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Wealth Strategies and Investment Wisdom with Bart Zandbergen, CFP.

Wealth Strategies and Investment Wisdom with Bart Zandbergen, CFP.
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Location:

United States

Description:

Wealth Strategies and Investment Wisdom with Bart Zandbergen, CFP.

Language:

English


Episodes

Wise Advice from a Professional Image Tailor

1/14/2019
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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....

Duration:00:26:45

What keeps you up at night? How to plan for the worst and gain peace of mind.

12/29/2018
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What keeps you up at night? Bart and Letitia were in the studio talking about how to plan for the worst to gain peace of mind and financial success. At all ages and stages of life, financial security can be a concern. Learn how to make smart moves through effective planning to support you and yours throughout life's ebbs and flows. 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....

Duration:00:33:00

Dividing His and Her Funds + Tips for Financial Planning Success

12/27/2018
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Bart and Letitia were back in the studio for a second episode of "What keeps you up at night?". In this episode, Letitia addresses questions that you are afraid to ask and discusses tried and true best practices for how to plan for financial success as a couple. Couples all have different philosophies on how they would like to split money and investments, however it all starts with a plan. Having the right plan in place can help ensure your financial health, security and future wealth...

Duration:00:26:24

Budget Blinds: From a Shuttered Business to a Window Covering Empire

12/18/2018
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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...

Duration:00:33:57

Holiday Wine Pairings + Fine Wine 101

12/18/2018
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As a certified sommelier, Bart Zandbergen is often the go to for friends, family and close confidants who are looking for advice on what wine to drink, when and why. Bart asked co-host Letitia Berbaum and publicist Paula Steurer of Sterling Public Relations to join him in the studio to toast to the holiday season while discussing what wine to drink with your holiday meals. In the studio, Bart and his guests enjoyed Louis Roederer Champagne and Arista Pinot Noir while discussing everything...

Duration:01:08:33

Investing 101: Bart and Letitia Talk State of Emergencies in the Studio

12/17/2018
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Bart and Letitia were back in the studio for another edition of Investing 101, talking state of emergencies and more! 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...

Duration:00:29:55

Charitable Giving: How to plan ahead to make a difference in people's lives.

12/7/2018
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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,...

Duration:00:25:09

Modern Ageless Beauties Talk Fearless Living After 50

12/7/2018
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Modern Ageless Beauty…where real talk, discerning access and unfiltered opinions take center stage for the men and women of today. Created by entrepreneurs Sherry Mattia and Ingrid Newman, the show is driven by cause and purpose, with each segment carefully created to provide the audience with empowering advice from distinguished experts on inner and outer beauty. Also showcasing the latest products, treatments and therapies that provide ageless results, the show is complete with coveted...

Duration:00:30:53

Constructing a Portfolio: Wise advice to help you get started or make adjustments to yours!

12/4/2018
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Host Bart Zandbergen and Co-Host Letitia Berbaum are in the studio talking about a burning question they often get: How do you construct a portfolio? The dynamic duo discuss what constructing a portfolio entails, how to go about it and why there is no time like the present to put one together. Not sure where to start or what adjustments you should make to your own portfolio? Contact Bart@OptivestInc.com. The Zandbergen Report, where wealth strategies and investment wisdom collide, is led...

Duration:00:28:46

Beauty, Brains and Bold Lessons Learned with Letitia Berbaum and Kristin Breen

11/17/2018
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Letitia Berbaum was back in the studio with Kristin Breen of Franklin Loan Center. With over 14 years in the industry, Kristin shares market trends and lessons learned throughout the ever-changing tide in the market. Listen in as Letitia and Kristin explore the latest in this vibrant podcast! 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...

Duration:00:23:22

Fitness on Fire Joins Bart Zandbergen in the Studio to Talk Diet and Discipline

11/10/2018
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"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...

Duration:00:24:31

Making Teeth Sexy Again - Dr. Mark Olson Talks Modern Dentistry and Entrepreneur Life

11/3/2018
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About Mark Olson, DDS: A second generation dentist, who studied biology and art at UCSB, dentistry allows him to combine both of these passions. A fellow of the international congress of oral implantologists, who has traveled around the country teaching other dentists the art and science of cosmetic dentistry, his focus is on creating a stable functional foundation so that cosmetic dentistry is as predictable and long lasting as possible. Learn more by visiting www.markolsondds.com. The...

Duration:00:27:13

Raad Ghantous - Aging in Place in Orange County Makes Good Financial Sense

11/2/2018
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Here’s what you’ll learn from Raad Ghantous: - The difference between interior design and interior decorating - The philosophy of interior design as a business consultancy that applies itself to the physical environment - Why you need an interior designer and not just a general contractor - The benefits of aging in place and how it can help extend your retirement - How to maximize the return of your primary asset -- your home Raad Ghantous & Associates is highly respected in the...

Duration:00:31:03

Patti Larson: Brand Authenticity – Your Key to Marketing Success in 2019

11/2/2018
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Here are some takeaway's from this episode: If you are in the professional services industry, a corporate executive or a non-profit leader, you don’t want to miss this episode! In the studio with me is Patti Larson, Founder, and CEO of SunUp Group, a business strategy, brand, and marketing firm in Orange County, California, and the co-founder of Ignite Brandz, a partnership between SunUp Group and Convergent7. Her wealth of experience includes over 20 years of experience in accelerating...

Duration:00:30:03

Essential Lessons Learned from an In-Demand PR and Brand Strategist

10/27/2018
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Meet Paula Steurer: Behind every great brand is an innovator who refuses to settle for anything less than success. Founding Sterling Public Relations, Inc. in 2008 as a Publicity, Branding and Marketing hybrid, Paula Steurer has earned a reputation for excellence. Committed to her clientele and their diverse brands, Paula’s innovative vision, strategic approach, and tenured industry relationships have played a vital role in propelling each company to the forefront of their respective...

Duration:00:26:57

Making Insurance Sexy with Michael Mira

10/22/2018
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Meet Michael Mira, Partner / Managing Director at Private Risk Insurance Agency LLC: Michael provides customized, best-in-class insurance solutions exclusively for affluent and high-net-worth individuals and families. He achieves this by working very closely with his clients, and in many cases, their trusted advisors such as Business Managers, CPA's, Attorneys, Financial/Wealth Advisors and Family Offices. Michael provides a single point of contact for his client's entire insurance...

Duration:00:32:39

Olympic Champion Tayyiba Haneef-Park Joins Us in the Studio

10/20/2018
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Tayyiba Mumtaz Haneef-Park is a retired American indoor volleyball player. She played at the 2004 Summer Olympics in Athens, Greece, where the team finished in 5th place. Haneef-Park also competed in the 2008 Beijing Olympics, where she won a silver medal with team USA. After her pregnancy in 2010, she returned to Team USA to repeat their silver medal performance at the 2012 London Olympics. Letitia Berbaum, resident guest host of The Zandbergen Report, had a match made in heaven in the...

Duration:00:28:30

Talking Wine with Daou Vineyards from One Sommelier to Another

10/13/2018
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Lover Not A Fighter. Family and friends come first. Traveler & lover of fine wine, food and history. Veteran of the wine industry. 14 Years Experience in Sales, Importation, Distribution, and Retail in Fine Wine. East Coaster who found paradise in Southern California. Visit www.daouvineyards.com The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm PT on OC Talk Radio. Interested in being a guest on...

Duration:00:28:36

The Zandbergen Report Talks Shop with California Coastal Loans

10/12/2018
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Dino Katsiametis has close to 20 years of experience and is an expert practitioner in the mortgage, banking and real estate industries. He has a passion for serving clients with a financial planning/ relational approach instead of a “one-time transaction” mindset. Because of this, Dino is truly considered a trusted advisor by his clients, realtors and other financial professionals he works with. As the former Area manager of a large national bank and the host of his own radio show “Money...

Duration:00:36:47

Bart and Letitia Talk Back to School Life from a Parent's Perspective and Conference Travels

10/3/2018
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Bart and Letitia were back in the studio talking about the world of media possibilities, conference travels and back to school life from a parent's perspective! 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...

Duration:00:34:14