The Zandbergen Report

Bart Zandbergen and Letitia Berbaum were back in the studio talking lessons learned from the latest challenges and changes in the stock market.

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 Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

As my clients, friends and family know, I often say life insurance is like broccoli. And for the baby boomer generation, long term care insurance is like a vegetable medley. The daily dose of veggies is essential for more than meets the eye!

Scott Heinla joined us in the studio to talk about do's, dont's and essentials that you should be "in the know" on.

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 Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Michael is the Founder and President of Marion Consulting, LLC which is currently celebrating 38 years of service. He has limited his practice to focusing on Family Wealth Transfer, Philanthropic Planning, Business Succession and Executive Benefit needs of high net worth families and successful closely held businesses.

Michael’s firm has established relationships with a unique network of top performing professionals from every relevant professional discipline. They collaborate with the “best of the best”.  The result is an all-star team of financial, insurance, legal and tax experts with specialized, cutting edge and long-term experience working with high net worth clients and closely held business enterprises.

The Firm has developed substantial business interests in Southern California, Phoenix and Scottsdale, Arizona.

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 Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

The world of real estate is changing...are you in the know?

Our interview with TEN-X was insightful.

Listen and learn along with us!

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 Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

It was a pleasure to have Dan Lively in the studio with us!

Listen in to our LIVELY podcast featuring this dynamic guest.

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 Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.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.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Meet Mark Van Mourick, Founding Partner Optivest Wealth Management

Mark is the Founding Partner of Optivest Wealth Management and has managed the investment portfolios of several of the nation’s wealthiest families. Mark established Optivest in 1987 and has grown the firm’s managed portfolios to about 40 highly successful families through building strategic, diversified portfolios for his clients targeting low volatility and consistent growth.

Mark has four decades of experience as a Money Manager and Registered Investment Advisor. Prior to opening his own firm, he was one of the youngest Senior Vice Presidents and Partners at Smith Barney. Mark leads Optivest by example, defining common corporate goals focused on integrity in all aspects of the business, excellent client satisfaction and an environment of high moral consciousness and generosity.

In addition to his expertise in stocks and finance, Mark has extensive experience in business and real estate. He co-founded a national REIT and took it public on the New York Stock Exchange. He is also the author of Cash Out, Cash In – The After Success Investment Guide as well as an experienced investor in a wide variety of investment vehicles including private equity, hedge funds and venture capitals. Mark founded the Orange County Exit Planning Roundtable that includes a team of experienced advisors in the specialty disciplines necessary to guide entrepreneurs preparing to sell their business.

Mark is a member of Tiger 21, CEG Worldwide and a graduate of the Institute of Preparing Heirs^®specializing in successful wealth transfer to heirs of affluent families. Mark holds various FINRA licenses including FINRA Series 7, Series 63 and Series 24, is a graduate of the University of Southern California with dual Bachelor of Arts Degrees in International Finance and Business Management. He serves on the executive boards of numerous public and private entities and is an active speaker.

Mark is passionate about legacy planning and heir preparation, and often finds a great fit with those guided by faith seeking to impact others with generous giving. Further, Mark has decades of experience in advanced planning for wealth enhancement, wealth transfer, wealth protection and charitable giving.

In addition to his business achievements, Mark is Founder and President of The Optivest Foundation, which donates hundreds of thousands of dollars every year to Christian ministries focused on improving the lives of children and families. Under Mark’s direction, Optivest Wealth Management, Optivest Properties and Optivest Investment Banking donate 10% of gross annual revenue to charities around the world. He is passionate about cultivating generous giving habits by encouraging clients to pursue philanthropic endeavors that bring them joy, independently or through the vehicle of a personal or family foundation.

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 Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

Wealth Advisor Letitia Berbaum was joined in the studio by entrepreneur Jim O'Sullivan recently to discuss a variety of business endeavors and lessons learned. 

When Jim was asked what his greatest strength is, he answered "my wife" without missing a beat. When we asked Jim what his greatest weakness is he stated rather enthusiastically "chocolate".

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 Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com

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 building for all involved. Meeting with your wealth advisor and partner is the first step in setting up your plan. In this meeting, here are a few things Letitia advises:

1. Be Honest. The more open and honest with your partner and advisor you can be, the better it will be for successful planning.

2. Discuss Budgets. This is another critical component of the planning process.

3. Develop Long Term Savings Plans and Goals. It's important to be working towards these long term savings goals - always!

Listen to the episode to learn 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 www.BartZandbergen.com

Like a lion…Investors roared into 2018.

During the first week of the first quarter of the New Year, the Dow Jones Industrial Average rose above 25,000 for the first time ever. Less than two weeks later, it closed above 26,000. The Standard & Poor’s (S&P) 500 Index and NASDAQ Composite also reached new all-time highs.

Strong performance was supported by strong fundamentals. In December 2017, Mohamed A. El-Erian wrote in BloombergView economic and policy fundamentals, including synchronized global recovery, progress on U.S. tax reform, improved certainty around Brexit, and orderly acceptance of changing U.S. monetary policy, “…reinforce the prospects for better actual and future growth, thereby increasing the possibility of improved fundamentals validating notably elevated asset prices.”

Listen in as Bart and Letitia talk about the latest happenings in the market and investing 101.

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 The Zandbergen Report? Email podcast@bartzandbergen.com.

Learn more about Bart by visiting www.BartZandbergen.com