The Zandbergen Report
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.

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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

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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

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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.

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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

Holiday Wine Pairing Essentials

Holiday Wine Pairing Essentials

December 24, 2020

Host Bart Zandbergen and publicist Paula Steurer of Sterling Public Relations were back in the studio for The Zandbergen Report’s 3rd Annual Holiday Wine Pairing episode. Scott Heinila of Producers Choice Network joined in virtually while the studio’s production host Danielle Ramchandani was onsite and joined in on the tasting. During this festive episode, Bart discussed 4 distinct wines with the guests including Nicolas Feuillatte Reserve Exclusive Rose, Fess Parker Dry Riesling, GBR by Etude, and Austin Hope’s Cabernet Sauvignon. From the perfect menu pairings for each to other great wine pairings for less traditional meals that may be enjoyed throughout the holiday season, Bart shared his top recommendations on a range of varietals.

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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 www.ZandbergenGroup.com

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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.

How an Aerospace Engineer Became Job Optional

How an Aerospace Engineer Became Job Optional

December 14, 2020

Host Bart Zandbergen was joined in the virtual studio by Pam Scamardo, Founder of TPK Properties.  Officially “retired”, Pam is a mother and wife who discovered the benefits of passive income after realizing she did not need to be a millionaire to begin investing in commercial real estate. An aerospace engineer by trade, having been employed by Lockheed Martin, Boeing and UTC Aerospace, Pam made a career pivot almost 10 years ago and founded her first company TPK Properties. She is passionate about helping others achieve “job optional” status through commercial real estate investing and wants to empower men and women along their journey to financial freedom.

In this episode learn:
- Why trading time for money doesn’t lead to fulfillment
- How Pam decided to pivot from her corporate career to launching her own company
- What trends Pam sees unfolding in commercial real estate in the near future
- How mentors can be impactful in growing a company and evolving as a leader

When asked what her ultimate lesson learned has been in her career, Pam shared that it all comes down to relationships. While she may be “working”, in actuality she is cultivating relationships that in essence allow her to run her company and lead her team.

To learn more about Pam Scamardo and TPK Properties, visit: www.tpkllc.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

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

Family Law: Myths, Legal Insight and COVID Impact with Attorney Courtney Shepard

Family Law: Myths, Legal Insight and COVID Impact with Attorney Courtney Shepard

December 14, 2020

Host Bart Zandbergen was joined in the virtual studio by Courtney Shepard of Burch Shepard Family Law Group. Courtney has earned a reputation as an aggressive and passionate advocate for her clients. She exclusively practices family law and has been declared a Certified Family Law Specialist by the State Bar of California Board of Legal Specialization.

She has successfully litigated cases involving issues of child custody, child support, same sex marriages, spousal support, and attorney fees, and recently completed a nationally-recognized Trial Advocacy program which focused extensively on the litigation of child custody, support and complex business matters. In this episode, Bart and Courtney discuss how family law has been impacted by COVID as well as what the common myths about family law are.

In this episode learn:
- How COVID has impacted Family Law proceedings
- How child and spousal support rulings have been impacted by COVID
- How COVID has reshaped custody arrangements for many
- Common Family Law Myths

When asked what her ultimate lesson learned has been in her career, Courtney shares, “Sad, but true – not everyone tells the truth. It’s important to trust, but it is critical to verify everything.”

To learn more about Courtney Shepard and Burch Shepard Family Law Group, visit: www.ocdivorce.net

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.

 

The Zandbergen Group’s Vision for 2021 and Beyond

The Zandbergen Group’s Vision for 2021 and Beyond

December 7, 2020

Host Bart Zandbergen was joined in the virtual studio by Letitia Berbaum, COO of The Zandbergen Group, to discuss the goals and vision for The Zandbergen Group in a conversation led by publicist Paula Steurer of Sterling Public Relations. Letitia and Bart share with listeners their passion behind developing their firm and how they are cultivating an inspired team culture through purpose driven leadership. The duo also shares with listeners their tips and tricks for staying grounded in our pandemic impacted society.

In this episode learn:
- Why selecting the right partner in any venture is critical for success
- The vision, philosophy and culture of The Zandbergen Group
- How The Zandbergen Group is elevating client relations
- How developing a synergistic team provides opportunity for all to thrive

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 www.ZandbergenGroup.com

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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.

Change Happens – Introducing The Zandbergen Group

Change Happens – Introducing The Zandbergen Group

November 30, 2020

Host Bart Zandbergen welcomed friend and publicist Paula Steurer of Sterling Public Relations into the studio – allowing her to take over the interviewer seat for this special episode. Paula and Bart discuss change and how it ignites new opportunities along the way. This discussion of change paves the way for Bart’s pivotal career announcement which is that he has officially launched his own wealth management practice – The Zandbergen Group. He shares with listeners the “why” behind his decision, his vision for the future of The Zandbergen Group and the design details of the new office that is under construction.

In this episode learn:
- How change can lead you to the future you desire
- How to analyze change in order to determine if making a shift in your life or career is right for you
- What Bart’s vision is for The Zandbergen Group
- What the new Laguna Beach office will look like and the design inspirations behind it

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 www.ZandbergenGroup.com.

Learn more about Sterling Public Relations by visiting: www.SterlingPublicRelations.com.

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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.

Holiday Wine Pairings with Josh Lavis of Daou Vineyards

Holiday Wine Pairings with Josh Lavis of Daou Vineyards

November 23, 2020

Host Bart Zandbergen was joined in the virtual studio by Josh Lavis of Daou Vineyards. He is a 15-year veteran of the fine wine industry and currently serves as the Central U.S. Division Manager and the Export Manager for DAOU Family Estates. In his role, he joins founders Georges Daou and Daniel Daou as they trans-form the Adelaida District of Paso Robles into the global wine industry’s next frontier for producing the finest Bordeaux varieties.

In this festive episode, Bart and Josh discuss both traditional and non-traditional wine pairings for the meals of the holiday season. They also share the history and heritage of Daou Vineyards with listeners as well as what their individual favorite wine pairings are for seasonal meals.

In this episode learn:
- What Daou means and how the company name was chosen
- The history of Daou Vineyards
- Traditional Wine Pairings for Holiday Meals + Non Traditional Pairings

To learn more about Daou Vineyards please visit: https://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 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

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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 Gramercy Securities, Member FINRA.

The Art of Philanthropic Investments with Valentina Khan

The Art of Philanthropic Investments with Valentina Khan

September 28, 2020

Host Bart Zandbergen was joined in the virtual studio by entrepreneur Valentina Khan.  Valentina is the Managing Director for Investors Philanthropic. As an OC native who grew up in North Tustin, she was inspired early on by the compassionate community. She is a graduate of the University of Southern California Bachelor of Arts, has received her Juris Doctorate at Taft Law School and continued her education with a Masters of Arts degree from Claremont School of Theology. She is the visionary and Co-Founder of I Am Jerusalem and was a contributing member to the Interfaith Youth Council of Orange County. Both of which are non-profit organizations that focus on building bridges of understanding and friendship within the interfaith communities.

 

Valentina is the Host for The Joy of Giving Series on YouTube, which highlights various business leaders and nonprofit organizations. She is passionate about "bringing the joy of giving to millions", through education, collaboration and creating opportunities for Donors to fulfill their philanthropic missions. As part of Investors Philanthropic, Valentina combines her love of community with her efforts to build impactful relationships from one generation to the next. She is also the creator of and teacher for Dance Barre - a fun ballet barre fitness method.

 

In this episode learn:
- What a Donor Advised Fund is and what purpose it serves
- What recent trend research shows in relation to donors and their contributions during COVID
- How The Joy of Giving is providing coverage on local charitable organizations
- What inspired Valentina to launch her Barre studio while she was studying for the California Bar Exam

When asked what her ultimate lesson learned has been, Valentina shared, “communication in every type of relationship is vital.”

To connect with Valentina, follow The Joy of Giving on YouTube, @joyofgivingip on Instagram and @joyofgiving on Twitter and LinkedIn.

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

Why Long Term Care Makes Dollars and Sense

Why Long Term Care Makes Dollars and Sense

September 2, 2020

Host Letitia Berbaum was joined in the virtual studio by Nick Bernatowicz of Producers Choice Network. In this episode, the duo discuss Long Term Care – myths, misconceptions and why it is critical to have a plan in place. Nick is recognized as an expert in Long Term Care planning, portfolio distribution and protection strategies, as well as legacy planning. He is passionate about partnering directly with Financial Professionals, and providing them with back office support to help plan, protect and enhance their practices. Nick is an active member of the Financial Planning Association (FPA). He maintains the RICP (Retirement Income Certified Professional) designation through the American College and the CLTC (Certification for Long-Term Care) designation.

In this episode learn:
-
What Long Term Care is defined as, and how eligibility is determined
- How Long Term Care is not just for the elderly – age is not necessarily a factor
- What the financial implications are for those who fail to plan
- How having Long Term Care can impact your overall portfolio

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

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