Bogart Wealth’s Post

Thinking about leveraging your investments? Remember, it's not the investments that make you rich—it's the income. Tune in on our podcast episode with Freddie Rappina to learn more!  Full episode: https://lnkd.in/gztyHF7H 💸 averagejoefinances.com #InvestmentTips #IncomeStrategies #FinancialAdvice"

Mark from The Podcast Studio Glasgow discussing the importance of taking care of what you’ve got and ensuring your growth ambitions don’t lead you to take your eye off the ball! 👀 Some superb advice that is fitting to many businesses that are in a real growth phase! Check this weeks full episode here: https://lnkd.in/eFM_fmvd

Here are my 6 lessons from our latest podcast episode on displacing tenants. If you’re investing in a deal, ask your sponsor how they handle this situation. #realestateinvesting

In the first episode of THE BOGART EFFECT: A Wealthy Wisdom Podcast, Bogart Wealth CEO & President James Bogart, CFP®, ChFC and Financial Advisor Brian Windsor, CFP® talk about how they prepare and plan for their financial future in the new year. Watch here or listen on all major podcast platforms:

Join Kurt Uhlir on this insightful podcast episode as he shares how agents can leverage Real Estate 2.0 for success:

Build Wealth We here a lot of talk about Financial Wealth. But, who's talking about Relational Wealth? I'm talking about it with Devin Henderson on his podcast, "Possibility Mindset." Check out the discussion. https://lnkd.in/gj8_BKTx

🌟 New Episode Alert! Our latest Capitaliz Insights Podcast episode is now live. Join Dr Craig West and Jared Johnson MBA as they discuss the "Shift to Significance" and how business owners can prepare for exits that are both successful and meaningful. 👉 Listen Now:https://hubs.li/Q02Y6vXh0 #CapitalizInsights #ExitPlanning #ShiftToSignificance

In episode seven of THE BOGART EFFECT: A Wealthy Wisdom Podcast, Financial Advisor Nell Cordick, CFP® joins James Bogart, CFP®, ChFC to talk about the basics of estate planning, including the different pieces of your plan, who all should be involved, and why you should start thinking about your estate plan now. Watch the full episode here or listen wherever you get your podcasts: 

Are you overloading your audience with details and missing the bigger picture? In this clip, Jess Cassity breaks down why focusing on transformation—not the tiny details—is key to making a successful offer. When you overwhelm potential clients with every step of the process, they tune out. Instead, focus on the transformation your offer provides. What are the big wins they’ll achieve? That’s what people care about—moving from A to Z. The promise of transformation is what seals the deal. Catch the full episode on YouTube or your preferred podcast platform now! Link in the first comment 👇🏼

In episode two of THE BOGART EFFECT: A Wealthy Wisdom Podcast, Bogart Wealth CEO & President James Bogart, CFP®, ChFC is joined by Financial Advisor Sydney Rutledge, CFP® to talk about the benefits of Roth IRAs and why they think it can be a great choice for certain savers and investors. Watch here or listen on all major podcast platforms: