THE BOGART EFFECT: A Wealthy Wisdom Podcast

About THE BOGART EFFECT: A Wealthy Wisdom Podcast

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.

Publisher

Bogart Wealth

Category

business · education

Language

en

Explicit

No

First episode

22 Mar 2024

Latest episode

26 Oct 2026

Latest episodes

64 episodes in the feed.

1. 

   26 Oct 2026

   Fiduciary Duty Feat. Chuck Failla, CFP® - Episode 64

   In this special episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by fellow RIA CEO Chuck Failla, CFP®. Together, they chat about Fiduciary Duty and what it means to always act in the clients' best interests. 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.

2. 

   12 Oct 2026

   Umbrella Insurance - Episode 63

   In this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Associate Financial Advisor Carrie Malatesta, CFP®, to talk about the world of Umbrella Insurance and minimizing your risk and liability. 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.

3. 

   28 Sept 2026

   Gifting or Leaving an Inheritance - Episode 62

   In this episode of THE BOGART EFFECT, James Bogart, CFP®, CHFC®, is joined by Financial Advisor Nell Cordick, CFP®, to talk about the differences between gifting while you're alive versus leaving an inheritance for your loved ones. 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.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

54,877

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

4 ratings

Spotify

5.0 / 5

3 ratings

Podcast Authority Score: 52 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

61

Social presence

0

YouTube

76

Engagement

32

Contact THE BOGART EFFECT: A Wealthy Wisdom Podcast

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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Questions about THE BOGART EFFECT: A Wealthy Wisdom Podcast