PlanVision by Mark Zoril

PlanVision Podcasts (2024) - Financial Planning for Today 17.09.2024 5:02 ↓

Two Examples to Help You Enjoy Your Money Now Mark Zoril Episode: #40 Podcast Date: 9/17/2024

PlanVision Podcasts (2024) - Loneliness 17.09.2024 5:21 ↓

Can Money Help You Deal With It Mark Zoril Episode: #41 Podcast Date: 9/17/2024

PlanVision Podcasts (2024) - Michelle Plummer Interview 17.09.2024 3:07 ↓

Mark welcomes Michelle to PlanVision Mark Zoril and Michelle Plummer Episode: #42 Podcast Date: 9/17/2024

PlanVision Podcasts (2024) - Tax Advice We Do Offer 23.08.2024 7:06 ↓

This varies with the topic Jason Lynch Episode: #38 Podcast Date: 8/23/2024

PlanVision Podcasts (2024) - Annuities Are Varied In Their Details 22.08.2024 12:34 ↓

They need more research and understanding before purchase Mark Zoril & Sal Ferrito Episode: #36 Podcast Date: 8/22/2024

PlanVision Podcasts (2024) - The Benefit of Moving 529 Moneys to a Roth IRA 22.08.2024 3:51 ↓

It Does Enhance the 529 Plan a Bit Mark Zoril Episode: #37 Podcast Date: 8/22/2024

PlanVision Podcasts (2024) - Invest for Yourself – Not Someone Else 15.08.2024 4:22 ↓

Don’t Be Too Influenced By Those Close To You When Creating Your Portfolio Mark Zoril Episode: #35 Podcast Date: 8/15/2024

PlanVision Podcasts (2024) - Should You Fire Your Advisor? 08.08.2024 4:13 ↓

We Provide Some Reasons Why You Might Want to Keep Your Advisor Mark Zoril Episode: #34 Podcast Date: 8/8/2024

PlanVision Podcasts (2024) - PlanVision Can Fix Your Financial Problems 06.08.2024 3:00 ↓

If You Have Some Mark Zoril Episode: #33 Podcast Date: 8/6/2024

PlanVision Podcasts (2024) - Are Actively Managed Funds That Bad? 31.07.2024 5:34 ↓

We Recommend Index Funds,  But Active Funds Can Still Work Mark Zoril Episode: #32 Podcast Date: 7/31/2024

PlanVision Podcasts (2024) - Risks of an Early Retirement 29.07.2024 5:57 ↓

Some Things to Consider for the Early retiree Mark Zoril Episode: #31 Podcast Date: 7/29/2024

PlanVision Podcasts (2024) - Your Finances During Times of Personal Uncertainty 24.07.2024 5:44 ↓

You Financial Plan Might Feel Like it is On Hold Mark Zoril Episode: #30 Podcast Date: 7/24/2024

PlanVision Podcasts (2024) - How Do We Think of a Successful Plan 22.07.2024 5:23 ↓

Describing how we interpret the cash flow report in eMoney to determine if a plan is “successful” Mark Zoril Episode: #29 Podcast Date: 7/22/2024

PlanVision Podcasts (2024) - Let Asset Allocation Determine How to Update Your Investments 16.07.2024 3:26 ↓

Stop trying to figure out where markets are going or looking at performance or trends.  This is by far the best way to invest. Mark Zoril Episode: #28 Podcast Date: 7/16/2024

PlanVision Podcasts (2024) - Going Hard or Soft with Clients 15.07.2024 3:29 ↓

Doing Our Best To Deliver Guidance In a Way They Can Accept It Mark Zoril Episode: #27 Podcast Date: 7/15/2024

PlanVision Podcasts (2024) - OUR GUIDANCE MAY NOT HELP YOU GET THE MOST MONEY 08.07.2024 4:15 ↓

We give advice to evaluate trade offs and find balance. Mark Zoril Episode: #26 Podcast Date: 7/8/2024

PlanVision Podcasts (2024) - RANDOM NOTES ON LIFE 27.06.2024 10:26 ↓

Mark discusses some random developments in his life. Do any of these hit home for you? Mark Zoril Episode: #25 Podcast Date: 6/24/2024

PlanVision Podcasts (2024) - EXPAT CHALLENGES SHOULDN’T STOP SAVINGS 24.06.2024 4:23 ↓

Uncertainty about taxes, moving, brokerages, et.. should not prevent expats from investing. You have to get going. Mark Zoril Episode: #23 Podcast Date: 6/24/2024

PlanVision Podcasts (2024) - DO YOU FEEL YOUR AGE? 24.06.2024 5:34 ↓

Mark discusses how his aging (approaching 60) is affecting his planning and his goals Mark Zoril Episode: #24 Podcast Date: 6/24/2024

PlanVision Podcasts (2024) - JARED REINSTEIN INTERVIEW 24.05.2024 2:16 ↓

Mark and Jared talk about his start at PlanVision Mark Zoril Jared Reinstein Episode: #19 Podcast Date: 5/24/2024

PlanVision Podcasts (2024) - IF IT AIN’T BROKE DON’T BREAK IT 24.05.2024 3:18 ↓

Decide if a change is worth it Mark Zoril Episode: #20 Podcast Date: 5/24/2024

PlanVision Podcasts (2024) - SMALL BUSINESS RETIREMENT PLANS OVERVIEW 24.05.2024 4:36 ↓

Small Business Plan Ideas Jason Lynch Episode: #21 Podcast Date: 5/24/2024

PlanVision Podcasts (2024) - IS THE DECUMULATION PHASE COMPLICATED? 24.05.2024 7:12 ↓

We don’t think it has to be. Mark Zoril Episode: #22 Podcast Date: 5/4/2024

PlanVision Podcasts (2024) - OVERVIEW OF ROTH CONVERSIONS 19.04.2024 6:05 ↓

There are several facets to this Episode: #13 Podcast Date: 4/19/2024

PlanVision Podcasts (2024) - HEALTHCARE OVERVIEW 19.04.2024 4:53 ↓

There are a variety of options Episode: #14 Podcast Date: 4/19/2024