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Featuring TEN-X

May 22, 2018

The world of real estate is changing…are you in the know?

Our interview with TEN-X was insightful.

Listen and learn along with us!

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.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Featuring Dan Lively

May 14, 2018

It was a pleasure to have Dan Lively in the studio with us!

Listen in to our LIVELY podcast featuring this dynamic guest.

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.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Featuring Josh Graves

May 1, 2018

Fitness on Fire opened it’s doors on March 14, 2015. We have dedicated our work to building a community that cares about your health & fitness. We believe that being connected in a community is a necessary key for you to reach your goals in life and in fitness. Having private, semi-private, or group training classes, pushes you beyond what you thought you could’ve accomplished on your own. We absolutely love what we do here! We have dedicated our lives to our clients and only offer exceptional sessions!

Founders, Josh and Haydee Graves, have been in the fitness industry for over 10 years each. Josh was a former Club Manager for multiple “big box” gyms, Fitness Manager of some of the biggest training gyms in Orange County, and Olympic Committee Ambassador at the 2010 & 2012 games.

Featuring Mark Van Mourick

April 30, 2018

Meet Mark Van Mourick, Founding Partner Optivest Wealth Management

Mark is the Founding Partner of Optivest Wealth Management and has managed the investment portfolios of several of the nation’s wealthiest families. Mark established Optivest in 1987 and has grown the firm’s managed portfolios to about 40 highly successful families through building strategic, diversified portfolios for his clients targeting low volatility and consistent growth.

Mark has four decades of experience as a Money Manager and Registered Investment Advisor. Prior to opening his own firm, he was one of the youngest Senior Vice Presidents and Partners at Smith Barney. Mark leads Optivest by example, defining common corporate goals focused on integrity in all aspects of the business, excellent client satisfaction and an environment of high moral consciousness and generosity.

In addition to his expertise in stocks and finance, Mark has extensive experience in business and real estate. He co-founded a national REIT and took it public on the New York Stock Exchange. He is also the author of Cash Out, Cash In – The After Success Investment Guide as well as an experienced investor in a wide variety of investment vehicles including private equity, hedge funds and venture capitals. Mark founded the Orange County Exit Planning Roundtable that includes a team of experienced advisors in the specialty disciplines necessary to guide entrepreneurs preparing to sell their business.

Featuring Jim O’Sullivan

April 23, 2018

Wealth Advisor Letitia Berbaum was joined in the studio by entrepreneur Jim O’Sullivan recently to discuss a variety of business endeavors and lessons learned.

When Jim was asked what his greatest strength is, he answered “my wife” without missing a beat. When we asked Jim what his greatest weakness is he stated rather enthusiastically “chocolate”.

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.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com

Investing 101 with Bart Zandbergen & Letitia Berbaum

April 2, 2018

Like a lion…Investors roared into 2018.

During the first week of the first quarter of the New Year, the Dow Jones Industrial Average rose above 25,000 for the first time ever. Less than two weeks later, it closed above 26,000. The Standard & Poor’s (S&P) 500 Index and NASDAQ Composite also reached new all-time highs.

Strong performance was supported by strong fundamentals. In December 2017, Mohamed A. El-Erian wrote in BloombergView economic and policy fundamentals, including synchronized global recovery, progress on U.S. tax reform, improved certainty around Brexit, and orderly acceptance of changing U.S. monetary policy, “…reinforce the prospects for better actual and future growth, thereby increasing the possibility of improved fundamentals validating notably elevated asset prices.”

Investing 101 with Bart Zandbergen & Letitia Berbaum

April 2, 2018

Like a lion…Investors roared into 2018.

During the first week of the first quarter of the New Year, the Dow Jones Industrial Average rose above 25,000 for the first time ever. Less than two weeks later, it closed above 26,000. The Standard & Poor’s (S&P) 500 Index and NASDAQ Composite also reached new all-time highs.

Strong performance was supported by strong fundamentals. In December 2017, Mohamed A. El-Erian wrote in BloombergView economic and policy fundamentals, including synchronized global recovery, progress on U.S. tax reform, improved certainty around Brexit, and orderly acceptance of changing U.S. monetary policy, “…reinforce the prospects for better actual and future growth, thereby increasing the possibility of improved fundamentals validating notably elevated asset prices.”

Featuring Nicole Anderson

March 25, 2018

Nicole Anderson, J.D, LL.M, founding attorney of Anderson Law Group, Inc., practices exclusively in the area of estate planning and business law.

She specializes in advanced estate and business planning, asset protection, business transactions, probate, trust administration, charitable and income tax planning. She received her Bachelor of Arts in International Political Economy from The Colorado College with a minor in German. While pursuing her undergraduate degree, Nicole attended the London School of Economics for one year studying economics and international law. Following her undergraduate education, Nicole received her J.D. from Wayne State University Law School in Michigan. In order to better serve her clients with estate and tax planning, Nicole received her L.L.M. (Masters of Law) with an emphasis in taxation from Chapman University School of Law. Nicole utilizes her experience and background to help families design and implement their estate and tax planning.

Featuring Josh Lavis

March 25, 2018

Josh Lavis of Daou Vineyards is  a self described lover, not a fighter. Family and friends come first. Traveler & lover of fine wine, food and history. Veteran of the wine industry. 14 Years Experience in Sales, Importation, Distribution, and Retail in Fine Wine. East Coaster who found paradise in Southern California.

Visit www.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 PT on OC Talk Radio.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com.

Featuring Lonnie Seide

March 23, 2018

Our guest Lonnie Seide, attorney at Minyard Morris, LLP shared great advice with us in the studio. Straight talk from an industry expert made for a great show. Listen to our podcast and share your thoughts, comments and questions with us!

The Zandbergen Report, where wealth strategies and investment wisdom collide, is led by host Bart Zandbergen, and is LIVE every Tuesday at 2pm PT on OC Talk Radio.

Interested in being a guest on The Zandbergen Report? Email podcast@bartzandbergen.com