The Zandbergen Report

Host Bart Zandbergen was joined in the studio by Scott Heinila and Nick Bernatowicz of Producers Choice Network and Devon Ulrich of Foley Family Wines. During this episode, Devon shares details of the company’s wine portfolio with listeners as the hosts taste specific varietals for themselves. She also shares with listeners the impact that the pandemic has had on the wine industry and what changes she thinks are here to stay as we move through lockdown into a fully reopened state.

In this episode learn:
-What Cremant is, and how it is made
-Why Oregon wines are in demand and why you should stock up as prices rise
-Why bubbles pair well with any dish, anytime, anywhere
-The impact on the wine industry during the pandemic, and now, as we emerge post-pandemic
-How supply chain issues are now impacting the wine industry

To learn more about Foley Family Wines please visit: https://www.foleyfoodandwinesociety.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. Brokerage services are offered through Tessera Capital, Member FINRA

Host Bart Zandbergen was joined in the studio by Bill Bakho, Founder of President of skincare brand BB Lifestyle.  For much of his life, Bill struggled with skin sensitivity and allergies that put his skin into a highly reactive state. Motivated by the physical and emotional toll of his own skin issues, and a passion for helping others who might be in his same situation, Bill set out to develop his first skincare system. He recognized a gap between dermatological-grade results and naturally sourced, “clean” ingredients, and used that as a foundation for his first product: a sunscreen inspired by a friend suffering from lupus—and the inflammation it triggers in the skin. In this episode, Bart and Bill discuss entrepreneurship, what it is like to scale a business with intention, and why skincare is essential for every gender at every stage of life.

In this episode learn:
-How vital it is to make business pivots with intention
-How your challenges can become your calling personally and professionally
-Why choosing an attitude of gratitude can transform each and every day
-Why skincare is essential for all genders and ages

To learn more about BB Lifestyle please visit: https://bblifestyle.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. Brokerage services are offered through Tessera Capital, Member FINRA

Host Bart Zandbergen was joined in the studio by Suzanne Justice, Founder and CEO of Blake Rian Consulting. Suzanne has been in the staffing industry for over 14 years. She has successfully led teams for some of the largest Staffing agencies in WA and OR, including the second-largest global staffing agency.  She has placed tens of thousands of candidates in their dream jobs and in turn, helped her clients find the right fit for their teams. Suzanne is very passionate about the Staffing Industry and enjoys building long-lasting relationships with clients and candidates. In this special episode, Bart and Suzanne discuss what the current state of staffing is for small and large businesses alike, as well as lessons learned through entrepreneurship.

In this episode learn:
-How staffing shifted due to the pandemic for both employers and employees
-How Blake Rian Consulting can assist company’s select qualified candidates for available roles
-Lessons learned in entrepreneurship from starting out to scaling and through pivoting
-How Suzanne used her passion to become a best-selling author of three books nationally and internationally

To learn more about Blake Rian Consulting, please visit: https://blakerianconsulting.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. Brokerage services are offered through Tessera Capital, Member FINRA

Host Bart Zandbergen was joined in the studio by Letitia Berbaum. In this episode, the duo discuss the state of the market, consumer sentiment and their personal commentary on things that have been hot topics like currency, interest rates, and taxes. It has been over a year since the nationwide lockdown, with so much that has changed, although Bart and Letitia share their optimism for the future as we continue to move through the pandemic.

In this episode learn:
-Factors that may have influenced why the market has fared well in many respects
-How low interest rates have created opportunity
-Currency and how its future has been influenced by Bitcoin
-Why managing emotions when it comes to finances is key
-Why designing a plan in advance of a company sale or acquisition is helpful

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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. Brokerage services are offered through Tessera Capital, Member FINRA

Host Bart Zandbergen was joined in the studio by repeat guest, OC Realtor Nick Roshdieh. In this episode, Bart and Nick discuss how the real estate industry has changed due to the pandemic and what changes appear to be here to stay. Nick also shares his personal perspective on what makes a successful agent and what clients should look for in selecting an agent. Having met years ago in the gym, Bart and Nick also talk about how their gym routines have changed and what adjustments they plan to keep long term in their regimens.

In this episode learn:
-How supply and demand have driven up residential real estate prices across SoCal
-Changes to the property tour experience for agents and buyers/sellers
-What to look for when selecting an agent to represent you
-Tips for sellers to prepare their home so it presents well during home tours
-What to look out for when divorce and real estate transactions collide

When asked what his Ultimate Lesson Learned has been in his career, Nick shared, “It’s all about balance.”

Connect with Nick Roshdieh via email at Nick@NickRoshdiehGroup.com or 949.254.4775.

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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. Brokerage services are offered through Tessera Capital, Member FINRA

Host Bart Zandbergen was joined in the studio by former NFL Player Will Blackmon. Drafted in 2006 by the Green Bay Packers, he also spent time on the field playing for the New York Giants, Seattle Seahawks, Jacksonville Jaguars, Washington Redskins and briefly for the Saskatchewan Roughriders of the Canadian Football League. In this episode, Bart and Will talk all things football, fitness and how Will went from the NFL to founding The Wine MVP.

In this episode learn:
-How the loss of a loved one early on shaped how Will deals with loss
-Lessons Will learned throughout his football career + fun stories from his time on the field
-How Will balances living a fit lifestyle with his love for wine
-How Will’s interest in wine grew and what led him to starting The Wine MVP

Connect with Will Blackmon on Instagram @willblackmon and The Wine MVP @thewinemvp.

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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. Brokerage services are offered through Tessera Capital, Member FINRA

Host Bart Zandbergen was joined in the studio by repeat guest, Chris Gialanella of Modern Luxury. As the Group Publisher for the companies’ Southern California magazines including Angeleno, Riviera Magazine, Modern Luxury Palm Springs and Modern Luxury San Diego, Chris helps brands and public figures connect in meaningful ways through advertising relationships. Having spent over 20 years with Modern Luxury, Chris and his leadership have been a vital part of helping the publications he oversees navigate things like the Great Recession and now the COVID-19 Pandemic. In this episode, the duo discuss what changes they each have experienced during our COVID climate, what they are looking forward to as we move through the pandemic, and how they each see their industries evolving in the near future.

In this episode learn:
- Chris Gialanella’s road from politics to Modern Luxury
- How Modern Luxury and Riviera have pivoted to better serve the social climate
- What changes we may see in the world of publishing and events as we emerge post-pandemic
- Bart shares what True Wealth is and how The Zandbergen Group helps clients achieve it.
- Bart and Chris discuss Power Players which will feature the top difference makers of Orange County in  Riviera Magazine’s June Issue

When asked what his Ultimate Lesson Learned has been, Chris shared, “Loyalty is key. I interview so many people for open positions we have, and they have resumes that show they have moved around so much. I really love to find people who have passion and are ready to build legacies.”

Learn more about Modern Luxury’s Orange County publication, Riviera Magazine, here: https://mlriviera.com/digital-editions

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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. Brokerage services are offered through Tessera Capital, Member FINRA

Host Bart Zandbergen was joined in the studio by Ben McMillan, Founder of RG Alts, LP, who serves as the Portfolio Manager of the RG Aurum+ Fund, and Ben Jacobson, Managing Director of IDX Insights. In this episode, the trio discuss all things cryptocurrency, bitcoin and blockchain. From investing insights to myths and beyond, Bart asks his guests the pressing questions that his listeners have asked to gain clarity on. For those interested in getting involved with cryptocurrency and those who are looking to better understand the current state of crypto, this episode is will reveal all of the essentials!

In this episode learn:
- What cryptocurrency is including bitcoin and blockchain
- The guests’ perspective on the sustainability of the growth of bitcoin
- Details of the “bullish” period for bitcoin
- Bitcoin Myths – Including whether or not it is taxable
- What potential risks are of investing in cryptocurrency

When asked what their Ultimate Lesson Learned has been, the duo shared, “You can never underestimate how important the impact of psychology is on investments.”

Learn more about IDX Insights by visiting: https://idx-us.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. Brokerage services are offered through Tessera Capital, Member FINRA

Host Bart Zandbergen was joined in the studio Scott Heinila and Nick Bernatowicz of Producers Choice Network. The duo are strategic partners of The Zandbergen Group. During this episode, Bart and his esteemed guests discuss retirement income and why it is essential. Studies show that people spend more time each year planning a one week vacation than they do planning their retirement. This episode poses good food for thought that may have listeners choosing to flip the script and start investing in proper planning

In this episode learn:
- Why financial independence requires having a plan
- What to consider during your wealth accumulation phase to prepare for its future usage
- What various forms of retirement income are
- Annuities – what they are and what their benefits may be
- Risks that retirees are experiencing today

When asked what his Ultimate Lesson Learned had been during his career, Scott shared, “Don’t let your emotions get the best of you when it comes to your finances.”

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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. Brokerage services are offered through Tessera Capital, Member FINRA

Host Bart Zandbergen was joined in the studio by Nicole Anderson of Anderson Law Group. Anderson Law Group is a boutique law firm in Laguna Beach that practices exclusively in estate planning and business law. Nicole Anderson, J.D, LL.M., is the founding attorney of Anderson Law Group. She specializes in advanced estate planning and business transactions, income tax planning, asset protection, probate, trust administration, charitable trusts and charitable planning. In this episode, Bart and Nicole discuss some of the current state and federal policy changes in terms of estate planning and how they may impact clientele.

In this episode learn:
- What Lifetime Exemptions are and how they have changed
- What a ROTH Conversion is and how you could benefit from it
- What Prop 19 is and the changes that are now in effect
- Why having living trusts in place is so important

To learn more about Nicole Anderson, or to connect with Anderson Law Group, please visit www.andersonlawgroupinc.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. Brokerage services are offered through Tessera Capital, Member FINRA