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Tuesday, March 5, 2024

The Wholesome Advisor: Utilizing Wealth to Enhance Well being With James Bogart

As a busy and sometimes stressed-out government at one of many high RIAs within the nation, James Bogart discovered himself neglecting his well-being, leading to weight acquire and numerous well being points. 

A collection of hospital visits prompted him to rent a concierge physician and a nutritionist, resulting in a outstanding 70-pound weight reduction over the course of a number of months.  

On this episode, Diana Britton, managing editor at WealthManagement.com, is joined by James Bogart, CEO and president at Bogart Wealth. James shares his private journey by means of well being and wellness, revealing the significance of listening to your bodily and psychological well-being.

James explores:

  • His life-style earlier than he misplaced the load
  • Why he went on his private well being journey
  • How his profession contributed to his private well being struggles
  • What adjustments he made to his each day routine and food plan to profit his well being
  • How mindfulness performed into his journey
  • What challenges he confronted in implementing well being and wellness initiatives within the office and social settings


James Bogart


Join With James Bogart:

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About Our Visitor:

A seasoned wealth advisor, James Bogart takes private satisfaction in aiding executives, entrepreneurs and professionals pursue their desires by means of putting, extremely personalized monetary planning methods. As Principal of Bogart Wealth, he focuses each on sustaining the very best degree of customer support and a spotlight to element potential, and on looking for to ship the best expertise, reporting instruments and evaluation to each Bogart Wealth shopper.


When you’ve got a wrestle and want to share your experiences and assist others in comparable conditions, please attain out to Diana at [email protected].

The Wholesome Advisor podcast is on the market on Apple Podcasts, Android, Stitcher, Spotify and wherever podcasts are discovered.

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