On The Mark: Financial Literacy with Mark Zinman

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.

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 owe, what’s truly within your control (and what isn’t), and how smart tax planning can save you stress—and money. 

Tune in for practical insights, a few laughs, and a much clearer picture of how to navigate your tax responsibilities.

In part two of this two-part series, Mark and Mike Bell dive deeper into fiduciary responsibility and what it really means to work with a dual agent. They also explore the impact of proper staging, digital layouts, and the role open houses play.

In this episode, Mark is joined by real estate broker and author Mike Bell.  Mike share his expertise on residential real estate sales, including the role of AI in home sales, how to choose the right agent, and what dual agency really means. It’s a practical, insight-packed conversation for both buyers and sellers.

As we enter Q4, this new multi-segment series explores two key topics that often come up this time of year: tax planning strategies and year-end bonus options for employees.

In the third and final segment of this multi-part series, we wrap up our discussion on year-end bonus options for employees and Q4 tax planning strategies.