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)

EP10: How New Tariffs Impact Small Business Owners

EP10: How New Tariffs Impact Small Business Owners

In this episode, we explore how tariffs are shaping global business strategies, from supply chains to pricing pressures. Stick around for bonus content from guest speaker Aaron Nicklaus at Exact Solar...

23 Jul 202544min

EP9: Budgeting

EP9: Budgeting

In this week's episode, we explore key differences between wants and needs, the various budgeting methods you can use, and the different types of pay frequencies like weekly, biweekly, and monthly.

16 Jul 202528min

EP8: Big Beautiful Bill

EP8: Big Beautiful Bill

Mark breaks down the key changes in the newly passed "Big Beautiful Bill" and what they mean for your finances. He covers updates on Social Security, the Child Tax Credit, auto loans, SALT, taxes on t...

10 Jul 202523min

EP7: Gift Tax

EP7: Gift Tax

In this episode, Mark dives into the ins and outs of gift tax, while briefly touching on becoming familiar with AI. Whether you're planning a large gift or just curious about the rules, this episode b...

3 Jul 202523min

EP6: Buying vs. Renting

EP6: Buying vs. Renting

This week’s episode, brought to you by Managed Services IT, features Mark exploring the pros and cons of buying vs. renting — a topic many of today’s younger generation are actively struggling to navi...

26 Jun 202544min

EP5: Tax Implications for Real Estate

EP5: Tax Implications for Real Estate

In this episode, Mark dives into the often-overlooked tax implications of real estate investing. Whether you're a first-time buyer, a seasoned investor, or just curious about the financial side of pro...

20 Jun 202520min

EP4: Wills and Trusts

EP4: Wills and Trusts

This week, Mark shares the definitions of both wills and trusts, when and how they can be utilized, and the benefits they may offer.

11 Jun 202525min

EP3: Investing 101

EP3: Investing 101

Join Mark as he discusses key considerations and essential tips every first-time investor should keep in mind.

10 Jun 202536min

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