The Zandbergen Report
OC Realtor Nick Roshdieh Discusses the Evolution of Residential Real Estate

OC Realtor Nick Roshdieh Discusses the Evolution of Residential Real Estate

April 27, 2021

Host Bart Zandbergen was joined in the studio by repeat guest, OC Realtor Nick Roshdieh. In this episode, Bart and Nick discuss how the real estate industry has changed due to the pandemic and what changes appear to be here to stay. Nick also shares his personal perspective on what makes a successful agent and what clients should look for in selecting an agent. Having met years ago in the gym, Bart and Nick also talk about how their gym routines have changed and what adjustments they plan to keep long term in their regimens.

 

In this episode learn:
-How supply and demand have driven up residential real estate prices across SoCal
-Changes to the property tour experience for agents and buyers/sellers
-What to look for when selecting an agent to represent you
-Tips for sellers to prepare their home so it presents well during home tours
-What to look out for when divorce and real estate transactions collide

When asked what his Ultimate Lesson Learned has been in his career, Nick shared, “It’s all about balance.”

Connect with Nick Roshdieh via email at Nick@NickRoshdiehGroup.com or 949.254.4775.

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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. Brokerage services are offered through Tessera Capital, Member FINRA

Former NFL Player Will Blackmon Talks Football, Fitness and Falling in Love with Wine

Former NFL Player Will Blackmon Talks Football, Fitness and Falling in Love with Wine

April 13, 2021

Host Bart Zandbergen was joined in the studio by former NFL Player Will Blackmon. Drafted in 2006 by the Green Bay Packers, he also spent time on the field playing for the New York Giants, Seattle Seahawks, Jacksonville Jaguars, Washington Redskins and briefly for the Saskatchewan Roughriders of the Canadian Football League. In this episode, Bart and Will talk all things football, fitness and how Will went from the NFL to founding The Wine MVP.

 

In this episode learn:
-How the loss of a loved one early on shaped how Will deals with loss
-Lessons Will learned throughout his football career + fun stories from his time on the field
-How Will balances living a fit lifestyle with his love for wine
-How Will’s interest in wine grew and what led him to starting The Wine MVP

Connect with Will Blackmon on Instagram @willblackmon and The Wine MVP @thewinemvp.

***

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

Chris Gialanella of Modern Luxury Talks Emerging from COVID and the Future of Publishing

Chris Gialanella of Modern Luxury Talks Emerging from COVID and the Future of Publishing

March 30, 2021

Host Bart Zandbergen was joined in the studio by repeat guest, Chris Gialanella of Modern Luxury. As the Group Publisher for the companies’ Southern California magazines including Angeleno, Riviera Magazine, Modern Luxury Palm Springs and Modern Luxury San Diego, Chris helps brands and public figures connect in meaningful ways through advertising relationships. Having spent over 20 years with Modern Luxury, Chris and his leadership have been a vital part of helping the publications he oversees navigate things like the Great Recession and now the COVID-19 Pandemic. In this episode, the duo discuss what changes they each have experienced during our COVID climate, what they are looking forward to as we move through the pandemic, and how they each see their industries evolving in the near future.

 

In this episode learn:
- Chris Gialanella’s road from politics to Modern Luxury
- How Modern Luxury and Riviera have pivoted to better serve the social climate
- What changes we may see in the world of publishing and events as we emerge post-pandemic
- Bart shares what True Wealth is and how The Zandbergen Group helps clients achieve it.
- Bart and Chris discuss Power Players which will feature the top difference makers of Orange County in  Riviera Magazine’s June Issue

When asked what his Ultimate Lesson Learned has been, Chris shared, “Loyalty is key. I interview so many people for open positions we have, and they have resumes that show they have moved around so much. I really love to find people who have passion and are ready to build legacies.”

Learn more about Modern Luxury’s Orange County publication, Riviera Magazine, here: https://mlriviera.com/digital-editions

***

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

 

 

Cryptocurrency in 2021 – Myths, Risks and More

Cryptocurrency in 2021 – Myths, Risks and More

March 18, 2021

Host Bart Zandbergen was joined in the studio by Ben McMillan, Founder of RG Alts, LP, who serves as the Portfolio Manager of the RG Aurum+ Fund, and Ben Jacobson, Managing Director of IDX Insights. In this episode, the trio discuss all things cryptocurrency, bitcoin and blockchain. From investing insights to myths and beyond, Bart asks his guests the pressing questions that his listeners have asked to gain clarity on. For those interested in getting involved with cryptocurrency and those who are looking to better understand the current state of crypto, this episode is will reveal all of the essentials!

 

In this episode learn:
- What cryptocurrency is including bitcoin and blockchain
- The guests’ perspective on the sustainability of the growth of bitcoin
- Details of the “bullish” period for bitcoin
- Bitcoin Myths – Including whether or not it is taxable
- What potential risks are of investing in cryptocurrency

When asked what their Ultimate Lesson Learned has been, the duo shared, “You can never underestimate how important the impact of psychology is on investments.”

Learn more about IDX Insights by visiting: https://idx-us.com/

***

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

Retirement Income Planning – What You Need to Know in 2021

Retirement Income Planning – What You Need to Know in 2021

March 9, 2021

Host Bart Zandbergen was joined in the studio Scott Heinila and Nick Bernatowicz of Producers Choice Network. The duo are strategic partners of The Zandbergen Group. During this episode, Bart and his esteemed guests discuss retirement income and why it is essential. Studies show that people spend more time each year planning a one week vacation than they do planning their retirement. This episode poses good food for thought that may have listeners choosing to flip the script and start investing in proper planning

 

In this episode learn:
- Why financial independence requires having a plan
- What to consider during your wealth accumulation phase to prepare for its future usage
- What various forms of retirement income are
- Annuities – what they are and what their benefits may be
- Risks that retirees are experiencing today

When asked what his Ultimate Lesson Learned had been during his career, Scott shared, “Don’t let your emotions get the best of you when it comes to your finances.”

***

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

 

Estate Planning Changes – What You Need to Know in 2021

Estate Planning Changes – What You Need to Know in 2021

February 25, 2021

Host Bart Zandbergen was joined in the studio by Nicole Anderson of Anderson Law Group. Anderson Law Group is a boutique law firm in Laguna Beach that practices exclusively in estate planning and business law. Nicole Anderson, J.D, LL.M., is the founding attorney of Anderson Law Group. She specializes in advanced estate planning and business transactions, income tax planning, asset protection, probate, trust administration, charitable trusts and charitable planning. In this episode, Bart and Nicole discuss some of the current state and federal policy changes in terms of estate planning and how they may impact clientele.

In this episode learn:
- What Lifetime Exemptions are and how they have changed
- What a ROTH Conversion is and how you could benefit from it
- What Prop 19 is and the changes that are now in effect
- Why having living trusts in place is so important

To learn more about Nicole Anderson, or to connect with Anderson Law Group, please visit www.andersonlawgroupinc.com.  

***

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

GameStop: What happened and possible legal consequences.

GameStop: What happened and possible legal consequences.

February 17, 2021

Host Bart Zandbergen was joined in the studio by Andy and Katie Cherkasky of Golden Law, Inc to discuss the recent GameStop trading fiasco. The dynamic duo are the owners of a prestigious law firm in Orange County, California that focuses on complex federal litigation, including some of the nation's most serious criminal and civil rights cases, and some of the largest lawsuits against the Government for individual injury to citizens. Andy and Katie both began their careers as officers in the United States Air Force where they served as federal prosecutors. In addition to running an international law firm, Andy and Katie are regular legal commentators Fox News, CNBC, and Fox Business, where they weigh in on some of the nation’s most complex legal cases.

 

In this episode learn:
- What the definition of “short selling” is in terms of the stock market
- An overview of what happened with the recent GameStop trading issue
- Possible legal challenges that were triggered by the uncharacteristic trading situation
- Lessons learned so far and the power of the internet

To learn more about Golden Law, Inc. or to connect with Andy and Katie Cherkasky, please visit: www.GoldenLawInc.com

***

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

 

Emotions and Finances – Tips to Stay Balanced from a Clinical Hypnotherapist

Emotions and Finances – Tips to Stay Balanced from a Clinical Hypnotherapist

February 4, 2021

Host Bart Zandbergen was joined in the studio by Janene Verabian, a Clinical Hypnotherapist and Relationship Expert. Janene specializes in past trauma healing through Clinical Hypnotherapy and Relationship coaching where she has earned a reputation for results. She has dedicated the last 20 years of her career to helping clients move through their trauma so they can get off the therapy couch and on to living their best life. In this episode, Bart and Janene dive into how emotions impact financial decisions and why keeping emotions in check is imperative. Janene also shares her perspective on why emotions do not equal an emergency, and how separating the two can make an impactful difference in decision making.

 

In this episode learn:
- What traits and tell-tale signs of narcissism look like
- How to recognize self-sabotage and limiting behaviors
- The impact of divorce on emotions and financial decisions
- How to keep emotions in check when it comes to finances and financial decisions
- Why moving past toxic relationships is vital for your pocket book and for living your best life

When asked what her “Ultimate Lesson Learned” has been, Janene shared, “do something that scares you every day – it’s part of helping you grow!”

To learn more about Janene Verabian, visit www.JaneneVerabian.com or @askjaneneverabian on Instagram.

***

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

Employee Health Benefits in 2021

Employee Health Benefits in 2021

January 11, 2021

Host Bart Zandbergen was joined in the virtual studio by Tim Zandbergen of FMN Benefits.

Tim is the Benefits Account Manager for Financial Management Network, Inc. In his role, Tim conducts careful analysis and research in selecting an appropriate carrier and plan for the group, and handles the annual renewal process. He holds a California Life/Health/Disability license. He is also responsible for the day-to-day operations of group medical accounts. In this episode, Tim shares with listeners the latest in employee health benefits and expected changes that may occur in 2021. He also discusses his passion for mountain bike racing and his nutrition approach to help him stay race ready.

In this episode learn:
- What employee health benefit changes may occur in 2021
- How the pandemic has impacted employee benefits
- How health care costs are driven by the overall health of individuals in the USA. Studios show that 30.2% of the USA is considered obese and our country is the #1 obese country in the world.

To learn more about Tim Zandbergen and FMN Benefits, please visit: www.FMNBenefits.
Tim Zandbergen can also be reached at 949.455.0300.

***

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

***

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

Election – Now What?

Election – Now What?

January 4, 2021

Host Bart Zandbergen was joined in the virtual studio by co-host Letitia Berbaum to discuss the post-election climate. While much still remains uncertain about the presidency, the duo discuss the current market activity and their perspective as the transition in power begins to take place.

In this episode learn:
- The election’s market impact
- The possible impact on portfolios
- The relationship between stock markets and uncertainty

***

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 or The Zandbergen Group by visiting www.ZandbergenGroup.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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