On The Mark: Financial Literacy with Mark Zinman

On this week’s episode of On the Mark Financial Literacy with Mark Zinman, we kick off Part 1 of a two-part series on capital gains. Mark breaks down what capital gains are, how to calculate them, and...

4 Maalis 21min

In Part 2 of our Medical Coverage Options series, Mark Zinman and Jeff Weiner continue the conversation with a deeper dive into today’s healthcare landscape. They discuss different types of benefits, ...

28 Helmi 13min

In this week’s episode, Mark is joined by Jeff Weiner to break down employer-sponsored health insurance options. They cover COBRA, how many plans an employer can offer, different types of insurance, h...

18 Helmi 21min

In this third and final segment, Mark Zinman and Steven Bowles discuss the importance of buy-sell agreements and their role in business planning. The conversation stays high level, focusing on prepara...

15 Tammi 18min

In part two of this three-part series, Mark and Steven Bowles continue to break down the essentials of Buy-Sell Agreements. In this segment we pick up where we left off about valuation methodologies, ...

24 Joulu 202516min

In this three-part series, Mark is joined by Steven Bowles, owner of Catalyst Advisory, to break down the essentials of Buy-Sell Agreements. Mark and Steven cover the basics—what a Buy-Sell Agreement ...

17 Joulu 202515min

In part two of this two-part series, Mark picks up where he left off on tax planning—staying informed on current and future tax bills, eliminating surprises, sharing key information with your consulta...

10 Joulu 202511min

This week, Mark gets real about The Reality of Paying Taxes. In Part 1 of this 2 part series, Mark breaks down best practices for: making estimated tax payments, when and how you can defer what you ow...

3 Joulu 202514min