The Zandbergen Report  Por  arte de portada

The Zandbergen Report

De: Bart Zandbergen CFP
  • Resumen

  • Wealth Strategies and Investment Wisdom with Bart Zandbergen, CFP. Founder of The Zandbergen Group.
    Copyright 2020 All rights reserved.
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Episodios
  • Bart Zandbergen and Moses Heredia Discuss Humble Beginnings + The Path to Success
    Jul 16 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 company before he chose to follow the path less traveled by, aka entrepreneurship. In this episode, Moses shares his humble beginnings, the invaluable lessons and core values instilled in him by his mother, and his words of advice for the up-and-coming generation of leaders and difference makers.

    Key topics discussed in this episode include:

    -How having core values as focal points can help guide your life path -Why being a man of your word is essential for a successful life personally and professionally -How a goal without a plan is merely a wish -Why working to be 1% better every day makes dollars and sense -What truly defines success and how to measure it -How having a routine and a sharp focus can help you make progress towards your goals

    ***

    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.

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    41 m
  • Bart Zandbergen Talks with The Real OC Dentist, Dr. Guitta Harb
    May 29 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 gives listeners a glimpse into her personal life, sharing her passion for fitness and family and some of her ultimate lessons learned. Dr. Harb is also a fellow podcaster, hosting The Smile Diaries with leading entrepreneurs and difference makers.

    Key topics discussed in this episode include:

    -Dr. Harb’s personal story of overcoming adversity as a child -How an untraditional schooling path led to Dr. Harb becoming a leading cosmetic dentist -Why smiles impact so much more than simply someone’s look -How smile makeovers transform patients’ confidence and in turn relationships with others -Why refusing to listen to the “noise” helps you rise above as an entrepreneur and leader

    ***

    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.

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    36 m
  • Breaking Down Behavioral Finance and the Role of Uncertainty
    May 8 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 market volatility, and the impact of world affairs, Dr. Win shares her insights on how psychological factors can impact investing and other key decisions that may have a ripple effect.

    Key topics discussed in this episode include:

    -How uncertainty impacts decision making

    -What loss aversion is and how it influences behavioral choices

    -3 pillars to finding emotional stability

    -Why engaging with uncertainty can help someone move past perceived blocks and access new levels of opportunity

    -Habit based reactions/choices vs. opportunity based reactions/choices

    Dr. Win shared her Ultimate Lesson Learned to date in her career in Behavioral Finance, which was best summed up in a quote that was said to her by a close friend: “In the discomfort of absurdity make finished things.”

    ***

    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.

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    37 m

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