The Zandbergen Report
Entrepreneurship in the Millennial Age

Entrepreneurship in the Millennial Age

December 23, 2019

Millennial entrepreneur Matthew Stevens joined Bart in the studio to discuss what inspires, motivates and drives his career path. As the Co-Founder of Alleva, Matthew shares a candid story about a friend of his who was impacted by addiction, which led him to bringing his latest business venture to life. He also discusses the nuances of being a business owner in today’s millennial fueled world.

In this episode gain access to:
-
Why understanding what motivates people makes a difference in driving performance
- How execution is key in scaling a business
- Why millennials choose “cause” as being their #1 motivator – even over financial means
- How choosing the right career path for your individual needs can result in having more time to spend with those you love

When asked what his ultimate lesson learned was, Matthew shared that patience is a trait he continues to develop. As a millennial who loves instant gratification, the truth is that results and long-term business success come from consistent efforts, day in and day out, which requires patience.

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

The OC Polo Club Debuts in the OC

The OC Polo Club Debuts in the OC

December 16, 2019

Entrepreneur Shelley Geiler, owner of the OC Polo Club, joined Bart in the studio to discuss her multi-faceted career and latest venture. The fourth generation Orange County native grew up in Newport Beach, and learned entrepreneurial lessons early on from her parents who own and operate a significant self-storage business. She spent many years as an attorney, but her passion for polo which was groomed in her childhood came colliding with her drive for developing new business ventures. Recently, she opened the OC Polo Club and is more passionate than ever about showing men and women of all ages the enjoyment you get from spending time in the saddle.

In this episode, learn:
-What the polo experience is like for participants at any age
-What to expect as a first time rider at OC Polo Club
-How to get started with lessons or riding school
-Why safety first is so important for the horses and riders alike

When asked what her ultimate lesson learned has been, Shelley shared, “It’s never over and there is always a new opportunity around the corner."

To learn more about the OC Polo Club, visit: https://www.ocpolo.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

Year End Tax Tips – It’s Not Too Late!

Year End Tax Tips – It’s Not Too Late!

November 17, 2019

Bart and Letitia were back in the studio to discuss year end tax tips worth knowing and sharing! As we close in on the last two months of 2019, many individuals are focused on learning more about what they can do to ensure they’re in the best taxation position possible for their given situation. This is a hot topic for many, and one Bart and Letitia plan wisely for throughout the year for all of their clients. However, it is not too late to make some strategic decisions that can yield favorable results come tax filing time in 2020.

In this episode, learn more about these four options that may be helpful to reduce your tax impact:
- QUALIFIED OPPORTUNITY ZONE
- DONOR ADVISED FUND (DAF)
- CHARITABLE REMAINDER TRUST (CRT)
- CHARITABLE LEAD TRUST (CLT)

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

How to Eat, Move and Believe for a Healthier You

How to Eat, Move and Believe for a Healthier You

November 13, 2019

Founder of Eat Move Believe, Malia Lewis, which is a non-profit organization providing free workshops that focus on how much to eat, when and why, and the importance of regular exercise and a positive attitude joined Bart and Letitia in the studio. Malia also authored a book called Eat, Move, Believe which is a part of her non-profits’ programming, that has 100% of its proceeds donated to charity. The organization and its namesake book seeks to empower teens and adults to feel and look their best by making smart food choices, respecting their bodies and believing in themselves. By taking ownership of yourself, your choices and your outlook, Malia believes the cycle towards a healthier you can be ignited at any age.

In this episode, learn:
-What the three pillars, Eat, Move, and Believe stand for and how they can be implemented.
-How empowering teens can prevent the rise in diseases like diabetes.
-The types of programs that are available through EatMoveBelieve.org.

When asked what her ultimate lesson learned has been, Malia shared that treating each other with kindness, and especially being kind to yourself, makes a huge difference for teens and adults alike.

To learn more about Malia Lewis and the Eat, Move, Believe movement, visit: https://www.eatmovebelieve.org/

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

Qualified Opportunity Zones – Understanding This Investment Legislation

Qualified Opportunity Zones – Understanding This Investment Legislation

November 11, 2019

Nick Rosenthal, Senior Vice President of Griffin Capital Securities, joined Bart in the studio to discuss a little-known tax benefit rolled out in the Tax Cuts and Jobs Act of 2017. A Qualified Opportunity Zone is when an investor may defer eligible capital gains recognized from taxable exchanges such as: the sale of stocks or bonds, the sale of a property, or the sale of an interest in a partnership.  Both long term and short-term Capital Gains can be invested into on Opportunity Zone fund.  Each investor generally must invest Capital Gains into the Opportunity Zone Fund within 180 days of realizing Capital Gains.  The investor may then defer the federal capital gains until 2026.  If the investment is made in 2019, there may be a 15% discount applied to the federal capital gains tax in 2026.

In this episode, gain access to:
-Qualified Opportunities Zones – What are they?
-What are the parameters for investing in Qualified Opportunity Zones?
-What are the tax benefits of investing in a Qualified Opportunity Zones?
-Learn how this type of investment can be beneficial.

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

Rare and Exclusive Interview with Prestige Watchmaker Vacheron Constantin

Rare and Exclusive Interview with Prestige Watchmaker Vacheron Constantin

November 9, 2019

Christian Selmoni, the Director of Heritage and Style for Vacheron Constantin, joined Bart in the studio during his recent trip here to the USA from his headquarters in Geneva, Switzerland. Christian has been a part of this prestige watchmaker for nearly 30 years and has been a pivotal figure in helping shape the evolution of the brand. Vacheron Constantin has been around since 1755 and is the oldest watch company in production. Through passion, drive and perseverance, the brand has successfully evolved over their 264 year history, while building an unbelievable legacy through the art of watchmaking. 

In this episode learn:
-How Vacheron Constantin's know how, sophistication and finishing of their watches separates them from other luxury watchmakers.
-Why the latest trend of larger men's wristwatches has broadened Vacheron Constantin's offering.
-How their bespoke watch capabilities are able to create one-of-a-kind watches for collectors who desire something rare.
-How the watch that took 8 years to produce through 3 watchmakers finally arrived to its owner in 2015.
-Why the shift happened from pocket watches to wrist watches and what it meant for the world of watchmaking.

To learn more about Vacheron Constantin, please visit: https://www.vacheron-constantin.com/en2/home.html

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

7 Money Mistakes Millionaires Never Make

7 Money Mistakes Millionaires Never Make

November 2, 2019

Bart and Letitia were back in the studio to discuss a hot topic - 7 money mistakes millionaires never make. Pulling these key lessons learned and best practices from several influential leaders, Bart and Letitia discuss these 7 key points to help guide you towards making more distinct decisions to help build wealth.

In this episode, you'll gain insight into these 7 money mistakes millionaires never make and why:

1. Don't waste money on fees.
2. Don't ignore your credit score.
3. Don't spend impulsively.
4. Don't fall for marketing ploys.
5. Don't try to beat the stock market.
6. Don't have just one source of income.
7. Don't keep up with the Jones's. 

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

 

Navigating California’s Intense Employment Laws

Navigating California’s Intense Employment Laws

October 28, 2019

Lauraine Bifulco, CEO and President of Vantaggio HR, joined Bart in the studio to talk about the recent intensity of California’s employment laws. Vantaggio HR is a fractional HR service, typically working with clients that have less than 200 employees.

In this episode, Lauraine discusses:
-Marijuana in the workplace now that it is legalized.
-Sexual Harassment laws, regulations and required training.
-1099/Independent Contractors and the latest changes in classifying them.

When asked what her ultimate lessons learned were, she shared that getting expert help is critical and that small businesses should never assume that just because they are small, they are immune to needing help in navigating HR situations.

To learn more about Lauraine and Vantaggio HR, please visit: https://vantaggiohr.com/about-us/lauraine-bifulco/

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

 

From the Mr. Universe Stage to Launching Youth Tech Medical

From the Mr. Universe Stage to Launching Youth Tech Medical

October 20, 2019

Troy Zuccolotto, a former Mr. America and Mr. Universe, joined Bart in the studio to discuss his latest entrepreneurial venture - Youth Tech Medical. A driven entrepreneur at heart, Troy learned early on the power a smart investment can have when he took one of his first competition checks and purchased a piece of property at the advice of his brother. Always looking for the next smart deal, Troy says, "if you want something bad enough, you find a way, if you don't, you find an excuse."

In this episode, listeners will learn:
-Why hormone replacement therapy is needed.
-What hormone therapy is used for.
-What the benefits of hormone therapy can be.

Troy also shares with listeners his ultimate lesson learned which centers around being relentless. He says he is never satisfied and enjoys being able to do what he loves every day.

To learn more about Youth Tech Medical, visit: www.youthtechmedical.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

Ocean at Main in Laguna Beach Celebrates 1 Year Anniversary

Ocean at Main in Laguna Beach Celebrates 1 Year Anniversary

October 7, 2019

Chef Craig Strong of Laguna Beach's dining hot spot, Ocean at Main, joined us in the studio on the eve of his one year anniversary. Spending nearly 25 years in the hotel business, 15 of which were with the Ritz Carlton in Europe or on the East Coast, Chef came to Southern California in 2000 and found himself at Montage, Laguna Beach. His new home became their much acclaimed restaurant, The Studio, where he spent nearly a decade as their Executive Chef. With a desire to have a little more flexibility and creativity, Chef took a leap of faith and opened his very first restaurant last year called Ocean at Main. His restaurant is located in a building in Laguna which was the city's first bank in the 1940s. The menu offers a variety of dishes that draw on inspiration from the Mediterranean as well as a few savory dishes that are a nod to his French training. 

In this episode:
-Learn about Chef's career path which led him to opening his first restaurant.
-Get to know the inspiration behind Chef's menu at Ocean at Main.
-Understand how Chef fuses together the best of both French Cooking and Mediterranean Cuisine. 
-Hear Chef discuss the things he's learned over the last year in his first entrepreneurial venture.
-Learn how technology has and continues to change the restaurant business.
-Get to know why selling the experience imparts value which makes you priceless.

When asked what his Ultimate Lesson Learned has been thus far in his career, Chef notes that truly embracing the spirit of hospitality has made all the difference.

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