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Wealth Strategies and Investment Wisdom with Bart Zandbergen, CFP. Founder of The Zandbergen Group.
Episodes
Friday Oct 07, 2022
Friday Oct 07, 2022
Host 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 all the difference
- Possible benefits from a diversified portfolio
- Why non-emotional decision making makes dollars and sense
- Why times of market volatility can be great times to reconsider your risk tolerance
***
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
***
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Monday Sep 19, 2022
Monday Sep 19, 2022
Host 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 the last 28 years, Laura’s House has provided shelter and supportive services to more than 5,000 abused women, men and children and counseling, life skills education and legal advocacy to over 55,000 persons. Today, Laura's House continues to be the only state-approved comprehensive domestic violence agency in South Orange County. Annually, Laura's House provides residential shelter services, transitional housing, counseling and workshops, and legal services to thousands of individuals. Over 2500 crisis calls come in each year on our 24/7 Crisis Hotline: 1.866.498.1511.
In this episode learn more about:
- What the current statistics are related to domestic violence among men, women and teens
- Why preventative measures are necessary to break the cycle of domestic violence
- How teen dating domestic abuse is on the rise and why this created the need for teen-focused services
- How emotional abuse affects self-worth and how to recognize it
- What EMDR Therapy is and how it can be effective in treating trauma
- The Mankind OC Project and what support the program will include
- Different ways people can get involved to give back
- The Upcoming GALA happening October 1st, 2022 called “The Next Adventure.” This event is hosted by Laura’s House and will be taking place at the Newport Beach Country Club. Click HERE to learn more.
Learn more about Laura’s House by visiting their website: https://www.laurashouse.org/. Click here to access the teen website by Laura’s House: https://www.laurashouse.org/lhteen/.
***
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
***
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Tuesday Aug 30, 2022
Tuesday Aug 30, 2022
Host 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 him personally for the water with happiness and an overwhelming sense of gratitude. This experience is what influenced Nick to set a goal to fund and help over 1 million people and build 1000 wells. Today, in 2021, Nick and his organization are working to do just that. Wells of Life has joined forces with a team in both Ireland and Uganda to drill and restore over 700 wells in East Africa. It is with courage, tenacity, and a close relationship with God that Nick has continued to follow the path to serve others. Today, the global water crisis affects 785 million people who lack basic access to clean and safe water. Nick is a firm believer that every drop matters and every second counts. And with one donation from each school, church, and business, we can work to end this crisis as we know it.
In this episode learn more about:
- How the gift of water can save lives and create opportunity
- How Wells of Life is creating sustainable change through their organization
- Charity vs. Philanthropy – learn what the key difference is
- The current goals that Wells of Life has and how you can help the organization achieve them
When asked what his “Ultimate Lesson Learned” has been, Nick shared, “Success comes at a price, and persistence is a muscle of great value.”
Learn more about Wells of Life by visiting their website: https://www.wellsoflife.org/
***
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
***
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Wednesday Aug 10, 2022
Wednesday Aug 10, 2022
Host 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 pivotal lessons learned that she has collected thus far.
In this episode learn more about:
- How perseverance and discipline helped Elise launch a successful business during the pandemic
- What inspired Elise to launch Cookie Co., and what ignited their swift national expansion
- How she overcame challenges such as a house fire, a surprise pregnancy, and relentless restrictions due to the pandemic while developing Cookie Co.
- Why upholding their strict quality standards is of the utmost importance to them, especially now that they are franchising
- What lessons Elise learned from just completing her first Boston Marathon and what advice she would give other entrepreneurs to help them thrive
Learn more about Cookie Co. by visiting their website: https://www.cookieco.com/ or follow them on Instagram: https://www.instagram.com/theofficialcookieco/
***
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
***
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Monday Jul 11, 2022
Monday Jul 11, 2022
Host 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 investors.
In this episode learn more about:
-Factors that may affect the potential of a recession
-The Micro and Marco Market Outlook of First Trust Advisors
-Factors that could impact the potential of inflation subsiding
-Why the Bio Tech Industry may be attractive to investors
***
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
***
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Thursday Jun 30, 2022
Thursday Jun 30, 2022
Host 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 it determined
***
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
***
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Thursday Jun 23, 2022
Thursday Jun 23, 2022
Host 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 long run
- How watching from the sidelines can cost you
- Why times of market volatility can be great times to reconsider your risk tolerance
***
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean, and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
***
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Wednesday May 11, 2022
Wednesday May 11, 2022
Host 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.
Since his departure from serving our nation in the highest manner, David has gone on to become one of the most sought-after motivational speakers in the country, averaging over 50 events a year. He has written several training books for kids and adults. In recent years, David has expanded his behavioral training and performance coaching to individuals and teams, which include the collegiate 2018 World Series Champion Oregon State Beavers, and, most notably, the 2018 World Series Champion Boston Red Sox. David has reached over 50 million people around the world with his Froglogic message, which Bart discusses with him in-depth in this very special episode.
In this episode learn:
- The #1 mistake people make under pressure and how to avoid it
- How to navigate safety by first getting a grasp on reality
- How Froglogic helps people restructure their perception of pain
- Why mental preparation is key for successfully managing any stressful situation
***
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
***
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE.
Tuesday Mar 22, 2022
Tuesday Mar 22, 2022
Host 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:
- What b.spoke means and its relevance
- What items can help elevate an outfit and create a memorable look
- What professional attire looks like today and how to incorporate it into your wardrobe
- Why how you are seen literally and figuratively starts with how you decide to show up
- Why having a signature style is still important today in order to stand out from the crowd
To learn more about Dave Welch and b.spoke, please visit www.bspokestyle.com or @bspokestyle
***
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
***
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Member FINRA.
Thursday Feb 10, 2022
Thursday Feb 10, 2022
Host 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 ever before.
In this episode learn:
- How the work from home trend impacts things from an HR perspective
- Laws and regulations related to COVID-19 exposure and employer / employee responsibility
- The current state of PTO (paid time off) usage
- Employer vaccination regulations and expectations
***
The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen. The show is also available on Apple Podcasts, Google Play Store, Podbean and Spotify.
Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.
Learn more about Bart by visiting www.BartZandbergen.com
***
NO OFFER OR SOLICITATION: The contents of this podcast episode: (i) do not constitute an offer of securities or a solicitation of an offer to buy securities, and (ii) may not be relied upon in making an investment decision related to any investment offering Axxcess Wealth Management, LLC, an SEC Registered Investment Advisor. Axxcess does not warrant the accuracy or completeness of the information contained herein. Opinions are our current opinions and are subject to change without notice. Prices, quotes, rates are subject to change without notice. Generally, investments are NOT FDIC INSURED, NOT BANK GUARANTEED and MAY LOSE VALUE. Member FINRA.