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
Podcastens hjemmeside
Seneste episode
13. okt. 2026
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Episoder
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
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