The Zandbergen Report
Bart Zandbergen and Letitia Berbaum Discuss Market Volatility

Bart Zandbergen and Letitia Berbaum Discuss Market Volatility

June 23, 2022

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 clientele throughout many seasons with ebbs and flows.

In this episode learn:

- Why sticking to the plan is paramount
- Why non-emotional decision-making makes dollars and sense
- How times of market volatility can create various buying opportunities
- Why trusting the process is important in the long run
- How watching from the sidelines can cost you
- Why times of market volatility can be great times to reconsider your risk tolerance

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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.

 

Bart Zandbergen Interviews Ex- SEAL and CIA Operative David Rutherford

Bart Zandbergen Interviews Ex- SEAL and CIA Operative David Rutherford

May 11, 2022

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, combat paramedic, and instructor during his time on the teams. Since his honorable discharge as a Navy SEAL, he continued to hone his skill sets as an international training and curriculum specialist for Blackwater. David was eventually recruited by the CIA, where he served as a training and security specialist, deploying many times overseas in high-threat environments.

 

Since his departure from serving our nation in the highest manner, David has gone on to become one of the most sought-after motivational speakers in the country, averaging over 50 events a year. He has written several training books for kids and adults. In recent years, David has expanded his behavioral training and performance coaching to individuals and teams, which include the collegiate 2018 World Series Champion Oregon State Beavers, and, most notably, the 2018 World Series Champion Boston Red Sox. David has reached over 50 million people around the world with his Froglogic message, which Bart discusses with him in-depth in this very special episode.

 

In this episode learn:

- The #1 mistake people make under pressure and how to avoid it
- How to navigate safety by first getting a grasp on reality
- How Froglogic helps people restructure their perception of pain
- Why mental preparation is key for successfully managing any stressful situation

***

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.

Bart Zandbergen Discusses Dressing for 2022 and Beyond with Dave Welch of b.spoke and Scott Heinila

Bart Zandbergen Discusses Dressing for 2022 and Beyond with Dave Welch of b.spoke and Scott Heinila

March 22, 2022

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 others who are still working remotely entirely, the art of dressing well has shifted. In this episode, the trio discusses the importance of wardrobe consulting, what style trends have emerged, and how to dress to impress here in 2022 and beyond.

In this episode learn:

- What b.spoke means and its relevance
- What items can help elevate an outfit and create a memorable look
- What professional attire looks like today and how to incorporate it into your wardrobe
- Why how you are seen literally and figuratively starts with how you decide to show up
- Why having a signature style is still important today in order to stand out from the crowd

To learn more about Dave Welch and b.spoke, please visit www.bspokestyle.com or @bspokestyle

***

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.

 

Bart Zandbergen and Lauraine Bifulco Discuss the Pandemic’s HR Impact

Bart Zandbergen and Lauraine Bifulco Discuss the Pandemic’s HR Impact

February 10, 2022

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 possibly forever changed the structure of how employees work and from where. As a seasoned professional, Lauraine’s guidance has been critical in helping employers stay on track with the changes in HR rules and employee regulations, which have been ever-evolving since the start of the pandemic in more complex ways than ever before.

 

In this episode learn:

- How the work from home trend impacts things from an HR perspective
- Laws and regulations related to COVID-19 exposure and employer / employee responsibility
- The current state of PTO (paid time off) usage
- Employer vaccination regulations and expectations

***

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.

 

Bart Zandbergen and Scott Heinila Discuss the Power of Mindset

Bart Zandbergen and Scott Heinila Discuss the Power of Mindset

February 3, 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.

 

Bart Zandbergen and Letitia Berbaum Discuss the Meaning of True Wealth

Bart Zandbergen and Letitia Berbaum Discuss the Meaning of True Wealth

January 5, 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

 

Bart Zandbergen Talks with Ryan Osborne of OZ Coaching

Bart Zandbergen Talks with Ryan Osborne of OZ Coaching

December 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

 

Bart Zandbergen Talks Mentorship with Newport Harbor High School Student Elsa Wiley

Bart Zandbergen Talks Mentorship with Newport Harbor High School Student Elsa Wiley

December 1, 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

 

Bart Zandbergen Hosts 4th Annual Holiday Wine Pairing Podcast

Bart Zandbergen Hosts 4th Annual Holiday Wine Pairing Podcast

November 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

 

Bart Zandbergen Talks With Kristine Everly Smith of Surterre Properties

Bart Zandbergen Talks With Kristine Everly Smith of Surterre Properties

November 3, 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

 

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