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 this second segment, we’ll dive into cost-saving models for subscriptions, reimbursable expenses, and year-end bonus tips to help you make the most of the final quarter.

As we enter Q4, this new multi-segment series dives into two common topics of concern this time of year:  tax planning strategies and year-end bonuses options for employers.  In this first segment, we’ll kick off the discussion with practical insights and expert tips to help you make the most of the final quarter.

In this episode we discuss how couples with different spending habits and financial goals can successfully manage their money together. This episode brings to light some financial topics that many couples avoid discussing, but by having a partnership mentality, such discussions can help create financial harmony within the household.

In this week’s episode, Mark sits down with Dr. Loren Genetti for a candid conversation about what it’s really like to acquire a small business. Dr. Genetti shares her personal journey — the challenges she faced, the lessons she learned, and the advice she wishes she had when starting out. She also breaks down the steps she took to avoid surprises throughout the process. Whether you’re planning to buy a business or simply curious about what the process entails, this episode is full of honest insights and practical guidance for aspiring business owners.

In this week's episode, Mark sits down with Rudy and Mara Berzins of Apex Benefit Group for an insightful conversation about generational business ownership. Rudy shares his experience as a long-time business owner and what it’s been like preparing the next generation to take the reins. Together, they dive into the challenges, lessons, and rewards of succession planning, and what it really takes to build a lasting family legacy in business.

This week, Mark breaks down essential tax planning tips for W-2 employees, independent contractors, and gig workers. He explains the key differences in tax responsibilities, deductions, and filing strategies for each group. Whether you're earning a steady paycheck or juggling multiple gigs, this episode will help you prepare smarter for tax season.

In this week's episode, Mark dives into a topic that many young individuals and families are facing: student loan debt. He shares practical insights and smart strategies to help lighten the financial load of saving for school. Whether you're a student, a parent, or just looking to get ahead financially, this is something everyone can benefit from hearing!

In this week’s episode, Mark breaks down how your credit score may be impacted when shopping for an auto loan (and any other time there is a hard pull or hard inquiry to your credit report), plus advantages and disadvantages of auto financing and auto leasing.  Want to learn more about credit scores?  Want help making auto purchase v lease decisions?  Check out this episode.

This week on the podcast, we’re diving into the essential types of insurance every business owner should know about. Whether you're just starting out or looking to strengthen your existing coverage, we break down what you need, why it matters, and how the right policies can protect and empower your business.

In this week's episode, Mark dives into a topic that many young individuals and families are facing: student loan debt. He shares practical insights and smart strategies to help lighten the financial load of saving for school. Whether you're a student, a parent, or just looking to get ahead financially, this is something everyone can benefit from hearing!