The Zandbergen Report: Recent Episodes
Bart Zandbergen, CFP
Host Bart Zandbergen was joined in the podcast studio by Dr. Mary Ann Martin who is a board-certified Endocrinologist, Executive Health Coach, Speaker and Author. Known as Dr. Hormone Hacker, she takes an alternative approach to our traditional, broken health care system and guides people on prevention and well care, not sick care. She is passionate about bridging the healthcare gap by helping people understand and balance their hormones, achieve a healthy body composition, prevent and reverse chronic diseases, and optimize their health proactively and holistically. In this episode, we discuss many misconceptions about health care, steps worth taking to prevent illness from setting in, and alternative approaches to managing hormones, aging and more.
Key topics discussed in this episode include:
- How often you should be looking at your bloodwork and why a traditional panel is not comprehensive
- The silent killer aka sodium
- What macros you should be tracking and why
- How managing your hormones can be transformative
Learn more about Dr. Mary Ann Martin by visiting: www.drhormonehacker.com
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Bart Zandbergen was joined in the podcast studio by Dr. Teryn Clarke who is a highly regarded neurologist. She recently wrote a book entitled, “Brain Health Action Plan,” which looks at how to prevent Alzheimer’s diseases through lifestyle changes. In this episode, Dr. Teryn Clarke shares the data she has researched as well as the wisdom she gained throughout her studies. She is passionate about sharing the actionable steps she believes can be taken to prevent Alzheimer’s disease.
Key topics discussed in this episode include:
- What Dementia is versus what Alzheimer’s disease entails
- The importance of brain health and what you can do to maintain it
- Simple Health Hacks: Interrupt cravings, stress and sedentariness
- What factors contribute to Alzheimer’s disease.
Learn more about Dr. Teryn Clarke and purchase her book by visiting: https://www.brainhealthactionplan.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Bart Zandbergen was joined in the podcast studio by Paula Steurer of Sterling Public Relations who took over as the episode’s host to interview Bart. Taking listeners on a journey back in time, Bart shared details of his humble beginnings and the pivotal fork in the road, inspired by the movie “Rocky,” that changed everything. In this candid episode, Bart discussed some of the most pivotal lessons he has learned in his life and in his business endeavors. He also talked about myths, misconceptions, the True Wealth pillars and how anyone can make the choice to rewrite their story.
Key topics discussed in this episode include:
-Why leading with integrity is paramount
-How to “gut check” yourself when making decisions
-Why getting to know a person’s story is so vital to your connection with them
-What stops individuals from deciding to rewrite their story
-Bart’s top lessons learned in his 20s, 30s, 40s, 50s, and now
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Zandbergen Group is a DBA of Axxcess Wealth Management, LLC a Registered Investment Advisor with the SEC. Bart A. Zandbergen, CA Insurance License #OA96242.
Host Bart Zandbergen was joined in the podcast studio by Andy Nelson of Salient Counsel. Andy represents clients in business, commercial, and intellectual property matters. His practice emphasizes the development of effective strategies for trademark and copyright protection, enforcement, licensing, and dispute resolution (including practice before the USPTO and TTAB). Over his career, Andy has helped businesses in a wide variety of industries, including technology, food and beverage, AFA (apparel-footwear-accessories), manufacturing, and services. A veteran of the U.S. Army’s 82nd Airborne Division, Andy especially enjoys working with businesses operated by those affiliated with the military community. Andy is admitted to practice in California state and federal courts. He is also admitted to practice before the United States Court of Appeals for the Ninth Circuit and the United States Supreme Court. In this episode, Bart and Andy focus on the legalities and nuances of copyrights. They also discuss how AI is impacting copyrights and what may lay ahead as AI becomes more broadly used.
Key topics discussed in this episode include:
-What the classic four pillars of intellectual property (IP) are.
-What is a copyright and what does it typically cover?
-How long do copyrights last for?
-What are common ways copyrights are infringed on?
-Copyright challenges with the onset of artificial intelligence (AI) and authorship issues.
-Predictions for copyrights over the next decade due to the emergence of AI.
When asked what his ultimate lesson learned has been in his career, Andy shared, “Ask for help and find a mentor.”
To learn more about Andy Nelson and Salient counsel, please visit: www.salientpc.com or connect with Andy on LinkedIn: https://www.linkedin.com/in/andrewrnelson/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Bart Zandbergen was joined in the podcast studio by special guest – Moses Heredia, Founder of Global Processing Systems. Founded on the principles of honesty, integrity and outstanding service, which Moses himself embodies, Global Processing Systems has served thousands of clients for over 20 years. Moses embarked on this career path over 30 years ago, working his way up quickly in his former company before he chose to follow the path less traveled by, aka entrepreneurship. In this episode, Moses shares his humble beginnings, the invaluable lessons and core values instilled in him by his mother, and his words of advice for the up-and-coming generation of leaders and difference makers.
Key topics discussed in this episode include:
-How having core values as focal points can help guide your life path
-Why being a man of your word is essential for a successful life personally and professionally
-How a goal without a plan is merely a wish
-Why working to be 1% better every day makes dollars and sense
-What truly defines success and how to measure it
-How having a routine and a sharp focus can help you make progress towards your goals
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Bart Zandbergen was joined in the podcast studio by Dr. Guitta Harb, aka The Real OC Dentist. Known for her modern smile makeovers, Dr. Harb is an expert in cosmetic dentistry. In this episode, Dr. Harb shares her challenges and triumphs in emigrating from Lebanon to the USA as a teen, her untraditional path to becoming a dentist, and why she feels a smile is more than smile deep. She also gives listeners a glimpse into her personal life, sharing her passion for fitness and family and some of her ultimate lessons learned. Dr. Harb is also a fellow podcaster, hosting The Smile Diaries with leading entrepreneurs and difference makers.
Key topics discussed in this episode include:
-Dr. Harb’s personal story of overcoming adversity as a child
-How an untraditional schooling path led to Dr. Harb becoming a leading cosmetic dentist
-Why smiles impact so much more than simply someone’s look
-How smile makeovers transform patients’ confidence and in turn relationships with others
-Why refusing to listen to the “noise” helps you rise above as an entrepreneur and leader
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Bart Zandbergen and co-host Letitia Berbaum were joined in the podcast studio by Dr. Naomi Win. Dr. Win draws on clinical practice and current research to clarify the psychological factors that shape decision-making. By mapping the cognitive and emotional drivers that define financial behaviors, she upskills those seeking adaptive strategies to enhance well-being and wealth. As we navigate market volatility, and the impact of world affairs, Dr. Win shares her insights on how psychological factors can impact investing and other key decisions that may have a ripple effect.
Key topics discussed in this episode include:
-How uncertainty impacts decision making
-What loss aversion is and how it influences behavioral choices
-3 pillars to finding emotional stability
-Why engaging with uncertainty can help someone move past perceived blocks and access new levels of opportunity
-Habit based reactions/choices vs. opportunity based reactions/choices
Dr. Win shared her Ultimate Lesson Learned to date in her career in Behavioral Finance, which was best summed up in a quote that was said to her by a close friend: “In the discomfort of absurdity make finished things.”
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Bart Zandbergen was joined in the podcast studio by Carmel and Camellia Imani of Imani Law LLP, a law firm designed for creators to help navigate the legal side of entrepreneurship. Imani Law LLP has helped entrepreneurs legally start their business, as well as secure brand ownership through trademarks. Both Carmel and Camellia earned their Juris Doctorate at UC Davis School of Law. They began their legal career in litigation before transitioning to their own transactional practice. They now protect individuals and keep them out of court through transactional and preventative approaches. Imani Law LLP is not your typical law firm. It is a law firm for today’s day and age, where it prides itself in flat rate fees, transparency, approachability and provides a virtual space for community connectivity on social platforms, including Instagram and Tik Tok.
Key topics discussed in this episode include:
-How to determine what business entity structure is right for you
-Importance of using contracts in business
-Importance of intellectual property and how to prove ownership of it through trademarks and copyrights
-Why working with strategic professionals is key to building sustainable businesses
-Mindset shifts that successful business owners should embody
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Bart Zandbergen was joined in the podcast studio by Scott Heinila to discuss the art and power of discipline. The duo discussed how discipline plays a factor in their personal and professional lives as they navigate business, relationships, family matters, fitness and beyond. They began by unpacking people’s willingness to, “Do what others won’t do, to be or have what others won’t have,” and how a powerful motivating factor plays into the matter. Whether you are looking to rewrite your story, or design the chapter of your life called 2024, this episode will inspire you to take action to achieve the goals you plan to set for yourself by channeling discipline.
Key topics discussed in this episode include:
-How consistency and persistency support discipline.
-Why your motivating factor has to be strong enough to carry your through plateaus.
-How to avoid getting lost in a cycle called “the case of the Mondays.”
-Why nutrition and fitness go hand in hand and one without the other works against your fitness goals.
-How to prioritize effectively to create sustainable routines and processes.
-What smart steps are to devote yourself to the big picture so you can work progressively towards your goals.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Bart Zandbergen was joined in the podcast studio by co-host Letitia Berbaum, Paula Steurer of Sterling Public Relations, Scott Heinila of Producers Choice Network, and featured guest Landon Patterson, CEO of Hundred Acre. Landon shared tasting insights, pairing notes and little-known facts about the distinctive wines he chose to feature on the episode, while the show’s guests also reviewed several wines from Copper Cane. Special thanks to Devon Ulrich, National Account Vice President, of Copper Cane Wines & Provisions for supporting this year’s podcast episode alongside Hundred Acre.
Featured wines in the 2023 edition of the Annual Holiday Wine Podcast include:
-Senza Freni by Paul Lato 2021 Tocai Friulano
-Napa Valley Quilt 2021 Fumé Blanc
-Belle Glos Oeil de Perdrix Pinot Noir Blanc
-Summer Dreams Twilight Pinot Noir 2021
-Belle Glos Pinot Noir Las Alturas
-La Vieux Donjon Chateauneuf Du Pape
-Napa Valley Quilt Cabernet Sauvignon
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Bart Zandbergen was joined in the podcast studio by Scott Heinila to discuss Long-Term Care benefits, considerations, and possible changes. California is considering a statewide Long-Term Care Insurance program that is also known as AB 567. If passed, this bill would require residents to pay an increased income tax of 0.40% to 0.60% to cover the cost of state-funded long-term care program. In this episode, the duo discusses the importance of being informed so that each person and their families can make the right choices for their individual needs related to their long-term care options.
Learn more in the episode about:
- What Long-Term Care is, what it consists of, and what various types are available
- Possible changes coming with the proposed Long-Term Care Assembly Bill
- What tax implications should be considered
- What the state mandates would mean for California residents
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC ("Axxcess"), an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Axxcess and its advisors do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
The contents of this podcast do not constitute insurance advice. The Zandbergen Group is a dba of Axxcess. The Zandbergen Group, Axxcess, nor Optimized Wealth Insurance are affiliated.
Host Bart Zandbergen was joined in the podcast studio by Scott Heinila and Dr. Morgan Cutlip, PhD. She recently released her book entitled “Love Your Kids Without Losing Yourself.” As a highly sought after relationship expert, Dr. Morgan knows what it feels like to lose yourself in motherhood, and she’s determined to help mothers navigate it better. Throughout her career, she has helped hundreds of thousands of people worldwide learn how to form and maintain healthy relationships. In this episode, Dr. Morgan talks candidly about the art of relationships, the unexpected nuances of motherhood, and how to blaze a successful trail that unites the two.
Dr. Morgan has been a featured relationship expert with Good Morning America, Teen Vogue, The New York Times, Women’s Health Magazine, MOPS International, Loveology, and Flo, the #1 app in health and fitness.
Learn more in the episode about:
-Movie moment expectations of motherhood versus reality
-How to navigate the feeling of losing freedom
-Why knowing who you are is vital to knowing how your needs can be met
-How to develop a self check-in and assessment in order to navigate your emotions in real time
Soundbyte: “Mother yourself like you mother your kids.” -Dr. Morgan Cutlip, PhD.
Connect with Dr. Morgan Cutlip HERE on LinkedIn and HERE on Instagram.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Axxcess and its advisors do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
The contents of this podcast episode do not constitute an offer of securities or a solicitation of an offer to buy securities, and may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management LLC, An SEC-registered investment advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are not FDIC insured, not bank guaranteed, and may lose value.
Host Bart Zandbergen was joined in the podcast studio by Melissa Océan, Founder and CEO of Divorce Strategies Group which is based in Las Vegas. Melissa has been serving clientele in the financial industry since 1992 and has been published nationally in Kiplinger, Thrive Global, Yahoo! News and Yahoo! Finance. Melissa has been creating and designing portfolios for sustainability to post-divorce clientele for the past 19 years through Abundant Wealth Strategies. Melissa does not provide specific financial advice during the divorce process but educates about general financial practices such as withdrawal rates and spending policies. In this episode, Bart and Melissa discuss the strategies and insights that Melissa has gained throughout her career to support and empower her clientele.
Learn more in the episode about: -Why understanding tax and ownership considerations for various assets is important -Why education related to asset management is empowering and useful -How lifestyle analysis can be vital during a divorce -Why managing emotions related to a marital home is important -What steps you can take to incorporate a strategist such as Melissa Océan in a divorce case
Learn more about Melissa Océan and Divorce Strategies Group by visiting: https://divorcestrategiesgroup.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Axxcess and its advisors do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
The contents of this podcast episode do not constitute an offer of securities or a solicitation of an offer to buy securities, and may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management LLC, An SEC-registered investment advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are not FDIC insured, not bank guaranteed, and may lose value.
Host Bart Zandbergen was joined in the podcast studio by entrepreneur and author Nycole Freer. A fellow advisor, Nycole launched Eden Financial this year. One of her passion projects following the launch of her firm was to write her first children’s book. Releasing it in April of this year, “Haisley’s Birthday Money,” which is named after Nycole’s daughter, is full of fun lessons children can take with them as they grow. The book is available through Amazon and Barnes and Noble. In this episode, Bart and Nycole discuss entrepreneurial lessons, their passion for wealth management and more.
Learn more in the episode about: -What sparked Nycole’s passion for the wealth management industry -How early childhood experiences with money impacted Nycole’s outlook on money management -What entrepreneurial lessons Nycole has gained since launching her own company -What inspired Nycole to write author a children’s book on finances -How financial literacy can impact financial decisions for adults
Learn more Nycole Freer and her book “Haisley’s Birthday Money” here: https://edenfinancial.co/haisleys-birthday-money
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Axxcess and its advisors do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
The contents of this podcast episode do not constitute an offer of securities or a solicitation of an offer to buy securities, and may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management LLC, An SEC-registered investment advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are not FDIC insured, not bank guaranteed, and may lose value.
Host Bart Zandbergen was joined in the podcast studio by Alec Glasser, Founder of The Drake Restaurant in Laguna Beach and The Drake Gives. The Drake Gives launched in 2021, and remains steadfast in its mission to connect, inspire and provide underserved youth with music education, materials and instruments. To date, The Drake Gives has raised nearly half a million dollars to support Save The Music Foundation which has funded public music education in the Anaheim School District.
Empowering young lives through music, The Drake Restaurant will host “Groove for Good” on June 6th, 2023. The elevated culinary and entertainment experience benefiting The Drake Gives and Save The Music Foundation will include cuisine curated by The Drake’s award-winning culinary team complete with wine pairings from Laguna Beach based Arrow and Branch, while multiple entertainers will be performing throughout the evening, provided by Cueva Entertainment.
Learn more in the episode about:
-How The Drake Gives and its recent donations are impacting the underserved youth in the Anaheim Public School System
-What to expect at the upcoming June 6th, 2023 experience, “Groove for Good,” where proceeds will benefit public music education programs in our local Orange County school system
-What The Drake Gives’ expansion plan and goals are for continued impact
-How recent studies have shown that music education helps children with anxiety, depression and mental well-being
-Alec Glasser’s time at The Drake Hotel in NYC where he became friends with the legendary Sammy Davis Jr.
Learn more about The Drake Gives and the upcoming fundraising experience by visiting: https://www.thedrakegives.org/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Axxcess and its advisors do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
The contents of this podcast episode do not constitute an offer of securities or a solicitation of an offer to buy securities, and may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management LLC, An SEC-registered investment advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are not FDIC insured, not bank guaranteed, and may lose value.
Host Letitia Berbaum was joined in the podcast studio by Jason Ma, a world-renowned Chief Mentor of Next-Gen Leaders and CEO of ThreeEQ, a family business. With over 38 years of industry experience, including cofounding and leading successful education and technology ventures, and over 2 million miles of world travel, Jason has inspired, guided, and transformed 1-on-1 the lives of numerous Gen Z and elder leaders, while easing legacy and succession planning in Ultra High Net Worth families. As an appointed member of the B20, the G20’s official engagement group representing the global business community, Jason has served on its Future of Work and Education Taskforce in the G20 Presidencies of nine countries, being one of a select few Americans appointed yearly to the powerful B20/G20.
Jason not only is an Elite College Admissions Counselor, Life and Executive Coach, Parent Coach, and Speaker sought after by wealthy families, family offices, and top-tier event organizers, but also is the author of Young Leaders 3.0 (a highly acclaimed book), a contributor to Impact Wealth and Family Office Magazine, a star former Forbes contributor on Mentoring Young Leaders, and a delegate by invitation to the prestigious Forbes Global CEO Conference for 8 years. Jason is also a well-connected Board/CEO advisor and high-level rainmaker to select tech companies and family offices, as well as an investor.
In this episode learn more about:
- How ThreeEQ is preparing the NextGen for greatness
- How ThreeEQ helps create remarkable outcomes while reducing family stress
- Why it is important to start preparing your children for college admissions success early
Learn more about Jason Ma and ThreeEQ by visiting: https://threeeq.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Bart Zandbergen was joined in the podcast studio by co-host Letitia Berbaum to discuss Monica Morton’s 25-year career as a private detective. As the President and owner of K.N.O.W. LLC Sports and Entertainment Group, Monica has completed over 7,000 investigations. In addition to investigation services, her firm offers cyber security, business due diligence, business development, branding, and marketing services to the NFL, NBA, A-list celebrities, and the entertainment community. Additionally, Monica is an in-demand public speaker, having completed presentations across the USA and in Canada, London, and Dubai. In this episode, the trio discusses how important it is to complete thorough due diligence on anyone you may consider doing business with while Monica shares her pivotal lessons learned throughout her career.
In this episode learn more about:
- The importance of public and private due diligence
- How everything you do leaves a footprint – especially on social media
- What it takes to be a top private detective and how intuition plays a key role in achieving success
- What red flags to look for and what simple steps you can take to complete your own due diligence on someone
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Axxcess and its advisors do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Host Bart Zandbergen was joined in the podcast studio by Scott Heinila to discuss a review of market happenings in 2022 and possible outcomes for 2023. In this episode, Bart and Scott share their thoughts on possible and historical market performance while considering the impact of global turbulence. They also discuss inflation, interest rate hikes and the Bear Market.
Learn more in the episode about:
- How the stock market performed in a variety of ways in 2022
- How volatility in other countries may impact the stock market in 2023
- How inflation may continue impacting the stock market
- What the possible impact of an inverted yield curve can have
- What is important to keep in mind as you plan and strategize your investments
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Axxcess and its advisors do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
The contents of this podcast episode do not constitute an offer of securities or a solicitation of an offer to buy securities, and may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management LLC, An SEC-registered investment advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are not FDIC insured, not bank guaranteed, and may lose value.
Host Bart Zandbergen was joined in the podcast studio by co-host Letitia Berbaum to discuss five keys to investing. The duo shares what they have learned about the state of investments and potential opportunities, as well as areas that may be worth looking into. Additionally, they share key points from candid conversations they have had with other investment professionals.
In this episode gain access to:- A recap of investing in 2022- 2023 investing outlook- Why it is important to look at International Investments- Why sitting on the sidelines is not a lucrative place to be- Why looking at the credit markets and high income yields is important
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Axxcess and its advisors do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Host Letitia Berbaum was joined in the podcast studio by Linda Rank, Founder of soul&beautyMEDx. Linda Rank has been at the forefront of the aesthetic industry for over 20 years. Expanding in 2021 and relocating her practice, the innovative new location in Mission Viejo offers an unparalleled line-up of services, including laser, skin care and BOTOX® memberships at the hands of industry best practitioners. As an honorary speaker and national trainer for Allergan, Linda shares her keen aesthetic perspective and refined protocols with peers and professionals across the USA, in order to help elevate the industry. In this episode, the duo discusses how self-care is essential, why staying away from trends is always a good idea, and how empowering people to reinvent themselves is the greatest gift.
In this episode learn more about:
- Why self-care directly impacts how you show up in the world, personally and professionally- Why staying away from trends – especially in aesthetics – is a good idea- How rejuvenating treatments are impacting the aesthetic industry- Why preventative care makes all the difference in the aging process- What entrepreneurial lessons Linda Rank has gained along her journey
Learn more about Linda Rank and soul&beautyMEDx by visiting: https://soulandbeautymedx.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Axxcess and its advisors do not provide tax advice. Representatives have general knowledge of tax. Consult your tax professional.
The information in this material is not intended as health or medical advice. Please consult medical professionals for specific information regarding your individual situation.
Host Bart Zandbergen was joined in the podcast studio by co-host Letitia Berbaum to discuss the SECURE Act 2.0. In this special episode, Bart and Letitia review the key policies noted in the SECURE Act 2.0. They also point out items that did not change in the SECURE Act 2.0.
Learn more in the episode about:- How the SECURE Act 2.0 affects RMDs- How the SECURE Act 2.0 impacts ROTH taxation- What start-up benefits are available due to the SECURE Act 2.0- What 529 rollover benefits are available now due to the SECURE Act 2.0- Items that were not impacted by the SECURE Act 2.0
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Axxcess and its advisors do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Host Letitia Berbaum was joined in the podcast studio by Jonathan Sparling, Director of Strategic Partnerships at Private College 529 Brand. Jonathan has over a decade of higher education related experience. Through his work, Jonathan has counseled students and families on college planning, savings, financing and general financial education. He has developed content and curriculum for industry partners and advised on best practices for engaging students in educational content. He thrives on supporting individual consumers reach their higher education objectives while also consulting industry partners on effective strategies to support their customers. In this episode Letitia and Jonathan discuss the nuances and benefits of 529 plans.
In this episode learn more about:
-What a 529 Plan consists of as a Tax Advantage College Savings Plan-How a 529 Plan can be created -What the benefits are of a 529 Plan and why parents often choose to create one-Why saving early and often can add up efficiently-Top tips for strategizing education-focused savings plans
Learn more about Jonathan Sparling and Private College 529 Brand by visiting: https://www.collegewell.com/private-college-529-plan/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Axxcess and its advisors do not provide tax advice. Representatives have general knowledge of tax. Consult your tax professional.
Host Bart Zandbergen and co-host Letitia Berbaum were joined in the podcast studio by John M. Jennings, President and Chief Strategist of St. Louis Trust & Family Office. He is a member of the firm’s Management Committee, on its Board of Directors, and also serves on the Investment, Risk Management and Trust Committees. Daily, John produces a blog called, “Interesting Fact of the Day,” which can be found HERE. He is also the author of “The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown,” which will be published in Spring of 2023. In this special episode, Bart, Letitia and John discuss trends and patterns related to investor behavior when it comes to financial matters.
In this episode learn more about:
- How our behavior is conditioned to patterns-The four ways that humans react to uncertainty-Why recognizing discomfort and choosing to sit with it, versus reacting, is a best practice for many-Why having a margin of safety is important when it comes to investments
To learn more about John M. Jennings, visit: https://johnmjennings.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Bart Zandbergen and co-host Letitia Berbaum were joined in the podcast studio by Ben Sorensen, Founder of Sorensen Consulting, Inc. Ben provides leadership training, sales training, and executive coaching to corporate and non-profit organizations around the world and across a wide spectrum of industries. He also co-authored Customer Tells: Delivering World-Class Customer Service by Reading Your Customer's Signs and Signals (Kaplan Publishing, 2007), which focuses on how to communicate effectively and deliver exceptional customer service. Prior to his 20 years in leadership training and executive coaching, Ben excelled in pharmaceutical sales and financial services. Ben proudly serves in the U.S. Navy Reserve as a Lieutenant Commander specializing in intelligence. He has earned multiple awards, including the Global War on Terrorism Service Medal and the Navy and Marine Corps Achievement Medal. Ben served at the Pentagon for 5 years and currently serves at the United States Southern Command. Ben is also a Fort Lauderdale City Commissioner. In this special episode, Bart, Letitia and Ben discuss how understanding emotions and communication can make dollars and sense when it comes to financial matters.
In this episode learn more about:
- How different parts of our brain affect our decision making- The Triple A Mantra to manage self-talk: Aware, Assess, Adjust- How tracking emotions can be helpful in personal and professional scenarios- Benefits of Walking Meetings- How to recognize triggers to avoid unhealthy communication- How to create a feedback rich culture
To learn more about Ben Sorensen, visit: https://www.bensorensenconsulting.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Bart Zandbergen was joined in the podcast studio by Lisa Risner, Founder of Divorce Mediation of California, and her fellow team attorneys Suzanne Gregorie and Parris Trimble. Located in Newport Beach, Divorce Mediation of California consists of a team of professionals, including attorneys, mental health professionals and accountants - all of which are highly skilled and experienced in handling all aspects of family law matters. In this episode, Bart talks with the trio of highly regarded attorneys about the current state of divorce in California, its nuances, and how mindset makes a significant difference in the collective settling of a divorce proceeding.
In this episode learn more about:
- The different ways you can get legally divorced in California- The roles and responsibilities of a mediator in a divorce setting- What a collaborative divorce arrangement is and how it is different than a mediation- What team members are involved in a collaborative divorce arrangement- The strength of a pre-nuptial agreement and how it could potentially be challenged
To learn more about Divorce Mediation of California, visit: https://www.divorcemediationca.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Letitia Berbaum was joined in the podcast studio by Janise Graham President of Small Business Style, Inc., and Entrepreneur's Insurance Services. She is a speaker, and bestselling author of Leaving In Style: Business Succession On Your Terms. Janise helps business owners and entrepreneurs better understand the nuances of long-term business succession planning to protect the future of their families, businesses, and employees. In this episode, Letitia and Janise discuss the nuances of exit planning and the steps you can take to set yourself up for success as a business owner.
In this episode learn more about:
- What Janise refers to as an “accessory” and how that can benefit your company.
- Who should be a part of your core team of “accessories”
- What some common mistakes are in exit planning and how proper planning can help prevent them
- What are some key things to consider well before a business sale takes place
- Why working “on” the business is just as important as working “in” the business
Learn more about Janise Graham by visiting her website: www.LeavingInStyle.com
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Bart Zandbergen was joined in the studio by long time Laguna Beach resident and entrepreneur Alec Glasser. Founding Laguna Beach’s iconic The Drake Restaurant just before the pandemic, Alec launched The Drake Gives last year which is a nonprofit 501(c)(3). The organization’s mission is to connect, inspire and provide underserved youth with the music education, materials and instruments they need and deserve to fuel their passions and experience the power of music. In this special episode, Alec shares why music education is important to him and how his passion for The Drake began in the fabled Drake Hotel in New York City. Opening its doors in 1928, the Drake Hotel ushered in a new era of elegance along with a client list that read like a Who's Who. During Alec's tenure at the hotel which began in his teenage years, it was also the preferred address for touring musicians such as Jimi Hendrix, The Who and Led Zeppelin, as well as boxing legend Mohamad Ali and "Rat Pack" members Frank Sinatra and Sammy Davis, Jr.
To raise funds for The Drake Gives, a special speakeasy style event called The Drake After Dark is taking place December 1st, 2022 from 6:30-late at Laguna Beach’s famed Seven Degrees venue. Where great food meets great music, The Drake After Dark will be an immersive experience complete with interactive food stations, exceptional wines and craft cocktails, first class live entertainment including a band and special guests, and fundraising opportunities featuring a silent auction and live auction led by none other than auctioneer Zack Krone. Chef Donald Lockhart of Seven Degrees will be leading the evening’s culinary offering which will not disappoint. The celebratory affair will honor Doug Freeman, CEO and Executive Chair of Orange County Music and Dance.
In this episode learn more about:
- Alec Glasser’s star-studded history with the Drake Hotel in New York City
- What prompted Alec as a Laguna local to open The Drake Restaurant
- Why music education is important to Alec and how it inspired him to launch The Drake Gives
- What boxing legend Mohamad Ali used to talk with him about at the Drake Hotel
- What to expect at The Drake After Dark Event happening December 1st, 2022
When asked what his Ultimate Lesson Learned has been, Alec shared, “Greatness comes from taking responsibility.”
To learn more about The Drake Gives or to access tickets for The Drake After Dark event on December 1st, 2022, click HERE.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Bart Zandbergen was joined in the podcast studio by co-host Letitia Berbaum, Paula Steurer of Sterling Public Relations, with Scott Heinila and Nick Bernatowicz of Producers Choice Network joining remotely for the 5th Annual Holiday Wine Pairing Podcast alongside studio engineer Danielle Ramchandani. This year’s line-up of wines featured some that are well-known, some that are hidden gems, and some that were being tried by the podcast crew for the very first time. Led by Bart’s sommelier expertise, the cast discusses what pairings are best tailored with certain dishes alongside some unexpected pairings to consider. Cheers to the 2022 holiday season and blessings to all.
The 2022 wine line-up includes: - Veuve Cliquot Rose - Mulderbosch Chenin Blanc - J Dusi Red Zinfandel - Robert Bialis Black Chicken Red Zinfandel - William Selyam Pinot Noir - Brave & Maiden Cabernet Franc
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Bart Zandbergen was joined in the studio by entrepreneur and fitness instructor Kayla Abdi.
Obtaining her Master's degree in Organizational Leadership, Kayla’s commitment to health and wellness spans nearly 15 years. After a string of health issues, and searching for answers, she discovered powerful solutions and is on a mission to help others feel their best. In this episode, Bart and Kayla discuss “5 Major Myths of Health and Nutrition.”
In this episode learn more about:
- Why treating the root cause of health issues makes dollars and sense
- How food sensitivity testing can help you make smart nutrition choices
- What to look for in nutrition supplements and why they can be helpful
- How water can make a powerful impact in your overall health
- What to consider when consuming juices or smoothies
To learn more about Kayla Abdi, connect with her HERE.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Letitia Berbaum was joined in the podcast studio by Jenifer Kienle, Esq., OSHA Regulation, Compliance and Litigation Specialist at Kienle Law. Jenifer has over 20 years of litigation and trial expertise defending national and California commercial enterprises including industrial and construction catastrophic personal injury and wrongful death state and federal suits, general liability matters in the food and hospitality industry, personal injury and property damage litigation arising out of public works improvements and traffic control, as well as OSHA and Cal OSHA defense including crisis management, citation appeals/answers to complaints and whistleblower claims. In this episode, Jenifer and Letitia discuss how COVID has changed the landscape for OSHA and how the guidelines for employers are continuing to evolve.
In this episode learn more about:
- What COVID guidelines are currently changing
- What new rule related to COVID goes into effect January 1st, 2023 for employers
- How to handle a sudden death in the workplace
- The value in partnering with your trusted legal team during times of crisis and beyond
- How understanding OSHA obligations helps you create effective workplace safety processes and protocols
- Why the Injury and Illness Prevention plan will likely be a focal point for employers in 2023
Learn more about Jenifer Kienle and Kienle Law by visiting their website: https://kienlelaw.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Bart Zandbergen was joined in the studio virtually by Cure Duchenne Founder and CEO Debra Miller. If you have ever had the pleasure of meeting Debra, her husband Paul, or their son Hawken, you know how inspiring their journey has been. Debra’s son Hawken was diagnosed with Duchenne, which is a rare form of Muscular Dystrophy, at the age of 5. Today, he is 25, a USC graduate and a successful journalist. Debra founded Cure Duchenne about a year into Hawken’s diagnosis. Through the organization’s fundraising efforts, which have funded important research, the life expectancy for those with Duchenne has increased by nearly 10 years. In this special episode, Debra shares details about her journey, her hopes for the future, and her goals for the 2022 Napa in Newport Gala.
In this episode learn more about:
- What Duchenne Muscular Dystrophy is and who it impacts
- How Cure Duchenne is funding research to hopefully find a cure
- How Hawken is doing as he manages this condition daily
- What transpired to bring Napa in Newport to fruition with 2022 being its eighth year
- What the record breaking amount was that Napa in Newport raised last year and what Debra’s fundraising goal is for this year’s event
- How a Donor Advised Fund can play a pivotal role in charitable giving
To learn more about Cure Duchenne, please visit: https://cureduchenne.org/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Bart Zandbergen was joined in the studio by Dean Gray, President and Proprietor of Riverain. Connecting last year at the annual Napa in Newport event benefitting Cure Duchenne, Bart and Dean discuss how Riverain came to be, how passion plays a significant role in being successful in what you apply yourself to, and how giving back is truly a gift that keeps on giving. Plus, Dean shares a few little known facts about the vineyard while Bart shares the reason he loves Riverain’s decadent Pinot Noir.
In this episode learn more about:
- The history of Riverain, which produced its first vintage in 2011
- The wines Riverain produces and their limited production
- How the name Riverain came to be and what its meaning is
- How Rivierain became involved in Cure Duchenne and why they are passionate about giving back
When asked what his Ultimate Lesson Learned throughout his lifetime has been, he shared, “The key word is Passion. Apply yourself and do it with passion in whatever endeavor you choose.”
To learn more about Riverain Vineyards, visit: https://riverainvineyards.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Bart Zandbergen was joined in the studio by Zandbergen Group partner, Letitia Berbaum, to discuss investor behavior. Market volatility continues to make headlines, creating frustration for many investors. In this special episode, the Zandbergen Group duo discuss lessons from investment history, how emotions can create unintended consequences when it comes to investment decisions, and they share sage wisdom on how to navigate the latest season of turbulence.
In this episode learn more about:
- Lessons from the stock market’s history and what they illustrate
- Why sticking to the plan can make all the difference
- Possible benefits from a diversified portfolio
- Why non-emotional decision making makes dollars and sense
- Why times of market volatility can be great times to reconsider your risk tolerance
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Letitia Berbaum was joined in the podcast studio by Veronica Stephens who is the Education & Outreach Manager for Laura’s House. In her role, Veronica provides domestic violence education presentations and resources to non-profit agencies, first responders, corporations, working professionals and governmental agencies. Laura's House was inspired by a true story about a woman called Laura who was a victim of domestic violence. Since its inception in 1994, Laura's House has continued to grow and offer a multitude of programs and services which provide vital support and education aimed at avoiding such tragic circumstances from ever occurring again. For the last 28 years, Laura’s House has provided shelter and supportive services to more than 5,000 abused women, men and children and counseling, life skills education and legal advocacy to over 55,000 persons. Today, Laura's House continues to be the only state-approved comprehensive domestic violence agency in South Orange County. Annually, Laura's House provides residential shelter services, transitional housing, counseling and workshops, and legal services to thousands of individuals. Over 2500 crisis calls come in each year on our 24/7 Crisis Hotline: 1.866.498.1511.
In this episode learn more about:
- What the current statistics are related to domestic violence among men, women and teens
- Why preventative measures are necessary to break the cycle of domestic violence
- How teen dating domestic abuse is on the rise and why this created the need for teen-focused services
- How emotional abuse affects self-worth and how to recognize it
- What EMDR Therapy is and how it can be effective in treating trauma
- The Mankind OC Project and what support the program will include
- Different ways people can get involved to give back
- The Upcoming GALA happening October 1st, 2022 called “The Next Adventure.” This event is hosted by Laura’s House and will be taking place at the Newport Beach Country Club. Click HERE to learn more.
Learn more about Laura’s House by visiting their website: https://www.laurashouse.org/. Click here to access the teen website by Laura’s House: https://www.laurashouse.org/lhteen/.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Bart Zandbergen was joined in the podcast studio by Scott Heinila of the Optimized Advisor Podcast and Nick Jordan, Founder of Wells of Life. In 2008, Nick Jordan established the nonprofit organization Wells of Life which is dedicated to providing rural Ugandans access to safe, clean water through the installation or restoration of sustainable borehole water wells. He also instituted WASH (water, sanitation, and hygiene) educational programs in order to teach each village about the power of sustainability and sanitation. After installing a well in the Mityana district of Uganda, a little girl, younger than 9, approached Nick and thanked him personally for the water with happiness and an overwhelming sense of gratitude. This experience is what influenced Nick to set a goal to fund and help over 1 million people and build 1000 wells. Today, in 2021, Nick and his organization are working to do just that. Wells of Life has joined forces with a team in both Ireland and Uganda to drill and restore over 700 wells in East Africa. It is with courage, tenacity, and a close relationship with God that Nick has continued to follow the path to serve others. Today, the global water crisis affects 785 million people who lack basic access to clean and safe water. Nick is a firm believer that every drop matters and every second counts. And with one donation from each school, church, and business, we can work to end this crisis as we know it.
In this episode learn more about:
- How the gift of water can save lives and create opportunity
- How Wells of Life is creating sustainable change through their organization
- Charity vs. Philanthropy – learn what the key difference is
- The current goals that Wells of Life has and how you can help the organization achieve them
When asked what his “Ultimate Lesson Learned” has been, Nick shared, “Success comes at a price, and persistence is a muscle of great value.”
Learn more about Wells of Life by visiting their website: https://www.wellsoflife.org/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Bart Zandbergen was joined in the podcast studio by entrepreneur Elise Thomas. Known as “the cookie lady” on social media, Elise is the visionary and founder of Cookie Co. The launch of her business during the pandemic was full of hurdles, but nothing was able to keep Elise from following her dream. Recently nominated for the prestigious EY Entrepreneur of the Year Award, Elise is passionate about bringing her gourmet cookies made locally to a neighborhood near you. With both corporate and franchise locations opening across the country, Elise shares her journey with us as well as some pivotal lessons learned that she has collected thus far.
In this episode learn more about:
- How perseverance and discipline helped Elise launch a successful business during the pandemic
- What inspired Elise to launch Cookie Co., and what ignited their swift national expansion
- How she overcame challenges such as a house fire, a surprise pregnancy, and relentless restrictions due to the pandemic while developing Cookie Co.
- Why upholding their strict quality standards is of the utmost importance to them, especially now that they are franchising
- What lessons Elise learned from just completing her first Boston Marathon and what advice she would give other entrepreneurs to help them thrive
Learn more about Cookie Co. by visiting their website: https://www.cookieco.com/ or follow them on Instagram: https://www.instagram.com/theofficialcookieco/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Bart Zandbergen was joined in the podcast studio by Ryan Issakainen, CFA, with First Trust Advisors. Ryan specializes in ETF’s and ETF strategies. His goal as an ETF Strategist is to provide insights to investors as to how they might wade through the myriad of choices that are available to them, while determining which ETFs best align with their investment objectives. In this special episode, Ryan discusses his market insights pertaining to inflation, ETF’s, and the potential of a recession. He also shares his thoughts on the Bio-Tech Industry and what its potential may be for investors.
In this episode learn more about:
-Factors that may affect the potential of a recession -The Micro and Marco Market Outlook of First Trust Advisors -Factors that could impact the potential of inflation subsiding -Why the Bio Tech Industry may be attractive to investors
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Bart Zandbergen was joined in the studio by Zandbergen Group partner, Letitia Berbaum, to discuss the Bond market. Likening it to a Nordstrom sale, Bart and Letitia discuss the current opportunities that may be available with this type of investment.
In this episode learn:
- What the current state of the Bond Market is
- What is a Bond, and how does it differ from other investments
- What is a Bond’s investment duration and relevancy
- What does quality mean when it comes to the Bond market and how is it determined
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Bart Zandbergen was joined in the studio by Zandbergen Group partner, Letitia Berbaum, to discuss the current market volatility. With over 40 years of experience in wealth management between them, Bart and Letitia discuss the insights and best practices they have gained while serving clientele throughout many seasons with ebbs and flows.
In this episode learn:
- Why sticking to the plan is paramount
- Why non-emotional decision-making makes dollars and sense
- How times of market volatility can create various buying opportunities
- Why trusting the process is important in the long run
- How watching from the sidelines can cost you
- Why times of market volatility can be great times to reconsider your risk tolerance
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean, and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Bart Zandbergen was joined in the studio by David Rutherford. David is an internationally known motivational speaker, best-selling author, world championship performance coach, and award-winning podcast host. David spent 8 years in the Naval Special Warfare community. He was a SEAL Operator, combat paramedic, and instructor during his time on the teams. Since his honorable discharge as a Navy SEAL, he continued to hone his skill sets as an international training and curriculum specialist for Blackwater. David was eventually recruited by the CIA, where he served as a training and security specialist, deploying many times overseas in high-threat environments.
Since his departure from serving our nation in the highest manner, David has gone on to become one of the most sought-after motivational speakers in the country, averaging over 50 events a year. He has written several training books for kids and adults. In recent years, David has expanded his behavioral training and performance coaching to individuals and teams, which include the collegiate 2018 World Series Champion Oregon State Beavers, and, most notably, the 2018 World Series Champion Boston Red Sox. David has reached over 50 million people around the world with his Froglogic message, which Bart discusses with him in-depth in this very special episode.
In this episode learn:
- The #1 mistake people make under pressure and how to avoid it
- How to navigate safety by first getting a grasp on reality
- How Froglogic helps people restructure their perception of pain
- Why mental preparation is key for successfully managing any stressful situation
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Host Bart Zandbergen was joined in the studio by Dave Welch, Founder of b.spoke, and Scott Heinila of Producers Choice Network to discuss workplace attire in our changed professional world. With many people either going back to work in an office, while others are working solely from home, and others who are still working remotely entirely, the art of dressing well has shifted. In this episode, the trio discusses the importance of wardrobe consulting, what style trends have emerged, and how to dress to impress here in 2022 and beyond.
In this episode learn:
- What b.spoke means and its relevance
- What items can help elevate an outfit and create a memorable look
- What professional attire looks like today and how to incorporate it into your wardrobe
- Why how you are seen literally and figuratively starts with how you decide to show up
- Why having a signature style is still important today in order to stand out from the crowd
To learn more about Dave Welch and b.spoke, please visit www.bspokestyle.com or @bspokestyle
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Member FINRA.
Host Bart Zandbergen was joined in the studio by Lauraine Bifulco, founder of Vantaggio HR. Passionate about HR and training, Lauraine leads her team at Vantaggio to deliver high level HR consulting to companies across the U.S. The COVID-19 pandemic severely impacted the workplace and quite possibly forever changed the structure of how employees work and from where. As a seasoned professional, Lauraine’s guidance has been critical in helping employers stay on track with the changes in HR rules and employee regulations, which have been ever-evolving since the start of the pandemic in more complex ways than ever before.
In this episode learn:
- How the work from home trend impacts things from an HR perspective
- Laws and regulations related to COVID-19 exposure and employer / employee responsibility
- The current state of PTO (paid time off) usage
- Employer vaccination regulations and expectations
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Member FINRA.
Scott Heinila of Producers Choice Network led an impactful show on mindset with Bart Zandbergen as the guest. In this episode, the duo discusses mindset and its impact on goal achievement, and day-to-day life. They also share their best practices, and how the processes they have in place have played a vital role in their personal and professional goal achievement.
In this episode learn:
- The difference between a growth versus fixed mindset
- How looking at things through a lens of abundance versus scarcity impacts decision making
- Why being specific in your goal-setting process is key to achieving your goals
- How having a vision statement helps bring your goals to life
- Why having a process in place to weather mindset fluctuations can help you stay on track with your goals
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Member FINRA.
Host Bart Zandbergen was joined in the studio by Zandbergen Group partner, Letitia Berbaum. In this special episode, the duo discusses the 8 tenants of True Wealth including Health, Family and Friends, Spirituality, Service, Legacy, Peace, Finances, and “The Invisibles.” Sharing with listeners what these tenants mean to them and how they are incorporated into their practice, Bart and Letitia also share some of their personal experiences that led them to define this True Wealth approach.
In this episode learn:
- How The Zandbergen Group Defines True Wealth
- What the 8 tenants of True Wealth are
- Why True Wealth is vital for achieving financial freedom and fulfillment
- How a shift in perspective and a smart strategy can help you achieve True Wealth
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA
Host Bart Zandbergen was joined virtually in the studio by his first international guest, Ryan Osborne. Ryan is the owner of OZ Coaching and a Certified Kinesiologist, corporate wellness consultant, and keynote speaker. He provides online fitness and lifestyle coaching to business professionals and entrepreneurs as well as digital corporate wellness solutions. Ryan has 18 years of coaching experience and specializes in functional training, mindset mastery, and holistic wellness for the over 40 population. He has been on various radio/TV stations and presented at numerous conferences, on topics related to health and well-being as well as work-life balance. Ryan's coaching philosophy is centered around building mental fitness and resiliency with a strong physical foundation to synchronize work-life and perform optimally every day.
In this episode learn:
-How fitness has evolved through the pandemic
-Why sleep is a vital part of any fitness routine
-The nuances of aging and fitness
-Why leaders and fitness are always intertwined
To learn more about OZ Coaching, please visit: https://ozcoaching.me/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA
Host Bart Zandbergen was joined in the studio by Paula Steurer of Sterling Public Relations and Elsa Wiley, a Junior at Newport Harbor High School. Participating in the high school’s mentorship program for the last 8 years, Paula has seen the value of investing in youth and has become an advocate for the program which pairs about 100 high school juniors each year with mentors in the community. In this episode, special guest Elsa Wiley shares with listeners what school has been like throughout the pandemic, how her love of sailing has gifted her with many life lessons, and why the mentorship program is something she is passionate about being a part of. Additionally, Bart and Elsa talk about the importance of financial literacy and how understanding the basics of finances is vital for setting young adults up for success as they head off to college.
In this episode learn:
- What is entailed in the Newport Harbor High School Mentor Program
- What the benefits of the mentor program are for both the mentor and mentee
- How mentorship is viewed in our ever-changed world
- What inspired Elsa’s love of sailing
- What life lessons Elsa has gained from her sailing practice
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA
Host Bart Zandbergen was joined in the studio by Scott Heinila and Nick Bernatowicz of Producers Choice Network and Paula Steurer of Sterling Public Relations for the 4th annual holiday wine pairing podcast. A certified sommelier, Bart selected 9 wines from his well-curated wine cellar to enjoy with his guests. Mixing it up this year, Bart chose 4 distinct white wines, 3 red wines, a rose, and a champagne to discuss pairing options for, while adding in some wine facts to help listeners elevate their wine knowledge. The 2021 edition of this highly anticipated podcast is certainly memorable and includes answers to pairing questions for unconventional holiday meals as well. Cheers!
In this episode learn more about these featured wines and what they pair perfectly with for holiday meals and beyond:
- Moët Chandon Champagne
- Brave & Maiden Rose
- Chateau De Maligny Chablis
- Groth Sauvignon Blanc
- Margerum Viogner
- Fess Parker Chardonnay
- Louis Jadot Beaujolais
- Belle Glos Clark and Telephone Pinot Noir
- The Prisoner Cabernet
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA
Host Bart Zandbergen was joined in the studio by Kristine Everly Smith, CMO of Surterre Properties. Kristine leads the brokerage in implementing a transformative technology platform, comprehensive training program, and several additional growth initiatives. In development over the last several years, these programs powerfully illustrate Surterre Properties’ commitment to evolving through innovation and empowering its industry-best agents with the most effective, cutting-edge tools and solutions that benefit their clients and their practices. In this episode, Bart and Kristine talk candidly about the Coastal Orange County market, current trends, and how the industry is evolving for the better as a result of the pandemic.
In this episode learn:
-How the pandemic impacted the residential real estate market in Coastal Orange County
-How properties are selling through social media and the rise of digital marketing
-Why 3D Tours have become effective in showcasing a property for sale
-How consumers are watching property trends and what they are looking for
-The importance of working with an agent who has a well-developed network and how it can make a difference in the sale or purchase of a property
To learn more about Surterre Properties, please visit www.surterreproperties.com or connect on Instagram @surterreproperties
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA
Host Bart Zandbergen was joined in the studio by the all-female team of partners at Revolve Law Group. Founding partners Kimberly Wright and Jessica Monroe, alongside managing partner Sara Naheedy, shared with listeners the defining differences that make them anything other than your traditional father’s law firm. Discussing their unique suite of services, the partners shared how their competitive edge comes from their goal of seeking to understand and showing empathy. As female attorneys, they rely so often on psychology to effectively manage a case, and seek resolutions versus relentless and unnecessary litigation. They also share how the pandemic has helped the traditional law industry evolve and how, as a firm, they are helping set the new gold standard for excellence in the law industry.
In this episode learn:
-The story of Revolve Law Group and how they are designed to revolve around their clients’ needs
-How the pandemic forced the law industry to adopt technology and how that will impact the industry in the future
-The impact that the stay at home orders had on court closures and as a result, the current wait times for court dates
-Why litigation should be avoided and how being solution-oriented can bring about a better result
-The importance of getting to know your legal counsel and their core values and how that tells you so much about how they will handle your case
-Misconceptions about law firms and how Revolve is re-writing the narrative
To learn more about Revolve Law Group, please visit: www.revolvelawgroup.com or @revolvelawgroup.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA
Host Bart Zandbergen was joined in the studio by author and entrepreneur Angela Todd. In this episode, Angela shares with listeners her financial struggles as a young adult and how they led her and her husband to create this inspired children’s book series. Designed for children up to seven years old, the series features fun characters and basic principles that show how money is not hard, it’s actually rather easy to comprehend.
In this episode learn:
-How Angela used her personal trials to channel inspiration with her husband to design this book series
-Why teaching finances to children is imperative to creating financially savvy adults
-How parents are able to learn as well through reading these books to their children
To learn more about Angela Todd and the Money Mike and the Gang book series, please visit: https://moneymikeandthegang.com/
Host Bart Zandbergen was joined in the studio by Tiffany Bowne, Founder of Lounge Couture, a lifestyle and travel management concierge service. Tiffany Bowne’s experience as a luxury travel specialist is born from a long and impressive career within many high profile and creative facets of the entertainment industry. She began her career as a talent representative and evolved into a Personal Assistant to some of Hollywood’s biggest stars, traveling the world assisting with appearances, publicity, and movie production. From her experience she became a personal travel expert, arranging ultra-first class trips and accompanying her clients to places like polo matches in Argentina, fashion week in Milan and New Year’s Eve on a private yacht in St. Barths. Tiffany established Lounge Couture because of her intuitive connection with each of her clients, her natural attention to detail and her talent for making difficult requests happen. Bart and Tiffany discuss travel do’s, don’ts, and essentials for today’s impacted travel climate.
In this episode learn:
-Why using a travel advisor makes dollars and sense
-What to know about traveling in today’s impacted global climate
-How working with a travel advisor can help you plan properly from the flight to rental cars and more
-The benefits of working with a travel advisor when travel doesn’t goes as planned and swift assistance is needed
To learn more about Lounge Couture, please visit: https://loungecouture.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA
Tony Tantillo has been immersed in the produce business since his family moved from Sicily to San Francisco when he was only five years old. Working alongside his father in the South San Francisco produce markets, he acquired the knowledge he uses today to educate his audiences about the value of produce. Everyday Tony’s ninety-second segments are highly entertaining and informative. He gives tips about storage and preparation, plus valuable nutritional information. He also teaches consumers how to recognize produce that might be too costly, of poor quality, or not yet at the peak of freshness. As a consumer advocate, he emphasizes “selection first” – encouraging all of us to think of quality, value and nutritional benefits when selecting our favorite produce. Additionally, Tony joined CBS 2 in 2000 as a food expert and contributes to “CBS 2’s News at Noon,” “CBS 2’s News at 5PM” and “CBS 2 News Sunday.” His “Fresh Grocer” segments have been featured on news broadcasts in major metro markets since 1993.
In this episode learn:
-The story of how Tantillo Foods began
-How Tony’s Italian heritage inspired his company
-How discipline has helped Tony thrive throughout our evolving world
-Why starting any recipe with quality ingredients makes all the difference
To learn more about Tony Tantillo and Tantillo Foods visit: https://www.tantillofoods.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA
Host Bart Zandbergen was joined in the studio by Scott Heinila and Nick Bernatowicz of Producers Choice Network and Devon Ulrich of Foley Family Wines. During this episode, Devon shares details of the company’s wine portfolio with listeners as the hosts taste specific varietals for themselves. She also shares with listeners the impact that the pandemic has had on the wine industry and what changes she thinks are here to stay as we move through lockdown into a fully reopened state.
In this episode learn:
-What Cremant is, and how it is made
-Why Oregon wines are in demand and why you should stock up as prices rise
-Why bubbles pair well with any dish, anytime, anywhere
-The impact on the wine industry during the pandemic, and now, as we emerge post-pandemic
-How supply chain issues are now impacting the wine industry
To learn more about Foley Family Wines please visit: https://www.foleyfoodandwinesociety.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA
Host Bart Zandbergen was joined in the studio by Bill Bakho, Founder of President of skincare brand BB Lifestyle. For much of his life, Bill struggled with skin sensitivity and allergies that put his skin into a highly reactive state. Motivated by the physical and emotional toll of his own skin issues, and a passion for helping others who might be in his same situation, Bill set out to develop his first skincare system. He recognized a gap between dermatological-grade results and naturally sourced, “clean” ingredients, and used that as a foundation for his first product: a sunscreen inspired by a friend suffering from lupus—and the inflammation it triggers in the skin. In this episode, Bart and Bill discuss entrepreneurship, what it is like to scale a business with intention, and why skincare is essential for every gender at every stage of life.
In this episode learn:
-How vital it is to make business pivots with intention
-How your challenges can become your calling personally and professionally
-Why choosing an attitude of gratitude can transform each and every day
-Why skincare is essential for all genders and ages
To learn more about BB Lifestyle please visit: https://bblifestyle.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA
Host Bart Zandbergen was joined in the studio by Suzanne Justice, Founder and CEO of Blake Rian Consulting. Suzanne has been in the staffing industry for over 14 years. She has successfully led teams for some of the largest Staffing agencies in WA and OR, including the second-largest global staffing agency. She has placed tens of thousands of candidates in their dream jobs and in turn, helped her clients find the right fit for their teams. Suzanne is very passionate about the Staffing Industry and enjoys building long-lasting relationships with clients and candidates. In this special episode, Bart and Suzanne discuss what the current state of staffing is for small and large businesses alike, as well as lessons learned through entrepreneurship.
In this episode learn:
-How staffing shifted due to the pandemic for both employers and employees
-How Blake Rian Consulting can assist company’s select qualified candidates for available roles
-Lessons learned in entrepreneurship from starting out to scaling and through pivoting
-How Suzanne used her passion to become a best-selling author of three books nationally and internationally
To learn more about Blake Rian Consulting, please visit: https://blakerianconsulting.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA
Host Bart Zandbergen was joined in the studio by Letitia Berbaum. In this episode, the duo discuss the state of the market, consumer sentiment and their personal commentary on things that have been hot topics like currency, interest rates, and taxes. It has been over a year since the nationwide lockdown, with so much that has changed, although Bart and Letitia share their optimism for the future as we continue to move through the pandemic.
In this episode learn:
-Factors that may have influenced why the market has fared well in many respects
-How low interest rates have created opportunity
-Currency and how its future has been influenced by Bitcoin
-Why managing emotions when it comes to finances is key
-Why designing a plan in advance of a company sale or acquisition is helpful
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA
Host Bart Zandbergen was joined in the studio by repeat guest, OC Realtor Nick Roshdieh. In this episode, Bart and Nick discuss how the real estate industry has changed due to the pandemic and what changes appear to be here to stay. Nick also shares his personal perspective on what makes a successful agent and what clients should look for in selecting an agent. Having met years ago in the gym, Bart and Nick also talk about how their gym routines have changed and what adjustments they plan to keep long term in their regimens.
In this episode learn:
-How supply and demand have driven up residential real estate prices across SoCal
-Changes to the property tour experience for agents and buyers/sellers
-What to look for when selecting an agent to represent you
-Tips for sellers to prepare their home so it presents well during home tours
-What to look out for when divorce and real estate transactions collide
When asked what his Ultimate Lesson Learned has been in his career, Nick shared, “It’s all about balance.”
Connect with Nick Roshdieh via email at Nick@NickRoshdiehGroup.com or 949.254.4775.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA
Host Bart Zandbergen was joined in the studio by former NFL Player Will Blackmon. Drafted in 2006 by the Green Bay Packers, he also spent time on the field playing for the New York Giants, Seattle Seahawks, Jacksonville Jaguars, Washington Redskins and briefly for the Saskatchewan Roughriders of the Canadian Football League. In this episode, Bart and Will talk all things football, fitness and how Will went from the NFL to founding The Wine MVP.
In this episode learn:
-How the loss of a loved one early on shaped how Will deals with loss
-Lessons Will learned throughout his football career + fun stories from his time on the field
-How Will balances living a fit lifestyle with his love for wine
-How Will’s interest in wine grew and what led him to starting The Wine MVP
Connect with Will Blackmon on Instagram @willblackmon and The Wine MVP @thewinemvp.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA
Host Bart Zandbergen was joined in the studio by repeat guest, Chris Gialanella of Modern Luxury. As the Group Publisher for the companies’ Southern California magazines including Angeleno, Riviera Magazine, Modern Luxury Palm Springs and Modern Luxury San Diego, Chris helps brands and public figures connect in meaningful ways through advertising relationships. Having spent over 20 years with Modern Luxury, Chris and his leadership have been a vital part of helping the publications he oversees navigate things like the Great Recession and now the COVID-19 Pandemic. In this episode, the duo discuss what changes they each have experienced during our COVID climate, what they are looking forward to as we move through the pandemic, and how they each see their industries evolving in the near future.
In this episode learn:
- Chris Gialanella’s road from politics to Modern Luxury
- How Modern Luxury and Riviera have pivoted to better serve the social climate
- What changes we may see in the world of publishing and events as we emerge post-pandemic
- Bart shares what True Wealth is and how The Zandbergen Group helps clients achieve it.
- Bart and Chris discuss Power Players which will feature the top difference makers of Orange County in Riviera Magazine’s June Issue
When asked what his Ultimate Lesson Learned has been, Chris shared, “Loyalty is key. I interview so many people for open positions we have, and they have resumes that show they have moved around so much. I really love to find people who have passion and are ready to build legacies.”
Learn more about Modern Luxury’s Orange County publication, Riviera Magazine, here: https://mlriviera.com/digital-editions
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA
Host Bart Zandbergen was joined in the studio by Ben McMillan, Founder of RG Alts, LP, who serves as the Portfolio Manager of the RG Aurum+ Fund, and Ben Jacobson, Managing Director of IDX Insights. In this episode, the trio discuss all things cryptocurrency, bitcoin and blockchain. From investing insights to myths and beyond, Bart asks his guests the pressing questions that his listeners have asked to gain clarity on. For those interested in getting involved with cryptocurrency and those who are looking to better understand the current state of crypto, this episode is will reveal all of the essentials!
In this episode learn:
- What cryptocurrency is including bitcoin and blockchain
- The guests’ perspective on the sustainability of the growth of bitcoin
- Details of the “bullish” period for bitcoin
- Bitcoin Myths – Including whether or not it is taxable
- What potential risks are of investing in cryptocurrency
When asked what their Ultimate Lesson Learned has been, the duo shared, “You can never underestimate how important the impact of psychology is on investments.”
Learn more about IDX Insights by visiting: https://idx-us.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA
Host Bart Zandbergen was joined in the studio Scott Heinila and Nick Bernatowicz of Producers Choice Network. The duo are strategic partners of The Zandbergen Group. During this episode, Bart and his esteemed guests discuss retirement income and why it is essential. Studies show that people spend more time each year planning a one week vacation than they do planning their retirement. This episode poses good food for thought that may have listeners choosing to flip the script and start investing in proper planning
In this episode learn:
- Why financial independence requires having a plan
- What to consider during your wealth accumulation phase to prepare for its future usage
- What various forms of retirement income are
- Annuities – what they are and what their benefits may be
- Risks that retirees are experiencing today
When asked what his Ultimate Lesson Learned had been during his career, Scott shared, “Don’t let your emotions get the best of you when it comes to your finances.”
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA
Host Bart Zandbergen was joined in the studio by Nicole Anderson of Anderson Law Group. Anderson Law Group is a boutique law firm in Laguna Beach that practices exclusively in estate planning and business law. Nicole Anderson, J.D, LL.M., is the founding attorney of Anderson Law Group. She specializes in advanced estate planning and business transactions, income tax planning, asset protection, probate, trust administration, charitable trusts and charitable planning. In this episode, Bart and Nicole discuss some of the current state and federal policy changes in terms of estate planning and how they may impact clientele.
In this episode learn:
- What Lifetime Exemptions are and how they have changed
- What a ROTH Conversion is and how you could benefit from it
- What Prop 19 is and the changes that are now in effect
- Why having living trusts in place is so important
To learn more about Nicole Anderson, or to connect with Anderson Law Group, please visit www.andersonlawgroupinc.com.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA
Host Bart Zandbergen was joined in the studio by Andy and Katie Cherkasky of Golden Law, Inc to discuss the recent GameStop trading fiasco. The dynamic duo are the owners of a prestigious law firm in Orange County, California that focuses on complex federal litigation, including some of the nation's most serious criminal and civil rights cases, and some of the largest lawsuits against the Government for individual injury to citizens. Andy and Katie both began their careers as officers in the United States Air Force where they served as federal prosecutors. In addition to running an international law firm, Andy and Katie are regular legal commentators Fox News, CNBC, and Fox Business, where they weigh in on some of the nation’s most complex legal cases.
In this episode learn: - What the definition of “short selling” is in terms of the stock market - An overview of what happened with the recent GameStop trading issue - Possible legal challenges that were triggered by the uncharacteristic trading situation - Lessons learned so far and the power of the internet
To learn more about Golden Law, Inc. or to connect with Andy and Katie Cherkasky, please visit: www.GoldenLawInc.com
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA
Host Bart Zandbergen was joined in the studio by Janene Verabian, a Clinical Hypnotherapist and Relationship Expert. Janene specializes in past trauma healing through Clinical Hypnotherapy and Relationship coaching where she has earned a reputation for results. She has dedicated the last 20 years of her career to helping clients move through their trauma so they can get off the therapy couch and on to living their best life. In this episode, Bart and Janene dive into how emotions impact financial decisions and why keeping emotions in check is imperative. Janene also shares her perspective on why emotions do not equal an emergency, and how separating the two can make an impactful difference in decision making.
In this episode learn: - What traits and tell-tale signs of narcissism look like - How to recognize self-sabotage and limiting behaviors - The impact of divorce on emotions and financial decisions - How to keep emotions in check when it comes to finances and financial decisions - Why moving past toxic relationships is vital for your pocket book and for living your best life
When asked what her “Ultimate Lesson Learned” has been, Janene shared, “do something that scares you every day – it’s part of helping you grow!”
To learn more about Janene Verabian, visit www.JaneneVerabian.com or @askjaneneverabian on Instagram.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA
Host Bart Zandbergen was joined in the virtual studio by Tim Zandbergen of FMN Benefits.
Tim is the Benefits Account Manager for Financial Management Network, Inc. In his role, Tim conducts careful analysis and research in selecting an appropriate carrier and plan for the group, and handles the annual renewal process. He holds a California Life/Health/Disability license. He is also responsible for the day-to-day operations of group medical accounts. In this episode, Tim shares with listeners the latest in employee health benefits and expected changes that may occur in 2021. He also discusses his passion for mountain bike racing and his nutrition approach to help him stay race ready.
In this episode learn: - What employee health benefit changes may occur in 2021 - How the pandemic has impacted employee benefits - How health care costs are driven by the overall health of individuals in the USA. Studios show that 30.2% of the USA is considered obese and our country is the #1 obese country in the world.
To learn more about Tim Zandbergen and FMN Benefits, please visit: www.FMNBenefits. Tim Zandbergen can also be reached at 949.455.0300.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA
Host Bart Zandbergen was joined in the virtual studio by co-host Letitia Berbaum to discuss the post-election climate. While much still remains uncertain about the presidency, the duo discuss the current market activity and their perspective as the transition in power begins to take place.
In this episode learn: - The election’s market impact - The possible impact on portfolios - The relationship between stock markets and uncertainty
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com or The Zandbergen Group by visiting www.ZandbergenGroup.com.
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA
Host Bart Zandbergen and publicist Paula Steurer of Sterling Public Relations were back in the studio for The Zandbergen Report’s 3rd Annual Holiday Wine Pairing episode. Scott Heinila of Producers Choice Network joined in virtually while the studio’s production host Danielle Ramchandani was onsite and joined in on the tasting. During this festive episode, Bart discussed 4 distinct wines with the guests including Nicolas Feuillatte Reserve Exclusive Rose, Fess Parker Dry Riesling, GBR by Etude, and Austin Hope’s Cabernet Sauvignon. From the perfect menu pairings for each to other great wine pairings for less traditional meals that may be enjoyed throughout the holiday season, Bart shared his top recommendations on a range of varietals.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com or www.ZandbergenGroup.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA.
Host Bart Zandbergen was joined in the virtual studio by Courtney Shepard of Burch Shepard Family Law Group. Courtney has earned a reputation as an aggressive and passionate advocate for her clients. She exclusively practices family law and has been declared a Certified Family Law Specialist by the State Bar of California Board of Legal Specialization.
She has successfully litigated cases involving issues of child custody, child support, same sex marriages, spousal support, and attorney fees, and recently completed a nationally-recognized Trial Advocacy program which focused extensively on the litigation of child custody, support and complex business matters. In this episode, Bart and Courtney discuss how family law has been impacted by COVID as well as what the common myths about family law are.
In this episode learn: - How COVID has impacted Family Law proceedings - How child and spousal support rulings have been impacted by COVID - How COVID has reshaped custody arrangements for many - Common Family Law Myths
When asked what her ultimate lesson learned has been in her career, Courtney shares, “Sad, but true – not everyone tells the truth. It’s important to trust, but it is critical to verify everything.”
To learn more about Courtney Shepard and Burch Shepard Family Law Group, visit: www.ocdivorce.net
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA.
Host Bart Zandbergen was joined in the virtual studio by Letitia Berbaum, COO of The Zandbergen Group, to discuss the goals and vision for The Zandbergen Group in a conversation led by publicist Paula Steurer of Sterling Public Relations. Letitia and Bart share with listeners their passion behind developing their firm and how they are cultivating an inspired team culture through purpose driven leadership. The duo also shares with listeners their tips and tricks for staying grounded in our pandemic impacted society.
In this episode learn: - Why selecting the right partner in any venture is critical for success - The vision, philosophy and culture of The Zandbergen Group - How The Zandbergen Group is elevating client relations - How developing a synergistic team provides opportunity for all to thrive
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com or www.ZandbergenGroup.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA.
Host Bart Zandbergen welcomed friend and publicist Paula Steurer of Sterling Public Relations into the studio – allowing her to take over the interviewer seat for this special episode. Paula and Bart discuss change and how it ignites new opportunities along the way. This discussion of change paves the way for Bart’s pivotal career announcement which is that he has officially launched his own wealth management practice – The Zandbergen Group. He shares with listeners the “why” behind his decision, his vision for the future of The Zandbergen Group and the design details of the new office that is under construction.
In this episode learn: - How change can lead you to the future you desire - How to analyze change in order to determine if making a shift in your life or career is right for you - What Bart’s vision is for The Zandbergen Group - What the new Laguna Beach office will look like and the design inspirations behind it
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com or www.ZandbergenGroup.com.
Learn more about Sterling Public Relations by visiting: www.SterlingPublicRelations.com.
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Tessera Capital, Member FINRA.
Host Bart Zandbergen was joined in the virtual studio by Josh Lavis of Daou Vineyards. He is a 15-year veteran of the fine wine industry and currently serves as the Central U.S. Division Manager and the Export Manager for DAOU Family Estates. In his role, he joins founders Georges Daou and Daniel Daou as they trans-form the Adelaida District of Paso Robles into the global wine industry’s next frontier for producing the finest Bordeaux varieties.
In this festive episode, Bart and Josh discuss both traditional and non-traditional wine pairings for the meals of the holiday season. They also share the history and heritage of Daou Vineyards with listeners as well as what their individual favorite wine pairings are for seasonal meals.
In this episode learn: - What Daou means and how the company name was chosen - The history of Daou Vineyards - Traditional Wine Pairings for Holiday Meals + Non Traditional Pairings
To learn more about Daou Vineyards please visit: https://daouvineyards.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Brokerage services are offered through Gramercy Securities, Member FINRA.
Host Bart Zandbergen was joined in the virtual studio by entrepreneur Valentina Khan. Valentina is the Managing Director for Investors Philanthropic. As an OC native who grew up in North Tustin, she was inspired early on by the compassionate community. She is a graduate of the University of Southern California Bachelor of Arts, has received her Juris Doctorate at Taft Law School and continued her education with a Masters of Arts degree from Claremont School of Theology. She is the visionary and Co-Founder of I Am Jerusalem and was a contributing member to the Interfaith Youth Council of Orange County. Both of which are non-profit organizations that focus on building bridges of understanding and friendship within the interfaith communities.
Valentina is the Host for The Joy of Giving Series on YouTube, which highlights various business leaders and nonprofit organizations. She is passionate about "bringing the joy of giving to millions", through education, collaboration and creating opportunities for Donors to fulfill their philanthropic missions. As part of Investors Philanthropic, Valentina combines her love of community with her efforts to build impactful relationships from one generation to the next. She is also the creator of and teacher for Dance Barre - a fun ballet barre fitness method.
In this episode learn: - What a Donor Advised Fund is and what purpose it serves - What recent trend research shows in relation to donors and their contributions during COVID - How The Joy of Giving is providing coverage on local charitable organizations - What inspired Valentina to launch her Barre studio while she was studying for the California Bar Exam
When asked what her ultimate lesson learned has been, Valentina shared, “communication in every type of relationship is vital.”
To connect with Valentina, follow The Joy of Giving on YouTube, @joyofgivingip on Instagram and @joyofgiving on Twitter and LinkedIn.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Host Letitia Berbaum was joined in the virtual studio by Nick Bernatowicz of Producers Choice Network. In this episode, the duo discuss Long Term Care – myths, misconceptions and why it is critical to have a plan in place. Nick is recognized as an expert in Long Term Care planning, portfolio distribution and protection strategies, as well as legacy planning. He is passionate about partnering directly with Financial Professionals, and providing them with back office support to help plan, protect and enhance their practices. Nick is an active member of the Financial Planning Association (FPA). He maintains the RICP (Retirement Income Certified Professional) designation through the American College and the CLTC (Certification for Long-Term Care) designation.
In this episode learn: - What Long Term Care is defined as, and how eligibility is determined - How Long Term Care is not just for the elderly – age is not necessarily a factor - What the financial implications are for those who fail to plan - How having Long Term Care can impact your overall portfolio
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Host Bart Zandbergen was joined in the virtual studio once again by Lee R. Goldberg, Esq, who is a transactional business attorney and has been practicing in Southern California for over 33 years. In this episode, Lee shares his knowledge of AB 5 and its implications for California business owners. This new regulation went into effect in January 2020, and has since required many business owners and independent contractors to restructure their employment relations in order to be in compliance.
Lee has extensive experience in negotiating and documenting sophisticated real estate, finance, intellectual property, corporate structuring, M&A and many other business transactions. Currently, the majority of Lee’s practice consists of acting as outside general counsel to numerous companies across a broad spectrum of industries, handling all legal aspects of his client’s businesses, including business structuring, contracting, labor and employment issues, client contract matters, trade supplier contracts, statutory and corporate compliance, insurance contracts and claims, and dispute resolution (litigation management).
In this episode learn: - What the AB 5 regulation entails and how it impacts California businesses and business owners - The fundamentals of the ABC Test which determines whether someone is classified as an independent contractor or employee - Why it is essential, now more than ever, to be compliant with AB 5
To contact Mr. Goldberg, please email: lgoldberg@forddiulio.com.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Host Letitia Berbaum was joined in the virtual studio by Harley Bjelland – the sole owner of The ERISA Law Firm. Through his practice, he focuses on ERISA, employee benefits, and executive compensation. With over three decades of experience practicing employee benefits in California, Harley provides his clients with rich perspective and creative solutions to effectively respond to their needs and achieve favorable results. In this episode, Harley shares with listeners some tried and true ways to make employee benefits simple and he also addresses some of the recent challenges facing small business owners due to COVID-19.
In this episode learn: - What business owners can do to explain the value of specific employee benefits to their employees - ESOP’s : Employee Stock Ownership Plans and why some organizations value having them in place - Phantom Stock Options : How they are structured and what triggers their payout
When asked what his ultimate lesson learned has been, Harley shares, “when I look back at the best days of my life, none of them have had anything to do with work.”
Learn more about The ERISA Law Firm by visiting: http://theerisalawfirm.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Host Letitia Berbaum was joined in the virtual studio Matthew Stein, ESQ – a Probate Litigation Attorney and Owner of Law & Stein, LLP. Matthew represents those entangled in probate litigation, including trust contests, will contests, breaches of fiduciary obligations, allegations of trustee wrongdoing and claims of elder abuse. His work includes consulting with individuals to provide advice on strategic planning and positioning before litigation becomes necessary. In this episode Matthew and Letitia discuss the sensitive topic of elder abuse and what can be done to protect all parties. An experienced trial lawyer and skillful negotiator, Matthew is a tenacious adversary who consistently obtains significant results for his clients regardless of the challenges presented.
In this episode learn: - The financial complications associated with elder abuse - Why having proper legal agreements is so important to protect ailing parents - How Law and Stein LLP serve their clients from both a litigation and estate planning perspective
When asked what his ultimate lesson learned has been, Matthew shares, “empathy is critical in helping guide our clients who, more often than not, have a deep emotional connection to the situation.”
Learn more about Law & Stein, LLP by visiting: https://lawandsteinllp.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Host Bart Zandbergen was joined in the virtual studio by co-host Letitia Berbaum for a candid conversation about life in quarantine. In this episode the dynamic duo discuss their changes in routine, areas they have discovered a new found appreciation for in their lives and silver linings that have risen to the surface. They also discuss questions that have come to mind for many of us as we navigate this emerging way of life.
In this episode learn: - Why many people are feeling more productive yet less connected - What can be learned by investing time in self-reflection - How COVID has bonded families together in more ways than one - How COVID has re-inspired our desire to connect with others in a deeper and more authentic way
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Host Bart Zandbergen was joined in the virtual studio by the Regional Vice President of Orange County for First Choice Bank, Ben Buskey. First Choice Bank, headquartered in Cerritos, California is a community focused financial institution, serving diverse consumers and commercial clients and specializing in loans to small businesses, Private Banking clients, Commercial and Industrial (C&I) loans, and commercial real estate loans with a niche in providing finance for the hospitality industry. The Bank is a Preferred Small Business Administration (SBA) Lender. In this episode, Ben shares with listeners the latest information and current updates on the PPP which has seen a series of refinements since it became available.
In this episode learn: - The current state of the PPP - The impact current PPP updates are having - What types of business entities can apply for the PPP - What some of the PPP application process entails
When asked what his ultimate lesson learned has been, Ben shares, “if you don’t love people and building relationships, the banking business is not the right industry for you.”
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Host Bart Zandbergen was joined in the virtual studio by the owner of YNG Studios, Deborah Miller. This courageous local entrepreneur has led her brand through what we all know has been a challenging season. She talks with us about her mission to give back, see the local community restored, and her unwavering commitment to creating a safe and thoughtful space for her members to practice within. Also in this episode, Deborah shares her entrepreneurial journey with us and provides insight into how she stays motivated to re-invent, re-imagine and restore her studio in order to thrive in an emerging new normal.
In this episode gain access to: - Misconceptions about Yoga from YNG’s Studio Owner, who once was not a yogi - Studio operations pre-pandemic and the road to re-opening - Why giving back became essential during the shelter-at-home orders for YNG Studios - What solutions YNG Studios has implemented to facilitate re-opening and emergence in a pandemic afflicted world - Why community connection and supporting other business owners throughout the seasons of change is imperative for success
When asked what her ultimate lesson learned has been, Deborah shares, “don’t be your obstacles and remember to let your obstacles be your teachers,”
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Host Bart Zandbergen was joined in the virtual studio by Regan Phillips, CEO of CASA Orange County, to discuss how their dedicated organization is rising to the challenge of serving foster youth in our COVID-19 world. Regan began her journey with CASA many years ago as an intern in NYC while studying for the bar. Her heart was captivated by CASA’s mission, which eventually led her to her current role as Orange County’s CEO. In this episode, Regan shares some hard truths and exciting triumphs from her service with CASA, as well as how you can get involved from volunteer opportunities to fundraising events.
In this episode you’ll learn: - How CASA serves foster youth and how you can help make a difference - The unique challenges COVID-19 created which have impacted their organization & children they serve - The ways in which CASA has pivoted to better serve foster youth as we navigate a changed world - How CASA is molding their 35th Anniversary Celebration into a Virtual Fundraising Experience - Ways you can get involved to help positively change the future for children in foster care
To learn more about Regan Phillips, CEO of CASA Orange County, please visit: https://www.casaoc.org/exec/regan-phillips
To learn more about CASA Orange County, please visit: https://www.casaoc.org/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Host Bart Zandbergen was joined in the virtual studio by Dylan Mason and Mark Taylor of Taylor Mason Associates. In this episode the trio discuss the state of the Orange County, California real estate market as well as some of the industry changes due to COVID-19. Established in 2010, Mason Taylor Associates was formed over a mutual commitment to exceptional client service, integrity, and personal excellence. Over the years, the team has grown to include a Director of Operations, in house marketing specialists, and a full time buyer’s agent, which allows Dylan and Mark to focus solely on helping clients achieve their goals. With over thirty years of combined real estate experience and a vivacious enthusiasm for advancement, Mason Taylor Associates annual sales have grown exponentially each year. Joining Compass, one of the fastest- growing real estate firms in the world, as a founding member of the Orange County office, their team has access to a phenomenal nationwide network and the best in class- technology.
In this episode you’ll learn: - How Open Houses have changed in response to COVID-19 - How Virtual Tours are elevating property tours - The latest stats on residential real estate in Orange County which show a spike in demand - The way in which Mason Taylor Associates works with their clients to ensure five star service
To learn more about Mason Taylor Associates please visit: https://www.masontaylorassociates.com/ You can connect with them via email as well: masontaylor@compass.com or on Instagram: https://www.instagram.com/masontaylorassociates/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about host Bart Zandbergen by visiting www.BartZandbergen.com
Host Bart Zandbergen was joined in the virtual studio by Dr. Sanjay Grover. A respected plastic surgeon and expert on aesthetics, Dr. Grover is an OC native whose practice is located in Newport Beach, California. Dr. Grover is a gifted and precise plastic surgeon who delivers naturally elegant results that are customized to his patients' preferences as well as their unique anatomical structure. Discerning patients find Dr. Grover to be a compassionate and thoughtful practitioner who is eager to truly listen to and educate his patients so they can proceed with full confidence towards a beautiful outcome. With almost 25 years of plastic surgery experience, Dr. Grover specializes in delicate, complex, aesthetic procedures of the face, nose, breasts and body.
In this episode you’ll learn: - How COVID is shaping the plastic surgery industry - Why virtual consultations have become the choice of many - How office visit protocols are changing the patient experience - What procedures, both surgical and non-surgical, are top choices for men - Learn what Dr. Grover feels is the ultimate reward in helping his patients look and feel their best. - How ZOOM is driving the demand for elective procedures to address areas such as chin, under chin and neck in particular.
When asked what his ultimate lesson learned has been, Dr. Grover shares that his tenure has showed him that it’s amazing what humans can achieve, and you never can seem to put a limit on future capabilities.
To learn more about Dr. Grover and Grover Aesthetics, please visit: https://www.drgrover.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Host Bart Zandbergen was joined in the virtual studio by Kevin Winters of PIMCO. Kevin is an Executive Vice President and alternatives strategist in the Newport Beach office, specializing in distribution of PIMCO’s registered and private market strategies to global wealth management clients. Previously, he was the business head for PIMCO’s RIA and multi-family office team, where he led distribution strategy and managed the U.S. team of RIA-focused account managers. He was also a member of PIMCO’s U.S. global wealth management operating committee. Bart and Kevin discuss the global climate of 2020 and its impact on managing client’s emotions and investment strategies.
In this episode learn: - What the 360 view has been of what investors have been faced with in the last three months. - What industry opportunities and challenges may exist for investors. - What effects unemployment may have moving forward. - The importance of resilient business structures.
When asked what his ultimate lesson learned has been, Kevin shares, “Patience. Avoiding the emotional component when it comes to investments is critical.”
To learn more about Kevin Winters and PIMCO, please visit: https://www.pimco.com/en-us/experts/kevin-winters/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Host Bart Zandbergen was joined in the virtual studio by Dr. Allyson Berkey of Beyond Regenerative Medicine and Aesthetics in Newport Beach. Known for her anti-aging, immunity boosting and stem cell therapy treatments, Dr. Berkey shares how COVID-19 is changing the patient experience. She also talks about the healing power of regenerative medicine and highlights on trend treatments that get excellent results.
In this episode learn: - What changes Dr. Berkey has instituted in her med spa as a response to COVID-19 - How nutrition impacts immunity and how IV Infusion Treatments can help - The power of sleep and what you can do if you suffer from sleep disruption - What regenerative medicine is and how treatments counteract aging - What Peptides are and how they address aging and other aesthetic concerns - What Stem Cells are and how they are changing the future of regenerative medicine - What treatments are popular to look and feel beach body ready
When asked what her ultimate lesson learned has been, Dr. Berkey shares, “humility is key – being open to each patient and their concerns and not assuming we know it all is vital in quality patient care.”
To learn more about Dr. Allyson Berkey and Beyond Regenerative Medicine and Aesthetics, please visit: https://beyondregen.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Host Bart Zandbergen was joined in the virtual studio Sam Madani, CEO and CO-Founder of BOMANI Cold Buzz. An NYC resident and USC Grad, Sam gave up his lucrative investment banker career to create BOMANI with his fellow co-founders who were also professionals in the investment world. Sam traveled to California in March 2020 for just a few days to meet with a few distributors ahead of their planned May 2020 California launch. However, he decided to stay in California with family due to the pandemic, while connecting virtually with his team members back in NYC.
In this episode learn: - How BOMANI Cold Buzz has created a new niche in their market space - What it’s been like navigating a product launch in the middle of a pandemic - The inspiration behind BOMANI Cold Buzz and the difference a connected team culture makes - What BOMANI Cold Buzz is doing to give back to the community during the pandemic
When asked what his ultimate lesson learned has been, Sam shares, “people are everything. By empowering the right people – you get more support than you would in any other way.
To learn more about BOMANI Cold Buzz, please visit: https://www.bomanicoldbuzz.com/ or follow @bomani.cold.buzz on Instagram.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Host Bart Zandbergen was joined in the virtual studio by Lee R. Goldberg, Esq, who is a transactional business attorney and has been practicing in Southern California for over 33 years. Lee has extensive experience in negotiating and documenting sophisticated real estate, finance, intellectual property, corporate structuring, M&A and many other business transactions. Currently, the majority of Lee’s practice consists of acting as outside general counsel to numerous companies across a broad spectrum of industries, handling all legal aspects of his client’s businesses, including business structuring, contracting, labor and employment issues, client contract matters, trade supplier contracts, statutory and corporate compliance, insurance contracts and claims, and dispute resolution (litigation management).
In this episode learn: - Why it will be important to comply with COVID-19 regulations when you reopen your business - What potential legal recourse may occur if you do not comply with regulations - Why going above and beyond will win consumer trust - How strategic planning will position you and your brand to be more effective in your reopening efforts
When asked what his ultimate lesson learned has been, Mr. Goldberg shared that, “you get more with sugar than you do with vinegar.”
To contact Mr. Goldberg, please email: lgoldberg@forddiulio.com.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Host Bart Zandbergen was joined in the virtual studio by the President and CEO of Meals on Wheels of Orange County, Holly Hagler and Scott Heinla of Producers Choice Network. Hunger is affecting more than 24% of low income, elderly adults in Orange County and the demand for support has intensified due to COVID-19. This non-profit serves over 1 million meals each year and has been dedicated to serving our community for over 50 years. Listen to this episode to gain access to information you may need such as how to get support from their organization, how to donate and how to volunteer.
In this episode learn: -How Meals on Wheels serves the community through meal delivery and beyond -How Meals on Wheels on-boards new members of the community who need their services -How the meals are created specifically for seniors and their health needs -Ways you can get involved and help their organization as the need for support continues to rise
To learn more about Meals on Wheels of Orange County, formerly Senior Serv, please visit: www.MealsonWheelsOC.org
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Host Bart Zandbergen and co-host Letitia Berbaum were back in the virtual studio to discuss the latest financial relief programs including the Paycheck Protection Program (PPP), Economic Injury Disaster Loan (EIDL), and the SBA Disaster Relief Loans. Letitia and Bart discuss the nuances of each, including qualification requirements, documentation and other guidelines.
In this episode Bart and Letitia share: -How to qualify for the latest financial relief programs -Which of the programs are grants versus loans -The deadlines to apply for assistance -What documentation may be needed in applying for one or more of these programs
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Host Bart Zandbergen was joined in the studio by entrepreneurs Billy Hinzo, Founder of Kingdom Nutrition and Daniel Houtz, CEO of Golden Era Nutrition. These two pros shared with listeners the latest advancements in the supplementation industry as well facts that are useful when trying to decide what supplements to buy and why, in order to enhance and maximize your fitness goals.
In this episode gain access to: - Creatine – a surprising fact you should know - Essential Recovery Supplements - Food vs. Supplements - What the difference is between supplements and neutraceuticals
To learn more about Kingdom Nutrition please visit: https://kingdomnutrition.com/
To learn more about Golden Era Nutrition please visit: https://www.goldeneranutrition.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Host Bart Zandbergen was joined in the studio by co-host Letitia Berbaum to discuss the CARES Act. The unprecedented $2 trillion coronavirus relief package Congress signed by President Trump on Friday, March 27, has a lot in it to unpack. In fact, Congress is still hammering out some of the fine print. The stimulus package, officially named the Coronavirus Aid, Relief and Economic Security (CARES) Act, includes funding to assist industries like airlines, which have been hit hard by travel grinding to a near-halt, and to shore up financial lending markets. But the act also has a number of provisions designed to help out Americans and small business owners struggling with their finances as the COVID-19 virus upends normal life as we know it. The CARES Act is over 800 pages long, but we've pulled out the key parts of the CARES Act that are most likely to help you, your family, or your friends and loved ones.
In this episode Bart and Letitia discuss the following as related to the CARES Act: -CARES Act Implications and Considerations -Small Business Owner Support -Unemployment Assistance -Help for Property Owners / Homeowners -Student Loan Impact
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Host Bart Zandbergen and co-host Letitia Berbaum led this episode of The Zandbergen Report remotely during quarantine to discuss the current state of affairs and how to navigate the current normal. The duo compiled a content rich episode of data that helps you understand what you need to know as we move through this current pandemic.
In this episode gain access to: - Historical information on past pandemics and their impacts on the stock market - How to navigate new regulations as they are announced - Details on new tax filing deadlines
To be added to Bart and Letitia’s financial e-newsletter list, please email Bart@OptivestInc.com.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Host Bart Zandbergen was joined in the studio by Group Publisher Chris Gialanella who is at the helm of magazines such as Riviera Magazine, Modern Luxury and Modern Luxury Interiors. Having been a pivotal figure at the company for over 20 years, Chris shares candid tales of where the publications have been, how they’ve grown and what they have in store for the community.
In this episode gain access to: - A day in the life of a Group Publisher - The biggest misconceptions about the role of a Publisher - Why it was important to bring the Riviera brand back to the OC - The business side of running a magazine
When asked what his biggest lesson learned has been, Chris shares that it is critical to separate advertising and editorial like church and state.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Host Bart Zandbergen was joined in the studio by entrepreneur Basel Nassar. As one of the founders of Boss Dog, a line of premium dog products that all center around digestive health solutions, Basel shares the experiences he has had on his entrepreneurial journey so far which began in the Greek yogurt business. After spending many years in consumer product goods, he saw the opportunity to thrive in the pet food space, and with only one year in business, Boss Dog is currently in four product segments and has over 30,000 distribution points.
In this episode gain access to: - The inside scoop on the latest product offerings in the pet food space - The benefits of digestive probiotics and why their products have been met with such acclaim - Understand the challenges and struggles of starting a new brand – even for a seasoned entrepreneur - Learn more about Boss Dog’s commitment to giving back and rescuing dogs in need
When asked what his ultimate lesson learned has been, Basal shared that facing the fear of failure is critical for anyone to be able to push towards success. He also shared that at the start of any business endeavor he takes a vow of humility as ego can get in the way of good business logic.
To learn more about Boss Dog products please visit: https://bossdogbrand.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Host Bart Zandbergen was joined in the studio by attorney Nicole Anderson for the Secure Act Part III. In this episode Nicole discusses the estate planning and retirement benefits that the Secure Act has implications for. With the exception of 5 categories, beneficiaries can no longer defer taxation over their lifetime as a result of the Secure Act.
In this episode, learn: -What the 5 beneficiary categories are where deferred taxation is still possible -What you should do to ensure you are set-up appropriately now that the Secure Act is in effect -What the nuances are in relation to the Secure Act and how you can be proactive to address them
When asked what her ultimate lesson learned has been, Nicole shared that doing her best and taking pride in her work has been pivotal in building her career as well as her law firm.
The Zandbergen Report, where wealth strategies, investment wisdom and pop culture collide, is led by host Bart Zandbergen, with featured guest host Letitia Berbaum, every Tuesday at 2pm on OC Talk Radio. In addition to being streamed live in real time, the show is also available on Apple Podcasts, iHeartRadio, Spotify, Podbean and Stitcher. Catch up any time with any episode on the platform of your choice.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart Zandbergen by visiting www.BartZandbergen.com
Host Bart Zandbergen was joined in the studio by Realtor Christina Harmon who was practically born into the profession. Her father was a broker in the Palm Springs area and Christina felt from an early age that being in real estate was simply put, just in her DNA. Following her passion has served her well and she takes great pride in old fashioned service that keeps her clients loyal and ready to send referrals.
In this episode, learn: -How Elder Millennials view home buying priorities a bit differently -What trends are currently happening now in Orange County real estate -How Millennials value home ownership -Why surfaces a help sell a property and what small enhancements can go a long way with buyers
When asked what her ultimate lesson learned has been, Christina shared that being her authentic self has been key to her success. “Be you and you can’t lose!”
Learn more about Christina Harmon by visiting: www.ChristinaLaurenHarmon.com
The Zandbergen Report, where wealth strategies, investment wisdom and pop culture collide, is led by host Bart Zandbergen, with featured guest host Letitia Berbaum, every Tuesday at 2pm on OC Talk Radio. In addition to being streamed live in real time, the show is also available on Apple Podcasts, iHeartRadio, Spotify, Podbean and Stitcher. Catch up any time with any episode on the platform of your choice.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart Zandbergen by visiting www.BartZandbergen.com
Host Bart Zandbergen was joined in the studio by author and non-profit Founder Lisa Wiehebrink. Lisa writes children’s books that uniquely bridge the connection between people and animals to teach life lessons of kindness, compassion, and empathy. She is also the founder of the non-profit organization, “Tails That Teach”, whose mission is to save animal lives and change the lives of children. The Tails That Teach foundation donates books to elementary schools and animal organizations around the country to enhance community outreach efforts and to encourage literacy among children ages 5-8 years old. Lisa is also the proud founder of National Rescue Dog Day, observed annually on May 20, which recognizes the special bond that comes with rescuing a dog, and also brings awareness to the countless number of dogs waiting to be adopted.
In this episode, learn: -Why it is so important to teach children at an early age the art of compassion -How educating children on compassion can translate into other areas of their lives that shape them into adulthood -How teaching children at an early age how to care for animals leads to healthy humans who care properly for pets -What is in-store for the 3rd Annual National Rescue Dog Day on May 20th, 2020 and how you can get involved.
When Lisa was asked what her ultimate lesson learned has been, she shared that it’s important for adults to foster compassion with children at an early age. She also encouraged listeners to pick up a book and read to children as it truly is becoming a lost art.
Learn more by visiting: www.tailsthatteach.org and www.nationalrescuedogday.com.
The Zandbergen Report, where wealth strategies, investment wisdom and pop culture collide, is led by host Bart Zandbergen, with featured guest host Letitia Berbaum, every Tuesday at 2pm on OC Talk Radio. In addition to being streamed live in real time, the show is also available on Apple Podcasts, iHeartRadio, Spotify, Podbean and Stitcher. Catch up any time with any episode on the platform of your choice.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart Zandbergen by visiting www.BartZandbergen.com
The Secure Act: Part II
Host Bart Zandbergen and Co-Host Letitia Berbaum were back in the studio to take a deeper dive into the nuances of the “Secure Act” which was passed by Congress in December. The bipartisan bill went into effect January 1st, 2020 and it stands for Setting Every Community Up for Retirement Enhancement. In this episode, Bart and Letitia share more information with listeners about important changes that are now in effect as a result of the Secure Act.
In this episode, learn: -Why those born prior to July 1st, 1949 still must take their RMD’s by April 1st, 2020 -How you can now contribute to your IRA after age 70.5 with tax saving benefits -Changes to Adoption and Birth Expenses as a result of the Secure Act -Impacts on Annuities as a result of the Secure Act -What a 529 plan is and what the benefits of it are for those who have one
The Zandbergen Report, where wealth strategies, investment wisdom and pop culture collide, is led by host Bart Zandbergen, with featured guest host Letitia Berbaum, every Tuesday at 2pm on OC Talk Radio. In addition to being streamed live in real time, the show is also available on Apple Podcasts, iHeartRadio, Spotify, Podbean and Stitcher. Catch up any time with any episode on the platform of your choice.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart Zandbergen by visiting www.BartZandbergen.com
Host Bart Zandbergen and Co-Host Letitia Berbaum were back in the studio to discuss the very basics of the new “Secure Act” that was passed by Congress in December. The bipartisan bill went into effect January 1st, 2020 and it stands for Setting Every Community Up for Retirement Enhancement. It’s critical to be in the know on these new rules and how they will impact you and your investments. Stay tuned for future episodes on this topic as well, which will take a deeper dive into the Secure Act and all you need to know!
In this episode, learn: -What RMD (Required Minimum Distribution) changes have occurred -The benefits of deferring taxes and how they have changed with this new regulation -ROTH IRA strategies and approaches to consider
The Zandbergen Report, where wealth strategies, investment wisdom and pop culture collide, is led by host Bart Zandbergen, with featured guest host Letitia Berbaum, every Tuesday at 2pm on OC Talk Radio. In addition to being streamed live in real time, the show is also available on Apple Podcasts, iHeartRadio, Spotify, Podbean and Stitcher. Catch up any time with any episode on the platform of your choice.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart Zandbergen by visiting www.BartZandbergen.com
Host Bart Zandbergen welcomed Will and Courtney Alovis of Balboa Island’s iconic Sugar ‘n Spice into the studio. The dynamic duo spent decades on set in Hollywood working on some of the most notorious TV and movie sets. Courtney Alovis dedicated nearly 25 years in Hollywood glamming up TV stars, models and movie moguls such as Donny Osmond (she was his personal makeup artist for 7 years) Greg Kinnear, Brooklyn Decker, Jerry Seinfeld, Jason Alexander, and Shannon Elizabeth. Not to mention she was an in-demand makeup artist for popular shows like The Voice, General Hospital, Days of Our Lives, and various other shows on ABC, NBC, and CBS. Will Alovis spent 30 years in the entertainment industry, 15 of them script supervising for award winning shows like Empire, CSI Miami, CSI New York, Bones and Law and Order Special Victims Unit. However, when Courtney’s mom – who owned Balboa Island’s beloved Sugar ‘n Spice- was diagnosed with a terminal illness, the couple left Hollywood and set out for Orange County. Today, they are more excited than ever to be at the helm of the original frozen banana shop and are celebrating the shop’s 75th Anniversary this year.
In this episode, learn: -How Will and Courtney transitioned from Hollywood to Balboa Island, and how they now get to be involved with shows like Blackish and Grownish -How the couple channeled their entrepreneurial spirit to develop and launch the catering truck side of the business for Sugar ‘n Spice -What some of their biggest learning lessons were going from employee status to employer status -What Sugar ‘n Spice has planned for a special roll-back day in March, and what sweet treats patrons will have access to at yester-year pricing
When asked what their ultimate lessons learned were, Courtney shared that she focuses on trying to unlearn what she has learned, so that she can evolve. She tries to be open to new and creative ways of doing things. Will shared that his ultimate lesson learned has been that it is never too late to start something new. He believes you are always able to make different choices to build the life you have always wanted.
The Zandbergen Report, where wealth strategies, investment wisdom and pop culture collide, is led by host Bart Zandbergen, with featured guest host Letitia Berbaum, every Tuesday at 2pm on OC Talk Radio. In addition to being streamed live in real time, the show is also available on Apple Podcasts, iHeartRadio, Spotify, Podbean and Stitcher. Catch up any time with any episode on the platform of your choice.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart Zandbergen by visiting www.BartZandbergen.com
Host Bart Zandbergen and Co-Host Letitia Berbaum kicked-off the New Year with a candid conversation on goal setting. The duo shared how they individually approach goal setting and what they do to keep themselves on track throughout the year. As most people know, the resolutions that are often set in the New Year can fade very quickly, so the key is learning how to revisit the goals after they are set to monitor progress.
In this episode, learn: -How approaching goal setting with gratitude can lay the right foundation -How proper planning for goals can trigger behaviors to work towards goals -Why it’s critical to check in with yourself on goal progress often to get back on track if needed -How assessing what you did in the last year that did and did not work can be helpful in setting new goals
A Quote to Consider: “You must be willing to do what others won’t do, to have what others won’t have.” -Les Brown
The Zandbergen Report, where wealth strategies, investment wisdom and pop culture collide, is led by host Bart Zandbergen, with featured guest host Letitia Berbaum, every Tuesday at 2pm on OC Talk Radio. In addition to being streamed live in real time, the show is also available on Apple Podcasts, iHeartRadio, Spotify, Podbean and Stitcher. Catch up any time with any episode on the platform of your choice.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart Zandbergen by visiting www.BartZandbergen.com
After meeting in the gym nearly 30 years ago, Bill Wooditch joined Bart Zandbergen in the studio to share his journey and lessons learned with our audience. Bill Wooditch built a multi-million-dollar company from the philosophy: “To receive value, you first have to give value.” For over 25 years, he has created and implemented proven concepts, structures and narratives that support leadership development. He is a results-based speaker who inspires the quest for innovation, enrichment and self-fulfillment in personal and professional undertakings. Additionally, he has authored two best-selling books, including one released earlier this year entitled, “Fail More”.
In this episode, learn: -How intentionally failing your way to success is critical -Why grit and willpower make all the difference in your success trajectory -How to stifle the voice of fear -Why looking in the mirror and addressing denial and illusion is instrumental in decision making -How to set effective goals and measure outcomes
When asked what his ultimate lesson learned has been, Bill shared that he wished he’d learned to believe in himself sooner. When you believe in yourself, life changes and the world of possibilities comes flooding in.
To learn more about Bill Wooditch, please visit: https://billwooditch.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Respected as an industry authority on California Labor Law, Chris Harmon joined Bart in the studio to discuss what you need to know as a business owner in California- especially at the start of a New Year. The landscape of the law is continuously changing and almost always at the start of a New Year there are new laws taking affect that impact business owners. As a best practice, Chris shares that one of the best things a business owner can do is meet with a consultant in the beginning of the year to make sure they are in the know on the new laws that are taking affect.
In this episode gain access to: - Learn when you should involve a consultant and why - Understand some common do’s and don’ts of celebratory company parties - Learn why themed company parties are no longer a good idea - Listen to a Q&A led by Chris Harmon on some of the Labor Law facts you should be in the know on
When asked what his ultimate lesson learned was, Chris shared that getting guidance from the experts in the field to navigate the challenge you may be going through makes dollars and sense in a big way.
To learn more about Chris Harmon and his firm, please visit: https://lewisbrisbois.com/
The Zandbergen Report, where wealth strategies, investment wisdom and pop culture collide, is led by host Bart Zandbergen, with featured guest host Letitia Berbaum, every Tuesday at 2pm on OC Talk Radio. In addition to being streamed live in real time, the show is also available on Apple Podcasts, iHeartRadio, Spotify, Podbean and Stitcher. Catch up any time with any episode on the platform of your choice.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Scott Heinila who is a respected industry expert when it comes to insurance products joined Bart in the studio to discuss the evolution of long term care insurance. This traditional insurance product has evolved over time, which is why Scott walks listeners through some of the various nuances and little known features of the product as it stands today. Understanding the impact this product can have reveals compelling reasons for making the choice to purchase it when the time is right.
In this episode, learn: -What long term care insurance is -How long term care insurance can impact you financial future -Understand how long term care insurance has evolved over the years -Get to know some of the nuances of the product that may make it an even more attractive option for purchase
When asked what his ultimate lesson learned has been, Scott shared something on a personal note, “Take advantage of every opportunity to continue dating your wife!”
Connect with Scott Heinila to learn more on LinkedIn: https://www.linkedin.com/in/scottheinila/
The Zandbergen Report, where wealth strategies, investment wisdom and pop culture collide, is led by host Bart Zandbergen, with featured guest host Letitia Berbaum, every Tuesday at 2pm on OC Talk Radio. In addition to being streamed live in real time, the show is also available on Apple Podcasts, iHeartRadio, Spotify, Podbean and Stitcher. Catch up any time with any episode on the platform of your choice.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart Zandbergen by visiting www.BartZandbergen.com
Hosts Bart Zandbergen and Co-Host Letitia Berbaum were joined in the studio by their publicist Paula Steurer of Sterling Public Relations for the trio’s second annual holiday wine tasting and pairing podcast. As a certified sommelier, Bart selected three distinct wines to taste and discuss on air. The selections are the perfect addition to any holiday celebration and when paired with the right foods, can create memorable meals your guests will rave about!
In this episode gain access to:
-What you need to know about Fess Parker’s 2017 Riesling, Demetria’s 2017 Chardonnay, and Walt Wines 2015 Pinot Noir -Learn what wine makes for the perfect “Thinking Wine” -Understand what types of holiday meals pair best with each wine featured -Hear from a Sommelier how the proper paring elevates the flavor of all of the foods involved, creating a heightened experience for the palette. -Learn why wine glasses for each varietal are available and how that changes the wine drinking experience.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Millennial entrepreneur Matthew Stevens joined Bart in the studio to discuss what inspires, motivates and drives his career path. As the Co-Founder of Alleva, Matthew shares a candid story about a friend of his who was impacted by addiction, which led him to bringing his latest business venture to life. He also discusses the nuances of being a business owner in today’s millennial fueled world.
In this episode gain access to: - Why understanding what motivates people makes a difference in driving performance - How execution is key in scaling a business - Why millennials choose “cause” as being their #1 motivator – even over financial means - How choosing the right career path for your individual needs can result in having more time to spend with those you love
When asked what his ultimate lesson learned was, Matthew shared that patience is a trait he continues to develop. As a millennial who loves instant gratification, the truth is that results and long-term business success come from consistent efforts, day in and day out, which requires patience.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Entrepreneur Shelley Geiler, owner of the OC Polo Club, joined Bart in the studio to discuss her multi-faceted career and latest venture. The fourth generation Orange County native grew up in Newport Beach, and learned entrepreneurial lessons early on from her parents who own and operate a significant self-storage business. She spent many years as an attorney, but her passion for polo which was groomed in her childhood came colliding with her drive for developing new business ventures. Recently, she opened the OC Polo Club and is more passionate than ever about showing men and women of all ages the enjoyment you get from spending time in the saddle.
In this episode, learn: -What the polo experience is like for participants at any age -What to expect as a first time rider at OC Polo Club -How to get started with lessons or riding school -Why safety first is so important for the horses and riders alike
When asked what her ultimate lesson learned has been, Shelley shared, “It’s never over and there is always a new opportunity around the corner."
To learn more about the OC Polo Club, visit: https://www.ocpolo.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com. Learn more about Bart by visiting www.BartZandbergen.com
Bart and Letitia were back in the studio to discuss year end tax tips worth knowing and sharing! As we close in on the last two months of 2019, many individuals are focused on learning more about what they can do to ensure they’re in the best taxation position possible for their given situation. This is a hot topic for many, and one Bart and Letitia plan wisely for throughout the year for all of their clients. However, it is not too late to make some strategic decisions that can yield favorable results come tax filing time in 2020.
In this episode, learn more about these four options that may be helpful to reduce your tax impact: - QUALIFIED OPPORTUNITY ZONE - DONOR ADVISED FUND (DAF) - CHARITABLE REMAINDER TRUST (CRT) - CHARITABLE LEAD TRUST (CLT)
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Founder of Eat Move Believe, Malia Lewis, which is a non-profit organization providing free workshops that focus on how much to eat, when and why, and the importance of regular exercise and a positive attitude joined Bart and Letitia in the studio. Malia also authored a book called Eat, Move, Believe which is a part of her non-profits’ programming, that has 100% of its proceeds donated to charity. The organization and its namesake book seeks to empower teens and adults to feel and look their best by making smart food choices, respecting their bodies and believing in themselves. By taking ownership of yourself, your choices and your outlook, Malia believes the cycle towards a healthier you can be ignited at any age.
In this episode, learn: -What the three pillars, Eat, Move, and Believe stand for and how they can be implemented. -How empowering teens can prevent the rise in diseases like diabetes. -The types of programs that are available through EatMoveBelieve.org.
When asked what her ultimate lesson learned has been, Malia shared that treating each other with kindness, and especially being kind to yourself, makes a huge difference for teens and adults alike.
To learn more about Malia Lewis and the Eat, Move, Believe movement, visit: https://www.eatmovebelieve.org/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Nick Rosenthal, Senior Vice President of Griffin Capital Securities, joined Bart in the studio to discuss a little-known tax benefit rolled out in the Tax Cuts and Jobs Act of 2017. A Qualified Opportunity Zone is when an investor may defer eligible capital gains recognized from taxable exchanges such as: the sale of stocks or bonds, the sale of a property, or the sale of an interest in a partnership. Both long term and short-term Capital Gains can be invested into on Opportunity Zone fund. Each investor generally must invest Capital Gains into the Opportunity Zone Fund within 180 days of realizing Capital Gains. The investor may then defer the federal capital gains until 2026. If the investment is made in 2019, there may be a 15% discount applied to the federal capital gains tax in 2026.
In this episode, gain access to: -Qualified Opportunities Zones – What are they? -What are the parameters for investing in Qualified Opportunity Zones? -What are the tax benefits of investing in a Qualified Opportunity Zones? -Learn how this type of investment can be beneficial.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Christian Selmoni, the Director of Heritage and Style for Vacheron Constantin, joined Bart in the studio during his recent trip here to the USA from his headquarters in Geneva, Switzerland. Christian has been a part of this prestige watchmaker for nearly 30 years and has been a pivotal figure in helping shape the evolution of the brand. Vacheron Constantin has been around since 1755 and is the oldest watch company in production. Through passion, drive and perseverance, the brand has successfully evolved over their 264 year history, while building an unbelievable legacy through the art of watchmaking.
In this episode learn: -How Vacheron Constantin's know how, sophistication and finishing of their watches separates them from other luxury watchmakers. -Why the latest trend of larger men's wristwatches has broadened Vacheron Constantin's offering. -How their bespoke watch capabilities are able to create one-of-a-kind watches for collectors who desire something rare. -How the watch that took 8 years to produce through 3 watchmakers finally arrived to its owner in 2015. -Why the shift happened from pocket watches to wrist watches and what it meant for the world of watchmaking.
To learn more about Vacheron Constantin, please visit: https://www.vacheron-constantin.com/en2/home.html
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Bart and Letitia were back in the studio to discuss a hot topic - 7 money mistakes millionaires never make. Pulling these key lessons learned and best practices from several influential leaders, Bart and Letitia discuss these 7 key points to help guide you towards making more distinct decisions to help build wealth.
In this episode, you'll gain insight into these 7 money mistakes millionaires never make and why:
- Don't waste money on fees.
- Don't ignore your credit score.
- Don't spend impulsively.
- Don't fall for marketing ploys.
- Don't try to beat the stock market.
- Don't have just one source of income.
- Don't keep up with the Jones's.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Lauraine Bifulco, CEO and President of Vantaggio HR, joined Bart in the studio to talk about the recent intensity of California’s employment laws. Vantaggio HR is a fractional HR service, typically working with clients that have less than 200 employees.
In this episode, Lauraine discusses: -Marijuana in the workplace now that it is legalized. -Sexual Harassment laws, regulations and required training. -1099/Independent Contractors and the latest changes in classifying them.
When asked what her ultimate lessons learned were, she shared that getting expert help is critical and that small businesses should never assume that just because they are small, they are immune to needing help in navigating HR situations.
To learn more about Lauraine and Vantaggio HR, please visit: https://vantaggiohr.com/about-us/lauraine-bifulco/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Troy Zuccolotto, a former Mr. America and Mr. Universe, joined Bart in the studio to discuss his latest entrepreneurial venture - Youth Tech Medical. A driven entrepreneur at heart, Troy learned early on the power a smart investment can have when he took one of his first competition checks and purchased a piece of property at the advice of his brother. Always looking for the next smart deal, Troy says, "if you want something bad enough, you find a way, if you don't, you find an excuse."
In this episode, listeners will learn: -Why hormone replacement therapy is needed. -What hormone therapy is used for. -What the benefits of hormone therapy can be.
Troy also shares with listeners his ultimate lesson learned which centers around being relentless. He says he is never satisfied and enjoys being able to do what he loves every day.
To learn more about Youth Tech Medical, visit: www.youthtechmedical.com.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Chef Craig Strong of Laguna Beach's dining hot spot, Ocean at Main, joined us in the studio on the eve of his one year anniversary. Spending nearly 25 years in the hotel business, 15 of which were with the Ritz Carlton in Europe or on the East Coast, Chef came to Southern California in 2000 and found himself at Montage, Laguna Beach. His new home became their much acclaimed restaurant, The Studio, where he spent nearly a decade as their Executive Chef. With a desire to have a little more flexibility and creativity, Chef took a leap of faith and opened his very first restaurant last year called Ocean at Main. His restaurant is located in a building in Laguna which was the city's first bank in the 1940s. The menu offers a variety of dishes that draw on inspiration from the Mediterranean as well as a few savory dishes that are a nod to his French training.
In this episode: -Learn about Chef's career path which led him to opening his first restaurant. -Get to know the inspiration behind Chef's menu at Ocean at Main. -Understand how Chef fuses together the best of both French Cooking and Mediterranean Cuisine. -Hear Chef discuss the things he's learned over the last year in his first entrepreneurial venture. -Learn how technology has and continues to change the restaurant business. -Get to know why selling the experience imparts value which makes you priceless.
When asked what his Ultimate Lesson Learned has been thus far in his career, Chef notes that truly embracing the spirit of hospitality has made all the difference.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Letitia Berbaum was back in the studio and welcomed investment banker Austin King on-air. In this special episode, Letitia and Austin discuss how their roles as a wealth advisor and as an investment banker are unique and different. They also discuss how their roles can work together to help support their clients.
Here is what you will gain access to in this episode: -Letitia and Austin breakdown the nuances of their respective roles -Austin shares what the hottest investment industry is from his point of view at the moment -Understand the importance of working with licensed, industry professionals -The state of IPOs: This year is the largest year on record in history for IPOs
When asked what his ultimate lesson learned was, Austin shares that the above and beyond anything else, choosing to work with professionals is crucial.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Letitia Berbaum was back in the studio with a distinguished guest in the non-profit sector. Sue Parks, President of Orange County United Way, joined Letitia on air to discuss the distinct efforts their organization has in place. One effort in particular has been to engage more women in the process of giving back. Letitia shares with listeners why she as a woman chose to get involved with the organization, which began when her aunt became homeless. Like most people who fall into this situation, it usually begins with the loss of a job and then one or more life events in combination with it. Letitia wanted to be able to make a difference and was drawn to the fact that the organization is strategic with their efforts which makes them measurable.
Here are highlights from this episode: -Learn more about their programs designed to get women involved. -Understand how homelessness can happen to anyone. -Learn about how Orange County United Way partners with organizations to drive results. -Determine how you may be able to get involved or give back through either time, talent or treasure.
Sue Parks also shared her ultimate lesson learned with us. For her, having spent many years in the corporate world before moving into the non-profit space, Sue says it's imperative to wake up with purpose.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Hosts Bart Zandbergen and Letitia Berbaum were back in the studio to discuss how to sift through the noise. Especially in our media driven world today, there are so many outlets that are ready to give advice but how do you filter through it to get to the heart of the topic at hand? In this episode, Bart and Letitia give candid perspectives on how to assess the information you read, see online or hear on TV.
This edition of The Zandbergen Report will highlight: -The importance of only taking advice from a licensed professional who has a fiduciary responsibility to you. -How TV commentators are entertainers as well, so it is something to keep in mind while listening to their perspectives. -Why considering the source of any information you are given is critical. -How discovering ways to save on the small things can add up in a big way each year. -Why the best advice is custom tailored to your goals, lifestyle and needs.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Bart Zandbergen welcomed Interior Designer Dina Marciano into the studio to talk about her journey from Belarus to becoming a very successful entrepreneur here in the states. Dina came to the USA in 1995 to visit family, and although she had no intention of staying, she quickly decided to make our country her home. Growing up as a disciplined athlete (she played competitive badminton for years), Dina's refined work ethic was ingrained from an early age. She followed her passion for design and became a professional interior designer, founding her own firm, Dina Marciano Design. Her work has been featured by a variety of publications and she is an interior designer of choice for many developers to work with.
In this episode, Dina discusses: -New styles emerging in the world of interior design -How she approaches designing for her client's lifestyles -Why less is more and has been proven to create the most impactful spaces
She also shared with our listeners her ultimate lesson learned which is simply put - to be yourself. Dina encourages others to be authentic, stay true to their vision and to move forward with bringing their goals to life.
Learn more about Dina Marciano's work here: https://www.dinamarcianodesign.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Filipp Chebotarev and Polina Chebotareva, General Partners at Cambridge Companies SPG which invests in better for you consumer product brands, joined Bart in the studio to discuss their lessons learned, career histories and brand passions. Their firm has over two dozen brands within their portfolio and works with brands led by famous faces and industry leaders like Jennifer Garner, Sarah Michelle Gellar, Drake, and Jaime Foxx to name a few.
In this episode, Filipp and Polina share their perspective on working in their niche investment space and how they have handled unexpected twists and turns through their portfolio's growth.
They also share their ultimate lessons learned including why always being hungry to learn is essential for evolution, as well as how having the ability to shift perspective to develop alternative strategies can make all the difference.
Learn more about Cambridge Companies SPG by visiting: http://www.cambridgespg.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
*This podcast and associated post are not an endorsement by Bart Zandbergen or Optivest Inc. of Cambridge SPC nor its affiliates as a recommended investment.
Andrew and Katie Cherkasky, criminal attorneys and founders of Golden Law Inc, joined Bart in the studio for a bold conversation on love, law and politics. The couple is married with five children and manage operating their firm, representing their clients and participating in media opportunities weekly to discuss high profile cases. The duo met while working on a case together while they were both prosecutors for the Unites States Air Force. Katie is a national news personality focused on legal analysis of sexual assault, criminal law, Constitutional law, presidential authority, and military law. Andrew Cherkasky is the nation’s premier sexual assault litigation attorney, and is recognized as one of the most elite trial lawyers in America. Andrew focuses his case load on matters with Constitutional implications and is admitted to practice before the Supreme Court of the United States.
In this episode you will gain access to: -Katie's sought after approach to the law and her view point on case analysis -The reasons why it is critical to ask tough questions in prepping for and executing a trial -The reason why it is imperative to always be sensitive to allegations while understanding that the court of public opinion and the facts may present two different cases.
When asked what his ultimate lesson learned has been thus far in his career, Andrew shared that humility was most noteworthy. Sometimes you win, sometimes you lose, but either way you learn. When asked for her ultimate lesson learned, Katie said hers was the reality that you are never too old to try something new. There are new opportunities that are always on the horizon!
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Letitia Berbaum was joined on air by Dr. Rupali Chadha, who is a highly sought after forensic psychologist. She is also Chief of the Medical Staff at Metropolitan State Hospital in Los Angeles, being the only female to ever hold that position for the hospital which has been around for over 100 years. In this episode, Dr. Chadha talks about the connection she has seen between nutrition and mental health. Her advanced studies and extensive experience have positioned her as an expert in her field.
Listen to this episode to gain access to:
-Macro-nutrients: How proper pairings of fat and carbohydrates can improve your mood. -Meal prepping: Why this weekly ritual can make all the difference. -Reducing stress: How changing your thinking can positively impact your stress levels.
Dr. Chadha also shares her ultimate lesson learned. For her, choosing to exercise for spirit, not ego, and choosing to make decisions for all the right reasons has drastically improved her quality of life.
To learn more about Dr. Rupali Chadha, visit www.rupalichadhamd.com.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Bart Zandbergen and Letitia Berbaum were joined in the studio by Bart's longest client of record, James Weidner. Recently transitioning to "retired", James is anything but. As a tenured CEO, James brought in counsel about 9 months prior to exiting his company to help him define what the next steps may look like, as well as what life being "retired" may look like.
In this episode, you will learn: -Why having strategic counsel can assist you with navigating the unknown. -What a modern day view of retirement looks like from community involvement to family matters and more. -How owning your sense of confidence can make all the difference in your decisions. -How you can "will" things to happen by doing what is necessary to get towards a goal.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Maki Kudaka, who considers herself a professional "snoop", joined Bart in the studio to discuss her journey from USC to becoming a highly sought after private investigator. Maki has spent over a decade in the industry and founded her own company, Kudaka Investigations over 6 years ago. She works on a broad range of cases that always have more than meets the eye, and believes in the beauty of never giving up.
In this episode gain access to:
-How private investigators use social media research to discover key information -How laws and limitations shape the work of a private investigator -What the California law states on voice recording -Tactics used to disarm individuals that a private investigator needs to attain information from -Why approachability makes all the difference in the role of a private investigator
Maki also shares with listeners what her "Ultimate Lesson Learned" is:
T.O.A.D
T: Think outside the box O: One step ahead of the game A: Aggresive D: Digg, digg, digg
For more information on Maki Kudaka and Kudaka Investigations, please visit: www.kudakapi.com
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Letitia Berbaum was back in the studio with a special guest, Zaven Mooradian, who has been interning with Bart and Letitia this summer. A USC student studying Real Estate Finance, Zaven comes from a family that immigrated to the USA from Latvia with five family members in tow and just $15 in their pockets. Zaven shares with us his family's history here in the states as they strived to build a legacy - and one that Zaven is proud to be a part of.
In this episode Zaven shares: -Why working smarter not harder is imperative to success -The reasons why how we choose to spend our free time impact our legacy and shape our professions -What lessons he has learned from his family and their hard working history
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Allison Mitchell, the Editor-in-Chief of Modern Luxury Orange County joined Bart in the studio to discuss pop culture, media industry myths and more. Beginning her career with well know media outlets such as the Style Network, E! Online and Ryan Seacrest Productions, Allison joined the Modern Luxury team in a twist of fate that brought her to their Jezebel publication in Atlanta, Georgia - a position she accepted without ever having stepped foot into the state! As our luck would have it, Allison was brought back to Orange County where she is originally from, to lead Modern Luxury Orange County. Her professional drive is inspiring to all who know her, and her commitment to supporting the community is priceless.
In this episode Allison discusses: -A day in the life of an Editor-in-Chief -The differences and synergies between publishing and editorial departments -Keys to success for a publication -Modern Luxury's next step in expansion overseas next year, whom already has 25 titles in 85 markets nationally
Click here to view the May Edition of Modern Luxury Orange County: https://modernluxury.com/modern-luxury-orange-county/digital-edition
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Dennis Chernekoff who has worked with Franklin Covey for much of his career, joined Letitia Berbaum in the studio to discuss the 7 Habits of Highly Effective People. The acclaimed book was first released in 1989 by Stephen R. Covey and is available in 3 languages with over 40 million copies having been sold to date. Outside of his work with Stephen Covey, Dennis Chernekoff also has a private marriage and family therapy practice in Laguna Niguel.
In this episode Dennis discusses the 7 Habits of Highly Effective People: 1. Be Proactive 2. Begin with the End in Mind 3. Put First Things First 4. Think Win-Win 5. Seek First to Understand, Then to be Understood 6. Synergize 7. Sharpen the Saw
When asked what his "Ultimate Lesson Learned" was, Dennis shared that he feels the key to life is in understanding your values, understanding how to apply them to your life, and choosing to be congruent with them for a happy life!
To connect with Dennis, you can email him at: Chernekoff@yahoo.com
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Karina Tarsadia is a bold 14 year old philanthropist who joined Bart in the studio to discuss her passion for giving back. Karina has traveled the globe with her family on service trips and decided earlier this year that she really wanted to have an impact right here in her own backyard in Orange County. So, she set out on a mission to create 5,000 backpacks filled with back to school supplies for underprivileged elementary and middle school children. Along the way she partnered with Joy of Sharing.
The mission of the Joy of Sharing Foundation is to support the local community in Southern California by helping build bridges and providing services to address the local needs. Joy of Sharing provides services such as: Senior Services, Medical Clinic, Citizenship assistance, Health Insurance and Benefits, and Classes.
Her inaugural event is August 4th from 10am to 4pm, entitled Karina's Backpack Project, and will take place at Angel Stadium in Anaheim, CA.
The day of festivities at Angel Stadium will include backpack pick-up, haircuts, grocery distribution, as well as entertainment and performances for the whole family to enjoy. Are you interested in volunteering? Learn more and register HERE as a Volunteer. Are you interested in donating? Please visit our website to learn about ways to give: karinasbackpackproject.org. Interested in registering your school or organization? If you represent a school or organization that serves elementary and or middle school children and would like to gain information about providing backpacks to those you serve, please email Karina’s Backpack Project: projectbackpackoc@gmail.com.
“My wish is to contribute to the creation of communities that can make young people independent by equipping them with things they need to be a success.” –Karina Tarsadia, Karina’s Backpack Project
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Serial entrepreneur and adviser to America's top CEO's, Arman Sadeghi joined host Bart Zandbergen in the studio to discuss his journey from high school drop-out to his multi-faceted career. At an early age, Arman discovered he loved problem solving in the business world. He owns and operates several, very different companies, and now also enjoys developing the latest generation of CEO's.
In this episode you will gain access to: -Understanding why you should look at your financials like a treasure map. -How to recognize pain points in growth and address them through problem solving. -Why you should run a business by the numbers and not the "feeling". -How learning to delegate is an art that should be carefully mastered.
Arman's ultimate lesson learned is that it's critical to be obsessed with the numbers and your key performance indicators for optimum success!
Learn more about Arman by visiting:
https://titaniumsuccess.com/
https://datadestruction.com/
https://allgreenrecycling.com
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Bart and Letitia were back in the studio with another episode of "What Keeps You Up At Night". In this episode, Bart and Letitia review burning questions and comments from their listeners who have shared what keeps them up at night and why.
This episode starts off focusing on "health is wealth". One listener had shared that what they worry about the most is their health. After working wisely and investing well, this listener spends time considering how they can best maintain their health so they can enjoy everything they have worked so hard for.
As a disciplined fitness enthusiast, Bart shares what he feels is important to do each and every day to maintain your health and manage stress.
Got questions you'd like answered? Interested in sharing what keeps you up at night? Email: podcast@bartzandbergen.com.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Bart Zandbergen and Letitia Berbaum were back in the studio talking about topics that keep you up at night due to their financial impact. Bart and Letitia chose to share what keeps them up at night personally and they also address one burning question that has been surfacing lately: "How will the emergence of A.I. (Artificial Intelligence) impact the world of wealth management?" Listen to this special episode as the hosts discuss:
-
Have we entered a new economic era?
-
Why the choice to not stay stagnant propels change.
-
How the human element simply cannot be replaced by Artificial Intelligence.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Letitia Berbaum was back in the studio with a very special guest, Sean Flynn. Sean is the author of the best selling book, Economics for Dummies, and is also an Economics Professor at Scripps College. Sean's candid take on our nation's healthcare state, combined with his extensive economic background set the stage for a lively conversation complete with facts, figures and policy truths that will have you saying, that can't be true!
In the episode you'll gain access to:
-Current statistics relating to our national healthcare system and the impact they have on our finances
-An understanding of how other countries like Singapore approach healthcare and how they see benefits from it
-How a company like Whole Foods can create an enhanced culture and have a great impact on their employees through their unique approach to employee healthcare benefits.
Sean Flynn just released his latest book, The Cure That Works, which dives deeper into the above topics. His book can be found on Amazon here.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Bart and Letitia were back in the studio for another episode of "what keeps you up at night".
In this episode, Bart and Letitia discuss how to turn retirement planning into financial independence.
As a society we are living longer. 50 years ago we were living to 65/66 years of age. Today, the average life expectancy is 82-85 years of age. Especially as we are living longer now, smart planning is more pivotal than ever.
Fun Fact: Letitia shares that in a recent study, its states that people who have children live longer. This is said to be true because individuals who have children tend to experience more social interaction and have children and grandchildren to care for them later in life.
Fun Fact: Bart shares that in a study he recently came across, all Centenarians (people who reach 100 years of age) have three things in common: 1. They all enjoy alcohol on a limited basis 2. They all have a spiritual belief they connect to 3. They all eat meat
This episode will highlight: -Why planning for your retirement now creates the financial independence you desire in the future. -How understanding and planning for inflation can create a realistic view of how long your financial resources will last. -The transition period from retirement to the life beyond and how different (and refreshing) that view can be through proper planning.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Bart and Letitia were back in the studio to discuss the unthinkable - what happens when death, disability or a change in ownership occurs and what will that mean for you? Plan for these occurrences now to set yourself up for success and save yourself unnecessary stress and frustration.
In this episode you'll learn:
-What is Buy/Sell Planning?
-How to address death, disability, or change of ownership for effective business continuity.
-What is Key Man Planning and what are the benefits of it?
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
In this special episode, Bart and Letitia asked a few listeners "what keeps you up at night?". Listen as the dynamic duo addresses a few of the financial concerns the listeners shared and discuss strategies that can turn sleepless nights into sound slumbers.
Do you have questions you'd like to have answered? Email: podcast@bartzandbergen.com
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Tyler Mounce of Stark joined us in the studio to discuss myths, musts, and more when it comes to gaining a competitive edge in your personal fitness game.
Graduating with a degree in biblical studies, Tyler actually discovered his passion for fitness while going to college and decided to pursue it instead.
Bart and Tyler discuss why a 360 approach to looking and feeling your best is critical for results, and also debunk a few common fitness philosophies that are more myth than anything else.
In this episode, you'll gain insight into:
-How to accurately assess your true fitness level and overall health + metrics you should be using to evaluate it including things like blood chemistry, body composition, posture analysis, movement, and sleep digestion.
-Why daily caloric intake is a crucial part of a diet plan.
-How processed food can impact your results while whole foods are a part of fit living for all.
Tyler notes that weight loss and fit living require intention and discipline. These two components are key to helping yourself get on and stay on track throughout the seasons.
Learn more about Stark here: https://www.starklife.us/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Letitia Berbaum was back in the studio hosting for Bart Zandbergen with special guest, Nina Ameri. Mrs. Ameri is an attorney focusing on One LLP’s entertainment law, intellectual property law and tax law practices.
Mrs. Ameri represents independent film producers, production companies, writers, actors, and directors in a variety of transactions ranging from: acquisition of intellectual property and life story rights, corporate formation, talent agreements, writer agreements, producer agreements, director agreements, music licensing agreements for independent motion pictures, sales agency and distribution agreements. In addition, Mrs. Ameri has represented clients in entertainment litigation in both state and federal courts and advises clients in pre-litigation dispute resolution. As a Los Angeles native, Mrs. Ameri has many relationships within the sphere of entertainment, media, finance and law which are valuable resources for entertainment clients in assisting them with the development, financing and distribution of their projects. Within the sphere of intellectual property law Mrs. Ameri has substantial experience assisting clients in prosecuting, protecting and defending Trademarks and Copyrights.
In this episode, you'll learn: 1. What Is a Trademark or Service Mark and how do they differ from patents and copyrights? 2. How do you acquire trademark rights in the US? 3. What are the benefits of a Federal trademark registration issued by the United States Patent and Trademark Office (USPTO)? 4. How do you select a strong trademark? 5. Do you need to do a trademark search before you file an application with the USPTO? 6. What does it mean to police your trademark? 7. What if you have not started using a trademark yet but are planning on using it soon? Can you still file an application with the USPTO?
To learn more about Nina Ameri, please visit: https://onellp.com/attorney/nina-ameri/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Bullied at a young age, Host Bart Zandbergen (who went on to have a successful modeling career before establishing himself as a wealth advisor over 25 years ago) is taking a stand against bullying which has become an epidemic. Bart has chosen Laguna Beach non-profit, the Ability Awareness Project, which has dynamic anti-bullying programs that work with the local school systems as the beneficiary of his upcoming inaugural fundraiser and benefit "Kindness Kures". The event will be held September 19th, 2019 with details to be released soon.
The Founder of the Ability Awareness Project, Shadi Pourkashef, joined Bart in the studio to discuss the state of bullying in the world today. During the episode, Shadi shares the latest statistics on bullying and discusses the programs her organization offers to effectively address bullying for a happier and safer environment. Sadly, less than 33% of children bring bullying to a parent's attention, so Shadi what signs to look for and how to open up a supportive conversation with a child regarding bullying.
In this episode you will learn: -The various types of bullying that can occur -Effective tips for parents to address bullying -Why leading by example is critical in shaping a child's behavior throughout their life -What programs are available to help stomp out bullying and how you can get involed
About Shadi Pourkashef:
Shadi Pourkashef in the Founder of Ability Awareness Project, a Laguna Beach nonprofit that provides bullying prevention education and kindness programs for children, parents and educators at schools and also for seniors at senior centers. Ability Awareness Project was the 2018 recipient of Best Education Center in Best of Laguna Beach, as well as the 2018 OneOC Champion of Changemakers, and won 1st place at the Patriot’s Day Parade with a song Ms. Pourkashef composed about a conversation between a child being bullied and her consoling mother. Ms. Pourkashef is also an Official Founding member of World Kindness USA and the Goodwill Ambassador of World Kindness for the city of Laguna Beach, a partner with The Charter for Compassion, a collaborator with The Kindness Evolution, a Raktivist with the Random Acts of Kindness, one of the 30 nation’s Kindness Leaders, and voted the Best Activist of Laguna Beach. Her programs focus on teaching non-judgement, empathy, friendship, compassion, tolerance and inclusion through thoughts, words and acts of kindness to lead our next generation towards greater social interconnection along a humanistic path. Ms. Pourkashef is the mother of a son, who is a junior in High School.
Learn More About the Ability Awareness Project: https://kindandsafeschools.org/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com