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 Hosts 4th Annual Holiday Wine Pairing Podcast 18.11.2021

Host Bart Zandbergen was joined in the studio by Scott Heinila and Nick Bernatowicz of Producers Choice Network and Paula Steurer of Sterling Public Relations for the 4th annual holiday wine pairing podcast. A certified sommelier, Bart selected 9 wines from his well-curated wine cellar to enjoy with his guests. Mixing it up this year, Bart chose 4 distinct white wines, 3 red wines, a rose, and a c...

Bart Zandbergen Talks With Kristine Everly Smith of Surterre Properties 03.11.2021

Host Bart Zandbergen was joined in the studio by Kristine Everly Smith, CMO of Surterre Properties. Kristine leads the brokerage in implementing a transformative technology platform, comprehensive training program, and several additional growth initiatives. In development over the last several years, these programs powerfully illustrate Surterre Properties’ commitment to evolving through innovatio...

Bart Zandbergen Talks With Revolve Law Group 07.10.2021

Host Bart Zandbergen was joined in the studio by the all-female team of partners at Revolve Law Group. Founding partners Kimberly Wright and Jessica Monroe, alongside managing partner Sara Naheedy, shared with listeners the defining differences that make them anything other than your traditional father’s law firm. Discussing their unique suite of services, the partners shared how their competitive...

Bart Zandbergen Talks With Author and Entrepreneur Angela Todd 27.08.2021

Host Bart Zandbergen was joined in the studio by author and entrepreneur Angela Todd. In this episode, Angela shares with listeners her financial struggles as a young adult and how they led her and her husband to create this inspired children’s book series. Designed for children up to seven years old, the series features fun characters and basic principles that show how money is not hard, it’s act...

Bart Zandbergen Talks Luxury Travel with Tiffany Bowne of Lounge Couture 04.08.2021

Host Bart Zandbergen was joined in the studio by Tiffany Bowne, Founder of Lounge Couture, a lifestyle and travel management concierge service. Tiffany Bowne’s experience as a luxury travel specialist is born from a long and impressive career within many high profile and creative facets of the entertainment industry.  She began her career as a talent representative and evolved into a Personal Assi...

Bart Zandbergen Talks with TV Personality and Tantillo Foods Founder Tony Tantillo 30.06.2021

Tony Tantillo has been immersed in the produce business since his family moved from Sicily to San Francisco when he was only five years old. Working alongside his father in the South San Francisco produce markets, he acquired the knowledge he uses today to educate his audiences about the value of produce. Everyday Tony’s ninety-second segments are highly entertaining and informative. He gives tips...

Bart Zandbergen Talks with Foley Family Wines 24.06.2021

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...

Bart Zandbergen Interviews BB Lifestyle Founder Bill Bakho 18.06.2021

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 hi...

Bart Zandbergen Talks Entrepreneurship and Staffing with Suzanne Justice 03.06.2021

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...

Bart Zandbergen and Letitia Berbaum Share Market News and Commentary 12.05.2021

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 a...

OC Realtor Nick Roshdieh Discusses the Evolution of Residential Real Estate 27.04.2021

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, Bar...

Former NFL Player Will Blackmon Talks Football, Fitness and Falling in Love with Wine 13.04.2021

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...

Chris Gialanella of Modern Luxury Talks Emerging from COVID and the Future of Publishing 30.03.2021

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 Mode...

Cryptocurrency in 2021 – Myths, Risks and More 18.03.2021

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 ask...

Retirement Income Planning – What You Need to Know in 2021 09.03.2021

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...

Estate Planning Changes – What You Need to Know in 2021 26.02.2021

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, pro...

GameStop: What happened and possible legal consequences. 17.02.2021

Host Bart Zandbergen was joined in the studio by Andy and Katie Cherkasky of Golden Law, Inc to discuss the recent GameStop trading fiasco. The dynamic duo are the owners of a prestigious law firm in Orange County, California that focuses on complex federal litigation, including some of the nation's most serious criminal and civil rights cases, and some of the largest lawsuits against the Governme...

Emotions and Finances – Tips to Stay Balanced from a Clinical Hypnotherapist 05.02.2021

Host Bart Zandbergen was joined in the studio by Janene Verabian, a Clinical Hypnotherapist and Relationship Expert. Janene specializes in past trauma healing through Clinical Hypnotherapy and Relationship coaching where she has earned a reputation for results. She has dedicated the last 20 years of her career to helping clients move through their trauma so they can get off the therapy couch and o...

Employee Health Benefits in 2021 11.01.2021

Host Bart Zandbergen was joined in the virtual studio by Tim Zandbergen of FMN Benefits. Tim is the Benefits Account Manager for Financial Management Network, Inc. In his role, Tim conducts careful analysis and research in selecting an appropriate carrier and plan for the group, and handles the annual renewal process. He holds a California Life/Health/Disability license. He is also responsible for...

Election – Now What? 04.01.2021

Host Bart Zandbergen was joined in the virtual studio by co-host Letitia Berbaum to discuss the post-election climate. While much still remains uncertain about the presidency, the duo discuss the current market activity and their perspective as the transition in power begins to take place. In this episode learn: - The election’s market impact - The possible impact on portfolios - The relationship...

Holiday Wine Pairing Essentials 24.12.2020

Host Bart Zandbergen and publicist Paula Steurer of Sterling Public Relations were back in the studio for The Zandbergen Report’s 3rd Annual Holiday Wine Pairing episode. Scott Heinila of Producers Choice Network joined in virtually while the studio’s production host Danielle Ramchandani was onsite and joined in on the tasting. During this festive episode, Bart discussed 4 distinct wines with the...

How an Aerospace Engineer Became Job Optional 14.12.2020

Host Bart Zandbergen was joined in the virtual studio by Pam Scamardo, Founder of TPK Properties.  Officially “retired”, Pam is a mother and wife who discovered the benefits of passive income after realizing she did not need to be a millionaire to begin investing in commercial real estate. An aerospace engineer by trade, having been employed by Lockheed Martin, Boeing and UTC Aerospace, Pam made a...

Family Law: Myths, Legal Insight and COVID Impact with Attorney Courtney Shepard 14.12.2020

Host Bart Zandbergen was joined in the virtual studio by Courtney Shepard of Burch Shepard Family Law Group. Courtney has earned a reputation as an aggressive and passionate advocate for her clients. She exclusively practices family law and has been declared a Certified Family Law Specialist by the State Bar of California Board of Legal Specialization. She has successfully litigated cases involvin...

The Zandbergen Group’s Vision for 2021 and Beyond 07.12.2020

Host Bart Zandbergen was joined in the virtual studio by Letitia Berbaum, COO of The Zandbergen Group, to discuss the goals and vision for The Zandbergen Group in a conversation led by publicist Paula Steurer of Sterling Public Relations. Letitia and Bart share with listeners their passion behind developing their firm and how they are cultivating an inspired team culture through purpose driven lea...

Change Happens – Introducing The Zandbergen Group 30.11.2020

Host Bart Zandbergen welcomed friend and publicist Paula Steurer of Sterling Public Relations into the studio – allowing her to take over the interviewer seat for this special episode. Paula and Bart discuss change and how it ignites new opportunities along the way. This discussion of change paves the way for Bart’s pivotal career announcement which is that he has officially launched his own wealt...

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