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Wealth Strategies and Investment Wisdom with Bart Zandbergen, CFP. Founder of The Zandbergen Group.
Episodes
Wednesday Jun 24, 2020
Wednesday Jun 24, 2020
Host Bart Zandbergen was joined in the virtual studio by Dylan Mason and Mark Taylor of Taylor Mason Associates. In this episode the trio discuss the state of the Orange County, California real estate market as well as some of the industry changes due to COVID-19. Established in 2010, Mason Taylor Associates was formed over a mutual commitment to exceptional client service, integrity, and personal excellence. Over the years, the team has grown to include a Director of Operations, in house marketing specialists, and a full time buyer’s agent, which allows Dylan and Mark to focus solely on helping clients achieve their goals. With over thirty years of combined real estate experience and a vivacious enthusiasm for advancement, Mason Taylor Associates annual sales have grown exponentially each year. Joining Compass, one of the fastest- growing real estate firms in the world, as a founding member of the Orange County office, their team has access to a phenomenal nationwide network and the best in class- technology.
In this episode you’ll learn:
- How Open Houses have changed in response to COVID-19
- How Virtual Tours are elevating property tours
- The latest stats on residential real estate in Orange County which show a spike in demand
- The way in which Mason Taylor Associates works with their clients to ensure five star service
To learn more about Mason Taylor Associates please visit: https://www.masontaylorassociates.com/
You can connect with them via email as well: masontaylor@compass.com or on Instagram: https://www.instagram.com/masontaylorassociates/
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 host Bart Zandbergen by visiting www.BartZandbergen.com
Tuesday Jun 16, 2020
Tuesday Jun 16, 2020
Host Bart Zandbergen was joined in the virtual studio by Dr. Sanjay Grover. A respected plastic surgeon and expert on aesthetics, Dr. Grover is an OC native whose practice is located in Newport Beach, California. Dr. Grover is a gifted and precise plastic surgeon who delivers naturally elegant results that are customized to his patients' preferences as well as their unique anatomical structure. Discerning patients find Dr. Grover to be a compassionate and thoughtful practitioner who is eager to truly listen to and educate his patients so they can proceed with full confidence towards a beautiful outcome. With almost 25 years of plastic surgery experience, Dr. Grover specializes in delicate, complex, aesthetic procedures of the face, nose, breasts and body.
In this episode you’ll learn:
- How COVID is shaping the plastic surgery industry
- Why virtual consultations have become the choice of many
- How office visit protocols are changing the patient experience
- What procedures, both surgical and non-surgical, are top choices for men
- Learn what Dr. Grover feels is the ultimate reward in helping his patients look and feel their best.
- How ZOOM is driving the demand for elective procedures to address areas such as chin, under chin and neck in particular.
When asked what his ultimate lesson learned has been, Dr. Grover shares that his tenure has showed him that it’s amazing what humans can achieve, and you never can seem to put a limit on future capabilities.
To learn more about Dr. Grover and Grover Aesthetics, please visit: https://www.drgrover.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 Jun 10, 2020
Wednesday Jun 10, 2020
Host Bart Zandbergen was joined in the virtual studio by Kevin Winters of PIMCO. Kevin is an Executive Vice President and alternatives strategist in the Newport Beach office, specializing in distribution of PIMCO’s registered and private market strategies to global wealth management clients. Previously, he was the business head for PIMCO’s RIA and multi-family office team, where he led distribution strategy and managed the U.S. team of RIA-focused account managers. He was also a member of PIMCO’s U.S. global wealth management operating committee. Bart and Kevin discuss the global climate of 2020 and its impact on managing client’s emotions and investment strategies.
In this episode learn:
- What the 360 view has been of what investors have been faced with in the last three months.
- What industry opportunities and challenges may exist for investors.
- What effects unemployment may have moving forward.
- The importance of resilient business structures.
When asked what his ultimate lesson learned has been, Kevin shares, “Patience. Avoiding the emotional component when it comes to investments is critical.”
To learn more about Kevin Winters and PIMCO, please visit: https://www.pimco.com/en-us/experts/kevin-winters/
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 Jun 02, 2020
Tuesday Jun 02, 2020
Host Bart Zandbergen was joined in the virtual studio by Dr. Allyson Berkey of Beyond Regenerative Medicine and Aesthetics in Newport Beach. Known for her anti-aging, immunity boosting and stem cell therapy treatments, Dr. Berkey shares how COVID-19 is changing the patient experience. She also talks about the healing power of regenerative medicine and highlights on trend treatments that get excellent results.
In this episode learn:
- What changes Dr. Berkey has instituted in her med spa as a response to COVID-19
- How nutrition impacts immunity and how IV Infusion Treatments can help
- The power of sleep and what you can do if you suffer from sleep disruption
- What regenerative medicine is and how treatments counteract aging
- What Peptides are and how they address aging and other aesthetic concerns
- What Stem Cells are and how they are changing the future of regenerative medicine
- What treatments are popular to look and feel beach body ready
When asked what her ultimate lesson learned has been, Dr. Berkey shares, “humility is key – being open to each patient and their concerns and not assuming we know it all is vital in quality patient care.”
To learn more about Dr. Allyson Berkey and Beyond Regenerative Medicine and Aesthetics, please visit: https://beyondregen.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 May 26, 2020
Tuesday May 26, 2020
Host Bart Zandbergen was joined in the virtual studio Sam Madani, CEO and CO-Founder of BOMANI Cold Buzz. An NYC resident and USC Grad, Sam gave up his lucrative investment banker career to create BOMANI with his fellow co-founders who were also professionals in the investment world. Sam traveled to California in March 2020 for just a few days to meet with a few distributors ahead of their planned May 2020 California launch. However, he decided to stay in California with family due to the pandemic, while connecting virtually with his team members back in NYC.
In this episode learn:
- How BOMANI Cold Buzz has created a new niche in their market space
- What it’s been like navigating a product launch in the middle of a pandemic
- The inspiration behind BOMANI Cold Buzz and the difference a connected team culture makes
- What BOMANI Cold Buzz is doing to give back to the community during the pandemic
When asked what his ultimate lesson learned has been, Sam shares, “people are everything. By empowering the right people – you get more support than you would in any other way.
To learn more about BOMANI Cold Buzz, please visit: https://www.bomanicoldbuzz.com/ or follow @bomani.cold.buzz on Instagram.
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 15, 2020
Friday May 15, 2020
Host Bart Zandbergen was joined in the virtual studio by Lee R. Goldberg, Esq, who is a transactional business attorney and has been practicing in Southern California for over 33 years. 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:
- Why it will be important to comply with COVID-19 regulations when you reopen your business
- What potential legal recourse may occur if you do not comply with regulations
- Why going above and beyond will win consumer trust
- How strategic planning will position you and your brand to be more effective in your reopening efforts
When asked what his ultimate lesson learned has been, Mr. Goldberg shared that, “you get more with sugar than you do with vinegar.”
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
Tuesday May 05, 2020
Tuesday May 05, 2020
Host Bart Zandbergen was joined in the virtual studio by the President and CEO of Meals on Wheels of Orange County, Holly Hagler and Scott Heinla of Producers Choice Network. Hunger is affecting more than 24% of low income, elderly adults in Orange County and the demand for support has intensified due to COVID-19. This non-profit serves over 1 million meals each year and has been dedicated to serving our community for over 50 years. Listen to this episode to gain access to information you may need such as how to get support from their organization, how to donate and how to volunteer.
In this episode learn:
-How Meals on Wheels serves the community through meal delivery and beyond
-How Meals on Wheels on-boards new members of the community who need their services
-How the meals are created specifically for seniors and their health needs
-Ways you can get involved and help their organization as the need for support continues to rise
To learn more about Meals on Wheels of Orange County, formerly Senior Serv, please visit: www.MealsonWheelsOC.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
Thursday Apr 30, 2020
Thursday Apr 30, 2020
Host Bart Zandbergen and co-host Letitia Berbaum were back in the virtual studio to discuss the latest financial relief programs including the Paycheck Protection Program (PPP), Economic Injury Disaster Loan (EIDL), and the SBA Disaster Relief Loans. Letitia and Bart discuss the nuances of each, including qualification requirements, documentation and other guidelines.
In this episode Bart and Letitia share:
-How to qualify for the latest financial relief programs
-Which of the programs are grants versus loans
-The deadlines to apply for assistance
-What documentation may be needed in applying for one or more of these programs
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 Apr 21, 2020
Tuesday Apr 21, 2020
Host Bart Zandbergen and co-host Letitia Berbaum were joined in the virtual studio by Karie Gladis, the CEO of Empower Reach, an education consulting company whose mission is to empower each educator, student, and parent. Karie has extensive experience designing and leading multi-year professional development, coaching educators, developing and implementing curriculum, providing parent education, and teaching students. Karie has worked in districts and schools nationally and internationally for over twenty years. She talks candidly in this podcast about how to create an impactful day while juggling more than ever from home.
In this episode Bart, Letitia and Karie discuss:
-How to answer children’s questions about COVID-19
-How to talk to children about cleanliness and its importance
-Why talking with children about avoiding waste is imperative
-How to structure your day and find your daily rhythm
-How to motivate your children through their daily school activities at home
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 Apr 19, 2020
Sunday Apr 19, 2020
Host Bart Zandbergen was joined in the studio by entrepreneurs Billy Hinzo, Founder of Kingdom Nutrition and Daniel Houtz, CEO of Golden Era Nutrition. These two pros shared with listeners the latest advancements in the supplementation industry as well facts that are useful when trying to decide what supplements to buy and why, in order to enhance and maximize your fitness goals.
In this episode gain access to:
- Creatine – a surprising fact you should know
- Essential Recovery Supplements
- Food vs. Supplements
- What the difference is between supplements and neutraceuticals
To learn more about Kingdom Nutrition please visit: https://kingdomnutrition.com/
To learn more about Golden Era Nutrition please visit: https://www.goldeneranutrition.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