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.

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.

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.

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.

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.

In this week’s episode, Mark is joined by Susan Chiriaeva - Community Bank Service Manager to discuss recommended banking do’s and don’ts, covering key topics such as home equity lines of credit, how to recognize and prevent fraud, recent changes in the banking industry, and the benefits and risks of mobile banking, offering practical insights to help listeners manage their finances more safely and confidently.

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

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.

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.

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 consultant to support informed decisions, and putting money aside to prepare for estimated payments.