On The Mark: Financial Literacy with Mark Zinman

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 touch on taking time before big decisions, pros and cons of naming multiple executors or trustees, and how prenups can factor into your decisions.

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 the roles of executors of wills, considerations for dependents and guardians, and the consequences of not following trust rules.

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 tax implications, he breaks down what you need to know in a clear, practical way. Tune in to understand the importance of responsibly reporting when receiving or gifting estates and assets.

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 gains and why that distinction matters when it comes to taxes. The episode also examines how tax laws apply to profits from collectibles and antique items.

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 when you may need to make tax payments. We also cover the Net Investment Income Tax, different types of assets, and what qualifies as a capital improvement. Tune in to build confidence and clarity around this important financial topic.

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, including voluntary benefits and Social Security, along with practical strategies for shopping policies and saving money on health insurance.

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, handling out-of-network doctors, managing coverage across multiple states, student health plans, and what happens if a COBRA payment is missed. A practical, easy-to-understand guide to navigating today’s medical coverage landscape.

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 preparation, clarity, and why having agreements in place helps business owners plan for the future with confidence

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, what happens if a partner becomes disabled and can no longer contribute to revenue generation, what professionals are involved in the process of drafting a buy-sell agreement.

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 is, who needs one, the events that trigger it, and how value is determined. A concise, practical introduction to why every business owner should understand this critical planning tool.