New episode of the Zandbergen Report Podcast featuring Bart Zandbergen and Letitia Berbaum, Wealth advisors, on the 5 keys to investing

Bart Zandbergen and Letitia Berbaum Discuss 5 Keys to Investing

March 13, 2023

Preview Clips

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 access to:
– A recap of investing in 2022
– 2023 investing outlook
– Why it is important to look at International Investments
– Why sitting on the sidelines is not a lucrative place to be
– Why looking at the credit markets and high income yields is important

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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

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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.

Axxcess and its advisors do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

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The Zandbergen Report

Wealth Management Strategies and Investment Wisdom
hosted by 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.

The Zandbergen Group is a DBA of Axxcess Wealth Management, LLC a Registered Investment Advisor with the SEC. Bart A. Zandbergen, CA Insurance License #OA96242. Letitia S. Berbaum, CA Insurance License #OH19537. Zandbergen Group, LLC is a DBA of Axxcess Wealth Management, LLC (“Axxcess”), a registered investment advisor. Advisory services are only offered to clients or prospective clients where Axxcess and its representatives are properly licensed or exempt from licensure.