The Zandbergen Report
by Bart Zandbergen, CFP
The Zandbergen Report: Wealth Management Strategies and Investment Wisdom with Bart Zandbergen, CFP. The weekly, 30 minute show features guests in professional services including mortgage, real estate, law and litigation, as well as entrepreneurs and executives in industries like health, fitness, style and philanthropy. Each episode showcases the dynamic guest and the investments they have made in their career, their clientele and themselves to raise the bar for excellence in their respective industry. Also, The Zandbergen Report features guest host Letitia Berbaum of The Zandbergen Group, who brings a fierce millennial perspective to the table while interviewing guests solo and in her round table sessions on air with Bart as they talk about the latest ups, downs and shifts in the market.
Episodes
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Bart Zandbergen Talks with Strider Elass, Senior Economist of the First Trust Economics Team
Host Bart Zandbergen welcomed Strider Elass, Senior Economist of the First Trust Economics Team, into the studio virtually to discuss the ebbs and flows of the stock market this year. Bloomberg has consistently ranked the First Trust Economics Team as one of the top forecasters of the U.S.…
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Healing Discontent and Unlocking Potential Through Vibrational Success with Mark Romero
Host Bart Zandbergen welcomed entrepreneur Mark Romero into the podcast studio for a True Wealth episode. Mark is a sound healing guitarist and the creator of Vibrational Success—a breakthrough audio technology designed to reduce stress, elevate clarity, and support high performance. His…
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Golden Eagle Vodka and its Character Infusion – A Candid Conversation with Founder Dakota Rader
Host Bart Zandbergen welcomed the Founder and CEO of Golden Eagle Vodka into the podcast studio to discuss how his team has made character a priority and a signature of the Golden Eagle brand. Golden Eagle Vodka was born from a desire to change how people see vodka. As a career bartender, Dakota...
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Bart Zandbergen Talks About the Road to Peak Health with Todd Vande Hei of Stark Health
Host Bart Zandbergen welcomed the CEO of Stark Health into the studio, Todd Vande Hei, to discuss the journey to peak health. Stark exists to change the future of health and fitness in the communities they serve. For the last 15 years, Todd has been on a journey to discover what it means to be in…
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Bart Zandbergen Talks with Dr. Mary Ann Martin aka Dr. Hormone Hacker
Host Bart Zandbergen was joined in the podcast studio by Dr. Mary Ann Martin who is a board-certified Endocrinologist, Executive Health Coach, Speaker and Author. Known as Dr. Hormone Hacker, she takes an alternative approach to our traditional, broken health care system and guides people on...
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Bart Zandbergen and Dr. Teryn Clarke Discuss Brain Health + Alzheimer’s Disease Prevention
Host Bart Zandbergen was joined in the podcast studio by Dr. Teryn Clarke who is a highly regarded neurologist. She recently wrote a book entitled, “Brain Health Action Plan,” which looks at how to prevent Alzheimer’s diseases through lifestyle changes. In this episode, Dr. Teryn Clarke shares…
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Bart Zandbergen Talks Lessons Learned + Rewriting Your Story
Bart Zandbergen was joined in the podcast studio by Paula Steurer of Sterling Public Relations who took over as the episode’s host to interview Bart. Taking listeners on a journey back in time, Bart shared details of his humble beginnings and the pivotal fork in the road, inspired by the movie...
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Bart Zandbergen and Andy Nelson Discuss Copyrights Among the Age of AI
Host Bart Zandbergen was joined in the podcast studio by Andy Nelson of Salient Counsel. Andy represents clients in business, commercial, and intellectual property matters. His practice emphasizes the development of effective strategies for trademark and copyright protection, enforcement,...
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Bart Zandbergen and Moses Heredia Discuss Humble Beginnings + The Path to Success
Host Bart Zandbergen was joined in the podcast studio by special guest – Moses Heredia, Founder of Global Processing Systems. Founded on the principles of honesty, integrity and outstanding service, which Moses himself embodies, Global Processing Systems has served thousands of clients for over…
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Bart Zandbergen Talks with The Real OC Dentist, Dr. Guitta Harb
Host Bart Zandbergen was joined in the podcast studio by Dr. Guitta Harb, aka The Real OC Dentist. Known for her modern smile makeovers, Dr. Harb is an expert in cosmetic dentistry. In this episode, Dr. Harb shares her challenges and triumphs in emigrating from Lebanon to the USA as a teen, her...
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Breaking Down Behavioral Finance and the Role of Uncertainty
Host Bart Zandbergen and co-host Letitia Berbaum were joined in the podcast studio by Dr. Naomi Win. Dr. Win draws on clinical practice and current research to clarify the psychological factors that shape decision-making. By mapping the cognitive and emotional drivers that define financial...
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Imani Law Talks Shop with Bart Zandbergen
Host Bart Zandbergen was joined in the podcast studio by Carmel and Camellia Imani of Imani Law LLP, a law firm designed for creators to help navigate the legal side of entrepreneurship. Imani Law LLP has helped entrepreneurs legally start their business, as well as secure brand ownership through...
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Rewriting Your Story with Discipline
Host Bart Zandbergen was joined in the podcast studio by Scott Heinila to discuss the art and power of discipline. The duo discussed how discipline plays a factor in their personal and professional lives as they navigate business, relationships, family matters, fitness and beyond. They began by...
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The Zandbergen Report’s 6th Annual Holiday Wine Pairing Podcast
Host Bart Zandbergen was joined in the podcast studio by co-host Letitia Berbaum, Paula Steurer of Sterling Public Relations, Scott Heinila of Producers Choice Network, and featured guest Landon Patterson, CEO of Hundred Acre. Landon shared tasting insights, pairing notes and little-known facts...
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Bart Zandbergen and Scott Heinila Discuss Long-Term Care and Possible Changes
Host Bart Zandbergen was joined in the podcast studio by Scott Heinila to discuss Long-Term Care benefits, considerations, and possible changes. California is considering a statewide Long-Term Care Insurance program that is also known as AB 567. If passed, this bill would require residents to pay...
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Bart Zandbergen and Scott Heinila Talk with Dr. Morgan Cutlip
Host Bart Zandbergen was joined in the podcast studio by Scott Heinila and Dr. Morgan Cutlip, PhD. She recently released her book entitled “Love Your Kids Without Losing Yourself.” As a highly sought after relationship expert, Dr. Morgan knows what it feels like to lose yourself in motherhood…
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Bart Zandbergen and Melissa Océan, Founder and CEO of Divorce Strategies Group
Host Bart Zandbergen was joined in the podcast studio by Melissa Océan, Founder and CEO of Divorce Strategies Group which is based in Las Vegas. Melissa has been serving clientele in the financial industry since 1992 and has been published nationally in Kiplinger, Thrive Global, Yahoo! News and...
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Bart Zandbergen Talks with Entrepreneur and Author Nycole Freer
Host Bart Zandbergen was joined in the podcast studio by entrepreneur and author Nycole Freer. A fellow advisor, Nycole launched Eden Financial this year. One of her passion projects following the launch of her firm was to write her first children’s book. Releasing it in April of this year,...
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Bart Zandbergen and Alec Glasser Discuss Music Education, The Drake Gives and Sammy Davis Jr.
Host Bart Zandbergen was joined in the podcast studio by Alec Glasser, Founder of The Drake Restaurant in Laguna Beach and The Drake Gives. The Drake Gives launched in 2021, and remains steadfast in its mission to connect, inspire and provide underserved youth with music education, materials and...
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Letitia Berbaum Talks with Jason Ma CEO of ThreeEQ
Host Letitia Berbaum was joined in the podcast studio by Jason Ma, a world-renowned Chief Mentor of Next-Gen Leaders and CEO of ThreeEQ, a family business. With over 38 years of industry experience, including cofounding and leading successful education and technology ventures, and over 2 million...
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Bart Zandbergen and Letitia Berbaum Talk with Private Investigator Monica Morton
Host Bart Zandbergen was joined in the podcast studio by co-host Letitia Berbaum to discuss Monica Morton’s 25-year career as a private detective. As the President and owner of K.N.O.W. LLC Sports and Entertainment Group, Monica has completed over 7,000 investigations. In addition to…
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Bart Zandbergen and Scott Heinila Discuss Their 2023 Forecast
Host Bart Zandbergen was joined in the podcast studio by Scott Heinila to discuss a review of market happenings in 2022 and possible outcomes for 2023. In this episode, Bart and Scott share their thoughts on possible and historical market performance while considering the impact of global...
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Bart Zandbergen and Letitia Berbaum Discuss 5 Keys to Investing
Host Bart Zandbergen was joined in the podcast studio by co-host Letitia Berbaum to discuss five keys to investing. The duo shares what they have learned about the state of investments and potential opportunities, as well as areas that may be worth looking into. Additionally, they share key…
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Letitia Berbaum Talks with Linda Rank of soul&beautyMEDx
Host Letitia Berbaum was joined in the podcast studio by Linda Rank, Founder of soul&beautyMEDx. Linda Rank has been at the forefront of the aesthetic industry for over 20 years. Expanding in 2021 and relocating her practice, the innovative new location in Mission Viejo offers an unparalleled...
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Bart Zandbergen and Letitia Berbaum Discuss the SECURE Act 2.0
Host Bart Zandbergen was joined in the podcast studio by co-host Letitia Berbaum to discuss the SECURE Act 2.0. In this special episode, Bart and Letitia review the key policies noted in the SECURE Act 2.0. They also point out items that did not change in the SECURE Act 2.0. Learn more in the...
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Letitia Berbaum Talks College Savings Planning with Jonathan Sparling
Host Letitia Berbaum was joined in the podcast studio by Jonathan Sparling, Director of Strategic Partnerships at Private College 529 Brand. Jonathan has over a decade of higher education related experience. Through his work, Jonathan has counseled students and families on college planning,...
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Bart Zandbergen and Letitia Berbaum Discuss Financial Behavior
Host Bart Zandbergen and co-host Letitia Berbaum were joined in the podcast studio by John M. Jennings, President and Chief Strategist of St. Louis Trust & Family Office. He is a member of the firm’s Management Committee, on its Board of Directors, and also serves on the Investment, Risk…
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Bart Zandbergen and Letitia Berbaum Discuss Behavioral Finance
Host Bart Zandbergen and co-host Letitia Berbaum were joined in the podcast studio by Ben Sorensen, Founder of Sorensen Consulting, Inc. Ben provides leadership training, sales training, and executive coaching to corporate and non-profit organizations around the world and across a wide spectrum…
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Bart Zandbergen Talks with the Divorce Mediation of California Team
Host Bart Zandbergen was joined in the podcast studio by Lisa Risner, Founder of Divorce Mediation of California, and her fellow team attorneys Suzanne Gregorie and Parris Trimble. Located in Newport Beach, Divorce Mediation of California consists of a team of professionals, including attorneys,...
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Letitia Berbaum Interviews Janise Graham of Leaving in Style
Host Letitia Berbaum was joined in the podcast studio by Janise Graham President of Small Business Style, Inc., and Entrepreneur's Insurance Services. She is a speaker, and bestselling author of Leaving In Style: Business Succession On Your Terms. Janise helps business owners and entrepreneurs...
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Bart Zandbergen Talks with Alec Glasser of The Drake and The Drake Gives
Host Bart Zandbergen was joined in the studio by long time Laguna Beach resident and entrepreneur Alec Glasser. Founding Laguna Beach’s iconic The Drake Restaurant just before the pandemic, Alec launched The Drake Gives last year which is a nonprofit 501(c)(3). The organization’s mission is to...
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The Zandbergen Report’s 5th Annual Holiday Wine Pairing Podcast
Host Bart Zandbergen was joined in the podcast studio by co-host Letitia Berbaum, Paula Steurer of Sterling Public Relations, with Scott Heinila and Nick Bernatowicz of Producers Choice Network joining remotely for the 5th Annual Holiday Wine Pairing Podcast alongside studio engineer Danielle...
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Bart Zandbergen and Kayla Abdi Discuss 5 Major Myths of Health and Nutrition
Host Bart Zandbergen was joined in the studio by entrepreneur and fitness instructor Kayla Abdi. Obtaining her Master's degree in Organizational Leadership, Kayla’s commitment to health and wellness spans nearly 15 years. After a string of health issues, and searching for answers, she discovered...
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Letitia Berbaum Interviews Jenifer Kienle, Founding Partner of Kienle Law
Host Letitia Berbaum was joined in the podcast studio by Jenifer Kienle, Esq., OSHA Regulation, Compliance and Litigation Specialist at Kienle Law. Jenifer has over 20 years of litigation and trial expertise defending national and California commercial enterprises including industrial and...
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Bart Zandbergen Talks with Cure Duchenne Founder Debra Miller
Host Bart Zandbergen was joined in the studio virtually by Cure Duchenne Founder and CEO Debra Miller. If you have ever had the pleasure of meeting Debra, her husband Paul, or their son Hawken, you know how inspiring their journey has been. Debra’s son Hawken was diagnosed with Duchenne, which is…
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Bart Zandbergen Talks with Riverain Vineyards President, Dean Gray
Host Bart Zandbergen was joined in the studio by Dean Gray, President and Proprietor of Riverain. Connecting last year at the annual Napa in Newport event benefitting Cure Duchenne, Bart and Dean discuss how Riverain came to be, how passion plays a significant role in being successful in what you...
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Bart Zandbergen and Letitia Berbaum Discuss Investor Behavior
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...
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Letitia Berbaum Interviews Veronica Stephens of Laura’s House
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…
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Bart Zandbergen Talks with Nick Jordan, Founder of Wells of Life
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...
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Bart Zandbergen Talks with Cookie Co. Founder Elise Thomas
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…
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Bart Zandbergen Discusses Inflation + Recession Potential with Ryan Issakainen of First Trust Advisors
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...
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Bart Zandbergen and Letitia Berbaum Discuss the Current Bond Market
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...
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Bart Zandbergen and Letitia Berbaum Discuss Market Volatility
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…
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Bart Zandbergen Interviews Ex- SEAL and CIA Operative David Rutherford
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,...
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Bart Zandbergen Discusses Dressing for 2022 and Beyond with Dave Welch of b.spoke and Scott Heinila
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...
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Bart Zandbergen and Lauraine Bifulco Discuss the Pandemic’s HR Impact
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...
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Bart Zandbergen and Scott Heinila Discuss the Power of Mindset
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...
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Bart Zandbergen and Letitia Berbaum Discuss the Meaning of True Wealth
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…
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Bart Zandbergen Talks with Ryan Osborne of OZ Coaching
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…
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Bart Zandbergen Talks Mentorship with Newport Harbor High School Student Elsa Wiley
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...
About this show
The Zandbergen Report: Wealth Management Strategies and Investment Wisdom with Bart Zandbergen, CFP. The weekly, 30 minute show features guests in professional services including mortgage, real estate, law and litigation, as well as entrepreneurs and executives in industries like health, fitness, style and philanthropy. Each episode showcases the dynamic guest and the investments they have made in their career, their clientele and themselves to raise the bar for excellence in their respective industry. Also, The Zandbergen Report features guest host Letitia Berbaum of The Zandbergen Group, who brings a fierce millennial perspective to the table while interviewing guests solo and in her round table sessions on air with Bart as they talk about the latest ups, downs and shifts in the market.
Hosted by
Bart Zandbergen, CFP
Categories