EP41: Medical Plan Options, Part C
In the third and final segment, Mark and Ed wrap up the discussion by exploring additional healthcare benefit options, including HRAs, HSAs, level-funded plans, and self-funded plans. They break down ...
18 Jun 21min
EP40: Medical Plan Options, Part B
In this week’s episode, Mark and Ed pick up right where they left off. As we continue to dive deeper into medical plan options they break down how to evaluate coverage options, explain how your number...
11 Mai 21min
EP39: Medical Plan Options, Part A
This week kicks off a special multi-part series as Mark sits down with Ed MacConnell to break down the essentials of medical care coverage. Together, they unpack Medicare Parts A through D, explain wh...
29 Apr 15min
EP38: Estate Planning, Part C
In our final estate planning episode, we cover probate complexities, including out-of-state property, when to establish a trust, and balancing a loved one’s wishes with legal obligations. We also touc...
8 Apr 23min
EP37: Estate Planning, Part B
In Part 2 of Estate Planning with Mark Zinman, Mark explores what happens after filing an inheritance tax return, including selling inherited property and managing estates and trusts. He also covers t...
26 Mar 18min
EP36: Estate Planning, Part A
In part one of this multi-part series, Mark dives back into estate planning and the often-confusing world of gifting assets, a relevant topic for this current tax season. As questions surge about the ...
20 Mar 18min
EP35: Capital Gains, Part B
In part two of Capital Gains, Mark takes a closer look at how investments generate profit and what those gains really mean for investors. He explains the key difference between realized and unrealized...
12 Mar 22min
