On The Mark: Financial Literacy with Mark Zinman

Mark Zinman
  • 5.0 (2)
  • SELF-IMPROVEMENT

Join Mark each week as he explores a brand-new topic that you may not have learned about before. Mark takes a unique approach to financial literacy education, presenting information in a way that makes sense even to those not well-versed in financial matters. Whether you’re a young adult taking your first steps into adulthood or an experienced business owner, ”On the Mark” is sure to help you grow and succeed as you endeavor to get a handle on your finances.

  1. JAN 15

    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

    19 min

  2. 12/24/2025

    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.

    16 min

  3. 12/17/2025

    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.

    16 min

  4. 12/10/2025

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

    12 min

  5. 12/03/2025

    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 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.

    14 min

  6. 11/26/2025

    EP26: Residential Real Estate, Part B

    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.

    24 min

  7. 11/19/2025

    EP25: Residential Real Estate, Part A

    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.

    17 min

  8. 11/12/2025

    EP24: End of Year Tax Planning, Part C

    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.

    10 min
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Ratings & Reviews

5
out of 5
2 Ratings

About

Join Mark each week as he explores a brand-new topic that you may not have learned about before. Mark takes a unique approach to financial literacy education, presenting information in a way that makes sense even to those not well-versed in financial matters. Whether you’re a young adult taking your first steps into adulthood or an experienced business owner, ”On the Mark” is sure to help you grow and succeed as you endeavor to get a handle on your finances.

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