The Zandbergen Report

Bart Zandbergen Talks with Strider Elass, Senior Economist of the First Trust Economics Team

Tue, 09 Sep 2025 12:56:18 -0700

Host Bart Zandbergen welcomed Strider Elass, Senior Economist of the First Trust Economics Team, into the studio virtually to discuss the ebbs and flows of the stock market this year. Bloomberg has consistently ranked the First Trust Economics Team as one of the top forecasters of the U.S. economy over the past decade plus. At First Trust, Strider is responsible for analyzing economic indicators, writing economic commentaries, and building content. In 2022, The First Trust Economic Team was rated the Most Accurate Economic Forecasters in the United States by Consensus Economics. The team also won multiple Gold Medals from Financial Advisor IQ in both 2020 and 2021 for Macro Commentary, overall content, and commentary and was also rated 2nd for Thought Leadership by Fuse Research. The First Trust Economics Team has been awarded the “Crystal Ball Award” by Zillow® in partnership with Pulsenomics over multiple years for accurate home price predictions. In 2017, First Trust’s thought leadership material was ranked as number one for most read and most shared by financial professionals with colleagues or clients in the “Top 10 Financial Providers for Thought Leadership Activity.” Strider was instrumental in researching for the book, It’s Not As Bad As You Think, published in 2009 by First Trust’s Chief Economist, Brian Wesbury. Tune into this candid episode!

Key topics discussed in this episode include:
- Market ebbs and flows so far in 2025
- Historical market performance
- Exports, Imports and Tariffs

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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.

The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Axxcess Wealth Management, LLC.

Zandbergen Group is a dba of Axxcess Wealth Management, LLC a registered investment advisor. Advisory services are only offered to clients or prospective clients where Axxcess Wealth Management, LLC and its representatives are properly licensed or exempt from licensure.

The information provided is for educational and informational purposes only and does not constitute legal or investment advice and it should not be relied on as such. It should not

be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status, investment horizon or legal matters. You should consult your attorney or tax advisor.

The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward‐looking

statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and

should not be construed as indicative of actual events that will occur.

Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.

Healing Discontent and Unlocking Potential Through Vibrational Success with Mark Romero

Wed, 27 Aug 2025 08:54:57 -0700

Host Bart Zandbergen welcomed entrepreneur Mark Romero into the podcast studio for a True Wealth episode. Mark is a sound healing guitarist and the creator of Vibrational Success—a breakthrough audio technology designed to reduce stress, elevate clarity, and support high performance. His immersive guitar soundscapes, combined with guided visualizations and mindsets, help high achievers stay grounded, focused, and in flow.

Mark’s music first gained recognition when a former top NASA consultant discovered its unique healing effects—sparking interest in its potential for emotional balance and nervous system regulation. Today, Mark works with entrepreneurs, creatives, and leaders to help them shift out of overwhelm and into alignment—using sound as a catalyst for true success. Tune into this special episode that is rich with wisdom!

Key topics discussed in this episode include:
- How the art of achievement can produce discontent
- Why choosing courage to pursue your dream can be the difference between a life fulfilled and a life that is half lived
- How life happens from the inside out and why doing the internal work is key to changing the reflection in the mirror
- Sound healing and how it can be transformative for the mind, body and soul

Learn more about Mark Romero by visiting: www.MarkRomeroMusic.com

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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

***

Golden Eagle Vodka and its Character Infusion – A Candid Conversation with Founder Dakota Rader

Wed, 06 Aug 2025 10:32:43 -0700

Host Bart Zandbergen welcomed the Founder and CEO of Golden Eagle Vodka into the podcast studio to discuss how his team has made character a priority and a signature of the Golden Eagle brand. Golden Eagle Vodka was born from a desire to change how people see vodka. As a career bartender, Dakota recognized the gap between vodka’s potential and its reality in the market. He wanted to craft a spirit that honored authenticity, richness, and depth—a vodka with character. By using Montana’s Dark Northern Red Wheat and distilling it just once to preserve its natural complexity, Golden Eagle became America’s first luxury Character Vodka, redefining what vodka can truly be. In this spirit driven episode, Dakota shares his journey of bringing this brand to market and his vision for its growth as demand for it takes flight.

Key topics discussed in this episode include:
- What sparked the development of Golden Eagle Vodka
- How Golden Eagle serves a gap in the market and now has surging demand
- Why it is important to grow a brand with intention
- What Dakota’s most coveted lessons have been thus far in his journey

Learn more about Golden Eagle Vodka by visiting: https://www.goldeneaglevodka.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

***

Bart Zandbergen Talks About the Road to Peak Health with Todd Vande Hei of Stark Health

Wed, 30 Jul 2025 10:05:02 -0700

Host Bart Zandbergen welcomed the CEO of Stark Health into the studio, Todd Vande Hei, to discuss the journey to peak health. Stark exists to change the future of health and fitness in the communities they serve. For the last 15 years, Todd has been on a journey to discover what it means to be in a state of peak health. After suffering from a series of seizures and being diagnosed with high blood pressure and atrial fibrillation in his early 30’s, Todd decided it was time to make a change. Those changes fell into one of four categories: lifestyle, exercise, nutrition, and stress management. But the biggest thing Todd learned through it all? Health is a skill. You’re not born with it, like some would like you to believe, and it isn’t acquired by simply buying another product or starting that new diet. Health is something you can create for yourself, and over time it is possible to attain peak health. Listen to this latest episode that analyzed health as the ultimate wealth.

Key topics discussed in this episode include:
- Brain health and the aging process
- The truth about the role that genetics play in overall health and fitness
- How to develop health as a skill
- The road to peak health

Learn more about Stark Health by visiting: https://www.stark.health/

***

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

***

Bart Zandbergen Talks with Dr. Mary Ann Martin aka Dr. Hormone Hacker

Wed, 12 Feb 2025 11:59:59 -0800

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

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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

***

Bart Zandbergen and Dr. Teryn Clarke Discuss Brain Health + Alzheimer’s Disease Prevention

Tue, 21 Jan 2025 19:26:18 -0800

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

***

Bart Zandbergen Talks Lessons Learned + Rewriting Your Story

Tue, 15 Oct 2024 11:25:06 -0700

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

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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.

Bart Zandbergen and Andy Nelson Discuss Copyrights Among the Age of AI

Tue, 30 Jul 2024 18:57:08 -0700

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

***

Zandbergen Group is a DBA of Axxcess Wealth Management, LLC a Registered Investment Advisor with the SEC. Bart A. Zandbergen, CA Insurance License #OA96242.

Bart Zandbergen and Moses Heredia Discuss Humble Beginnings + The Path to Success

Tue, 16 Jul 2024 16:45:02 -0700

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

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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

***

Bart Zandbergen Talks with The Real OC Dentist, Dr. Guitta Harb

Wed, 29 May 2024 12:55:55 -0700

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

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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

***

Breaking Down Behavioral Finance and the Role of Uncertainty

Wed, 08 May 2024 16:34:20 -0700

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.”

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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

***

Imani Law Talks Shop with Bart Zandbergen

Tue, 30 Apr 2024 11:21:53 -0700

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

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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

***

Rewriting Your Story with Discipline

Mon, 04 Dec 2023 10:59:18 -0800

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.

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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

***

The Zandbergen Report’s 6th Annual Holiday Wine Pairing Podcast

Wed, 15 Nov 2023 10:36:27 -0800

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

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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

***

Bart Zandbergen and Scott Heinila Discuss Long-Term Care and Possible Changes

Wed, 11 Oct 2023 11:18:41 -0700

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.

Bart Zandbergen and Scott Heinila Talk with Dr. Morgan Cutlip

Wed, 04 Oct 2023 11:20:02 -0700

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.

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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

***

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.

Bart Zandbergen and Melissa Océan, Founder and CEO of Divorce Strategies Group

Wed, 21 Jun 2023 11:06:18 -0700

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://www.melissaa.net/

***

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

***

Bart Zandbergen Talks with Entrepreneur and Author Nycole Freer

Thu, 08 Jun 2023 14:34:13 -0700

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 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

***

Bart Zandbergen and Alec Glasser Discuss Music Education, The Drake Gives and Sammy Davis Jr.

Mon, 15 May 2023 15:37:48 -0700

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

***

Letitia Berbaum Talks with Jason Ma CEO of ThreeEQ

Mon, 15 May 2023 14:52:15 -0700

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

***

Bart Zandbergen and Letitia Berbaum Talk with Private Investigator Monica Morton

Thu, 30 Mar 2023 11:33:58 -0700

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

***

Bart Zandbergen and Scott Heinila Discuss Their 2023 Forecast

Mon, 27 Mar 2023 11:13:24 -0700

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

***

Bart Zandbergen and Letitia Berbaum Discuss 5 Keys to Investing

Fri, 10 Mar 2023 10:50:24 -0800

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

***

Letitia Berbaum Talks with Linda Rank of soul&beautyMEDx

Thu, 23 Feb 2023 11:08:06 -0800

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

***

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.

Bart Zandbergen and Letitia Berbaum Discuss the SECURE Act 2.0

Wed, 22 Feb 2023 18:10:11 -0800

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

***

Letitia Berbaum Talks College Savings Planning with Jonathan Sparling

Thu, 02 Feb 2023 10:36:57 -0800

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

***

Axxcess and its advisors do not provide tax advice. Representatives have general knowledge of tax. Consult your tax professional.

Bart Zandbergen and Letitia Berbaum Discuss Financial Behavior

Fri, 13 Jan 2023 10:36:12 -0800

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

***

Bart Zandbergen and Letitia Berbaum Discuss Behavioral Finance

Fri, 23 Dec 2022 09:19:46 -0800

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

***

Bart Zandbergen Talks with the Divorce Mediation of California Team

Fri, 02 Dec 2022 10:04:16 -0800

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

***

Letitia Berbaum Interviews Janise Graham of Leaving in Style

Fri, 18 Nov 2022 08:53:57 -0800

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

***

Bart Zandbergen Talks with Alec Glasser of The Drake and The Drake Gives

Fri, 18 Nov 2022 08:17:28 -0800

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

***

The Zandbergen Report’s 5th Annual Holiday Wine Pairing Podcast

Wed, 16 Nov 2022 10:22:34 -0800

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

***

Bart Zandbergen and Kayla Abdi Discuss 5 Major Myths of Health and Nutrition

Mon, 31 Oct 2022 09:31:37 -0700

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

***

Letitia Berbaum Interviews Jenifer Kienle, Founding Partner of Kienle Law

Mon, 31 Oct 2022 09:25:02 -0700

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

***

Bart Zandbergen Talks with Cure Duchenne Founder Debra Miller

Fri, 21 Oct 2022 08:00:45 -0700

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

***

Bart Zandbergen Talks with Riverain Vineyards President, Dean Gray

Sun, 16 Oct 2022 09:37:17 -0700

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

***

Bart Zandbergen and Letitia Berbaum Discuss Investor Behavior

Fri, 07 Oct 2022 12:05:42 -0700

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

***

Letitia Berbaum Interviews Veronica Stephens of Laura’s House

Mon, 19 Sep 2022 09:39:14 -0700

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

***

Bart Zandbergen Talks with Nick Jordan, Founder of Wells of Life

Tue, 30 Aug 2022 11:45:55 -0700

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

***

Bart Zandbergen Talks with Cookie Co. Founder Elise Thomas

Wed, 10 Aug 2022 08:52:54 -0700

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

***

Bart Zandbergen Discusses Inflation + Recession Potential with Ryan Issakainen of First Trust Advisors

Mon, 11 Jul 2022 10:17:23 -0700

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

***

Bart Zandbergen and Letitia Berbaum Discuss the Current Bond Market

Thu, 30 Jun 2022 09:34:16 -0700

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

***

Bart Zandbergen and Letitia Berbaum Discuss Market Volatility

Thu, 23 Jun 2022 12:37:25 -0700

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

***

Bart Zandbergen Interviews Ex- SEAL and CIA Operative David Rutherford

Wed, 11 May 2022 09:14:14 -0700

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

***

Bart Zandbergen Discusses Dressing for 2022 and Beyond with Dave Welch of b.spoke and Scott Heinila

Tue, 22 Mar 2022 15:45:19 -0700

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

***

Bart Zandbergen and Lauraine Bifulco Discuss the Pandemic’s HR Impact

Thu, 10 Feb 2022 14:49:44 -0800

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

***

Bart Zandbergen and Scott Heinila Discuss the Power of Mindset

Thu, 03 Feb 2022 11:58:41 -0800

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

***

Bart Zandbergen and Letitia Berbaum Discuss the Meaning of True Wealth

Wed, 05 Jan 2022 10:43:17 -0800

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

***

Bart Zandbergen Talks with Ryan Osborne of OZ Coaching

Mon, 20 Dec 2021 09:52:42 -0800

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

***

Bart Zandbergen Talks Mentorship with Newport Harbor High School Student Elsa Wiley

Wed, 01 Dec 2021 12:38:58 -0800

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

***

Bart Zandbergen Hosts 4th Annual Holiday Wine Pairing Podcast

Thu, 18 Nov 2021 10:18:23 -0800

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

***

Bart Zandbergen Talks With Kristine Everly Smith of Surterre Properties

Wed, 03 Nov 2021 09:36:41 -0700

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

***

Bart Zandbergen Talks With Revolve Law Group

Thu, 07 Oct 2021 10:49:13 -0700

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

***

Bart Zandbergen Talks With Author and Entrepreneur Angela Todd

Thu, 26 Aug 2021 17:29:35 -0700

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/

Bart Zandbergen Talks Luxury Travel with Tiffany Bowne of Lounge Couture

Tue, 03 Aug 2021 17:45:21 -0700

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

***

Bart Zandbergen Talks with TV Personality and Tantillo Foods Founder Tony Tantillo

Wed, 30 Jun 2021 10:50:45 -0700

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

***

Bart Zandbergen Talks with Foley Family Wines

Thu, 24 Jun 2021 12:11:23 -0700

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

***

Bart Zandbergen Interviews BB Lifestyle Founder Bill Bakho

Fri, 18 Jun 2021 09:48:59 -0700

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

***

Bart Zandbergen Talks Entrepreneurship and Staffing with Suzanne Justice

Thu, 03 Jun 2021 09:48:56 -0700

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

***

Bart Zandbergen and Letitia Berbaum Share Market News and Commentary

Tue, 11 May 2021 17:34:13 -0700

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

***

OC Realtor Nick Roshdieh Discusses the Evolution of Residential Real Estate

Tue, 27 Apr 2021 16:53:07 -0700

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

***

Former NFL Player Will Blackmon Talks Football, Fitness and Falling in Love with Wine

Tue, 13 Apr 2021 16:42:58 -0700

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

***

Chris Gialanella of Modern Luxury Talks Emerging from COVID and the Future of Publishing

Tue, 30 Mar 2021 09:44:31 -0700

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

***

Cryptocurrency in 2021 – Myths, Risks and More

Thu, 18 Mar 2021 10:23:32 -0700

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

***

Retirement Income Planning – What You Need to Know in 2021

Tue, 09 Mar 2021 12:56:32 -0800

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

***

Estate Planning Changes – What You Need to Know in 2021

Thu, 25 Feb 2021 17:21:02 -0800

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

***

GameStop: What happened and possible legal consequences.

Wed, 17 Feb 2021 15:42:16 -0800

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

***

Emotions and Finances – Tips to Stay Balanced from a Clinical Hypnotherapist

Thu, 04 Feb 2021 16:37:27 -0800

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

***

Employee Health Benefits in 2021

Mon, 11 Jan 2021 12:45:23 -0800

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

***

Election – Now What?

Mon, 04 Jan 2021 10:21:45 -0800

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

***

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.

***

Holiday Wine Pairing Essentials

Thu, 24 Dec 2020 08:27:58 -0800

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.

***

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

***

How an Aerospace Engineer Became Job Optional

Mon, 14 Dec 2020 11:46:20 -0800

Host Bart Zandbergen was joined in the virtual studio by Pam Scamardo, Founder of TPK Properties. Officially “retired”, Pam is a mother and wife who discovered the benefits of passive income after realizing she did not need to be a millionaire to begin investing in commercial real estate. An aerospace engineer by trade, having been employed by Lockheed Martin, Boeing and UTC Aerospace, Pam made a career pivot almost 10 years ago and founded her first company TPK Properties. She is passionate about helping others achieve “job optional” status through commercial real estate investing and wants to empower men and women along their journey to financial freedom.

In this episode learn:
- Why trading time for money doesn’t lead to fulfillment
- How Pam decided to pivot from her corporate career to launching her own company
- What trends Pam sees unfolding in commercial real estate in the near future
- How mentors can be impactful in growing a company and evolving as a leader

When asked what her ultimate lesson learned has been in her career, Pam shared that it all comes down to relationships. While she may be “working”, in actuality she is cultivating relationships that in essence allow her to run her company and lead her team.

To learn more about Pam Scamardo and TPK Properties, visit: www.tpkllc.com

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Family Law: Myths, Legal Insight and COVID Impact with Attorney Courtney Shepard

Mon, 14 Dec 2020 11:34:04 -0800

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

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

The Zandbergen Group’s Vision for 2021 and Beyond

Mon, 07 Dec 2020 10:35:12 -0800

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

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

***

Change Happens – Introducing The Zandbergen Group

Mon, 30 Nov 2020 09:39:52 -0800

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

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.

***

Holiday Wine Pairings with Josh Lavis of Daou Vineyards

Mon, 23 Nov 2020 17:18:17 -0800

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/

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

***

The Art of Philanthropic Investments with Valentina Khan

Mon, 28 Sep 2020 09:36:08 -0700

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.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Why Long Term Care Makes Dollars and Sense

Wed, 02 Sep 2020 09:34:57 -0700

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

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

AB 5 and its Impact on California Businesses and Business Owners

Tue, 25 Aug 2020 16:20:32 -0700

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.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Reflections in Quarantine, Part 2

Wed, 19 Aug 2020 16:36:38 -0700

Host Bart Zandbergen was joined in the virtual studio by co-host Letitia Berbaum for part two of their conversation about life in quarantine. In this episode Bart and Letitia discuss areas of our lives that have been impacted by COVID including health, fitness, nutrition, friendships and finances. They also share their own personal experiences and some of their lessons learned thus far in our ever-changing global climate.

In this episode listen to Bart and Letitia discuss:
- How creating new fitness routines has been essential for overall wellness
- Why taking a balanced approach to nutrition is vital right now to beat or delete the “Quarantine 15”
- How COVID is making many of us reevaluate friendships and relationships with others in general
- How financial decisions have been impacted and what the long-term impact may be

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Employee Benefits Made Easy with Harley Bjelland of The ERISA Law Firm

Thu, 13 Aug 2020 11:21:04 -0700

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/

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Practicing Empathy in Elder Financial Abuse Litigation with Matthew Stein Esq.

Wed, 05 Aug 2020 13:59:16 -0700

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/

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Reflections in Quarantine, Part 1

Tue, 28 Jul 2020 08:57:24 -0700

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

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

PPP: Current Updates and more from Ben Buskey of First Choice Bank

Wed, 22 Jul 2020 15:47:53 -0700

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.”

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Fitness in a COVID World through a Local Studio Owner’s Eyes

Wed, 15 Jul 2020 08:52:57 -0700

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,”

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

CASA Orange County Shares How They Are Serving Foster Youth During the Pandemic

Fri, 03 Jul 2020 09:48:00 -0700

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/

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Mason Taylor Associates Shares the State of the Residential Real Estate Market

Wed, 24 Jun 2020 13:30:53 -0700

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/

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about host Bart Zandbergen by visiting www.BartZandbergen.com

Dr. Sanjay Grover Discusses the New World of Plastic Surgery and the ZOOM Effect

Tue, 16 Jun 2020 15:32:13 -0700

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/

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Investment Industry Insights from PIMCO’s Executive Vice President Kevin Winters

Wed, 10 Jun 2020 15:46:53 -0700

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/

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Immunity Boosting Through Regenerative Medicine with Dr. Allyson Berkey

Tue, 02 Jun 2020 09:31:18 -0700

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/

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Navigating a Business Launch During the Pandemic with Sam Madani of BOMANI Cold Buzz

Tue, 26 May 2020 14:54:17 -0700

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.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

How to Position Your Business for a Successful Re-Emergence in the Wake of COVID-19

Fri, 15 May 2020 10:19:19 -0700

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.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Meals on Wheels of Orange County – Fighting Hunger in Uncertain Times

Tue, 05 May 2020 09:47:14 -0700

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

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Financial Relief Programs: Qualification Requirements, Documentation and Grants vs. Loans

Thu, 30 Apr 2020 12:26:56 -0700

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

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

At Home Learning: How to Manage Working From Home While Homeschooling

Tue, 21 Apr 2020 16:03:32 -0700

Host Bart Zandbergen and co-host Letitia Berbaum were joined in the virtual studio by Karie Gladis, the CEO of Empower Reach, an education consulting company whose mission is to empower each educator, student, and parent. Karie has extensive experience designing and leading multi-year professional development, coaching educators, developing and implementing curriculum, providing parent education, and teaching students. Karie has worked in districts and schools nationally and internationally for over twenty years. She talks candidly in this podcast about how to create an impactful day while juggling more than ever from home.

In this episode Bart, Letitia and Karie discuss:
-How to answer children’s questions about COVID-19
-How to talk to children about cleanliness and its importance
-Why talking with children about avoiding waste is imperative
-How to structure your day and find your daily rhythm
-How to motivate your children through their daily school activities at home

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Get the Scoop on Nutrition and Supplementation from Two Industry Pros

Sun, 19 Apr 2020 06:00:00 -0700

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/

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

The CARES Act: What You Need To Know

Wed, 15 Apr 2020 13:58:16 -0700

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

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 Discuss Market Volatility and Community Uncertainty

Tue, 31 Mar 2020 16:14:24 -0700

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.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Modern Luxury and Riviera Magazine’s Group Publisher Shares a Day in the Life

Mon, 23 Mar 2020 17:07:49 -0700

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.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Meet the Latest Disruptor in the Pet Food Space – Boss Dog

Mon, 09 Mar 2020 16:38:35 -0700

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/

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com