Podcasts by The MBK Beat
Mark B. Kostrzewski has been a lifelong resident of Western New York. He attended Canisius High School, a Jesuit College Preparatory School in Buffalo, New York, and graduated in 1970. He attended Cornell University in Ithaca, New York, graduating in 1974 Cum Laude with a bachelor’s degree. Mark is a member of several financial industry associations including The Advanced Association of Life Underwriters (AALU,) Society of Financial Service Providers (FSP,) and Estate Analysts of Western New York. Mark has also been active in the community serving on corporate and charitable boards and is currently involved with the Buffalo Scholastic Rowing Association, and is the Chairman of the redevelopment of the Lafayette Avenue Presbyterian Church in heart of the Elmwood Village in Buffalo, NY. Mark decided to start a podcast to share his knowledge and experiences in financial planning. He is an expert in his field and wants you to understand the benefits of controlling your financial portfolio. Contact Mark at 716-288-5153 and learn how you can take control of your finances the smart way. Visit https://mbkinc.co/ to learn more about our services.
Further podcasts by Mark B. Kostrzewski
Podcast on the topic Geldanlage
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MBK Beat Ep. #15 | Understanding Policy Loan Provisions | Fixed or Variable from 2021-11-22T11:00
In the latest episode of the MBK Beat, we are discussing Universal life contracts and how participating loans work, and the impact they can have on retirement income streams. Mark covers indexi...
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MBK Beat Ep. #14 | Purchasing Life Insurance Using Premium Financing from 2021-10-21T14:00
The 4th Episode of the Case Example Series Breaks Down How High Income Earners can use Premium Finance Intelligent Leverage.
We Break down Three Different Examples of How 3 Different H...
MBK Beat Ep.13 Case Study Example Corporate Sponsorship Group Life Insurance Plan from 2021-09-22T10:00
Our 3rd installation of the Case Study Example series, we talk about how Business Owners can benefit, along with selected high level employees, by generating tax-free income at retirement. With ...
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MBK Beat Ep #12 | Case Example Executive Endorsement Split $ Plans for Community Bank Executives from 2021-08-30T11:00
On the 2nd edition of the Case Study Example series, we break down in further detail the Executive Split-Dollar Plan for Community Banks. You can find more info to introduce the approach in epis...
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MBK Beat Ep. 11 | Case Example Breakdown Series | Qualified Plan&IRA Conversion Strategies from 2021-08-25T14:00
In the 11th episode of the MBK Beat, we introduce our first new case example breakdown! You can learn the intro to the 10 plays of the playbook by going back and listening to any of the first 10...
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MBK Beat Ep.10 | Executive Endorsement Split Dollar Plans For Community Bank Executives from 2021-07-07T12:00
In this episode of the MBK Beat, we talk about Executive Endorsement Split-Dollar Plans for Community Bank Executives. Many times community banks struggle to recruit and retain prime quality tal...
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MBK BEAT Ep. 9 | Preparing for the Tax Tsunami | Tax Efficient Strategies from 2021-06-14T15:00
In this episode, we talk about the impending changes that we anticipate seeing through legislation and changes to taxes. We cover some of the monumental changes you can expect to see, and what y...
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MBK Beat Ep. 8: Corporate Sponsored Group Life Insurance | MBK Beat Life Insurance Podcast from 2021-05-25T11:00
On the 8th episode of the MBK Beat, we talk about the benefits and key factors of Group Sponsored Group Life Insurance. We open up with the basics and introduce who we are talking directly to on...
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MBK Beat Ep #7 | Supplemental Executive Retirement Packages for Credit Union Executives from 2021-04-21T12:00
The 7th Episode of the MBK Beat focuses primarily on Supplemental Executive Retirement Plans that MBK can provide for C-Level Executives of Credit Unions. We talk at length about the financial g...
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MBK Beat Ep. #6 | The Trifecta Executive Plan from 2021-03-16T15:00
On the 6th episode of the MBK Beat with Mark Kostrewski we talk about the “Executive Trifecta” Plan. This plan is not something everybody knows about but can be extremely beneficial for both a c...
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MBK Beat Ep #5 | Personal and Business Disability Income Planning Strategies from 2021-01-26T11:00
In this episode of the MBK Beat, we cover Personal and Business Disability Income Planning Strategies. Find out the 4 Risks you run into throughout your life in business, as a business owner. I...
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MBK Beat Ep #4 | What is Overfunded Life Insurance? | How Can it Work For You in 2021 from 2021-01-08T14:00
If you like the show or find it valuable, tell a friend! The fourth episode of the MBK Beat focuses on what’s called Overfunded Life Insurance. We talk a bit about what it is, how it started, an...
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MBK Beat Podcast Ep. 3 | Long Term Care Life Insurance from 2020-12-03T13:00
In this episode of the MBK Beat Podcast with Mark, we discuss Long Term Care Life Insurance. We talk about what it is, how it came to be, and why you may want to look into it. Many people don...
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MBK BEAT: Harbaugh Plans | How Split-Dollar Helps Coaches Win Off the Field from 2020-09-02T16:00
It’s the first episode of the MBK Beat with Mark B. Kostrzewski from MBK and Associates Inc. Today we’re chatting about how Split-dollar plans and how many of the top college coaches around the ...
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MBK BEAT: Harbaugh Plans | How Split-Dollar Helps Coaches Win Off the Field from 2020-09-02T16:00
It’s the first episode of the MBK Beat with Mark B. Kostrzewski from MBK and Associates Inc. Today we’re chatting about how Split-dollar plans and how many of the top college coaches around the ...
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MBK BEAT: Harbaugh Plans | How Split-Dollar Helps Coaches Win Off the Field from 2020-09-02T16:00
It’s the first episode of the MBK Beat with Mark B. Kostrzewski from MBK and Associates Inc. Today we’re chatting about how Split-dollar plans and how many of the top college coaches around the ...
Listen