Building Financial Literacy One Episode at a Time
New Episodes Every Wednesday!
Join Mark each week as he explores a new topic that you may not have learned about before or given recent consideration. Mark takes a unique approach to financial literacy and education, presenting information in a way that makes sense to those not well-versed in financial matters, as well as those who want to expand their existing knowledge base. With an audience base ranging from young adults to those entering retirement, whether you're taking your first steps into money management or an experienced business owner, On the Mark is sure to help you grow and succeed.
Where You Can Watch and Listen
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Episodes:
End of Year Tax Planning, Part A
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.
Guidance for Couples with Different Spending Habits
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.
Acquiring a Small Business
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. 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.
Navigating Generational Business Ownership
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.
Tax Tips for Gig Workers
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.
Managing Student Loans
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!
Credit Scores & Auto Loans
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.
Types of Insurance
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.
Power of Attorney
In this episode, we break down the different types of Power of Attorney and explain when and why each is used. Whether you're planning ahead or helping a loved one, this episode will help you make informed choices with confidence. Be sure to stay tuned in until the end of the episode for bonus content!
Resume & Interview Tips, Part B
In part two of our Interviewing & Resume series, we dive into your questions and explore key tips hiring managers can use to improve their process. Don’t miss it!
Recapping Episodes 1-11!
In this week’s episode, Mark recaps the highlights from the first 11 episodes of the show. Whether you missed an episode or just want a quick refresher, this is a great opportunity to catch up and hear about any updates or changes that have emerged since their original release.
Resume & Interview Tips, Part A
This week's episode serves as part one of a two part series! Join Mark and Monica as they dive into key concepts to keep in mind before and during the interview process—whether you’re the applicant or the interviewer.
Essential Factors When Launching a Startup
In this episode, we dive into the essential factors every aspiring entrepreneur should consider before launching a startup. Whether you're just brainstorming or ready to take the leap, this episode will help you start smart.
How New Tariffs Impact Small Business Owners
In this episode, we explore how tariffs are shaping global business strategies, from supply chains to pricing pressures. Stick around for bonus content from guest speaker Aaron Nicklaus at Exact Solar, who shares how his company is navigating these challenges.
Budgeting
In this week's episode, we explore key differences between wants and needs, the various budgeting methods you can use, and the different types of pay frequencies like weekly, biweekly, and monthly.
Big Beautiful Bill
Mark breaks down the key changes in the newly passed "Big Beautiful Bill" and what they mean for your finances. He covers updates on Social Security, the Child Tax Credit, auto loans, SALT, taxes on tips, charitable deductions, and business tax changes. Tune in for a quick, clear look at how these reforms could impact your wallet.
Gift Tax
In this episode, Mark dives into the ins and outs of gift tax, while briefly touching on becoming familiar with AI. Whether you're planning a large gift or just curious about the rules, this episode breaks down what you need to know to stay informed and avoid surprises.
Buying vs. Renting
This week’s episode, brought to you by Managed Services IT, features Mark exploring the pros and cons of buying vs. renting — a topic many of today’s younger generation are actively struggling to navigate. Stay tuned at the end for 10 minutes of bonus content!
Tax Implications for
Real Estate
In this episode, Mark dives into the often-overlooked tax implications of real estate investing. Whether you're a first-time buyer, a seasoned investor, or just curious about the financial side of property ownership, Mark breaks down key tax considerations you need to know.
Wills and Trusts
This week, Mark shares the definitions of both wills and trusts, when and how they can be utilized, and the benefits they may offer.
Investing 101
Join Mark as he discusses key considerations and essential tips every first-time investor should keep in mind.
Current State of the
Stock Market
Mark shares his thoughts on the current volatility of the stock market, and its impact upon non-professional investors.
What is Financial Literacy?
Join Mark as he provides a definition of financial literacy and its importance at different stages of our personal and professional lives.