PlanVision by Mark Zoril

Plan Vision Podcasts (2020) - Dealing With Low Interest Rates 17.03.2021 6:35 ↓

Should They Change Your Plans? Podcast Date: 08/03/20

Plan Vision Podcasts (2020) - Do You Need A Written Investment Plan? 17.03.2021 7:26 ↓

You just might… Podcast Date: 04/09/20

Plan Vision Podcasts (2020) - Expat Portfolio When You Move 17.03.2021 6:28 ↓

Thinking about moving to a new location? Podcast Date: 01/17/21

Plan Vision Podcasts (2020) - Expats Saving for College 17.03.2021 5:07 ↓

Ideas on How Expats Can Save For Their Childrens’ Education Podcast Date: 10/06/20

Plan Vision Podcasts (2020) - Firing Your Advisor 17.03.2021 5:13 ↓

Are You In A Bad Relationship? Podcast Date: 12/07/20

Plan Vision Podcasts (2020) - Giving Children Money 17.03.2021 6:14 ↓

Does It Help or Hurt Them? Podcast Date: 10/06/20

Plan Vision Podcasts (2020) - Healthcare Costs and Your Future 17.03.2021 5:52 ↓

Keep Perspective on These. Podcast Date: 02/06/20

Plan Vision Podcasts (2020) - How Will I Invest 17.03.2021 5:38 ↓

I Am Going To Go Conservative. Podcast Date: 07/16/20

Plan Vision Podcasts (2020) - HSA Overview 17.03.2021 11:57 ↓

HSA Overview with Jason Lynch. Podcast Date: 08/04/20

Plan Vision Podcasts (2020) - Ignore the Price When Investing 17.03.2021 5:29 ↓

Please Do Not Pay Attention to the Price When Investing. Podcast Date: 02/06/20

Plan Vision Podcasts (2020) - I Got Your Backtest 17.03.2021 7:01 ↓

Please Don’t Send Me Articles About Market Performance. Podcast Date: 03/05/20

Plan Vision Podcasts (2020) - Impact of Low Interest Rates 17.03.2021 6:36 ↓

You Might Have to Modify Your Expectations. Podcast Date: 09/09/20

Plan Vision Podcasts (2020) - Investing For Your Parents 17.03.2021 5:30 ↓

Let Them Invest How They Want. Podcast Date: 09/28/20

Plan Vision Podcasts (2020) - Investing With Your Partner 17.03.2021 7:56 ↓

Might Be Better to Find Common Ground. Podcast Date: 08/26/40

Plan Vision Podcasts (2020) - Its Not a Crime to Withdraw Money 17.03.2021 5:32 ↓

Should you withdraw your money when things are bad? Podcast Date: 06/26/20

Plan Vision Podcasts (2020) - Jamie Favell UK Taxes 17.03.2021 22:37 ↓

Jamie’s contact information is here: https://www.taxadvisorypartnership.com/about-us/jamie-favell/ 1:00 Background 2:20 Expat Filing Requirements 5:00 Real Estate Rules 7:20 Brit Pensions 9:20 Returning Home 13:50 SIPPs and ISAs 15:20 Estate taxes Podcast Date: 04/16/20

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