The Zandbergen Report

Host Bart Zandbergen was joined in the podcast studio by Lisa Risner, Founder of Divorce Mediation of California, and her fellow team attorneys Suzanne Gregorie and Parris Trimble. Located in Newport Beach, Divorce Mediation of California consists of a team of professionals, including attorneys, mental health professionals and accountants - all of which are highly skilled and experienced in handling all aspects of family law matters. In this episode, Bart talks with the trio of highly regarded attorneys about the current state of divorce in California, its nuances, and how mindset makes a significant difference in the collective settling of a divorce proceeding.

In this episode learn more about:

- The different ways you can get legally divorced in California
- The roles and responsibilities of a mediator in a divorce setting
- What a collaborative divorce arrangement is and how it is different than a mediation
- What team members are involved in a collaborative divorce arrangement
- The strength of a pre-nuptial agreement and how it could potentially be challenged

To learn more about Divorce Mediation of California, visit: https://www.divorcemediationca.com/

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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

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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.

Host Letitia Berbaum was joined in the podcast studio by Janise Graham President of Small Business Style, Inc., and Entrepreneur's Insurance Services. She is a speaker, and bestselling author of Leaving In Style: Business Succession On Your Terms. Janise helps business owners and entrepreneurs better understand the nuances of long-term business succession planning to protect the future of their families, businesses, and employees. In this episode, Letitia and Janise discuss the nuances of exit planning and the steps you can take to set yourself up for success as a business owner.

In this episode learn more about:

- What Janise refers to as an “accessory” and how that can benefit your company.
- Who should be a part of your core team of “accessories”
- What some common mistakes are in exit planning and how proper planning can help prevent them
- What are some key things to consider well before a business sale takes place
- Why working “on” the business is just as important as working “in” the business

Learn more about Janise Graham by visiting her website: www.LeavingInStyle.com

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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

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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.

Host Bart Zandbergen was joined in the studio by long time Laguna Beach resident and entrepreneur Alec Glasser. Founding Laguna Beach’s iconic The Drake Restaurant just before the pandemic, Alec launched The Drake Gives last year which is a nonprofit 501(c)(3). The organization’s mission is to connect, inspire and provide underserved youth with the music education, materials and instruments they need and deserve to fuel their passions and experience the power of music. In this special episode, Alec shares why music education is important to him and how his passion for The Drake began in the fabled Drake Hotel in New York City. Opening its doors in 1928, the Drake Hotel ushered in a new era of elegance along with a client list that read like a Who's Who. During Alec's tenure at the hotel which began in his teenage years, it was also the preferred address for touring musicians such as Jimi Hendrix, The Who and Led Zeppelin, as well as boxing legend Mohamad Ali and "Rat Pack" members Frank Sinatra and Sammy Davis, Jr.

To raise funds for The Drake Gives, a special speakeasy style event called The Drake After Dark is taking place December 1^st, 2022 from 6:30-late at Laguna Beach’s famed Seven Degrees venue. Where great food meets great music, The Drake After Dark will be an immersive experience complete with interactive food stations, exceptional wines and craft cocktails, first class live entertainment including a band and special guests, and fundraising opportunities featuring a silent auction and live auction led by none other than auctioneer Zack Krone. Chef Donald Lockhart of Seven Degrees will be leading the evening’s culinary offering which will not disappoint. The celebratory affair will honor Doug Freeman, CEO and Executive Chair of Orange County Music and Dance.

In this episode learn more about:

- Alec Glasser’s star-studded history with the Drake Hotel in New York City
- What prompted Alec as a Laguna local to open The Drake Restaurant
- Why music education is important to Alec and how it inspired him to launch The Drake Gives
- What boxing legend Mohamad Ali used to talk with him about at the Drake Hotel
- What to expect at The Drake After Dark Event happening December 1^st, 2022

When asked what his Ultimate Lesson Learned has been, Alec shared, “Greatness comes from taking responsibility.”

To learn more about The Drake Gives or to access tickets for The Drake After Dark event on December 1^st, 2022, click HERE.

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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.

Host Bart Zandbergen was joined in the podcast studio by co-host Letitia Berbaum, Paula Steurer of Sterling Public Relations, with Scott Heinila and Nick Bernatowicz of Producers Choice Network joining remotely for the 5^th Annual Holiday Wine Pairing Podcast alongside studio engineer Danielle Ramchandani. This year’s line-up of wines featured some that are well-known, some that are hidden gems, and some that were being tried by the podcast crew for the very first time. Led by Bart’s sommelier expertise, the cast discusses what pairings are best tailored with certain dishes alongside some unexpected pairings to consider. Cheers to the 2022 holiday season and blessings to all.

The 2022 wine line-up includes:
- Veuve Cliquot Rose
- Mulderbosch Chenin Blanc
- J Dusi Red Zinfandel
- Robert Bialis Black Chicken Red Zinfandel
- William Selyam Pinot Noir
- Brave & Maiden Cabernet Franc

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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.

Host Bart Zandbergen was joined in the studio by entrepreneur and fitness instructor Kayla Abdi.

Obtaining her Master's degree in Organizational Leadership, Kayla’s commitment to health and wellness spans nearly 15 years. After a string of health issues, and searching for answers, she discovered powerful solutions and is on a mission to help others feel their best. In this episode, Bart and Kayla discuss “5 Major Myths of Health and Nutrition.”

In this episode learn more about:

- Why treating the root cause of health issues makes dollars and sense
- How food sensitivity testing can help you make smart nutrition choices
- What to look for in nutrition supplements and why they can be helpful
- How water can make a powerful impact in your overall health
- What to consider when consuming juices or smoothies

To learn more about Kayla Abdi, connect with her HERE.

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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.

Host Letitia Berbaum was joined in the podcast studio by Jenifer Kienle, Esq., OSHA Regulation, Compliance and Litigation Specialist at Kienle Law. Jenifer has over 20 years of litigation and trial expertise defending national and California commercial enterprises including industrial and construction catastrophic personal injury and wrongful death state and federal suits, general liability matters in the food and hospitality industry, personal injury and property damage litigation arising out of public works improvements and traffic control, as well as OSHA and Cal OSHA defense including crisis management, citation appeals/answers to complaints and whistleblower claims. In this episode, Jenifer and Letitia discuss how COVID has changed the landscape for OSHA and how the guidelines for employers are continuing to evolve.

In this episode learn more about:

- What COVID guidelines are currently changing
- What new rule related to COVID goes into effect January 1^st, 2023 for employers
- How to handle a sudden death in the workplace
- The value in partnering with your trusted legal team during times of crisis and beyond
- How understanding OSHA obligations helps you create effective workplace safety processes and protocols
- Why the Injury and Illness Prevention plan will likely be a focal point for employers in 2023

Learn more about Jenifer Kienle and Kienle Law by visiting their website: https://kienlelaw.com/

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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.

Host Bart Zandbergen was joined in the studio virtually by Cure Duchenne Founder and CEO Debra Miller. If you have ever had the pleasure of meeting Debra, her husband Paul, or their son Hawken, you know how inspiring their journey has been. Debra’s son Hawken was diagnosed with Duchenne, which is a rare form of Muscular Dystrophy, at the age of 5. Today, he is 25, a USC graduate and a successful journalist. Debra founded Cure Duchenne about a year into Hawken’s diagnosis. Through the organization’s fundraising efforts, which have funded important research, the life expectancy for those with Duchenne has increased by nearly 10 years. In this special episode, Debra shares details about her journey, her hopes for the future, and her goals for the 2022 Napa in Newport Gala.

In this episode learn more about:

- What Duchenne Muscular Dystrophy is and who it impacts
- How Cure Duchenne is funding research to hopefully find a cure
- How Hawken is doing as he manages this condition daily
- What transpired to bring Napa in Newport to fruition with 2022 being its eighth year
- What the record breaking amount was that Napa in Newport raised last year and what Debra’s fundraising goal is for this year’s event
- How a Donor Advised Fund can play a pivotal role in charitable giving

To learn more about Cure Duchenne, please visit: https://cureduchenne.org/

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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.

Host Bart Zandbergen was joined in the studio by Dean Gray, President and Proprietor of Riverain. Connecting last year at the annual Napa in Newport event benefitting Cure Duchenne, Bart and Dean discuss how Riverain came to be, how passion plays a significant role in being successful in what you apply yourself to, and how giving back is truly a gift that keeps on giving. Plus, Dean shares a few little known facts about the vineyard while Bart shares the reason he loves Riverain’s decadent Pinot Noir.

In this episode learn more about:

- The history of Riverain, which produced its first vintage in 2011
- The wines Riverain produces and their limited production
- How the name Riverain came to be and what its meaning is
- How Rivierain became involved in Cure Duchenne and why they are passionate about giving back

When asked what his Ultimate Lesson Learned throughout his lifetime has been, he shared, “The key word is Passion. Apply yourself and do it with passion in whatever endeavor you choose.”

To learn more about Riverain Vineyards, visit: https://riverainvineyards.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.

Host Bart Zandbergen was joined in the studio by Zandbergen Group partner, Letitia Berbaum, to discuss investor behavior. Market volatility continues to make headlines, creating frustration for many investors. In this special episode, the Zandbergen Group duo discuss lessons from investment history, how emotions can create unintended consequences when it comes to investment decisions, and they share sage wisdom on how to navigate the latest season of turbulence.

In this episode learn more about:

- Lessons from the stock market’s history and what they illustrate
- Why sticking to the plan can make all the difference
- Possible benefits from a diversified portfolio
- Why non-emotional decision making makes dollars and sense
- 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.

Host Letitia Berbaum was joined in the podcast studio by Veronica Stephens who is the Education & Outreach Manager for Laura’s House. In her role, Veronica provides domestic violence education presentations and resources to non-profit agencies, first responders, corporations, working professionals and governmental agencies. Laura's House was inspired by a true story about a woman called Laura who was a victim of domestic violence. Since its inception in 1994, Laura's House has continued to grow and offer a multitude of programs and services which provide vital support and education aimed at avoiding such tragic circumstances from ever occurring again. For the last 28 years, Laura’s House has provided shelter and supportive services to more than 5,000 abused women, men and children and counseling, life skills education and legal advocacy to over 55,000 persons. Today, Laura's House continues to be the only state-approved comprehensive domestic violence agency in South Orange County. Annually, Laura's House provides residential shelter services, transitional housing, counseling and workshops, and legal services to thousands of individuals. Over 2500 crisis calls come in each year on our 24/7 Crisis Hotline: 1.866.498.1511.

In this episode learn more about:

- What the current statistics are related to domestic violence among men, women and teens
- Why preventative measures are necessary to break the cycle of domestic violence
- How teen dating domestic abuse is on the rise and why this created the need for teen-focused services
- How emotional abuse affects self-worth and how to recognize it
- What EMDR Therapy is and how it can be effective in treating trauma
- The Mankind OC Project and what support the program will include
- Different ways people can get involved to give back
- The Upcoming GALA happening October 1^st, 2022 called “The Next Adventure.” This event is hosted by Laura’s House and will be taking place at the Newport Beach Country Club. Click HERE to learn more.

Learn more about Laura’s House by visiting their website: https://www.laurashouse.org/. Click here to access the teen website by Laura’s House: https://www.laurashouse.org/lhteen/.

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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.