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Wealth Strategies and Investment Wisdom with Bart Zandbergen, CFP. Founder of The Zandbergen Group.
Episodes
Wednesday Apr 15, 2020
Wednesday Apr 15, 2020
Host Bart Zandbergen was joined in the studio by co-host Letitia Berbaum to discuss the CARES Act. The unprecedented $2 trillion coronavirus relief package Congress signed by President Trump on Friday, March 27, has a lot in it to unpack. In fact, Congress is still hammering out some of the fine print. The stimulus package, officially named the Coronavirus Aid, Relief and Economic Security (CARES) Act, includes funding to assist industries like airlines, which have been hit hard by travel grinding to a near-halt, and to shore up financial lending markets. But the act also has a number of provisions designed to help out Americans and small business owners struggling with their finances as the COVID-19 virus upends normal life as we know it. The CARES Act is over 800 pages long, but we've pulled out the key parts of the CARES Act that are most likely to help you, your family, or your friends and loved ones.
In this episode Bart and Letitia discuss the following as related to the CARES Act:
-CARES Act Implications and Considerations
-Small Business Owner Support
-Unemployment Assistance
-Help for Property Owners / Homeowners
-Student Loan Impact
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Tuesday Mar 31, 2020
Tuesday Mar 31, 2020
Host Bart Zandbergen and co-host Letitia Berbaum led this episode of The Zandbergen Report remotely during quarantine to discuss the current state of affairs and how to navigate the current normal. The duo compiled a content rich episode of data that helps you understand what you need to know as we move through this current pandemic.
In this episode gain access to:
- Historical information on past pandemics and their impacts on the stock market
- How to navigate new regulations as they are announced
- Details on new tax filing deadlines
To be added to Bart and Letitia’s financial e-newsletter list, please email Bart@OptivestInc.com.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Monday Mar 23, 2020
Monday Mar 23, 2020
Host Bart Zandbergen was joined in the studio by Group Publisher Chris Gialanella who is at the helm of magazines such as Riviera Magazine, Modern Luxury and Modern Luxury Interiors. Having been a pivotal figure at the company for over 20 years, Chris shares candid tales of where the publications have been, how they’ve grown and what they have in store for the community.
In this episode gain access to:
- A day in the life of a Group Publisher
- The biggest misconceptions about the role of a Publisher
- Why it was important to bring the Riviera brand back to the OC
- The business side of running a magazine
When asked what his biggest lesson learned has been, Chris shares that it is critical to separate advertising and editorial like church and state.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Monday Mar 09, 2020
Monday Mar 09, 2020
Host Bart Zandbergen was joined in the studio by entrepreneur Basel Nassar. As one of the founders of Boss Dog, a line of premium dog products that all center around digestive health solutions, Basel shares the experiences he has had on his entrepreneurial journey so far which began in the Greek yogurt business. After spending many years in consumer product goods, he saw the opportunity to thrive in the pet food space, and with only one year in business, Boss Dog is currently in four product segments and has over 30,000 distribution points.
In this episode gain access to:
- The inside scoop on the latest product offerings in the pet food space
- The benefits of digestive probiotics and why their products have been met with such acclaim
- Understand the challenges and struggles of starting a new brand – even for a seasoned entrepreneur
- Learn more about Boss Dog’s commitment to giving back and rescuing dogs in need
When asked what his ultimate lesson learned has been, Basal shared that facing the fear of failure is critical for anyone to be able to push towards success. He also shared that at the start of any business endeavor he takes a vow of humility as ego can get in the way of good business logic.
To learn more about Boss Dog products please visit: https://bossdogbrand.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Wednesday Mar 04, 2020
Wednesday Mar 04, 2020
Host Bart Zandbergen was joined in the studio by attorney Nicole Anderson for the Secure Act Part III. In this episode Nicole discusses the estate planning and retirement benefits that the Secure Act has implications for. With the exception of 5 categories, beneficiaries can no longer defer taxation over their lifetime as a result of the Secure Act.
In this episode, learn:
-What the 5 beneficiary categories are where deferred taxation is still possible
-What you should do to ensure you are set-up appropriately now that the Secure Act is in effect
-What the nuances are in relation to the Secure Act and how you can be proactive to address them
When asked what her ultimate lesson learned has been, Nicole shared that doing her best and taking pride in her work has been pivotal in building her career as well as her law firm.
The Zandbergen Report, where wealth strategies, investment wisdom and pop culture collide, is led by host Bart Zandbergen, with featured guest host Letitia Berbaum, every Tuesday at 2pm on OC Talk Radio. In addition to being streamed live in real time, the show is also available on Apple Podcasts, iHeartRadio, Spotify, Podbean and Stitcher. Catch up any time with any episode on the platform of your choice.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart Zandbergen by visiting www.BartZandbergen.com
Monday Feb 24, 2020
Monday Feb 24, 2020
Host Bart Zandbergen was joined in the studio by Realtor Christina Harmon who was practically born into the profession. Her father was a broker in the Palm Springs area and Christina felt from an early age that being in real estate was simply put, just in her DNA. Following her passion has served her well and she takes great pride in old fashioned service that keeps her clients loyal and ready to send referrals.
In this episode, learn:
-How Elder Millennials view home buying priorities a bit differently
-What trends are currently happening now in Orange County real estate
-How Millennials value home ownership
-Why surfaces a help sell a property and what small enhancements can go a long way with buyers
When asked what her ultimate lesson learned has been, Christina shared that being her authentic self has been key to her success. “Be you and you can’t lose!”
Learn more about Christina Harmon by visiting: www.ChristinaLaurenHarmon.com
The Zandbergen Report, where wealth strategies, investment wisdom and pop culture collide, is led by host Bart Zandbergen, with featured guest host Letitia Berbaum, every Tuesday at 2pm on OC Talk Radio. In addition to being streamed live in real time, the show is also available on Apple Podcasts, iHeartRadio, Spotify, Podbean and Stitcher. Catch up any time with any episode on the platform of your choice.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart Zandbergen by visiting www.BartZandbergen.com
Friday Feb 21, 2020
Friday Feb 21, 2020
Host Bart Zandbergen was joined in the studio by author and non-profit Founder Lisa Wiehebrink. Lisa writes children’s books that uniquely bridge the connection between people and animals to teach life lessons of kindness, compassion, and empathy. She is also the founder of the non-profit organization, “Tails That Teach”, whose mission is to save animal lives and change the lives of children. The Tails That Teach foundation donates books to elementary schools and animal organizations around the country to enhance community outreach efforts and to encourage literacy among children ages 5-8 years old. Lisa is also the proud founder of National Rescue Dog Day, observed annually on May 20, which recognizes the special bond that comes with rescuing a dog, and also brings awareness to the countless number of dogs waiting to be adopted.
In this episode, learn:
-Why it is so important to teach children at an early age the art of compassion
-How educating children on compassion can translate into other areas of their lives that shape them into adulthood
-How teaching children at an early age how to care for animals leads to healthy humans who care properly for pets
-What is in-store for the 3rd Annual National Rescue Dog Day on May 20th, 2020 and how you can get involved.
When Lisa was asked what her ultimate lesson learned has been, she shared that it’s important for adults to foster compassion with children at an early age. She also encouraged listeners to pick up a book and read to children as it truly is becoming a lost art.
Learn more by visiting: www.tailsthatteach.org and www.nationalrescuedogday.com.
The Zandbergen Report, where wealth strategies, investment wisdom and pop culture collide, is led by host Bart Zandbergen, with featured guest host Letitia Berbaum, every Tuesday at 2pm on OC Talk Radio. In addition to being streamed live in real time, the show is also available on Apple Podcasts, iHeartRadio, Spotify, Podbean and Stitcher. Catch up any time with any episode on the platform of your choice.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart Zandbergen by visiting www.BartZandbergen.com
Friday Feb 07, 2020
Friday Feb 07, 2020
The Secure Act: Part II
Host Bart Zandbergen and Co-Host Letitia Berbaum were back in the studio to take a deeper dive into the nuances of the “Secure Act” which was passed by Congress in December. The bipartisan bill went into effect January 1st, 2020 and it stands for Setting Every Community Up for Retirement Enhancement. In this episode, Bart and Letitia share more information with listeners about important changes that are now in effect as a result of the Secure Act.
In this episode, learn:
-Why those born prior to July 1st, 1949 still must take their RMD’s by April 1st, 2020
-How you can now contribute to your IRA after age 70.5 with tax saving benefits
-Changes to Adoption and Birth Expenses as a result of the Secure Act
-Impacts on Annuities as a result of the Secure Act
-What a 529 plan is and what the benefits of it are for those who have one
The Zandbergen Report, where wealth strategies, investment wisdom and pop culture collide, is led by host Bart Zandbergen, with featured guest host Letitia Berbaum, every Tuesday at 2pm on OC Talk Radio. In addition to being streamed live in real time, the show is also available on Apple Podcasts, iHeartRadio, Spotify, Podbean and Stitcher. Catch up any time with any episode on the platform of your choice.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart Zandbergen by visiting www.BartZandbergen.com
Monday Feb 03, 2020
Monday Feb 03, 2020
Host Bart Zandbergen and Co-Host Letitia Berbaum were back in the studio to discuss the very basics of the new “Secure Act” that was passed by Congress in December. The bipartisan bill went into effect January 1st, 2020 and it stands for Setting Every Community Up for Retirement Enhancement. It’s critical to be in the know on these new rules and how they will impact you and your investments. Stay tuned for future episodes on this topic as well, which will take a deeper dive into the Secure Act and all you need to know!
In this episode, learn:
-What RMD (Required Minimum Distribution) changes have occurred
-The benefits of deferring taxes and how they have changed with this new regulation
-ROTH IRA strategies and approaches to consider
The Zandbergen Report, where wealth strategies, investment wisdom and pop culture collide, is led by host Bart Zandbergen, with featured guest host Letitia Berbaum, every Tuesday at 2pm on OC Talk Radio. In addition to being streamed live in real time, the show is also available on Apple Podcasts, iHeartRadio, Spotify, Podbean and Stitcher. Catch up any time with any episode on the platform of your choice.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart Zandbergen by visiting www.BartZandbergen.com
Monday Jan 27, 2020
Monday Jan 27, 2020
Host Bart Zandbergen welcomed Will and Courtney Alovis of Balboa Island’s iconic Sugar ‘n Spice into the studio. The dynamic duo spent decades on set in Hollywood working on some of the most notorious TV and movie sets. Courtney Alovis dedicated nearly 25 years in Hollywood glamming up TV stars, models and movie moguls such as Donny Osmond (she was his personal makeup artist for 7 years) Greg Kinnear, Brooklyn Decker, Jerry Seinfeld, Jason Alexander, and Shannon Elizabeth. Not to mention she was an in-demand makeup artist for popular shows like The Voice, General Hospital, Days of Our Lives, and various other shows on ABC, NBC, and CBS. Will Alovis spent 30 years in the entertainment industry, 15 of them script supervising for award winning shows like Empire, CSI Miami, CSI New York, Bones and Law and Order Special Victims Unit. However, when Courtney’s mom – who owned Balboa Island’s beloved Sugar ‘n Spice- was diagnosed with a terminal illness, the couple left Hollywood and set out for Orange County. Today, they are more excited than ever to be at the helm of the original frozen banana shop and are celebrating the shop’s 75th Anniversary this year.
In this episode, learn:
-How Will and Courtney transitioned from Hollywood to Balboa Island, and how they now get to be involved with shows like Blackish and Grownish
-How the couple channeled their entrepreneurial spirit to develop and launch the catering truck side of the business for Sugar ‘n Spice
-What some of their biggest learning lessons were going from employee status to employer status
-What Sugar ‘n Spice has planned for a special roll-back day in March, and what sweet treats patrons will have access to at yester-year pricing
When asked what their ultimate lessons learned were, Courtney shared that she focuses on trying to unlearn what she has learned, so that she can evolve. She tries to be open to new and creative ways of doing things. Will shared that his ultimate lesson learned has been that it is never too late to start something new. He believes you are always able to make different choices to build the life you have always wanted.
The Zandbergen Report, where wealth strategies, investment wisdom and pop culture collide, is led by host Bart Zandbergen, with featured guest host Letitia Berbaum, every Tuesday at 2pm on OC Talk Radio. In addition to being streamed live in real time, the show is also available on Apple Podcasts, iHeartRadio, Spotify, Podbean and Stitcher. Catch up any time with any episode on the platform of your choice.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart Zandbergen by visiting www.BartZandbergen.com