15.1K
Downloads
191
Episodes
Wealth Strategies and Investment Wisdom with Bart Zandbergen, CFP. Founder of The Zandbergen Group.
Episodes
Monday Sep 28, 2020
Monday Sep 28, 2020
Host Bart Zandbergen was joined in the virtual studio by entrepreneur Valentina Khan. Valentina is the Managing Director for Investors Philanthropic. As an OC native who grew up in North Tustin, she was inspired early on by the compassionate community. She is a graduate of the University of Southern California Bachelor of Arts, has received her Juris Doctorate at Taft Law School and continued her education with a Masters of Arts degree from Claremont School of Theology. She is the visionary and Co-Founder of I Am Jerusalem and was a contributing member to the Interfaith Youth Council of Orange County. Both of which are non-profit organizations that focus on building bridges of understanding and friendship within the interfaith communities.
Valentina is the Host for The Joy of Giving Series on YouTube, which highlights various business leaders and nonprofit organizations. She is passionate about "bringing the joy of giving to millions", through education, collaboration and creating opportunities for Donors to fulfill their philanthropic missions. As part of Investors Philanthropic, Valentina combines her love of community with her efforts to build impactful relationships from one generation to the next. She is also the creator of and teacher for Dance Barre - a fun ballet barre fitness method.
In this episode learn:
- What a Donor Advised Fund is and what purpose it serves
- What recent trend research shows in relation to donors and their contributions during COVID
- How The Joy of Giving is providing coverage on local charitable organizations
- What inspired Valentina to launch her Barre studio while she was studying for the California Bar Exam
When asked what her ultimate lesson learned has been, Valentina shared, “communication in every type of relationship is vital.”
To connect with Valentina, follow The Joy of Giving on YouTube, @joyofgivingip on Instagram and @joyofgiving on Twitter and LinkedIn.
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 Sep 02, 2020
Wednesday Sep 02, 2020
Host Letitia Berbaum was joined in the virtual studio by Nick Bernatowicz of Producers Choice Network. In this episode, the duo discuss Long Term Care – myths, misconceptions and why it is critical to have a plan in place. Nick is recognized as an expert in Long Term Care planning, portfolio distribution and protection strategies, as well as legacy planning. He is passionate about partnering directly with Financial Professionals, and providing them with back office support to help plan, protect and enhance their practices. Nick is an active member of the Financial Planning Association (FPA). He maintains the RICP (Retirement Income Certified Professional) designation through the American College and the CLTC (Certification for Long-Term Care) designation.
In this episode learn:
- What Long Term Care is defined as, and how eligibility is determined
- How Long Term Care is not just for the elderly – age is not necessarily a factor
- What the financial implications are for those who fail to plan
- How having Long Term Care can impact your overall portfolio
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 Aug 25, 2020
Tuesday Aug 25, 2020
Host Bart Zandbergen was joined in the virtual studio once again by Lee R. Goldberg, Esq, who is a transactional business attorney and has been practicing in Southern California for over 33 years. In this episode, Lee shares his knowledge of AB 5 and its implications for California business owners. This new regulation went into effect in January 2020, and has since required many business owners and independent contractors to restructure their employment relations in order to be in compliance.
Lee has extensive experience in negotiating and documenting sophisticated real estate, finance, intellectual property, corporate structuring, M&A and many other business transactions. Currently, the majority of Lee’s practice consists of acting as outside general counsel to numerous companies across a broad spectrum of industries, handling all legal aspects of his client’s businesses, including business structuring, contracting, labor and employment issues, client contract matters, trade supplier contracts, statutory and corporate compliance, insurance contracts and claims, and dispute resolution (litigation management).
In this episode learn:
- What the AB 5 regulation entails and how it impacts California businesses and business owners
- The fundamentals of the ABC Test which determines whether someone is classified as an independent contractor or employee
- Why it is essential, now more than ever, to be compliant with AB 5
To contact Mr. Goldberg, please email: lgoldberg@forddiulio.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
Wednesday Aug 19, 2020
Wednesday Aug 19, 2020
Host Bart Zandbergen was joined in the virtual studio by co-host Letitia Berbaum for part two of their conversation about life in quarantine. In this episode Bart and Letitia discuss areas of our lives that have been impacted by COVID including health, fitness, nutrition, friendships and finances. They also share their own personal experiences and some of their lessons learned thus far in our ever-changing global climate.
In this episode listen to Bart and Letitia discuss:
- How creating new fitness routines has been essential for overall wellness
- Why taking a balanced approach to nutrition is vital right now to beat or delete the “Quarantine 15”
- How COVID is making many of us reevaluate friendships and relationships with others in general
- How financial decisions have been impacted and what the long-term impact may be
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
Thursday Aug 13, 2020
Thursday Aug 13, 2020
Host Letitia Berbaum was joined in the virtual studio by Harley Bjelland – the sole owner of The ERISA Law Firm. Through his practice, he focuses on ERISA, employee benefits, and executive compensation. With over three decades of experience practicing employee benefits in California, Harley provides his clients with rich perspective and creative solutions to effectively respond to their needs and achieve favorable results. In this episode, Harley shares with listeners some tried and true ways to make employee benefits simple and he also addresses some of the recent challenges facing small business owners due to COVID-19.
In this episode learn:
- What business owners can do to explain the value of specific employee benefits to their employees
- ESOP’s : Employee Stock Ownership Plans and why some organizations value having them in place
- Phantom Stock Options : How they are structured and what triggers their payout
When asked what his ultimate lesson learned has been, Harley shares, “when I look back at the best days of my life, none of them have had anything to do with work.”
Learn more about The ERISA Law Firm by visiting: http://theerisalawfirm.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
Wednesday Aug 05, 2020
Wednesday Aug 05, 2020
Host Letitia Berbaum was joined in the virtual studio Matthew Stein, ESQ – a Probate Litigation Attorney and Owner of Law & Stein, LLP. Matthew represents those entangled in probate litigation, including trust contests, will contests, breaches of fiduciary obligations, allegations of trustee wrongdoing and claims of elder abuse. His work includes consulting with individuals to provide advice on strategic planning and positioning before litigation becomes necessary. In this episode Matthew and Letitia discuss the sensitive topic of elder abuse and what can be done to protect all parties. An experienced trial lawyer and skillful negotiator, Matthew is a tenacious adversary who consistently obtains significant results for his clients regardless of the challenges presented.
In this episode learn:
- The financial complications associated with elder abuse
- Why having proper legal agreements is so important to protect ailing parents
- How Law and Stein LLP serve their clients from both a litigation and estate planning perspective
When asked what his ultimate lesson learned has been, Matthew shares, “empathy is critical in helping guide our clients who, more often than not, have a deep emotional connection to the situation.”
Learn more about Law & Stein, LLP by visiting: https://lawandsteinllp.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
Tuesday Jul 28, 2020
Tuesday Jul 28, 2020
Host Bart Zandbergen was joined in the virtual studio by co-host Letitia Berbaum for a candid conversation about life in quarantine. In this episode the dynamic duo discuss their changes in routine, areas they have discovered a new found appreciation for in their lives and silver linings that have risen to the surface. They also discuss questions that have come to mind for many of us as we navigate this emerging way of life.
In this episode learn:
- Why many people are feeling more productive yet less connected
- What can be learned by investing time in self-reflection
- How COVID has bonded families together in more ways than one
- How COVID has re-inspired our desire to connect with others in a deeper and more authentic way
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 Jul 22, 2020
Wednesday Jul 22, 2020
Host Bart Zandbergen was joined in the virtual studio by the Regional Vice President of Orange County for First Choice Bank, Ben Buskey. First Choice Bank, headquartered in Cerritos, California is a community focused financial institution, serving diverse consumers and commercial clients and specializing in loans to small businesses, Private Banking clients, Commercial and Industrial (C&I) loans, and commercial real estate loans with a niche in providing finance for the hospitality industry. The Bank is a Preferred Small Business Administration (SBA) Lender. In this episode, Ben shares with listeners the latest information and current updates on the PPP which has seen a series of refinements since it became available.
In this episode learn:
- The current state of the PPP
- The impact current PPP updates are having
- What types of business entities can apply for the PPP
- What some of the PPP application process entails
When asked what his ultimate lesson learned has been, Ben shares, “if you don’t love people and building relationships, the banking business is not the right industry for you.”
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 Jul 15, 2020
Wednesday Jul 15, 2020
Host Bart Zandbergen was joined in the virtual studio by the owner of YNG Studios, Deborah Miller. This courageous local entrepreneur has led her brand through what we all know has been a challenging season. She talks with us about her mission to give back, see the local community restored, and her unwavering commitment to creating a safe and thoughtful space for her members to practice within. Also in this episode, Deborah shares her entrepreneurial journey with us and provides insight into how she stays motivated to re-invent, re-imagine and restore her studio in order to thrive in an emerging new normal.
In this episode gain access to:
- Misconceptions about Yoga from YNG’s Studio Owner, who once was not a yogi
- Studio operations pre-pandemic and the road to re-opening
- Why giving back became essential during the shelter-at-home orders for YNG Studios
- What solutions YNG Studios has implemented to facilitate re-opening and emergence in a pandemic afflicted world
- Why community connection and supporting other business owners throughout the seasons of change is imperative for success
When asked what her ultimate lesson learned has been, Deborah shares, “don’t be your obstacles and remember to let your obstacles be your teachers,”
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 Jul 03, 2020
Friday Jul 03, 2020
Host Bart Zandbergen was joined in the virtual studio by Regan Phillips, CEO of CASA Orange County, to discuss how their dedicated organization is rising to the challenge of serving foster youth in our COVID-19 world. Regan began her journey with CASA many years ago as an intern in NYC while studying for the bar. Her heart was captivated by CASA’s mission, which eventually led her to her current role as Orange County’s CEO. In this episode, Regan shares some hard truths and exciting triumphs from her service with CASA, as well as how you can get involved from volunteer opportunities to fundraising events.
In this episode you’ll learn:
- How CASA serves foster youth and how you can help make a difference
- The unique challenges COVID-19 created which have impacted their organization & children they serve
- The ways in which CASA has pivoted to better serve foster youth as we navigate a changed world
- How CASA is molding their 35th Anniversary Celebration into a Virtual Fundraising Experience
- Ways you can get involved to help positively change the future for children in foster care
To learn more about Regan Phillips, CEO of CASA Orange County, please visit: https://www.casaoc.org/exec/regan-phillips
To learn more about CASA Orange County, 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