EP19: Navigating Generational Business Ownership

from On The Mark: Financial Literacy with Mark Zinman · host Mark Zinman

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.

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This episode is 41 minutes long.

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This episode was published on October 8, 2025.

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