
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
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
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
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
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
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
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
Join Mark as he discusses key considerations and essential tips every first-time investor should keep in mind.
10 Jun 202536min



















