The Zandbergen Report
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

***

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.

***

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

***

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

AB 5 and its Impact on California Businesses and Business Owners

AB 5 and its Impact on California Businesses and Business Owners

August 25, 2020

Host Bart Zandbergen was joined in the virtual studio once again by Lee R. Goldberg, Esq, who is a transactional business attorney and has been practicing in Southern California for over 33 years.  In this episode, Lee shares his knowledge of AB 5 and its implications for California business owners. This new regulation went into effect in January 2020, and has since required many business owners and independent contractors to restructure their employment relations in order to be in compliance.

Lee has extensive experience in negotiating and documenting sophisticated real estate, finance, intellectual property, corporate structuring, M&A and many other business transactions.  Currently, the majority of Lee’s practice consists of acting as outside general counsel to numerous companies across a broad spectrum of industries, handling all legal aspects of his client’s businesses, including business structuring, contracting, labor and employment issues, client contract matters, trade supplier contracts, statutory and corporate compliance, insurance contracts and claims, and dispute resolution (litigation management).

In this episode learn:
- What the AB 5 regulation entails and how it impacts California businesses and business owners
- The fundamentals of the ABC Test which determines whether someone is classified as an independent contractor or employee
- Why it is essential, now more than ever, to be compliant with AB 5

To contact Mr. Goldberg, please email: lgoldberg@forddiulio.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

Reflections in Quarantine, Part 2

Reflections in Quarantine, Part 2

August 19, 2020

Host Bart Zandbergen was joined in the virtual studio by co-host Letitia Berbaum for part two of their conversation about life in quarantine. In this episode Bart and Letitia discuss areas of our lives that have been impacted by COVID including health, fitness, nutrition, friendships and finances. They also share their own personal experiences and some of their lessons learned thus far in our ever-changing global climate.

In this episode listen to Bart and Letitia discuss:
- How creating new fitness routines has been essential for overall wellness
- Why taking a balanced approach to nutrition is vital right now to beat or delete the “Quarantine 15”
- How COVID is making many of us reevaluate friendships and relationships with others in general
- How financial decisions have been impacted and what the long-term impact may be

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

Employee Benefits Made Easy with Harley Bjelland of The ERISA Law Firm

Employee Benefits Made Easy with Harley Bjelland of The ERISA Law Firm

August 13, 2020

Host Letitia Berbaum was joined in the virtual studio by Harley Bjelland – the sole owner of The ERISA Law Firm. Through his practice, he focuses on ERISA, employee benefits, and executive compensation. With over three decades of experience practicing employee benefits in California, Harley provides his clients with rich perspective and creative solutions to effectively respond to their needs and achieve favorable results. In this episode, Harley shares with listeners some tried and true ways to make employee benefits simple and he also addresses some of the recent challenges facing small business owners due to COVID-19.

In this episode learn:
-
What business owners can do to explain the value of specific employee benefits to their employees
- ESOP’s : Employee Stock Ownership Plans and why some organizations value having them in place
- Phantom Stock Options : How they are structured and what triggers their payout

When asked what his ultimate lesson learned has been, Harley shares, “when I look back at the best days of my life, none of them have had anything to do with work.”

Learn more about The ERISA Law Firm by visiting: http://theerisalawfirm.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

Practicing Empathy in Elder Financial Abuse Litigation with Matthew Stein Esq.

Practicing Empathy in Elder Financial Abuse Litigation with Matthew Stein Esq.

August 5, 2020

Host Letitia Berbaum was joined in the virtual studio Matthew Stein, ESQ – a Probate Litigation Attorney and Owner of Law & Stein, LLP. Matthew represents those entangled in probate litigation, including trust contests, will contests, breaches of fiduciary obligations, allegations of trustee wrongdoing and claims of elder abuse. His work includes consulting with individuals to provide advice on strategic planning and positioning before litigation becomes necessary. In this episode Matthew and Letitia discuss the sensitive topic of elder abuse and what can be done to protect all parties. An experienced trial lawyer and skillful negotiator, Matthew is a tenacious adversary who consistently obtains significant results for his clients regardless of the challenges presented.

In this episode learn:
-
The financial complications associated with elder abuse
- Why having proper legal agreements is so important to protect ailing parents
- How Law and Stein LLP serve their clients from both a litigation and estate planning perspective

When asked what his ultimate lesson learned has been, Matthew shares, “empathy is critical in helping guide our clients who, more often than not, have a deep emotional connection to the situation.”

Learn more about Law & Stein, LLP by visiting: https://lawandsteinllp.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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