EP34: Capital Gains, Part A
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 Mars 21min
EP33: Medical Coverage Options, Part B
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 Feb 13min
EP32: Medical Coverage Options, Part A
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 Feb 21min
EP31: Buy-Sell Agreements, Part C
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 Jan 18min
EP30: Buy-Sell Agreements, Part B
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 Dec 202516min
EP29: Buy-Sell Agreements, Part A
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 Dec 202515min
EP28: The Reality of Paying Taxes, Part B
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 Dec 202511min
EP27: The Reality of Paying Taxes, Part A
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 Dec 202514min
