On The Mark: Financial Literacy with Mark Zinman

On The Mark: Financial Literacy with Mark Zinman

Join Mark each week as he explores a brand-new topic that you may not have learned about before. Mark takes a unique approach to financial literacy education, presenting information in a way that makes sense even to those not well-versed in financial matters. Whether you’re a young adult taking your first steps into adulthood or an experienced business owner, ”On the Mark” is sure to help you grow and succeed as you endeavor to get a handle on your finances.

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Episoder(42)

EP26: Residential Real Estate, Part B

EP26: Residential Real Estate, Part B

In part two of this two-part series, Mark and Mike Bell dive deeper into fiduciary responsibility and what it really means to work with a dual agent. They also explore the impact of proper staging, di...

26 Nov 202523min

EP25: Residential Real Estate, Part A

EP25: Residential Real Estate, Part A

In this episode, Mark is joined by real estate broker and author Mike Bell.  Mike share his expertise on residential real estate sales, including the role of AI in home sales, how to choose the right ...

19 Nov 202516min

EP24: End of Year Tax Planning, Part C

EP24: End of Year Tax Planning, Part C

As we enter Q4, this new multi-segment series explores two key topics that often come up this time of year: tax planning strategies and year-end bonus options for employees. In the third and final seg...

12 Nov 202510min

EP23: End of Year Tax Planning, Part B

EP23: End of Year Tax Planning, Part B

As we enter Q4, this new multi-segment series explores two key topics that often come up this time of year: tax planning strategies and year-end bonus options for employees. In this second segment, we...

5 Nov 202510min

EP22: End of Year Tax Planning, Part A

EP22: End of Year Tax Planning, Part A

As we enter Q4, this new multi-segment series dives into two common topics of concern this time of year:  tax planning strategies and year-end bonuses options for employers.  In this first segment, we...

29 Okt 202513min

EP21: Guidance for Couples with Different Spending Habits

EP21: Guidance for Couples with Different Spending Habits

In this episode we discuss how couples with different spending habits and financial goals can successfully manage their money together. This episode brings to light some financial topics that many cou...

22 Okt 202544min

EP20: Acquiring a Small Business

EP20: Acquiring a Small Business

In this week’s episode, Mark sits down with Dr. Loren Genetti for a candid conversation about what it’s really like to acquire a small business. Dr. Genetti shares her personal journey — the challenge...

16 Okt 202534min

EP19: Navigating Generational Business Ownership

EP19: Navigating Generational Business Ownership

In this week's episode, Mark sits down with Rudy and Mara Berzins of Apex Benefit Group for an insightful conversation about generational business ownership. Rudy shares his experience as a long-time ...

8 Okt 202541min

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