Mark Zoril

PlanVision by Mark Zoril

Mark Zoril is the Founder of PlanVision. With 26 years of experience he is intimately aware of the practices of the financial services industry. He shares his ideas on how you can have a simple, great investment plan in a series of short, concise podcasts and interviews. If you want to learn more visit planvisionmn.com.

Husk at besøge podcastens hjemmeside og støtte skaberen: planvisionpodcast.com

Forfatter

Mark Zoril

Kategori

Business

Podcastens hjemmeside

planvisionpodcast.com

Seneste episode

13. okt. 2026

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Episoder

Plan Vision Podcasts (2019) - Faith in the Market 16.03.2021

Do you trust the Markets? You better! Podcast Date: 09/03/19

Plan Vision Podcasts (2019) - Financial Services Industry Marketing 16.03.2021

Text Here Podcast Date:

Plan Vision Podcasts (2019) - Growth vs Stability Be Careful 16.03.2021

Please Be Careful With Your Investments as You Get Close To Retirement. Podcast Date: 11/21/19

Plan Vision Podcasts (2019) - Guarantees 16.03.2021

Guarantees and What Actually Will Happen Podcast Date: 12/10/19

Plan Vision Podcasts (2019) - How I Deal with the Markets 16.03.2021

The evolution of my approach to investing and how I think of my future. Podcast Date: 08/26/19

Plan Vision Podcasts (2019) - How Much Do You Need to Save 16.03.2021

There are some good guidelines, but no precise answer to this important question. Podcast Date: 09/25/19

Plan Vision Podcasts (2019) - IB Overview 16.03.2021

The most common questions I currently receive on Interactive Brokers: :23 Tax Issues for Non-Americans using IB? 1:01 Is IB difficult to use? 1:12 Joint or Individual Accounts 1:49 Approval Process 2:10 Logging in to Your Account 3:05 Funding Your Account 4:15 Base Currency 5:05 Accessing Your Money 5:24 Options for Dividends Podcast Date: 08/26/19

Plan Vision Podcasts (2019) - Invest in a Property 16.03.2021

My thoughts on a very frequent question from my clients – especially expats. Podcast Date: 08/26/19

Plan Vision Podcasts (2019) - Investing in a Bad Product 16.03.2021

Some Thoughts For Those That Have Been Burned On Their Investments. Podcast Date: 11/21/19

Plan Vision Podcasts (2019) - In What Should I Invest 16.03.2021

There are many things you could invest in, but I discuss all you need to invest in. Podcast Date: 09/25/19

Plan Vision Podcasts (2019) - Market Crash 16.03.2021

It really is easy – and you may already be prepared. Podcast Date: 09/25/19

Plan Vision Podcasts (2019) - Market Timing 16.03.2021

You say you don’t believe in market timing but is that true? Podcast Date: 08/13/19

Plan Vision Podcasts (2019) - Move on From Your Losses 16.03.2021

Don’t Hold On To Your Investments Just Because They Have Lost Money Podcast Date: 11/8/19

Plan Vision Podcasts (2019) - No Stock 16.03.2021

I never have but that doesn’t mean that you can’t. Podcast Date: 10/10/19

Plan Vision Podcasts (2019) - No Thanks to Investment Data 16.03.2021

I Am Not Interested, At All, In Market Data. Podcast Date: 11/21/19

Plan Vision Podcasts (2019) - Pay Off House or Invest 16.03.2021

YES. Podcast Date: 10/23/19

Plan Vision Podcasts (2019) - Put Your Money in Now 16.03.2021

Should You Lump Sum or Invest Over Time? Podcast Date: 10/23/19

Plan Vision Podcasts (2019) - Record Highs 16.03.2021

They Happen All The Time – Get Over It. Podcast Date: 12/10/19

Plan Vision Podcasts (2019) - RMDs 16.03.2021

Too Much Fuss is made over RMD’s. Podcast Date: 12/10/19

Plan Vision Podcasts (2019) - Roth Conversions 16.03.2021

Do Roth conversions improve your finances in the long run? Podcast Date: 10/11/19

Plan Vision Podcasts (2019) - Saving for a Home 16.03.2021

How should you invest when saving for a property? Go boring! Podcast Date: 09/03/19

Plan Vision Podcasts (2019) - Speculation 16.03.2021

Choose Not To. Podcast Date: 12/10/19

Plan Vision Podcasts (2019) - Steven Murray Investing In Life 16.03.2021

Perspectives on preparing for the future. Podcast Date: 08/02/19

Plan Vision Podcasts (2019) - Stop Evaluating Your Funds 16.03.2021

Just worry about the fees and diversification. Podcast Date: 10/23/19

Plan Vision Podcasts (2019) - Stop It With Inflation 16.03.2021

My thoughts on why inflation is less a factor than many think. Podcast Date: 09/25/19

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