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Wealth Strategies and Investment Wisdom with Bart Zandbergen, CFP. Founder of The Zandbergen Group.
Episodes
Monday Jul 22, 2019
Monday Jul 22, 2019
Karina Tarsadia is a bold 14 year old philanthropist who joined Bart in the studio to discuss her passion for giving back. Karina has traveled the globe with her family on service trips and decided earlier this year that she really wanted to have an impact right here in her own backyard in Orange County. So, she set out on a mission to create 5,000 backpacks filled with back to school supplies for underprivileged elementary and middle school children. Along the way she partnered with Joy of Sharing.
The mission of the Joy of Sharing Foundation is to support the local community in Southern California by helping build bridges and providing services to address the local needs. Joy of Sharing provides services such as: Senior Services, Medical Clinic, Citizenship assistance, Health Insurance and Benefits, and Classes.
Her inaugural event is August 4th from 10am to 4pm, entitled Karina's Backpack Project, and will take place at Angel Stadium in Anaheim, CA.
The day of festivities at Angel Stadium will include backpack pick-up, haircuts, grocery distribution, as well as entertainment and performances for the whole family to enjoy. Are you interested in volunteering? Learn more and register HERE as a Volunteer. Are you interested in donating? Please visit our website to learn about ways to give: karinasbackpackproject.org. Interested in registering your school or organization? If you represent a school or organization that serves elementary and or middle school children and would like to gain information about providing backpacks to those you serve, please email Karina’s Backpack Project: projectbackpackoc@gmail.com.
“My wish is to contribute to the creation of communities that can make young people independent by equipping them with things they need to be a success.” –Karina Tarsadia, Karina’s Backpack Project
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Saturday Jul 13, 2019
Saturday Jul 13, 2019
Serial entrepreneur and adviser to America's top CEO's, Arman Sadeghi joined host Bart Zandbergen in the studio to discuss his journey from high school drop-out to his multi-faceted career. At an early age, Arman discovered he loved problem solving in the business world. He owns and operates several, very different companies, and now also enjoys developing the latest generation of CEO's.
In this episode you will gain access to:
-Understanding why you should look at your financials like a treasure map.
-How to recognize pain points in growth and address them through problem solving.
-Why you should run a business by the numbers and not the "feeling".
-How learning to delegate is an art that should be carefully mastered.
Arman's ultimate lesson learned is that it's critical to be obsessed with the numbers and your key performance indicators for optimum success!
Learn more about Arman by visiting:
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 Jul 08, 2019
Monday Jul 08, 2019
Bart and Letitia were back in the studio with another episode of "What Keeps You Up At Night". In this episode, Bart and Letitia review burning questions and comments from their listeners who have shared what keeps them up at night and why.
This episode starts off focusing on "health is wealth". One listener had shared that what they worry about the most is their health. After working wisely and investing well, this listener spends time considering how they can best maintain their health so they can enjoy everything they have worked so hard for.
As a disciplined fitness enthusiast, Bart shares what he feels is important to do each and every day to maintain your health and manage stress.
Got questions you'd like answered? Interested in sharing what keeps you up at night?
Email: podcast@bartzandbergen.com.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Sunday Jul 07, 2019
Sunday Jul 07, 2019
Bart Zandbergen and Letitia Berbaum were back in the studio talking about topics that keep you up at night due to their financial impact. Bart and Letitia chose to share what keeps them up at night personally and they also address one burning question that has been surfacing lately: "How will the emergence of A.I. (Artificial Intelligence) impact the world of wealth management?" Listen to this special episode as the hosts discuss:
1. Have we entered a new economic era?
2. Why the choice to not stay stagnant propels change.
3. How the human element simply cannot be replaced by Artificial Intelligence.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Monday Jul 01, 2019
Monday Jul 01, 2019
Letitia Berbaum was back in the studio with a very special guest, Sean Flynn. Sean is the author of the best selling book, Economics for Dummies, and is also an Economics Professor at Scripps College. Sean's candid take on our nation's healthcare state, combined with his extensive economic background set the stage for a lively conversation complete with facts, figures and policy truths that will have you saying, that can't be true!
In the episode you'll gain access to:
-Current statistics relating to our national healthcare system and the impact they have on our finances
-An understanding of how other countries like Singapore approach healthcare and how they see benefits from it
-How a company like Whole Foods can create an enhanced culture and have a great impact on their employees through their unique approach to employee healthcare benefits.
Sean Flynn just released his latest book, The Cure That Works, which dives deeper into the above topics. His book can be found on Amazon here.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Saturday Jun 15, 2019
Saturday Jun 15, 2019
Bart and Letitia were back in the studio for another episode of "what keeps you up at night".
In this episode, Bart and Letitia discuss how to turn retirement planning into financial independence.
As a society we are living longer. 50 years ago we were living to 65/66 years of age. Today, the average life expectancy is 82-85 years of age. Especially as we are living longer now, smart planning is more pivotal than ever.
Fun Fact: Letitia shares that in a recent study, its states that people who have children live longer. This is said to be true because individuals who have children tend to experience more social interaction and have children and grandchildren to care for them later in life.
Fun Fact: Bart shares that in a study he recently came across, all Centenarians (people who reach 100 years of age) have three things in common:
1. They all enjoy alcohol on a limited basis
2. They all have a spiritual belief they connect to
3. They all eat meat
This episode will highlight:
-Why planning for your retirement now creates the financial independence you desire in the future.
-How understanding and planning for inflation can create a realistic view of how long your financial resources will last.
-The transition period from retirement to the life beyond and how different (and refreshing) that view can be through proper planning.
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Saturday Jun 08, 2019
Saturday Jun 08, 2019
Bart and Letitia were back in the studio to discuss the unthinkable - what happens when death, disability or a change in ownership occurs and what will that mean for you? Plan for these occurrences now to set yourself up for success and save yourself unnecessary stress and frustration.
In this episode you'll learn:
-What is Buy/Sell Planning?
-How to address death, disability, or change of ownership for effective business continuity.
-What is Key Man Planning and what are the benefits of it?
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Tuesday May 28, 2019
Tuesday May 28, 2019
In this special episode, Bart and Letitia asked a few listeners "what keeps you up at night?". Listen as the dynamic duo addresses a few of the financial concerns the listeners shared and discuss strategies that can turn sleepless nights into sound slumbers.
Do you have questions you'd like to have answered? Email: podcast@bartzandbergen.com
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Friday May 24, 2019
Friday May 24, 2019
Tyler Mounce of Stark joined us in the studio to discuss myths, musts, and more when it comes to gaining a competitive edge in your personal fitness game.
Graduating with a degree in biblical studies, Tyler actually discovered his passion for fitness while going to college and decided to pursue it instead.
Bart and Tyler discuss why a 360 approach to looking and feeling your best is critical for results, and also debunk a few common fitness philosophies that are more myth than anything else.
In this episode, you'll gain insight into:
-How to accurately assess your true fitness level and overall health + metrics you should be using to evaluate it including things like blood chemistry, body composition, posture analysis, movement, and sleep digestion.
-Why daily caloric intake is a crucial part of a diet plan.
-How processed food can impact your results while whole foods are a part of fit living for all.
Tyler notes that weight loss and fit living require intention and discipline. These two components are key to helping yourself get on and stay on track throughout the seasons.
Learn more about Stark here: https://www.starklife.us/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Monday May 20, 2019
Monday May 20, 2019
Letitia Berbaum was back in the studio hosting for Bart Zandbergen with special guest, Nina Ameri. Mrs. Ameri is an attorney focusing on One LLP’s entertainment law, intellectual property law and tax law practices.
Mrs. Ameri represents independent film producers, production companies, writers, actors, and directors in a variety of transactions ranging from: acquisition of intellectual property and life story rights, corporate formation, talent agreements, writer agreements, producer agreements, director agreements, music licensing agreements for independent motion pictures, sales agency and distribution agreements. In addition, Mrs. Ameri has represented clients in entertainment litigation in both state and federal courts and advises clients in pre-litigation dispute resolution. As a Los Angeles native, Mrs. Ameri has many relationships within the sphere of entertainment, media, finance and law which are valuable resources for entertainment clients in assisting them with the development, financing and distribution of their projects. Within the sphere of intellectual property law Mrs. Ameri has substantial experience assisting clients in prosecuting, protecting and defending Trademarks and Copyrights.
In this episode, you'll learn:
1. What Is a Trademark or Service Mark and how do they differ from patents and copyrights?
2. How do you acquire trademark rights in the US?
3. What are the benefits of a Federal trademark registration issued by the United States Patent and Trademark Office (USPTO)?
4. How do you select a strong trademark?
5. Do you need to do a trademark search before you file an application with the USPTO?
6. What does it mean to police your trademark?
7. What if you have not started using a trademark yet but are planning on using it soon? Can you still file an application with the USPTO?
To learn more about Nina Ameri, please visit: https://onellp.com/attorney/nina-ameri/
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm on OC Talk Radio. The show is also available on iTunes, iHeartRadio, Spotify and Stitcher.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com