My Mission Statement: To provide my clients financial peace of mind, allowing you time to focus on creating true wealth for a purposeful life. I strive to help you realize your financial goals through integrity, commitment, and genuine caring for your well-being.

How to Make Sure Your Wealth Lasts for Multiple Generations

How to Make Sure Your Wealth Lasts for Multiple Generations
You’ve probably heard the numbers; about $68 trillion in U.S. wealth is expected to change hands from older generations to younger generations in the next 25 years. Unfortunately, much of that wealth won’t make it the 3rd generation, the grandchildren. Rarely is the issue that the financial advisor didn’t do a good job. Most of
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Holiday Wine Pairings Curated by a Sommelier

Hosts Bart Zandbergen and Co-Host Letitia Berbaum were joined in the studio by their publicist Paula Steurer of Sterling Public Relations for the trio’s second annual holiday wine tasting and pairing podcast. As a certified sommelier, Bart selected three distinct wines to taste and discuss on air. The selections are the perfect addition to any
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Why Failing More is the Key to Success

After meeting in the gym nearly 30 years ago, Bill Wooditch joined Bart Zandbergen in the studio to share his journey and lessons learned with our audience. Bill Wooditch built a multi-million-dollar company from the philosophy: “To receive value, you first have to give value.” For over 25 years, he has created and implemented proven
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How to Eat, Move and Believe for a Healthier You

Founder of Eat Move Believe, Malia Lewis, which is a non-profit organization providing free workshops that focus on how much to eat, when and why, and the importance of regular exercise and a positive attitude joined Bart and Letitia in the studio. Malia also authored a book called Eat, Move, Believe which is a part
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Qualified Opportunity Zones – Understanding This Investment Legislation

Nick Rosenthal, Senior Vice President of Griffin Capital Securities, joined Bart in the studio to discuss a little-known tax benefit rolled out in the Tax Cuts and Jobs Act of 2017. A Qualified Opportunity Zone is when an investor may defer eligible capital gains recognized from taxable exchanges such as: the sale of stocks or
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