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Wealth Strategies and Investment Wisdom with Bart Zandbergen, CFP. Founder of The Zandbergen Group.
Episodes
Tuesday Apr 16, 2019
Tuesday Apr 16, 2019
Our need for connection goes from the cradle to the grave.
Dr. Lola Gershfeld, PSY.D, Founder and CEO of Level Five Executive, Inc., and a trusted authority in the field of emotional connection in business, joined Bart in the studio to discuss how to be more effective and influential while achieving new levels of success by mastering emotional connection.
In this episode, Dr. Gershfeld discusses:
-How to build team bonds
-Why emotions are a trigger point and how to speak to emotion in order to connect with the person
-How learning to communicate in a way that shows people they matter can make all the difference in conflict resolution
-Why in leadership, the primary goal is to create secure bonds with others (and yourself)
-What A.R.E. is and how this acronym can be turned into a tool to increase your influence
To learn more about Level Five Executive, please visit: www.LevelFiveExecutive.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
Saturday Apr 13, 2019
Saturday Apr 13, 2019
Bart and Letitia were back in the studio discussing the dark world of fraud, and how the devices we use such as smartphones, tablets, computers, electronic appliances ( yes!) and more can be portals for predators.
Learn how to protect yourself, your family, your finances and your identity.
Here are some important topics discussed in the new episode:
-How to use special apps to create and protect your passwords.
-The downside of using "Free Wi-Fi" in public spaces.
-Common tactics of modern predators and how to avoid them.
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 18, 2019
Monday Mar 18, 2019
Bart was joined in the studio by CASA of Orange County's CEO, Regan Phillips, and their Chief Communications Officer Matthew Wadlinger to discuss the impact CASA as an organization and their volunteers are having on children in the foster care system.
As a former lawyer, Regan's passion for CASA was ignited early on in her career through a series of events that led her to getting involved in various roles with CASA of Orange County before accepting the position of CEO last year. Dedicated to being an agent for change, Regan and her CASA team of staff and volunteers stand behind CASA's mission: to provide a powerful voice for youth in the child welfare system through a unique one-on-one relationship with trained and supervised court appointed volunteer advocates. They work to ensure that these youth are safe, have a permanent home and an opportunity to thrive.
With over 3100 children of all ages in the foster care system in Orange County, CASA is proud to have over 500 CASA volunteers actively working with the youth. However, just over 250 children are still on a wait list to be matched with a CASA.
In this episode, you'll gain access to:
-Understanding what CASA is and what being a CASA means
-How you can get started to become a trained CASA to work with children in the foster care system
-How you can help in the fundraising efforts for this organization that is 95% privately funded
-Learn more about CASA of Orange County's largest fundraiser of the year, The CASA Black and White Ball, that is coming up April 27th, 2019 in Irvine. https://www.casacelebrationofchildren.org/
For more information on CASA, please visit: https://www.casaoc.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
Sunday Mar 17, 2019
Sunday Mar 17, 2019
Tyler Lee from Pagani Newport Beach joined Bart in the studio to talk about Pagani - one of the world's most distinguished hypercar manufacturers. With just over 40 vehicles on the road in the USA, Paganis are all custom ordered with a base price starting at $1.1 Million Dollars.
In 2012, Top Gear Magazine recognized the Pagani Huayra as the Hypercar of the Year and since then, the elite automotive brand has continued to set records and raise the bar for excellence in the automotive industry. Pagani Newport Beach was the first standalone dealership in the USA and now they have a second location in Beverly Hills.
In this episode, you'll learn the following:
-How a former Lamborghini executive chose to branch off and launch his own brand, Pagani
-The defining factors that separate Pagani into a league of its own
-What automotive drifting is, and how drift cars are unique
Plus, Tyler Lee, a car aficionado at heart, shares his journey into the world of high-end automotive. His passion and sheer grit for attaining his current position with Pagani is a great example of how someone who is driven by determination, ultimately wins the race.
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 05, 2019
Tuesday Mar 05, 2019
BlackRock is the world's largest asset management firm guiding individuals, financial professionals and institutions in building better financial futures. The firm has over 130 Billion in assets under management. Sean Carney, Head of Municipal Strategy for the BlackRock Investment Strategy Team joined Bart on air to discuss Municipal Bonds, the Salt State intricacies and his ultimate lesson learned thoughout his career. He is also a member of the firm's Investment Strategy Team, a Seven-member committee led by Peter Hayes and tasked with setting the strategic direction of BlackRock's tax-exempt product suite.Mr. Carney has 16 years' experience in the industry, having joined BlackRock in 2007 as a municipal bond trader on the Private Investor platform and previously working as a municipal bond broker at Chapdelaine & Co. in New York City.
In his current role as Head Municipal Strategist, Mr. Carney monitors market developments on a daily basis and offers analysis and interpretation of technical and fundamental developments for BlackRock's broader municipal bond organization. He is a frequent commentator on the market and is a lead author of the firm's monthly municipal market review and outlook.
In 2017 Mr. Carney received recognition as the industries top Municipal Strategist by Smith's Research and Grading covering over 80 buy-side and sell-side firms. Mr. Carney holds a bachelor's degree from Moravian College and served six years as an infantryman in the U.S. Army National Guard.
To learn more: www.blackrock.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
Saturday Feb 09, 2019
Saturday Feb 09, 2019
Todd Jackson, one of the founders of Budget Blinds, joined Bart Zandbergen in the studio to discuss his entrepreneurial journey that was anything but easy. Following the abrupt closing of his father's family business, Todd Jackson's path aligned with the individuals that became his business partners for over 25 years. In 1994 when most of Orange County, California was filing for bankruptcy, Todd and his partners launched Budget Blinds,which today is a household name. Listen to this special episode that is rich with lessons learned from a respected entrepreneur who refused to give up.
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 Feb 04, 2019
Monday Feb 04, 2019
Introducing Vair Jets - the newest co-ownership program for private jet clients in the USA.
David Bowling and Collin Jamieson of Vair Jets joined Letitia in the podcast studio to talk about the launch of their company and its services.
Co-ownership is a great fit for clients who travel 100-200 hours per year, but don't want the full responsibility or cost associated with complete private jet ownership. Unlike fractional jet ownership, co-ownership matches each client with up to two other co-owners at most. Allowing for more travel flexibility for each co-owner.
Some of the benefits of co-ownership through Vair Jets include:
-Mitigated partnership entry and exit risks.
-Ownership structured to ensure complete tax autonomy.
-Easy scheduling - online access to a shared owner calendar to book flights as needed.
-Reliable costs - with co-ownership, you never get surprise expenses.
-Professional flight operators on call 24/7, 365 days a year.
Listen to the episode to learn:
-The difference between fractional and co-ownership for private jets.
-How to know when it is best to charter a private jet versus look into co-ownership.
-Discover the benefits and perks of being a Vair Jets client and co-owner of a private jet.
-Learn about the Vair Jets experience and how it separates itself from the competition.
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 Feb 04, 2019
Monday Feb 04, 2019
"Fitness on Fire opened it's doors on March 14, 2015. We have dedicated our work to building a community that cares about your health & fitness. We believe that being connected in a community is a neccessary key for you to reach your goals in life and in fitness. Having private, semi-private, or group training classes, pushes you beyond what you thought you could've accomplished on your own. We absolutely love what we do here! We have dedicated our lives to our clients and only offer exceptional sessions!
Founders, Josh and Haydee Graves, have been in the fitness industry for over 10 years each. Josh was a former Club Manager for multiple "big box" gyms, Fitness Manager of some of the biggest training gyms in Orange County, and Olympic Committee Ambassador at the 2010 & 2012 games.
Through Fitness On Fire, they hoped to create a community of individuals that choose to make fitness a lifestyle and live their lives better. Josh and Haydee met while working at 24 Hour Fitness 10 years ago. They both are passionate about the work they do and the lives they get to help influence in a positive way."
https://www.fitnessonfireoc.com, https://www.instagram.com/fitness.on.fire, https://www.facebook.com/fitnessonfireoc/,
https://www.youtube.com/user/FitnessOnFireTV
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.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
Saturday Jan 19, 2019
Saturday Jan 19, 2019
Bart and Letitia were back in the studio discussing how to make a difference in people's lives through charitable giving and year end tax planning. They were joined in the studio via satellite by Randy Huston, Founder of Yellowstone Trust Administration. Listen to this latest episode!
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 14, 2019
Monday Jan 14, 2019
Bart Zandbergen's long-time tailor Dave Welch, founder of B.Spoke, joined us in the studio to discuss how he approaches outfitting his clients for everything from the boardroom to the ballroom and beyond. Dave and his team believe in creating looks for their clients that allow them to look their best in any situation while capturing their personality. He also believes in taking a strategic approach to wardrobe planning by thinking ahead to plan for special events, business trips and more. From local business owners to professional athletes and beyond, Dave Welch and the B.Spoke team have become one of Southern California's premier custom clothiers.
"STYLE IS A WAY TO SAY WHO YOU ARE – WITHOUT HAVING TO SPEAK."
Learn more about B.Spoke by visiting their website: https://bspokestyle.com/going-custom/#.XD08JVxKiM8
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