PlanVision by Mark Zoril

PlanVision Podcasts (2024) - MARK TALKS WITH SAL FERRITO ABOUT STARTING AT PLANVISION 19.04.2024 4:46 ↓

Sal shares his background Episode: #15 Podcast Date: 4/19/2024

PlanVision Podcasts (2024) - DISTRIBUTION CONSIDERATIONS FOR AMERICANS 19.04.2024 20:54 ↓

Mark and Jason discuss considerations on how to Live of of Your Money Episode: #16 Podcast Date: 4/19/2024

PlanVision Podcasts (2024) - GOOD LUCK AVOIDING CAPITAL GAINS 19.04.2024 4:03 ↓

This can be a challenge Episode: #17 Podcast Date: 4/19/2024

PlanVision Podcasts (2024) - SAFE WITHDRAWAL RATE 19.04.2024 3:19 ↓

Your wants/needs may vary over time Episode: #18 Podcast Date: 4/19/2024

PlanVision Podcasts (2024) - INTERNATIONAL TEACHER PODCAST WITH MARK AS A GUEST 12.04.2024 40:04 ↓

Mark is a guest on another podcast Episode: #12 Podcast Date: 3/2/2024

PlanVision Podcasts (2024) - PASSING OF A FATHER 21.02.2024 9:16 ↓

Mark shares some thoughts on the recent passing of his Father and his impact on his life Episode: #11 Podcast Date: 2/20/2024

PlanVision Podcasts (2024) - MAKING A BAD MOVE 20.02.2024 5:27 ↓

If you move, and it doesn’t work out and you move back, it doesn’t mean it was a mistake. Episode: #8 Podcast Date: 2/20/2024

PlanVision Podcasts (2024) - WHAT ABOUT DYING WITH ZERO 20.02.2024 4:19 ↓

The core message of this book should be important to some. Episode: #9 Podcast Date: 2/20/2024

PlanVision Podcasts (2024) - MISSING GROWTH IS NOT A PROBLEM FOR RETIREES 20.02.2024 3:29 ↓

For retirees, I think it is more important to miss out on growth to reduce stress and enjoy life. Episode: #10 Podcast Date: 2/20/2024

PlanVision Podcasts (2024) - DEATH OF YOUR SPOUSE 13.02.2024 5:57 ↓

Prepare now, make things easier later. Clarification at 5’04”-5’10”: The Surviving Spouse/Single Person might consider naming a charity as a beneficiary of their HSA. Show Notes: After the death of your spouse, by Mike Piper. Managing a Windfall, from the Bogleheads Wikipedia. Widow, by Lynn Caine The Blue Binder, Rob Berger Nerd’s Eye View post Michael Kitces Episode: #7 P...

PlanVision Podcasts (2024) - ARE 5% AND 3% RETURNS TOO AGGRESSIVE 29.01.2024 3:05 ↓

I Hope Not But I Have Concerns Episode: #1 Podcast Date: 1/29/2024

PlanVision Podcasts (2024) - COMPLETING YOUR FINANCIAL CHECKLIST 29.01.2024 3:33 ↓

It’s a Good Feeling Episode: #2 Podcast Date: 1/29/2024

PlanVision Podcasts (2024) - YOU’RE NOT THE FIRST RETIREE 29.01.2024 3:34 ↓

Though It May Feel Like It, There are Plenty Out There Episode: #3 Podcast Date: 1/29/2024

PlanVision Podcasts (2024) - WHAT HAPPENS AT ADVISOR CLIENT MEETINGS 29.01.2024 3:08 ↓

How Frequent Do These Things Need To Be? Episode: #4 Podcast Date: 1/29/2024

PlanVision Podcasts (2024) - WE PROMOTE CERTAINTY 29.01.2024 3:24 ↓

We Hope Our Clients Can Make Feel More Certain About Their Future Episode: #5 Podcast Date: 1/29/2024

PlanVision Podcasts (2024) - DAVID HELTZEL INTERVIEW 29.01.2024 4:36 ↓

Mark interviews David as he becomes an advisor at PlanVision. Episode: #6 Podcast Date: 1/29/2024

PlanVision Podcasts (2023) - AS LUCK WOULD HAVE IT 21.12.2023 3:02 ↓

Financial Success is More Than Luck Episode: #190 Podcast Date: 12/21/2023

PlanVision Podcasts (2023) - THE “OPTIMAL” PORTFOLIO 21.12.2023 4:08 ↓

Is The One That Reduces Your Stress Episode: #191 Podcast Date: 12/21/2023

PlanVision Podcasts (2023) - THE RIGHT TIME IS… 21.12.2023 3:49 ↓

When You are Ready To Move Forward Episode: #191 Podcast Date: 12/21/2023

PlanVision Podcasts (2023) - END OF THE YEAR US TAX PLANNING 01.12.2023 6:19 ↓

A short list of tax ideas for the end of the year. Episode: #189 Podcast Date: 11/30/2023

PlanVision Podcasts (2023) - THE SERIAL PLANNERS 20.11.2023 3:29 ↓

Quest For The Perfect Plan Episode: #186 Podcast Date: 11/20/2023

PlanVision Podcasts (2023) - NO MORE SAVING 20.11.2023 3:10 ↓

When You Can Still Work But Don’t Need To Save Anymore Episode: #187 Podcast Date: 11/20/2023

PlanVision Podcasts (2023) - ALL BUSINESS ALL THE TIME 20.11.2023 3:01 ↓

Striving For This With PlanVision Episode: #188 Podcast Date: 11/20/2023

PlanVision Podcasts (2023) - SELL AT A LOSS 01.11.2023 3:42 ↓

It’s The Right Choice Episode: #183 Podcast Date: 11/1/2023

PlanVision Podcasts (2023) - BUY BOND ETFS NOW 01.11.2023 3:20 ↓

Don’t Fail This Basic Investment Test Episode: #184 Podcast Date: 11/1/2023