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The Team at SFG Wealth Planning will focus on conversations with Centers of Influence that serve like-clientele, addressing germane subject matter within the realm of the executive with stock-based compensation.
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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 audi ...
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Are You Ready if Retirement Comes Early – Episode 12
28:08
28:08
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Today, James Bogart, CFP®, CHFC®, is joined by Leah Dwyer, CFP®, to discuss how to plan for and prepare for retirement if it suddenly comes earlier than expected. Call, log in, or visit to learn how we can help. 703-570-8651 https://bogartwealth.com IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC (“Bogart”) was inte…
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Having a Succession Plan for Your Advisor – Episode 11
22:27
22:27
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Financial Advisor Nell Cordick, CFP®, joins James Bogart, CFP®, CHFC®, to discuss the importance of having a succession plan in case your advisor changes. Call, log in, or visit to learn how we can help. 703-570-8651 https://bogartwealth.com IMPORTANT DISCLOSURE INFORMATION The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for…
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How to Not be a Burden on your Kids - Episode 10
24:17
24:17
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Financial Advisor Morgan Veth, CFP®, joins James Bogart, CFP®, CHFC® to discuss how a sound financial plan can lift the burden on your kids regarding financial, medical, and lifestyle decisions in your older age. Call, log in, or visit to learn how we can help. 703-570-8651 https://bogartwealth.com IMPORTANT DISCLOSURE INFORMATION The previous pres…
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Financial Advisor Patrick Marcinko, CFP® joins James Bogart, CFP®, CHFC® to discuss the complex topic of Restricted Stock Units and how they're granted, vested, and ultimately impact you and your financial plan. Call, log in, or visit to learn how we can help. 703-570-8651 https://bogartwealth.com IMPORTANT DISCLOSURE INFORMATION The previous prese…
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Adding Value After Retirement – Episode 8
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32:25
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Financial Advisor Mike Camara, CFP® from our Woodlands, Texas office, joins James Bogart, CFP®, CHFC® to talk about the value a registered investment advisory firm like Bogart Wealth can provide after clients retire. Call, log in, or visit to learn how we can help. 703-570-8651 https://bogartwealth.com IMPORTANT DISCLOSURE INFORMATION The previous …
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James Bogart, CFP®, CHFC® is joined by Financial Advisor Nell Cordick, CFP® to talk about the basics of estate planning including what are the different pieces of your plan, who all is involved, and why you should start thinking about your estate plan now. Call our office or visit our website to learn more about how we can help: 703-570-8651 www.Bo…
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Financial Advisor Daniel Evans, CFP® from Bogart Wealth's The Woodlands office joins James Bogart, CFP®, CHFC® to chat about investor behaviors and emotions that can impact investment decisions, as well as how investors can make sound financial choices. Call our office or visit our website to learn more about how we can help: 703-570-8651 www.Bogar…
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How to Find the Right Advisor for You – Episode 5
30:16
30:16
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Bogart Wealth CEO & President James Bogart, CFP®, CHFC®, and Financial Advisor Jung Seh, CFP® talk about different types of financial advisors, what differentiates fee-only advisors and how they create value, and how to find an advisor that's best suited for you. Call our office or visit our website to learn more about how we can help: 703-570-8651…
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Thinking About Saving as Gen Z – Episode 4
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15:36
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James Bogart, CFP®, ChFC® is joined by Associate Financial Advisor Nick Conforti, CFP®, who is also an associate in Bogart Wealth's Advisor Growth Track, to talk about how Gen Z should think about saving in order to jumpstart their future. Call our office or visit our website to learn more about how we can help: 703-570-8651 www.BogartWealth.com IM…
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Join host James Bogart, CFP®, CHFC® and Financial Advisor Morgan Veth, CFP® as they discuss "The Family Conversation" and how they approach talking about money, investments, and retirement with their loved ones. Call our office or visit our website to learn more about how we can help: 703-570-8651 www.BogartWealth.com IMPORTANT DISCLOSURE INFORMATI…
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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. Call our office or visit our website to learn more about how we can help: 703-570-8651 www.BogartWealth.com IMPORTANT DISCL…
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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. Call our office or visit our website to learn more about how we can help: 703-570-8651 www.BogartWealt…
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Remote Work and Mobility Situations – A Conversation with Partner at Vialto Partners, Rob Cinberg
30:51
30:51
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Are you a mobile public company executive who enjoys a flexible hybrid work model? If so, how do state-to-state taxes impact you, let alone non-US taxes should you work abroad during an abbreviated vacation? What are your remote mobility tax considerations should your location be either short or long term? What are your mobility tax considerations …
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Tax Planning for The Expat Executive – A Conversation with Partner at Vialto Partners Rob Cinberg
35:56
35:56
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Are you a public company executive who is either on assignment to the US or elsewhere in the world? If so, how do international taxes impact your personal situation? What are your mobility tax considerations should your location be either short or long term? What is “tax equalization” and how does it actually work? Are there other filings required …
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Change in Control: Equity Considerations for an Executive Impacted by a Company Split - A Conversation with ArentFox Schiff partner Michael Andresino
23:45
23:45
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Are you a public company executive who is, or will be, affected by a change in control event, such as a spin-off? Do you have concerns around how the transaction will impact your LTI and other compensation benefits? Is there a plan in place allowing you to maximize benefits going forward? In this episode, we address personal financial planning cons…
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Executive Women’s Wealth Building Through Compensation: Paths, Obstacles, Strategies and Tactics Part 2 - A Conversation with M3x Analytics LLC. Founder Linda Steffen
16:22
16:22
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As an executive woman, what are your personal hopes and dreams for yourself and your family? What is wealth building within the context of your employment and what can be done to help you gain greater access to significant wealth creation? What can you do from a planning standpoint to ensure independence financially as you aspire towards the top C-…
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Executive Women’s Wealth Building Through Compensation: Paths, Obstacles, Strategies and Tactics - A Conversation with M3x Analytics LLC. Founder Linda Steffen
15:42
15:42
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As an executive woman, what are your personal hopes and dreams for yourself and your family? What is wealth building within the context of your employment and what can be done to help you gain greater access to significant wealth creation? What can you do from a planning standpoint to ensure independence financially as you aspire towards the top C-…
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Special Needs Planning: A Conversation with Lesley Mehalick, Shareholder and Supervising Partner for the Estates and Trust Department of McAndrews Law Offices
27:03
27:03
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27:03
Do you have a loved one with special needs, and what concerns do you have with regards to their financial future? How do you know if a special needs trust is right for your situation? What can you do from a planning standpoint to ensure independence financially for your special needs child? In this episode, we address several important questions ev…
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Knowing Your Market Value In Terms of Opportunity: A Conversation with M3x Analytics LLC. Founder Linda Steffen
36:25
36:25
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This episode, we focus on what it means to know your market value in terms of opportunity. We are joined by Linda Steffen, M3x Analytics LLC. Founder.By SFG Wealth Planning
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Special Needs Planning - A Conversation with Crystal Edwards
32:35
32:35
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Nearly 54 million Americans cope with special needs and the rising associate expenses according to the National Organization on Disability. 1 in 26 American families are raising children with a disability. 69% of families say they are very concerned about being able to provide lifetime care for their dependents with special needs. Approximately 7 o…
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Stock-Based Compensation – A Conversation with myStockOptions.com Editor-in-Chief and Co-Founder Bruce Brumberg
35:55
35:55
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As an executive moves through their career, either within an organization or to others, various forms of stock-based compensation may be acquired. The long-term wealth creation from these various grants may be significant and yet the differences, tax implications, and complexity can be overwhelming. As always, the focus shouldn’t be on short-term r…
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Pension Planning - A Conversation with Steve Bowers
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When an executive is faced with a pension decision, they’re making an irrevocable choice. Most executives will admit they don’t want to “blow it” and make the wrong decision. Often, they’re overwhelmed by the plethora of election options within the plan. When a company makes changes to its pension plan, this can throw a monkey wrench into the execu…
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Financial Parity Planning with BDO’s Terry Adamson
37:40
37:40
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When an executive is presented with an advanced role at another organization, they have various opportunities they need to compare. The focus shouldn't be on short-term, but long-term wealth creation not overlooking the financial implications of leaving money on the table. What would the new company need to offer to augment what they already have? …
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This is a preview of the subjects we will cover in season 1 of our show!By Charles "Chuck" Steege, CFP®, CEP, CKA® and Matthew P. Witter, CFP®, ChFC®, AIF®
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