January 16, 2023

Bart Zandbergen and Letitia Berbaum Discuss Financial Behavior

Hosted by Bart Zandbergen CFP

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 be found HERE.  He is also the author of “The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown,” which will be published in Spring of 2023. In this special episode, Bart, Letitia and John discuss trends and patterns related to investor behavior when it comes to financial matters.

In this episode learn more about:

– How our behavior is conditioned to patterns
-The four ways that humans react to uncertainty
-Why recognizing discomfort and choosing to sit with it, versus reacting, is a best practice for many
-Why having a margin of safety is important when it comes to investments

To learn more about John M. Jennings, visit: https://johnmjennings.com/

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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.

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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.