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Wealth Strategies and Investment Wisdom with Bart Zandbergen, CFP. Founder of The Zandbergen Group.
Episodes
Thursday Feb 03, 2022
Thursday Feb 03, 2022
Scott Heinila of Producers Choice Network led an impactful show on mindset with Bart Zandbergen as the guest. In this episode, the duo discusses mindset and its impact on goal achievement, and day-to-day life. They also share their best practices, and how the processes they have in place have played a vital role in their personal and professional goal achievement.
In this episode learn:
- The difference between a growth versus fixed mindset
- How looking at things through a lens of abundance versus scarcity impacts decision making
- Why being specific in your goal-setting process is key to achieving your goals
- How having a vision statement helps bring your goals to life
- Why having a process in place to weather mindset fluctuations can help you stay on track with your goals
***
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.
Wednesday Jan 05, 2022
Wednesday Jan 05, 2022
Host Bart Zandbergen was joined in the studio by Zandbergen Group partner, Letitia Berbaum. In this special episode, the duo discusses the 8 tenants of True Wealth including Health, Family and Friends, Spirituality, Service, Legacy, Peace, Finances, and “The Invisibles.” Sharing with listeners what these tenants mean to them and how they are incorporated into their practice, Bart and Letitia also share some of their personal experiences that led them to define this True Wealth approach.
In this episode learn:
- How The Zandbergen Group Defines True Wealth
- What the 8 tenants of True Wealth are
- Why True Wealth is vital for achieving financial freedom and fulfillment
- How a shift in perspective and a smart strategy can help you achieve True Wealth
***
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. Brokerage services are offered through Tessera Capital, Member FINRA
Monday Dec 20, 2021
Monday Dec 20, 2021
Host Bart Zandbergen was joined virtually in the studio by his first international guest, Ryan Osborne. Ryan is the owner of OZ Coaching and a Certified Kinesiologist, corporate wellness consultant, and keynote speaker. He provides online fitness and lifestyle coaching to business professionals and entrepreneurs as well as digital corporate wellness solutions. Ryan has 18 years of coaching experience and specializes in functional training, mindset mastery, and holistic wellness for the over 40 population. He has been on various radio/TV stations and presented at numerous conferences, on topics related to health and well-being as well as work-life balance. Ryan's coaching philosophy is centered around building mental fitness and resiliency with a strong physical foundation to synchronize work-life and perform optimally every day.
In this episode learn:
-How fitness has evolved through the pandemic
-Why sleep is a vital part of any fitness routine
-The nuances of aging and fitness
-Why leaders and fitness are always intertwined
To learn more about OZ Coaching, please visit: https://ozcoaching.me/
***
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. Brokerage services are offered through Tessera Capital, Member FINRA
Wednesday Dec 01, 2021
Wednesday Dec 01, 2021
Host Bart Zandbergen was joined in the studio by Paula Steurer of Sterling Public Relations and Elsa Wiley, a Junior at Newport Harbor High School. Participating in the high school’s mentorship program for the last 8 years, Paula has seen the value of investing in youth and has become an advocate for the program which pairs about 100 high school juniors each year with mentors in the community. In this episode, special guest Elsa Wiley shares with listeners what school has been like throughout the pandemic, how her love of sailing has gifted her with many life lessons, and why the mentorship program is something she is passionate about being a part of. Additionally, Bart and Elsa talk about the importance of financial literacy and how understanding the basics of finances is vital for setting young adults up for success as they head off to college.
In this episode learn:
- What is entailed in the Newport Harbor High School Mentor Program
- What the benefits of the mentor program are for both the mentor and mentee
- How mentorship is viewed in our ever-changed world
- What inspired Elsa’s love of sailing
- What life lessons Elsa has gained from her sailing practice
***
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. Brokerage services are offered through Tessera Capital, Member FINRA
Thursday Nov 18, 2021
Thursday Nov 18, 2021
Host Bart Zandbergen was joined in the studio by Scott Heinila and Nick Bernatowicz of Producers Choice Network and Paula Steurer of Sterling Public Relations for the 4th annual holiday wine pairing podcast. A certified sommelier, Bart selected 9 wines from his well-curated wine cellar to enjoy with his guests. Mixing it up this year, Bart chose 4 distinct white wines, 3 red wines, a rose, and a champagne to discuss pairing options for, while adding in some wine facts to help listeners elevate their wine knowledge. The 2021 edition of this highly anticipated podcast is certainly memorable and includes answers to pairing questions for unconventional holiday meals as well. Cheers!
In this episode learn more about these featured wines and what they pair perfectly with for holiday meals and beyond:
- Moët Chandon Champagne
- Brave & Maiden Rose
- Chateau De Maligny Chablis
- Groth Sauvignon Blanc
- Margerum Viogner
- Fess Parker Chardonnay
- Louis Jadot Beaujolais
- Belle Glos Clark and Telephone Pinot Noir
- The Prisoner Cabernet
***
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. Brokerage services are offered through Tessera Capital, Member FINRA
Wednesday Nov 03, 2021
Wednesday Nov 03, 2021
Host Bart Zandbergen was joined in the studio by Kristine Everly Smith, CMO of Surterre Properties. Kristine leads the brokerage in implementing a transformative technology platform, comprehensive training program, and several additional growth initiatives. In development over the last several years, these programs powerfully illustrate Surterre Properties’ commitment to evolving through innovation and empowering its industry-best agents with the most effective, cutting-edge tools and solutions that benefit their clients and their practices. In this episode, Bart and Kristine talk candidly about the Coastal Orange County market, current trends, and how the industry is evolving for the better as a result of the pandemic.
In this episode learn:
-How the pandemic impacted the residential real estate market in Coastal Orange County
-How properties are selling through social media and the rise of digital marketing
-Why 3D Tours have become effective in showcasing a property for sale
-How consumers are watching property trends and what they are looking for
-The importance of working with an agent who has a well-developed network and how it can make a difference in the sale or purchase of a property
To learn more about Surterre Properties, please visit www.surterreproperties.com or connect on Instagram @surterreproperties
***
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. Brokerage services are offered through Tessera Capital, Member FINRA
Thursday Oct 07, 2021
Thursday Oct 07, 2021
Host Bart Zandbergen was joined in the studio by the all-female team of partners at Revolve Law Group. Founding partners Kimberly Wright and Jessica Monroe, alongside managing partner Sara Naheedy, shared with listeners the defining differences that make them anything other than your traditional father’s law firm. Discussing their unique suite of services, the partners shared how their competitive edge comes from their goal of seeking to understand and showing empathy. As female attorneys, they rely so often on psychology to effectively manage a case, and seek resolutions versus relentless and unnecessary litigation. They also share how the pandemic has helped the traditional law industry evolve and how, as a firm, they are helping set the new gold standard for excellence in the law industry.
In this episode learn:
-The story of Revolve Law Group and how they are designed to revolve around their clients’ needs
-How the pandemic forced the law industry to adopt technology and how that will impact the industry in the future
-The impact that the stay at home orders had on court closures and as a result, the current wait times for court dates
-Why litigation should be avoided and how being solution-oriented can bring about a better result
-The importance of getting to know your legal counsel and their core values and how that tells you so much about how they will handle your case
-Misconceptions about law firms and how Revolve is re-writing the narrative
To learn more about Revolve Law Group, please visit: www.revolvelawgroup.com or @revolvelawgroup.
***
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. Brokerage services are offered through Tessera Capital, Member FINRA
Thursday Aug 26, 2021
Thursday Aug 26, 2021
Host Bart Zandbergen was joined in the studio by author and entrepreneur Angela Todd. In this episode, Angela shares with listeners her financial struggles as a young adult and how they led her and her husband to create this inspired children’s book series. Designed for children up to seven years old, the series features fun characters and basic principles that show how money is not hard, it’s actually rather easy to comprehend.
In this episode learn:
-How Angela used her personal trials to channel inspiration with her husband to design this book series
-Why teaching finances to children is imperative to creating financially savvy adults
-How parents are able to learn as well through reading these books to their children
To learn more about Angela Todd and the Money Mike and the Gang book series, please visit: https://moneymikeandthegang.com/
Tuesday Aug 03, 2021
Tuesday Aug 03, 2021
Host Bart Zandbergen was joined in the studio by Tiffany Bowne, Founder of Lounge Couture, a lifestyle and travel management concierge service. Tiffany Bowne’s experience as a luxury travel specialist is born from a long and impressive career within many high profile and creative facets of the entertainment industry. She began her career as a talent representative and evolved into a Personal Assistant to some of Hollywood’s biggest stars, traveling the world assisting with appearances, publicity, and movie production. From her experience she became a personal travel expert, arranging ultra-first class trips and accompanying her clients to places like polo matches in Argentina, fashion week in Milan and New Year’s Eve on a private yacht in St. Barths. Tiffany established Lounge Couture because of her intuitive connection with each of her clients, her natural attention to detail and her talent for making difficult requests happen. Bart and Tiffany discuss travel do’s, don’ts, and essentials for today’s impacted travel climate.
In this episode learn:
-Why using a travel advisor makes dollars and sense
-What to know about traveling in today’s impacted global climate
-How working with a travel advisor can help you plan properly from the flight to rental cars and more
-The benefits of working with a travel advisor when travel doesn’t goes as planned and swift assistance is needed
To learn more about Lounge Couture, please visit: https://loungecouture.com/
***
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. Brokerage services are offered through Tessera Capital, Member FINRA
Wednesday Jun 30, 2021
Wednesday Jun 30, 2021
Tony Tantillo has been immersed in the produce business since his family moved from Sicily to San Francisco when he was only five years old. Working alongside his father in the South San Francisco produce markets, he acquired the knowledge he uses today to educate his audiences about the value of produce. Everyday Tony’s ninety-second segments are highly entertaining and informative. He gives tips about storage and preparation, plus valuable nutritional information. He also teaches consumers how to recognize produce that might be too costly, of poor quality, or not yet at the peak of freshness. As a consumer advocate, he emphasizes “selection first” – encouraging all of us to think of quality, value and nutritional benefits when selecting our favorite produce. Additionally, Tony joined CBS 2 in 2000 as a food expert and contributes to “CBS 2’s News at Noon,” “CBS 2’s News at 5PM” and “CBS 2 News Sunday.” His “Fresh Grocer” segments have been featured on news broadcasts in major metro markets since 1993.
In this episode learn:
-The story of how Tantillo Foods began
-How Tony’s Italian heritage inspired his company
-How discipline has helped Tony thrive throughout our evolving world
-Why starting any recipe with quality ingredients makes all the difference
To learn more about Tony Tantillo and Tantillo Foods visit: https://www.tantillofoods.com/
***
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. Brokerage services are offered through Tessera Capital, Member FINRA