    The previous podcast is intended for educational purposes only. Bogart Wealth is not affiliated with today's guest speaker. Bogart Wealth does not endorse or recommend personal cybersecurity service vendors to its clients. If you'd like information on Bogart Wealth's Firm policies for protecting client information, please reach out to your Advisor or Compliance@BogartWealth.com.

    Show More Show Less
    38 mins
  • Protecting Yourself from Financial Crime - Episode 50
    Apr 13 2026

    In today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Brian Windsor, CFP®, to educate clients on the realities of financial crime and how you can be weary and protect yourself.

    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.

    Show More Show Less
    35 mins
  • Rightsizing Your Life for Retirement - Episode 49
    Mar 30 2026

    In today's episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Patrick Marcinko, CFP®, to dive what it means to rightsize your life for 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.

    Show More Show Less
    40 mins
adbl_web_anon_alc_button_suppression_c
No reviews yet