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

Letitia Berbaum Talks College Savings Planning with Jonathan Sparling 02.02.2023

Host Letitia Berbaum was joined in the podcast studio by Jonathan Sparling, Director of Strategic Partnerships at Private College 529 Brand. Jonathan has over a decade of higher education related experience. Through his work, Jonathan has counseled students and families on college planning, savings, financing and general financial education.  He has developed content and curriculum for industry pa...

Bart Zandbergen and Letitia Berbaum Discuss Financial Behavior 13.01.2023

Host Bart Zandbergen and co-host Letitia Berbaum were joined in the podcast studio by John M. Jennings, President and Chief Strategist of St. Louis Trust & Family Office. He is a member of the firm’s Management Committee, on its Board of Directors, and also serves on the Investment, Risk Management and Trust Committees. Daily, John produces a blog called, “Interesting Fact of the Day,” which can b...

Bart Zandbergen and Letitia Berbaum Discuss Behavioral Finance 23.12.2022

Host Bart Zandbergen and co-host Letitia Berbaum were joined in the podcast studio by Ben Sorensen, Founder of Sorensen Consulting, Inc. Ben provides leadership training, sales training, and executive coaching to corporate and non-profit organizations around the world and across a wide spectrum of industries. He also co-authored Customer Tells: Delivering World-Class Customer Service by Reading Yo...

Bart Zandbergen Talks with the Divorce Mediation of California Team 02.12.2022

Host Bart Zandbergen was joined in the podcast studio by Lisa Risner, Founder of Divorce Mediation of California, and her fellow team attorneys Suzanne Gregorie and Parris Trimble. Located in Newport Beach, Divorce Mediation of California consists of a team of professionals, including attorneys, mental health professionals and accountants - all of which are highly skilled and experienced in handli...

Letitia Berbaum Interviews Janise Graham of Leaving in Style 18.11.2022

Host Letitia Berbaum was joined in the podcast studio by Janise Graham President of Small Business Style, Inc., and Entrepreneur's Insurance Services. She is a speaker, and bestselling author of Leaving In Style: Business Succession On Your Terms. Janise helps business owners and entrepreneurs better understand the nuances of long-term business succession planning to protect the future of their fa...

Bart Zandbergen Talks with Alec Glasser of The Drake and The Drake Gives 18.11.2022

Host Bart Zandbergen was joined in the studio by long time Laguna Beach resident and entrepreneur Alec Glasser. Founding Laguna Beach’s iconic The Drake Restaurant just before the pandemic, Alec launched The Drake Gives last year which is a nonprofit 501(c)(3). The organization’s mission is to connect, inspire and provide underserved youth with the music education, materials and instruments they n...

The Zandbergen Report’s 5th Annual Holiday Wine Pairing Podcast 16.11.2022

Host Bart Zandbergen was joined in the podcast studio by co-host Letitia Berbaum, Paula Steurer of Sterling Public Relations, with Scott Heinila and Nick Bernatowicz of Producers Choice Network joining remotely for the 5th Annual Holiday Wine Pairing Podcast alongside studio engineer Danielle Ramchandani. This year’s line-up of wines featured some that are well-known, some that are hidden gems, an...

Bart Zandbergen and Kayla Abdi Discuss 5 Major Myths of Health and Nutrition 31.10.2022

Host Bart Zandbergen was joined in the studio by entrepreneur and fitness instructor Kayla Abdi. Obtaining her Master's degree in Organizational Leadership, Kayla’s commitment to health and wellness spans nearly 15 years. After a string of health issues, and searching for answers, she discovered powerful solutions and is on a mission to help others feel their best. In this episode, Bart and Kayla...

Letitia Berbaum Interviews Jenifer Kienle, Founding Partner of Kienle Law 31.10.2022

Host Letitia Berbaum was joined in the podcast studio by Jenifer Kienle, Esq., OSHA Regulation, Compliance and Litigation Specialist at Kienle Law. Jenifer has over 20 years of litigation and trial expertise defending national and California commercial enterprises including industrial and construction catastrophic personal injury and wrongful death state and federal suits, general liability matter...

Bart Zandbergen Talks with Cure Duchenne Founder Debra Miller 21.10.2022

Host Bart Zandbergen was joined in the studio virtually by Cure Duchenne Founder and CEO Debra Miller. If you have ever had the pleasure of meeting Debra, her husband Paul, or their son Hawken, you know how inspiring their journey has been. Debra’s son Hawken was diagnosed with Duchenne, which is a rare form of Muscular Dystrophy, at the age of 5. Today, he is 25, a USC graduate and a successful j...

Bart Zandbergen Talks with Riverain Vineyards President, Dean Gray 16.10.2022

Host Bart Zandbergen was joined in the studio by Dean Gray, President and Proprietor of Riverain. Connecting last year at the annual Napa in Newport event benefitting Cure Duchenne, Bart and Dean discuss how Riverain came to be, how passion plays a significant role in being successful in what you apply yourself to, and how giving back is truly a gift that keeps on giving. Plus, Dean shares a few l...

Bart Zandbergen and Letitia Berbaum Discuss Investor Behavior 07.10.2022

Host Bart Zandbergen was joined in the studio by Zandbergen Group partner, Letitia Berbaum, to discuss investor behavior. Market volatility continues to make headlines, creating frustration for many investors. In this special episode, the Zandbergen Group duo discuss lessons from investment history, how emotions can create unintended consequences when it comes to investment decisions, and they sha...

Letitia Berbaum Interviews Veronica Stephens of Laura’s House 19.09.2022

Host Letitia Berbaum was joined in the podcast studio by Veronica Stephens who is the Education & Outreach Manager for Laura’s House. In her role, Veronica provides domestic violence education presentations and resources to non-profit agencies, first responders, corporations, working professionals and governmental agencies. Laura's House was inspired by a true story about a woman called Laura who...

Bart Zandbergen Talks with Nick Jordan, Founder of Wells of Life 30.08.2022

Host Bart Zandbergen was joined in the podcast studio by Scott Heinila of the Optimized Advisor Podcast and Nick Jordan, Founder of Wells of Life. In 2008, Nick Jordan established the nonprofit organization Wells of Life which is dedicated to providing rural Ugandans access to safe, clean water through the installation or restoration of sustainable borehole water wells. He also instituted WASH (wa...

Bart Zandbergen Talks with Cookie Co. Founder Elise Thomas 10.08.2022

Host Bart Zandbergen was joined in the podcast studio by entrepreneur Elise Thomas. Known as “the cookie lady” on social media, Elise is the visionary and founder of Cookie Co. The launch of her business during the pandemic was full of hurdles, but nothing was able to keep Elise from following her dream. Recently nominated for the prestigious EY Entrepreneur of the Year Award, Elise is passionate...

Bart Zandbergen Discusses Inflation + Recession Potential with Ryan Issakainen of First Trust Advisors 11.07.2022

Host Bart Zandbergen was joined in the podcast studio by Ryan Issakainen, CFA, with First Trust Advisors. Ryan specializes in ETF’s and ETF strategies. His goal as an ETF Strategist is to provide insights to investors as to how they might wade through the myriad of choices that are available to them, while determining which ETFs best align with their investment objectives. In this special episode,...

Bart Zandbergen and Letitia Berbaum Discuss the Current Bond Market 30.06.2022

Host Bart Zandbergen was joined in the studio by Zandbergen Group partner, Letitia Berbaum, to discuss the Bond market. Likening it to a Nordstrom sale, Bart and Letitia discuss the current opportunities that may be available with this type of investment. In this episode learn: - What the current state of the Bond Market is - What is a Bond, and how does it differ from other investments - What is...

Bart Zandbergen and Letitia Berbaum Discuss Market Volatility 23.06.2022

Host Bart Zandbergen was joined in the studio by Zandbergen Group partner, Letitia Berbaum, to discuss the current market volatility. With over 40 years of experience in wealth management between them, Bart and Letitia discuss the insights and best practices they have gained while serving clientele throughout many seasons with ebbs and flows. In this episode learn: - Why sticking to the plan is pa...

Bart Zandbergen Interviews Ex- SEAL and CIA Operative David Rutherford 11.05.2022

Host Bart Zandbergen was joined in the studio by David Rutherford. David is an internationally known motivational speaker, best-selling author, world championship performance coach, and award-winning podcast host. David spent 8 years in the Naval Special Warfare community. He was a SEAL Operator, combat paramedic, and instructor during his time on the teams. Since his honorable discharge as a Navy...

Bart Zandbergen Discusses Dressing for 2022 and Beyond with Dave Welch of b.spoke and Scott Heinila 22.03.2022

Host Bart Zandbergen was joined in the studio by Dave Welch, Founder of b.spoke, and Scott Heinila of Producers Choice Network to discuss workplace attire in our changed professional world. With many people either going back to work in an office, while others are working solely from home, and others who are still working remotely entirely, the art of dressing well has shifted. In this episode, the...

Bart Zandbergen and Lauraine Bifulco Discuss the Pandemic’s HR Impact 10.02.2022

Host Bart Zandbergen was joined in the studio by Lauraine Bifulco, founder of Vantaggio HR. Passionate about HR and training, Lauraine leads her team at Vantaggio to deliver high level HR consulting to companies across the U.S. The COVID-19 pandemic severely impacted the workplace and quite possibly forever changed the structure of how employees work and from where. As a seasoned professional, Lau...

Bart Zandbergen and Scott Heinila Discuss the Power of Mindset 03.02.2022

Scott Heinila of Producers Choice Network led an impactful show on mindset with Bart Zandbergen as the guest. In this episode, the duo discusses mindset and its impact on goal achievement, and day-to-day life. They also share their best practices, and how the processes they have in place have played a vital role in their personal and professional goal achievement. In this episode learn: - The diff...

Bart Zandbergen and Letitia Berbaum Discuss the Meaning of True Wealth 05.01.2022

Host Bart Zandbergen was joined in the studio by Zandbergen Group partner, Letitia Berbaum. In this special episode, the duo discusses the 8 tenants of True Wealth including Health, Family and Friends, Spirituality, Service, Legacy, Peace, Finances, and “The Invisibles.” Sharing with listeners what these tenants mean to them and how they are incorporated into their practice, Bart and Letitia also...

Bart Zandbergen Talks with Ryan Osborne of OZ Coaching 20.12.2021

Host Bart Zandbergen was joined virtually in the studio by his first international guest, Ryan Osborne. Ryan is the owner of OZ Coaching and a Certified Kinesiologist, corporate wellness consultant, and keynote speaker. He provides online fitness and lifestyle coaching to business professionals and entrepreneurs as well as digital corporate wellness solutions. Ryan has 18 years of coaching experie...

Bart Zandbergen Talks Mentorship with Newport Harbor High School Student Elsa Wiley 01.12.2021

Host Bart Zandbergen was joined in the studio by Paula Steurer of Sterling Public Relations and Elsa Wiley, a Junior at Newport Harbor High School. Participating in the high school’s mentorship program for the last 8 years, Paula has seen the value of investing in youth and has become an advocate for the program which pairs about 100 high school juniors each year with mentors in the community. In...

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