Bart Zandbergen, CFP

The Zandbergen Report

Business EN ↓ 100 episodes

The Zandbergen Report: Wealth Management Strategies and Investment Wisdom with Bart Zandbergen, CFP. The weekly, 30 minute show features guests in professional services including mortgage, real estate, law and litigation, as well as entrepreneurs and executives in industries like health, fitness, style and philanthropy. Each episode showcases the dynamic guest and the investments they have made in their career, their clientele and themselves to raise the bar for excellence in their respective industry. Also, The Zandbergen Report features guest host Letitia Berbaum of The Zandbergen Group, who...

Author

Bart Zandbergen, CFP

Category

Business

Podcast website

bartzandbergen.podbean.com

Latest episode

Sep 9, 2025

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Episodes

Bart Zandbergen Talks with Strider Elass, Senior Economist of the First Trust Economics Team 09.09.2025

Host Bart Zandbergen welcomed Strider Elass, Senior Economist of the First Trust Economics Team, into the studio virtually to discuss the ebbs and flows of the stock market this year. Bloomberg has consistently ranked the First Trust Economics Team as one of the top forecasters of the U.S. economy over the past decade plus. At First Trust, Strider is responsible for analyzing economic indicators,...

Healing Discontent and Unlocking Potential Through Vibrational Success with Mark Romero 27.08.2025

Host Bart Zandbergen welcomed entrepreneur Mark Romero into the podcast studio for a True Wealth episode. Mark is a sound healing guitarist and the creator of Vibrational Success—a breakthrough audio technology designed to reduce stress, elevate clarity, and support high performance. His immersive guitar soundscapes, combined with guided visualizations and mindsets, help high achievers stay ground...

Golden Eagle Vodka and its Character Infusion – A Candid Conversation with Founder Dakota Rader 06.08.2025

Host Bart Zandbergen welcomed the Founder and CEO of Golden Eagle Vodka into the podcast studio to discuss how his team has made character a priority and a signature of the Golden Eagle brand. Golden Eagle Vodka was born from a desire to change how people see vodka. As a career bartender, Dakota recognized the gap between vodka’s potential and its reality in the market. He wanted to craft a spirit...

Bart Zandbergen Talks About the Road to Peak Health with Todd Vande Hei of Stark Health 30.07.2025

Host Bart Zandbergen welcomed the CEO of Stark Health into the studio, Todd Vande Hei, to discuss the journey to peak health. Stark exists to change the future of health and fitness in the communities they serve. For the last 15 years, Todd has been on a journey to discover what it means to be in a state of peak health. After suffering from a series of seizures and being diagnosed with high blood...

Bart Zandbergen Talks with Dr. Mary Ann Martin aka Dr. Hormone Hacker 12.02.2025

Host Bart Zandbergen was joined in the podcast studio by Dr. Mary Ann Martin who is a board-certified Endocrinologist, Executive Health Coach, Speaker and Author.  Known as Dr. Hormone Hacker, she takes an alternative approach to our traditional, broken health care system and guides people on prevention and well care, not sick care. She is passionate about bridging the healthcare gap by helping pe...

Bart Zandbergen and Dr. Teryn Clarke Discuss Brain Health + Alzheimer’s Disease Prevention 22.01.2025

Host Bart Zandbergen was joined in the podcast studio by Dr. Teryn Clarke who is a highly regarded neurologist. She recently wrote a book entitled, “Brain Health Action Plan,” which looks at how to prevent Alzheimer’s diseases through lifestyle changes. In this episode, Dr. Teryn Clarke shares the data she has researched as well as the wisdom she gained throughout her studies. She is passionate ab...

Bart Zandbergen Talks Lessons Learned + Rewriting Your Story 15.10.2024

Bart Zandbergen was joined in the podcast studio by Paula Steurer of Sterling Public Relations who took over as the episode’s host to interview Bart. Taking listeners on a journey back in time, Bart shared details of his humble beginnings and the pivotal fork in the road, inspired by the movie “Rocky,” that changed everything. In this candid episode, Bart discussed some of the most pivotal lessons...

Bart Zandbergen and Andy Nelson Discuss Copyrights Among the Age of AI 31.07.2024

Host Bart Zandbergen was joined in the podcast studio by Andy Nelson of Salient Counsel. Andy represents clients in business, commercial, and intellectual property matters. His practice emphasizes the development of effective strategies for trademark and copyright protection, enforcement, licensing, and dispute resolution (including practice before the USPTO and TTAB). Over his career, Andy has he...

Bart Zandbergen and Moses Heredia Discuss Humble Beginnings + The Path to Success 16.07.2024

Host Bart Zandbergen was joined in the podcast studio by special guest – Moses Heredia, Founder of Global Processing Systems. Founded on the principles of honesty, integrity and outstanding service, which Moses himself embodies, Global Processing Systems has served thousands of clients for over 20 years. Moses embarked on this career path over 30 years ago, working his way up quickly in his former...

Bart Zandbergen Talks with The Real OC Dentist, Dr. Guitta Harb 29.05.2024

Host Bart Zandbergen was joined in the podcast studio by Dr. Guitta Harb, aka The Real OC Dentist. Known for her modern smile makeovers, Dr. Harb is an expert in cosmetic dentistry. In this episode, Dr. Harb shares her challenges and triumphs in emigrating from Lebanon to the USA as a teen, her untraditional path to becoming a dentist, and why she feels a smile is more than smile deep. She also gi...

Breaking Down Behavioral Finance and the Role of Uncertainty 08.05.2024

Host Bart Zandbergen and co-host Letitia Berbaum were joined in the podcast studio by Dr. Naomi Win. Dr. Win draws on clinical practice and current research to clarify the psychological factors that shape decision-making. By mapping the cognitive and emotional drivers that define financial behaviors, she upskills those seeking adaptive strategies to enhance well-being and wealth. As we navigate ma...

Imani Law Talks Shop with Bart Zandbergen 30.04.2024

Host Bart Zandbergen was joined in the podcast studio by Carmel and Camellia Imani of Imani Law LLP, a law firm designed for creators to help navigate the legal side of entrepreneurship. Imani Law LLP has helped entrepreneurs legally start their business, as well as secure brand ownership through trademarks. Both Carmel and Camellia earned their Juris Doctorate at UC Davis School of Law. They bega...

Rewriting Your Story with Discipline 04.12.2023

Host Bart Zandbergen was joined in the podcast studio by Scott Heinila to discuss the art and power of discipline. The duo discussed how discipline plays a factor in their personal and professional lives as they navigate business, relationships, family matters, fitness and beyond. They began by unpacking people’s willingness to, “Do what others won’t do, to be or have what others won’t have,” and...

The Zandbergen Report’s 6th Annual Holiday Wine Pairing Podcast 15.11.2023

Host Bart Zandbergen was joined in the podcast studio by co-host Letitia Berbaum, Paula Steurer of Sterling Public Relations, Scott Heinila of Producers Choice Network, and featured guest Landon Patterson, CEO of Hundred Acre. Landon shared tasting insights, pairing notes and little-known facts about the distinctive wines he chose to feature on the episode, while the show’s guests also reviewed se...

Bart Zandbergen and Scott Heinila Discuss Long-Term Care and Possible Changes 11.10.2023

Host Bart Zandbergen was joined in the podcast studio by Scott Heinila to discuss Long-Term Care benefits, considerations, and possible changes. California is considering a statewide Long-Term Care Insurance program that is also known as AB 567. If passed, this bill would require residents to pay an increased income tax of 0.40% to 0.60% to cover the cost of state-funded long-term care program. In...

Bart Zandbergen and Scott Heinila Talk with Dr. Morgan Cutlip 04.10.2023

Host Bart Zandbergen was joined in the podcast studio by Scott Heinila and Dr. Morgan Cutlip, PhD. She recently released her book entitled “Love Your Kids Without Losing Yourself.” As a highly sought after relationship expert, Dr. Morgan knows what it feels like to lose yourself in motherhood, and she’s determined to help mothers navigate it better. Throughout her career, she has helped hundreds o...

Bart Zandbergen and Melissa Océan, Founder and CEO of Divorce Strategies Group 21.06.2023

Host Bart Zandbergen was joined in the podcast studio by Melissa Océan, Founder and CEO of Divorce Strategies Group which is based in Las Vegas. Melissa has been serving clientele in the financial industry since 1992 and has been published nationally in Kiplinger, Thrive Global, Yahoo! News and Yahoo! Finance. Melissa has been creating and designing portfolios for sustainability to post-divorce cl...

Bart Zandbergen Talks with Entrepreneur and Author Nycole Freer 08.06.2023

Host Bart Zandbergen was joined in the podcast studio by entrepreneur and author Nycole Freer. A fellow advisor, Nycole launched Eden Financial this year. One of her passion projects following the launch of her firm was to write her first children’s book. Releasing it in April of this year, “Haisley’s Birthday Money,” which is named after Nycole’s daughter, is full of fun lessons children can take...

Bart Zandbergen and Alec Glasser Discuss Music Education, The Drake Gives and Sammy Davis Jr. 15.05.2023

Host Bart Zandbergen was joined in the podcast studio by Alec Glasser, Founder of The Drake Restaurant in Laguna Beach and The Drake Gives. The Drake Gives launched in 2021, and remains steadfast in its mission to connect, inspire and provide underserved youth with music education, materials and instruments. To date, The Drake Gives has raised nearly half a million dollars to support Save The Musi...

Letitia Berbaum Talks with Jason Ma CEO of ThreeEQ 15.05.2023

Host Letitia Berbaum was joined in the podcast studio by Jason Ma, a world-renowned Chief Mentor of Next-Gen Leaders and CEO of ThreeEQ, a family business. With over 38 years of industry experience, including cofounding and leading successful education and technology ventures, and over 2 million miles of world travel, Jason has inspired, guided, and transformed 1-on-1 the lives of numerous Gen Z a...

Bart Zandbergen and Letitia Berbaum Talk with Private Investigator Monica Morton 30.03.2023

Host Bart Zandbergen was joined in the podcast studio by co-host Letitia Berbaum to discuss Monica Morton’s 25-year career as a private detective. As the President and owner of K.N.O.W. LLC Sports and Entertainment Group, Monica has completed over 7,000 investigations. In addition to investigation services, her firm offers cyber security, business due diligence, business development, branding, and...

Bart Zandbergen and Scott Heinila Discuss Their 2023 Forecast 27.03.2023

Host Bart Zandbergen was joined in the podcast studio by Scott Heinila to discuss a review of market happenings in 2022 and possible outcomes for 2023. In this episode, Bart and Scott share their thoughts on possible and historical market performance while considering the impact of global turbulence. They also discuss inflation, interest rate hikes and the Bear Market. Learn more in the episode ab...

Bart Zandbergen and Letitia Berbaum Discuss 5 Keys to Investing 10.03.2023

Host Bart Zandbergen was joined in the podcast studio by co-host Letitia Berbaum to discuss five keys to investing. The duo shares what they have learned about the state of investments and potential opportunities, as well as areas that may be worth looking into. Additionally, they share key points from candid conversations they have had with other investment professionals. In this episode gain acc...

Letitia Berbaum Talks with Linda Rank of soul&beautyMEDx 23.02.2023

Host Letitia Berbaum was joined in the podcast studio by Linda Rank, Founder of soul&beautyMEDx. Linda Rank has been at the forefront of the aesthetic industry for over 20 years. Expanding in 2021 and relocating her practice, the innovative new location in Mission Viejo offers an unparalleled line-up of services, including laser, skin care and BOTOX® memberships at the hands of industry best pract...

Bart Zandbergen and Letitia Berbaum Discuss the SECURE Act 2.0 23.02.2023

Host Bart Zandbergen was joined in the podcast studio by co-host Letitia Berbaum to discuss the SECURE Act 2.0. In this special episode, Bart and Letitia review the key policies noted in the SECURE Act 2.0. They also point out items that did not change in the SECURE Act 2.0. Learn more in the episode about: - How the SECURE Act 2.0 affects RMDs - How the SECURE Act 2.0 impacts ROTH taxation - What...

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