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Wealth Strategies and Investment Wisdom with Bart Zandbergen, CFP. Founder of The Zandbergen Group.
Episodes
Friday Jan 17, 2020
Friday Jan 17, 2020
Host Bart Zandbergen and Co-Host Letitia Berbaum kicked-off the New Year with a candid conversation on goal setting. The duo shared how they individually approach goal setting and what they do to keep themselves on track throughout the year. As most people know, the resolutions that are often set in the New Year can fade very quickly, so the key is learning how to revisit the goals after they are set to monitor progress.
In this episode, learn:
-How approaching goal setting with gratitude can lay the right foundation
-How proper planning for goals can trigger behaviors to work towards goals
-Why it’s critical to check in with yourself on goal progress often to get back on track if needed
-How assessing what you did in the last year that did and did not work can be helpful in setting new goals
A Quote to Consider:
“You must be willing to do what others won’t do, to have what others won’t have.” -Les Brown
The Zandbergen Report, where wealth strategies, investment wisdom and pop culture collide, is led by host Bart Zandbergen, with featured guest host Letitia Berbaum, every Tuesday at 2pm on OC Talk Radio. In addition to being streamed live in real time, the show is also available on Apple Podcasts, iHeartRadio, Spotify, Podbean and Stitcher. Catch up any time with any episode on the platform of your choice.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart Zandbergen by visiting www.BartZandbergen.com
Sunday Jan 12, 2020
Sunday Jan 12, 2020
After meeting in the gym nearly 30 years ago, Bill Wooditch joined Bart Zandbergen in the studio to share his journey and lessons learned with our audience. Bill Wooditch built a multi-million-dollar company from the philosophy: “To receive value, you first have to give value.” For over 25 years, he has created and implemented proven concepts, structures and narratives that support leadership development. He is a results-based speaker who inspires the quest for innovation, enrichment and self-fulfillment in personal and professional undertakings. Additionally, he has authored two best-selling books, including one released earlier this year entitled, “Fail More”.
In this episode, learn:
-How intentionally failing your way to success is critical
-Why grit and willpower make all the difference in your success trajectory
-How to stifle the voice of fear
-Why looking in the mirror and addressing denial and illusion is instrumental in decision making
-How to set effective goals and measure outcomes
When asked what his ultimate lesson learned has been, Bill shared that he wished he’d learned to believe in himself sooner. When you believe in yourself, life changes and the world of possibilities comes flooding in.
To learn more about Bill Wooditch, please visit: https://billwooditch.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Monday Jan 06, 2020
Monday Jan 06, 2020
Respected as an industry authority on California Labor Law, Chris Harmon joined Bart in the studio to discuss what you need to know as a business owner in California- especially at the start of a New Year. The landscape of the law is continuously changing and almost always at the start of a New Year there are new laws taking affect that impact business owners. As a best practice, Chris shares that one of the best things a business owner can do is meet with a consultant in the beginning of the year to make sure they are in the know on the new laws that are taking affect.
In this episode gain access to:
- Learn when you should involve a consultant and why
- Understand some common do’s and don’ts of celebratory company parties
- Learn why themed company parties are no longer a good idea
- Listen to a Q&A led by Chris Harmon on some of the Labor Law facts you should be in the know on
When asked what his ultimate lesson learned was, Chris shared that getting guidance from the experts in the field to navigate the challenge you may be going through makes dollars and sense in a big way.
To learn more about Chris Harmon and his firm, please visit: https://lewisbrisbois.com/
The Zandbergen Report, where wealth strategies, investment wisdom and pop culture collide, is led by host Bart Zandbergen, with featured guest host Letitia Berbaum, every Tuesday at 2pm on OC Talk Radio. In addition to being streamed live in real time, the show is also available on Apple Podcasts, iHeartRadio, Spotify, Podbean and Stitcher. Catch up any time with any episode on the platform of your choice.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Monday Dec 30, 2019
Monday Dec 30, 2019
Scott Heinila who is a respected industry expert when it comes to insurance products joined Bart in the studio to discuss the evolution of long term care insurance. This traditional insurance product has evolved over time, which is why Scott walks listeners through some of the various nuances and little known features of the product as it stands today. Understanding the impact this product can have reveals compelling reasons for making the choice to purchase it when the time is right.
In this episode, learn:
-What long term care insurance is
-How long term care insurance can impact you financial future
-Understand how long term care insurance has evolved over the years
-Get to know some of the nuances of the product that may make it an even more attractive option for purchase
When asked what his ultimate lesson learned has been, Scott shared something on a personal note, “Take advantage of every opportunity to continue dating your wife!”
Connect with Scott Heinila to learn more on LinkedIn: https://www.linkedin.com/in/scottheinila/
The Zandbergen Report, where wealth strategies, investment wisdom and pop culture collide, is led by host Bart Zandbergen, with featured guest host Letitia Berbaum, every Tuesday at 2pm on OC Talk Radio. In addition to being streamed live in real time, the show is also available on Apple Podcasts, iHeartRadio, Spotify, Podbean and Stitcher. Catch up any time with any episode on the platform of your choice.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart Zandbergen by visiting www.BartZandbergen.com
Saturday Dec 28, 2019
Saturday Dec 28, 2019
Hosts Bart Zandbergen and Co-Host Letitia Berbaum were joined in the studio by their publicist Paula Steurer of Sterling Public Relations for the trio’s second annual holiday wine tasting and pairing podcast. As a certified sommelier, Bart selected three distinct wines to taste and discuss on air. The selections are the perfect addition to any holiday celebration and when paired with the right foods, can create memorable meals your guests will rave about!
In this episode gain access to:
-What you need to know about Fess Parker’s 2017 Riesling, Demetria’s 2017 Chardonnay, and Walt Wines 2015 Pinot Noir
-Learn what wine makes for the perfect “Thinking Wine”
-Understand what types of holiday meals pair best with each wine featured
-Hear from a Sommelier how the proper paring elevates the flavor of all of the foods involved, creating a heightened experience for the palette.
-Learn why wine glasses for each varietal are available and how that changes the wine drinking experience.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Monday Dec 23, 2019
Monday Dec 23, 2019
Millennial entrepreneur Matthew Stevens joined Bart in the studio to discuss what inspires, motivates and drives his career path. As the Co-Founder of Alleva, Matthew shares a candid story about a friend of his who was impacted by addiction, which led him to bringing his latest business venture to life. He also discusses the nuances of being a business owner in today’s millennial fueled world.
In this episode gain access to:
- Why understanding what motivates people makes a difference in driving performance
- How execution is key in scaling a business
- Why millennials choose “cause” as being their #1 motivator – even over financial means
- How choosing the right career path for your individual needs can result in having more time to spend with those you love
When asked what his ultimate lesson learned was, Matthew shared that patience is a trait he continues to develop. As a millennial who loves instant gratification, the truth is that results and long-term business success come from consistent efforts, day in and day out, which requires patience.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Monday Dec 16, 2019
Monday Dec 16, 2019
Entrepreneur Shelley Geiler, owner of the OC Polo Club, joined Bart in the studio to discuss her multi-faceted career and latest venture. The fourth generation Orange County native grew up in Newport Beach, and learned entrepreneurial lessons early on from her parents who own and operate a significant self-storage business. She spent many years as an attorney, but her passion for polo which was groomed in her childhood came colliding with her drive for developing new business ventures. Recently, she opened the OC Polo Club and is more passionate than ever about showing men and women of all ages the enjoyment you get from spending time in the saddle.
In this episode, learn:
-What the polo experience is like for participants at any age
-What to expect as a first time rider at OC Polo Club
-How to get started with lessons or riding school
-Why safety first is so important for the horses and riders alike
When asked what her ultimate lesson learned has been, Shelley shared, “It’s never over and there is always a new opportunity around the corner."
To learn more about the OC Polo Club, visit: https://www.ocpolo.com/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Sunday Nov 17, 2019
Sunday Nov 17, 2019
Bart and Letitia were back in the studio to discuss year end tax tips worth knowing and sharing! As we close in on the last two months of 2019, many individuals are focused on learning more about what they can do to ensure they’re in the best taxation position possible for their given situation. This is a hot topic for many, and one Bart and Letitia plan wisely for throughout the year for all of their clients. However, it is not too late to make some strategic decisions that can yield favorable results come tax filing time in 2020.
In this episode, learn more about these four options that may be helpful to reduce your tax impact:
- QUALIFIED OPPORTUNITY ZONE
- DONOR ADVISED FUND (DAF)
- CHARITABLE REMAINDER TRUST (CRT)
- CHARITABLE LEAD TRUST (CLT)
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Wednesday Nov 13, 2019
Wednesday Nov 13, 2019
Founder of Eat Move Believe, Malia Lewis, which is a non-profit organization providing free workshops that focus on how much to eat, when and why, and the importance of regular exercise and a positive attitude joined Bart and Letitia in the studio. Malia also authored a book called Eat, Move, Believe which is a part of her non-profits’ programming, that has 100% of its proceeds donated to charity. The organization and its namesake book seeks to empower teens and adults to feel and look their best by making smart food choices, respecting their bodies and believing in themselves. By taking ownership of yourself, your choices and your outlook, Malia believes the cycle towards a healthier you can be ignited at any age.
In this episode, learn:
-What the three pillars, Eat, Move, and Believe stand for and how they can be implemented.
-How empowering teens can prevent the rise in diseases like diabetes.
-The types of programs that are available through EatMoveBelieve.org.
When asked what her ultimate lesson learned has been, Malia shared that treating each other with kindness, and especially being kind to yourself, makes a huge difference for teens and adults alike.
To learn more about Malia Lewis and the Eat, Move, Believe movement, visit: https://www.eatmovebelieve.org/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Monday Nov 11, 2019
Monday Nov 11, 2019
Nick Rosenthal, Senior Vice President of Griffin Capital Securities, joined Bart in the studio to discuss a little-known tax benefit rolled out in the Tax Cuts and Jobs Act of 2017. A Qualified Opportunity Zone is when an investor may defer eligible capital gains recognized from taxable exchanges such as: the sale of stocks or bonds, the sale of a property, or the sale of an interest in a partnership. Both long term and short-term Capital Gains can be invested into on Opportunity Zone fund. Each investor generally must invest Capital Gains into the Opportunity Zone Fund within 180 days of realizing Capital Gains. The investor may then defer the federal capital gains until 2026. If the investment is made in 2019, there may be a 15% discount applied to the federal capital gains tax in 2026.
In this episode, gain access to:
-Qualified Opportunities Zones – What are they?
-What are the parameters for investing in Qualified Opportunity Zones?
-What are the tax benefits of investing in a Qualified Opportunity Zones?
-Learn how this type of investment can be beneficial.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com