The Zandbergen Report
Investment Industry Insights from PIMCO’s Executive Vice President Kevin Winters

Investment Industry Insights from PIMCO’s Executive Vice President Kevin Winters

June 10, 2020

Host Bart Zandbergen was joined in the virtual studio by Kevin Winters of PIMCO. Kevin is an Executive Vice President and alternatives strategist in the Newport Beach office, specializing in distribution of PIMCO’s registered and private market strategies to global wealth management clients. Previously, he was the business head for PIMCO’s RIA and multi-family office team, where he led distribution strategy and managed the U.S. team of RIA-focused account managers. He was also a member of PIMCO’s U.S. global wealth management operating committee. Bart and Kevin discuss the global climate of 2020 and its impact on managing client’s emotions and investment strategies.

In this episode learn:
- What the 360 view has been of what investors have been faced with in the last three months.
- What industry opportunities and challenges may exist for investors.
- What effects unemployment may have moving forward.
- The importance of resilient business structures.

When asked what his ultimate lesson learned has been, Kevin shares, “Patience. Avoiding the emotional component when it comes to investments is critical.”

To learn more about Kevin Winters and PIMCO, please visit: https://www.pimco.com/en-us/experts/kevin-winters/

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

Immunity Boosting Through Regenerative Medicine with Dr. Allyson Berkey

Immunity Boosting Through Regenerative Medicine with Dr. Allyson Berkey

June 2, 2020

Host Bart Zandbergen was joined in the virtual studio by Dr. Allyson Berkey of Beyond Regenerative Medicine and Aesthetics in Newport Beach. Known for her anti-aging, immunity boosting and stem cell therapy treatments, Dr. Berkey shares how COVID-19 is changing the patient experience. She also talks about the healing power of regenerative medicine and highlights on trend treatments that get excellent results.

In this episode learn:
- What changes Dr. Berkey has instituted in her med spa as a response to COVID-19
- How nutrition impacts immunity and how IV Infusion Treatments can help
- The power of sleep and what you can do if you suffer from sleep disruption
- What regenerative medicine is and how treatments counteract aging
- What Peptides are and how they address aging and other aesthetic concerns
- What Stem Cells are and how they are changing the future of regenerative medicine
- What treatments are popular to look and feel beach body ready

When asked what her ultimate lesson learned has been, Dr. Berkey shares, “humility is key – being open to each patient and their concerns and not assuming we know it all is vital in quality patient care.”

To learn more about Dr. Allyson Berkey and Beyond Regenerative Medicine and Aesthetics, please visit: https://beyondregen.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

Navigating a Business Launch During the Pandemic with Sam Madani of BOMANI Cold Buzz

Navigating a Business Launch During the Pandemic with Sam Madani of BOMANI Cold Buzz

May 26, 2020

Host Bart Zandbergen was joined in the virtual studio Sam Madani, CEO and CO-Founder of BOMANI Cold Buzz. An NYC resident and USC Grad, Sam gave up his lucrative investment banker career to create BOMANI with his fellow co-founders who were also professionals in the investment world. Sam traveled to California in March 2020 for just a few days to meet with a few distributors ahead of their planned May 2020 California launch. However, he decided to stay in California with family due to the pandemic, while connecting virtually with his team members back in NYC.

In this episode learn:
- How BOMANI Cold Buzz has created a new niche in their market space
- What it’s been like navigating a product launch in the middle of a pandemic
- The inspiration behind BOMANI Cold Buzz and the difference a connected team culture makes
- What BOMANI Cold Buzz is doing to give back to the community during the pandemic

When asked what his ultimate lesson learned has been, Sam shares, “people are everything. By empowering the right people – you get more support than you would in any other way.

To learn more about BOMANI Cold Buzz, please visit: https://www.bomanicoldbuzz.com/ or follow @bomani.cold.buzz on Instagram.

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 Position Your Business for a Successful Re-Emergence in the Wake of COVID-19

How to Position Your Business for a Successful Re-Emergence in the Wake of COVID-19

May 15, 2020

Host Bart Zandbergen was joined in the virtual studio by Lee R. Goldberg, Esq, who is a transactional business attorney and has been practicing in Southern California for over 33 years.  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:
- Why it will be important to comply with COVID-19 regulations when you reopen your business
- What potential legal recourse may occur if you do not comply with regulations
- Why going above and beyond will win consumer trust
- How strategic planning will position you and your brand to be more effective in your reopening efforts

When asked what his ultimate lesson learned has been, Mr. Goldberg shared that, “you get more with sugar than you do with vinegar.”

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

Meals on Wheels of Orange County – Fighting Hunger in Uncertain Times

Meals on Wheels of Orange County – Fighting Hunger in Uncertain Times

May 5, 2020

Host Bart Zandbergen was joined in the virtual studio by the President and CEO of Meals on Wheels of Orange County, Holly Hagler and Scott Heinla of Producers Choice Network. Hunger is affecting more than 24% of low income, elderly adults in Orange County and the demand for support has intensified due to COVID-19. This non-profit serves over 1 million meals each year and has been dedicated to serving our community for over 50 years. Listen to this episode to gain access to information you may need such as how to get support from their organization, how to donate and how to volunteer.

In this episode learn:
-How Meals on Wheels serves the community through meal delivery and beyond
-How Meals on Wheels on-boards new members of the community who need their services
-How the meals are created specifically for seniors and their health needs
-Ways you can get involved and help their organization as the need for support continues to rise

To learn more about Meals on Wheels of Orange County, formerly Senior Serv, please visit: www.MealsonWheelsOC.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

Financial Relief Programs: Qualification Requirements, Documentation and Grants vs. Loans

Financial Relief Programs: Qualification Requirements, Documentation and Grants vs. Loans

April 30, 2020

Host Bart Zandbergen and co-host Letitia Berbaum were back in the virtual studio to discuss the latest financial relief programs including the Paycheck Protection Program (PPP), Economic Injury Disaster Loan (EIDL), and the SBA Disaster Relief Loans. Letitia and Bart discuss the nuances of each, including qualification requirements, documentation and other guidelines.

In this episode Bart and Letitia share:
-How to qualify for the latest financial relief programs
-Which of the programs are grants versus loans
-The deadlines to apply for assistance
-What documentation may be needed in applying for one or more of these programs

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

At Home Learning: How to Manage Working From Home While Homeschooling

At Home Learning: How to Manage Working From Home While Homeschooling

April 21, 2020

Host Bart Zandbergen and co-host Letitia Berbaum were joined in the virtual studio by Karie Gladis, the CEO of Empower Reach, an education consulting company whose mission is to empower each educator, student, and parent. Karie has extensive experience designing and leading multi-year professional development, coaching educators, developing and implementing curriculum, providing parent education, and teaching students. Karie has worked in districts and schools nationally and internationally for over twenty years. She talks candidly in this podcast about how to create an impactful day while juggling more than ever from home.

In this episode Bart, Letitia and Karie discuss:
-How to answer children’s questions about COVID-19
-How to talk to children about cleanliness and its importance
-Why talking with children about avoiding waste is imperative
-How to structure your day and find your daily rhythm
-How to motivate your children through their daily school activities at home

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

Get the Scoop on Nutrition and Supplementation from Two Industry Pros

Get the Scoop on Nutrition and Supplementation from Two Industry Pros

April 19, 2020

Host Bart Zandbergen was joined in the studio by entrepreneurs Billy Hinzo, Founder of Kingdom Nutrition and Daniel Houtz, CEO of Golden Era Nutrition. These two pros shared with listeners the latest advancements in the supplementation industry as well facts that are useful when trying to decide what supplements to buy and why, in order to enhance and maximize your fitness goals.

In this episode gain access to:
-
Creatine – a surprising fact you should know
- Essential Recovery Supplements
- Food vs. Supplements
- What the difference is between supplements and neutraceuticals

To learn more about Kingdom Nutrition please visit: https://kingdomnutrition.com/

To learn more about Golden Era Nutrition please visit: https://www.goldeneranutrition.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

The CARES Act: What You Need To Know

The CARES Act: What You Need To Know

April 15, 2020

Host Bart Zandbergen was joined in the studio by co-host Letitia Berbaum to discuss the CARES Act.  The unprecedented $2 trillion coronavirus relief package Congress signed by President Trump on Friday, March 27, has a lot in it to unpack. In fact, Congress is still hammering out some of the fine print. The stimulus package, officially named the Coronavirus Aid, Relief and Economic Security (CARES) Act, includes funding to assist industries like airlines, which have been hit hard by travel grinding to a near-halt, and to shore up financial lending markets. But the act also has a number of provisions designed to help out Americans and small business owners struggling with their finances as the COVID-19 virus upends normal life as we know it. The CARES Act is over 800 pages long, but we've pulled out the key parts of the CARES Act that are most likely to help you, your family, or your friends and loved ones.

In this episode Bart and Letitia discuss the following as related to the CARES Act:
-CARES Act Implications and Considerations
-Small Business Owner Support
-Unemployment Assistance
-Help for Property Owners / Homeowners
-Student Loan Impact

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

Bart Zandbergen and Letitia Berbaum Discuss Market Volatility and Community Uncertainty

Bart Zandbergen and Letitia Berbaum Discuss Market Volatility and Community Uncertainty

March 31, 2020

Host Bart Zandbergen and co-host Letitia Berbaum led this episode of The Zandbergen Report remotely during quarantine to discuss the current state of affairs and how to navigate the current normal. The duo compiled a content rich episode of data that helps you understand what you need to know as we move through this current pandemic.

In this episode gain access to:
-
Historical information on past pandemics and their impacts on the stock market
- How to navigate new regulations as they are announced
- Details on new tax filing deadlines

To be added to Bart and Letitia’s financial e-newsletter list, please email Bart@OptivestInc.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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