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Bart Zandbergen

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The Zandbergen ReportThe Zandbergen ReportBart Zandbergen Talks with Dr. Mary Ann Martin aka Dr. Hormone HackerHost 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 t...2025-02-1235 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen and Dr. Teryn Clarke Discuss Brain Health + Alzheimer’s Disease PreventionHost 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...2025-01-2230 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen Talks Lessons Learned + Rewriting Your StoryBart 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...2024-10-1541 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen and Andy Nelson Discuss Copyrights Among the Age of AIHost 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...2024-07-3134 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen and Moses Heredia Discuss Humble Beginnings + The Path to SuccessHost 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 fo...2024-07-1740 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen Talks with The Real OC Dentist, Dr. Guitta HarbHost 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...2024-05-2935 minThe Zandbergen ReportThe Zandbergen ReportBreaking Down Behavioral Finance and the Role of UncertaintyHost 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: 2024-05-0937 minThe Zandbergen ReportThe Zandbergen ReportImani Law Talks Shop with Bart ZandbergenHost 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...2024-04-3037 minThe Zandbergen ReportThe Zandbergen ReportRewriting Your Story with DisciplineHost 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 actio...2023-12-0432 minThe Zandbergen ReportThe Zandbergen ReportThe Zandbergen Report’s 6th Annual Holiday Wine Pairing PodcastHost 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 Annu...2023-11-151h 28The Zandbergen ReportThe Zandbergen ReportBart Zandbergen and Scott Heinila Discuss Long-Term Care and Possible ChangesHost 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...2023-10-1131 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen and Scott Heinila Talk with Dr. Morgan CutlipHost 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 succ...2023-10-0437 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen and Melissa Océan, Founder and CEO of Divorce Strategies GroupHost 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 M...2023-06-2128 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen Talks with Entrepreneur and Author Nycole FreerHost 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. ...2023-06-0820 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen and Alec Glasser Discuss Music Education, The Drake Gives and Sammy Davis Jr.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 ente...2023-05-1624 minThe Zandbergen ReportThe Zandbergen ReportLetitia Berbaum Talks with Jason Ma CEO of ThreeEQHost 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 Fu...2023-05-1531 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen and Letitia Berbaum Talk with Private Investigator Monica MortonHost 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 im...2023-03-3037 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen and Scott Heinila Discuss Their 2023 ForecastHost 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...2023-03-2739 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen and Letitia Berbaum Discuss 5 Keys to InvestingHost 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...2023-03-1028 minThe Zandbergen ReportThe Zandbergen ReportLetitia Berbaum Talks with Linda Rank of soul&beautyMEDxHost 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 d...2023-02-2331 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen and Letitia Berbaum Discuss the SECURE Act 2.0Host 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 ...2023-02-2317 minThe Zandbergen ReportThe Zandbergen ReportLetitia Berbaum Talks College Savings Planning with Jonathan SparlingHost 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 nu...2023-02-0234 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen and Letitia Berbaum Discuss Financial BehaviorHost 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...2023-01-1335 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen and Letitia Berbaum Discuss Behavioral FinanceHost 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...2022-12-2336 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen Talks with the Divorce Mediation of California TeamHost 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...2022-12-0235 minThe Zandbergen ReportThe Zandbergen ReportLetitia Berbaum Interviews Janise Graham of Leaving in StyleHost 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 m...2022-11-1830 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen Talks with Alec Glasser of The Drake and The Drake GivesHost 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 Drak...2022-11-1829 minThe Zandbergen ReportThe Zandbergen ReportThe Zandbergen Report’s 5th Annual Holiday Wine Pairing PodcastHost 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 t...2022-11-161h 32The Zandbergen ReportThe Zandbergen ReportBart Zandbergen and Kayla Abdi Discuss 5 Major Myths of Health and NutritionHost 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 sensit...2022-10-3135 minThe Zandbergen ReportThe Zandbergen ReportLetitia Berbaum Interviews Jenifer Kienle, Founding Partner of Kienle LawHost 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...2022-10-3127 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen Talks with Cure Duchenne Founder Debra MillerHost 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 D...2022-10-2127 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen Talks with Riverain Vineyards President, Dean GrayHost 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: ...2022-10-1631 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen and Letitia Berbaum Discuss Investor BehaviorHost 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 al...2022-10-0724 minThe Zandbergen ReportThe Zandbergen ReportLetitia Berbaum Interviews Veronica Stephens of Laura’s HouseHost 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 th...2022-09-1933 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen Talks with Nick Jordan, Founder of Wells of LifeHost 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 h...2022-08-3031 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen Talks with Cookie Co. Founder Elise ThomasHost 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 pivo...2022-08-1038 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen Discusses Inflation + Recession Potential with Ryan Issakainen of First Trust AdvisorsHost 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 inve...2022-07-1141 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen and Letitia Berbaum Discuss the Current Bond MarketHost 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...2022-06-3022 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen and Letitia Berbaum Discuss Market VolatilityHost 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...2022-06-2323 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen Interviews Ex- SEAL and CIA Operative David RutherfordHost 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.2022-05-1145 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen Discusses Dressing for 2022 and Beyond with Dave Welch of b.spoke and Scott HeinilaHost 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: ...2022-03-2249 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen and Lauraine Bifulco Discuss the Pandemic’s HR ImpactHost 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 ev...2022-02-1033 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen and Scott Heinila Discuss the Power of MindsetScott 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...2022-02-0328 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen and Letitia Berbaum Discuss the Meaning of True WealthHost 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 are2022-01-0535 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen Talks with Ryan Osborne of OZ CoachingHost 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...2021-12-2041 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen Talks Mentorship with Newport Harbor High School Student Elsa WileyHost 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 th...2021-12-0126 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen Hosts 4th Annual Holiday Wine Pairing PodcastHost 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...2021-11-181h 12The Zandbergen ReportThe Zandbergen ReportBart Zandbergen Talks With Kristine Everly Smith of Surterre PropertiesHost 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 re...2021-11-0333 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen Talks With Revolve Law GroupHost 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 pan...2021-10-0742 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen Talks With Author and Entrepreneur Angela ToddHost 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...2021-08-2733 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen Talks Luxury Travel with Tiffany Bowne of Lounge CoutureHost 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 place...2021-08-0426 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen Talks with TV Personality and Tantillo Foods Founder Tony TantilloTony 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 co...2021-06-3030 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen Talks with Foley Family WinesHost 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 Or...2021-06-241h 02The Zandbergen ReportThe Zandbergen ReportBart Zandbergen Interviews BB Lifestyle Founder Bill BakhoHost 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...2021-06-1833 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen Talks Entrepreneurship and Staffing with Suzanne JusticeHost 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 d...2021-06-0325 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen and Letitia Berbaum Share Market News and CommentaryHost 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 ...2021-05-1223 minThe Zandbergen ReportThe Zandbergen ReportOC Realtor Nick Roshdieh Discusses the Evolution of Residential Real EstateHost 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.   I...2021-04-2828 minThe Zandbergen ReportThe Zandbergen ReportFormer NFL Player Will Blackmon Talks Football, Fitness and Falling in Love with WineHost 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 ...2021-04-1439 minThe Zandbergen ReportThe Zandbergen ReportChris Gialanella of Modern Luxury Talks Emerging from COVID and the Future of PublishingHost 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 CO...2021-03-3034 minThe Zandbergen ReportThe Zandbergen ReportCryptocurrency in 2021 – Myths, Risks and MoreHost 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...2021-03-1845 minThe Zandbergen ReportThe Zandbergen ReportRetirement Income Planning – What You Need to Know in 2021Host 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...2021-03-0937 minThe Zandbergen ReportThe Zandbergen ReportEstate Planning Changes – What You Need to Know in 2021Host 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. 2021-02-2621 minThe Zandbergen ReportThe Zandbergen ReportGameStop: What happened and possible legal consequences.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...2021-02-1834 minThe Zandbergen ReportThe Zandbergen ReportEmotions and Finances – Tips to Stay Balanced from a Clinical HypnotherapistHost 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...2021-02-0536 minThe Zandbergen ReportThe Zandbergen ReportEmployee Health Benefits in 2021Host 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...2021-01-1126 minThe Zandbergen ReportThe Zandbergen ReportElection – Now What?Host Bart Zandbergen was joined in the virtual studio by co-host Letitia Berbaum to discuss the post-election climate. While much still remains uncertain about the presidency, the duo discuss the current market activity and their perspective as the transition in power begins to take place. In this episode learn: - The election’s market impact - The possible impact on portfolios - The relationship between stock markets and uncertainty *** The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at...2021-01-0431 minThe Zandbergen ReportThe Zandbergen ReportHoliday Wine Pairing EssentialsHost 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...2020-12-241h 06The Zandbergen ReportThe Zandbergen ReportHow an Aerospace Engineer Became Job OptionalHost 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 alo...2020-12-1427 minThe Zandbergen ReportThe Zandbergen ReportFamily Law: Myths, Legal Insight and COVID Impact with Attorney Courtney ShepardHost 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...2020-12-1437 minThe Zandbergen ReportThe Zandbergen ReportThe Zandbergen Group’s Vision for 2021 and BeyondHost 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...2020-12-0729 minThe Zandbergen ReportThe Zandbergen ReportChange Happens – Introducing The Zandbergen GroupHost 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 constructi...2020-11-3027 minThe Zandbergen ReportThe Zandbergen ReportHoliday Wine Pairings with Josh Lavis of Daou VineyardsHost 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 se...2020-11-2430 minThe Zandbergen ReportThe Zandbergen ReportThe Art of Philanthropic Investments with Valentina KhanHost 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 C...2020-09-2832 minThe Zandbergen ReportThe Zandbergen ReportWhy Long Term Care Makes Dollars and SenseHost 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 In...2020-09-0235 minThe Zandbergen ReportThe Zandbergen ReportAB 5 and its Impact on California Businesses and Business OwnersHost 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 o...2020-08-2630 minThe Zandbergen ReportThe Zandbergen ReportReflections in Quarantine, Part 2Host 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...2020-08-2038 minThe Zandbergen ReportThe Zandbergen ReportEmployee Benefits Made Easy with Harley Bjelland of The ERISA Law FirmHost 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 th...2020-08-1338 minThe Zandbergen ReportThe Zandbergen ReportPracticing Empathy in Elder Financial Abuse Litigation with Matthew Stein Esq.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 wh...2020-08-0528 minThe Zandbergen ReportThe Zandbergen ReportReflections in Quarantine, Part 1Host 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...2020-07-2830 minThe Zandbergen ReportThe Zandbergen ReportPPP: Current Updates and more from Ben Buskey of First Choice BankHost 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...2020-07-2330 minThe Zandbergen ReportThe Zandbergen ReportFitness in a COVID World through a Local Studio Owner’s EyesHost 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...2020-07-1529 minThe Zandbergen ReportThe Zandbergen ReportCASA Orange County Shares How They Are Serving Foster Youth During the PandemicHost 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 invo...2020-07-0328 minThe Zandbergen ReportThe Zandbergen ReportMason Taylor Associates Shares the State of the Residential Real Estate MarketHost 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 cl...2020-06-2427 minThe Zandbergen ReportThe Zandbergen ReportDr. Sanjay Grover Discusses the New World of Plastic Surgery and the ZOOM EffectHost 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...2020-06-1721 minThe Zandbergen ReportThe Zandbergen ReportInvestment Industry Insights from PIMCO’s Executive Vice President Kevin WintersHost 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 man...2020-06-1128 minThe Zandbergen ReportThe Zandbergen ReportImmunity Boosting Through Regenerative Medicine with Dr. Allyson BerkeyHost 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 ...2020-06-0235 minThe Zandbergen ReportThe Zandbergen ReportNavigating a Business Launch During the Pandemic with Sam Madani of BOMANI Cold BuzzHost 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...2020-05-2628 minThe Zandbergen ReportThe Zandbergen ReportHow to Position Your Business for a Successful Re-Emergence in the Wake of COVID-19Host 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, statut...2020-05-1526 minThe Zandbergen ReportThe Zandbergen ReportMeals on Wheels of Orange County – Fighting Hunger in Uncertain TimesHost 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...2020-05-0529 minThe Zandbergen ReportThe Zandbergen ReportFinancial Relief Programs: Qualification Requirements, Documentation and Grants vs. LoansHost 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...2020-04-3034 minThe Zandbergen ReportThe Zandbergen ReportAt Home Learning: How to Manage Working From Home While HomeschoolingHost 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...2020-04-2235 minThe Zandbergen ReportThe Zandbergen ReportGet the Scoop on Nutrition and Supplementation from Two Industry ProsHost 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...2020-04-1932 minThe Zandbergen ReportThe Zandbergen ReportThe CARES Act: What You Need To KnowHost 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 t...2020-04-1535 minThe Zandbergen ReportThe Zandbergen ReportBart Zandbergen and Letitia Berbaum Discuss Market Volatility and Community UncertaintyHost 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 ...2020-04-0129 minThe Zandbergen ReportThe Zandbergen ReportModern Luxury and Riviera Magazine’s Group Publisher Shares a Day in the LifeHost 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 im...2020-03-2427 minThe Zandbergen ReportThe Zandbergen ReportMeet the Latest Disruptor in the Pet Food Space – Boss DogHost 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...2020-03-1027 minThe Zandbergen ReportThe Zandbergen ReportThe Secure Act: Part IIIHost Bart Zandbergen was joined in the studio by attorney Nicole Anderson for the Secure Act Part III. In this episode Nicole discusses the estate planning and retirement benefits that the Secure Act has implications for. With the exception of 5 categories, beneficiaries can no longer defer taxation over their lifetime as a result of the Secure Act. In this episode, learn: -What the 5 beneficiary categories are where deferred taxation is still possible -What you should do to ensure you are set-up appropriately now that the Secure Act is in effect -What the nuances are...2020-03-0428 minThe Zandbergen ReportThe Zandbergen ReportAn Elder Millennial Talks OC Real EstateHost Bart Zandbergen was joined in the studio by Realtor Christina Harmon who was practically born into the profession. Her father was a broker in the Palm Springs area and Christina felt from an early age that being in real estate was simply put, just in her DNA. Following her passion has served her well and she takes great pride in old fashioned service that keeps her clients loyal and ready to send referrals. In this episode, learn: -How Elder Millennials view home buying priorities a bit differently -What trends are currently happening now in...2020-02-2428 minThe Zandbergen ReportThe Zandbergen ReportHow Fostering Compassion Can Be A Game ChangerHost Bart Zandbergen was joined in the studio by author and non-profit Founder Lisa Wiehebrink. Lisa writes children’s books that uniquely bridge the connection between people and animals to teach life lessons of kindness, compassion, and empathy. She is also the founder of the non-profit organization, “Tails That Teach”, whose mission is to save animal lives and change the lives of children. The Tails That Teach foundation donates books to elementary schools and animal organizations around the country to enhance community outreach efforts and to encourage literacy among children ages 5-8 years old. Lisa is also the proud founde...2020-02-2227 minThe Zandbergen ReportThe Zandbergen ReportThe Secure Act: Part IIThe Secure Act: Part II Host Bart Zandbergen and Co-Host Letitia Berbaum were back in the studio to take a deeper dive into the nuances of the “Secure Act” which was passed by Congress in December. The bipartisan bill went into effect January 1st, 2020 and it stands for Setting Every Community Up for Retirement Enhancement. In this episode, Bart and Letitia share more information with listeners about important changes that are now in effect as a result of the Secure Act. In this episode, learn: -Why those born prior to July 1st, 1949 still must take...2020-02-0827 min