PlanVision by Mark Zoril

Plan Vision Podcasts (2020) - Jason Lynch ACA and ROTHs 17.03.2021 12:51 ↓

How can the ACA and Roth Rules affect your tax situation? Podcast Date: 03/05/20

Plan Vision Podcasts (2020) - Jason Lynch Capital Gains 17.03.2021 15:08 ↓

UNKNOWN TAG LINE Podcast Date: 09/08/20

Plan Vision Podcasts (2020) - Jason Lynch Introduction 17.03.2021 7:11 ↓

Jason Lynch Introduction. Podcast Date: 02/06/20

Plan Vision Podcasts (2020) - Jason Lynch ROTH Accounts 1 of 5 17.03.2021 8:08 ↓

The Benefits of the Roth IRA. Podcast Date: 08/06/20

Plan Vision Podcasts (2020) - Jason Lynch ROTH Accounts 2 of 5 17.03.2021 7:16 ↓

How and When to do the Backdoor Roth IRA. Podcast Date: 08/06/20

Plan Vision Podcasts (2020) - Jason Lynch ROTH Accounts 3 of 5 17.03.2021 9:27 ↓

The Roth Conversion. Podcast Date: 08/06/20

Plan Vision Podcasts (2020) - Jason Lynch ROTH Accounts 4 of 5 17.03.2021 7:54 ↓

Should You Use the Pre-tax or Roth Option for Your Company Plan? Podcast Date: 08/06/20

Plan Vision Podcasts (2020) - Jason Lynch ROTH Accounts 5 of 5 17.03.2021 7:31 ↓

What is the Mega Backdoor Roth IRA? Can You Do It? Podcast Date: 08/06/20

Plan Vision Podcasts (2020) - Jason Lynch Taxes 17.03.2021 19:59 ↓

Jason talks about taxes, Tis the season… After the interview, Jason wanted to clarify as follows: “During the Podcast #15 Taxes with Jason Lynch (3/19/20), I want to clarify that excess short-term capital losses and long-term capital Losses do retain their character as either short-term or long-term when carried forward to subsequent years.” Podcast Date: 03/19/20

Plan Vision Podcasts (2020) - Jason Lynch The Secure Act 17.03.2021 19:00 ↓

UNKNOWN TAG LINE Podcast Date: UNKNOWN DATE

Plan Vision Podcasts (2020) - Life Insurance Primer 17.03.2021 8:08 ↓

UNKNOWN TAG LINE Podcast Date: 10/29/20

Plan Vision Podcasts (2020) - Living Off Your Money 17.03.2021 9:00 ↓

How do people live off their investments? Podcast Date: 01/21/20

Plan Vision Podcasts (2020) - Long Term Care Insurance 17.03.2021 9:26 ↓

Do You Need It? Podcast Date: 04/21/20

Plan Vision Podcasts (2020) - Looking for an Investment Guru 17.03.2021 6:10 ↓

Be Careful. Podcast Date: 06/26/20

Plan Vision Podcasts (2020) - Mark and Jason talk about Capital Gains 17.03.2021 15:05 ↓

Mark and Jason talk about capital gains. Podcast Date: 09/08/20

Plan Vision Podcasts (2020) - Markets Make No Sense 17.03.2021 5:31 ↓

Or They Make Perfect Sense. Podcast Date: 06/11/20

Plan Vision Podcasts (2020) - Mark with Erin Kline 17.03.2021 23:52 ↓

Is it a good time to refi your mortgage? Everybody’s doing it. How do you know if it is a good idea? You should talk to Erin if you want to see. erin.kline@alerus.com Podcast Date: 12/03/20

Plan Vision Podcasts (2020) - Money and Family and Friends 17.03.2021 6:16 ↓

This Can Get Awkward and Tense. Podcast Date: 09/28/20

Plan Vision Podcasts (2020) - Perspective on Your Finances 17.03.2021 3:32 ↓

Keep Your Perspective. Podcast Date: 11/16/20

Plan Vision Podcasts (2020) - Planning For Children 17.03.2021 7:14 ↓

A Brief Checklist of Important Considerations. Podcast Date: 09/28/20

Plan Vision Podcasts (2020) - Preparing for the 2020 Election 17.03.2021 4:16 ↓

Can We Just Be Done With It? Podcast Date: 10/29/20

Plan Vision Podcasts (2020) - Pressure of Money 17.03.2021 5:41 ↓

It Can Be Tough. Podcast Date: 02/19/20

Plan Vision Podcasts (2020) - Pricing and Investing Now 17.03.2021 5:14 ↓

Expats… Stop Worrying About the Price and Get Invested. Podcast Date: 04/20/20

Plan Vision Podcasts (2020) - Q A April23 2020 17.03.2021 8:51 ↓

Invest in a Bond Fund or Cash. 1:35 When should You Buy a Home 3:30 Accumulating ETFs vs Distributing ETFs 5:00 When to take Social Security 6:20 Municipal Bond Funds Podcast Date: 04/23/20

Plan Vision Podcasts (2020) - Risk 17.03.2021 6:49 ↓

What, Me Worry? Podcast Date: 09/09/20