Mark Zoril

PlanVision by Mark Zoril

Business EN ↓ 430 episodes

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.

Author

Mark Zoril

Category

Business

Podcast website

planvisionpodcast.com

Latest episode

Jun 23, 2026

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Episodes

PlanVision Podcasts (2025) - Don’t Borrow Money To Invest 04.02.2025

This Could End Up Badly Mark Zoril Episode: #7 Podcast Date: 2/04/2025

PlanVision Podcasts (2025) - Random Observations from the Last Few Months 28.01.2025

Eastern TN is Amazing! Mark Zoril Episode: #6 Podcast Date: 1/28/2025

PlanVision Podcasts (2025) - Proceeds from Your Home Sale 27.01.2025

What You Might Want to do With These Funds Mark Zoril Episode: #5 Podcast Date: 1/27/2025

PlanVision Podcasts (2025) - Children Helping Their Parents with Retirement Planning 26.01.2025

We See This Quite a Bit Mark Zoril Episode: #4 Podcast Date: 1/26/2025

PlanVision Podcasts (2025) - Happy Fixed Investors 25.01.2025

Finding Peace with Your Investing Approach Mark Zoril Episode: #3 Podcast Date: 1/25/2025

PlanVision Podcasts (2025) - Buying ETFs For Kids 17.01.2025

There are a few details to consider Mark Zoril Episode: #2 Podcast Date: 1/17/2025

PlanVision Podcasts (2025) - Using IB To Invest in Crypto 09.01.2025

It can be done it just requires extra attention Mark Zoril David Heltzel Episode: #1 Podcast Date: 1/9/2025

PlanVision Podcasts (2024) - Social Security and Medicare and the Future 27.11.2024

Don’t Be Surprised By How Changes Might Affect These Systems Mark Zoril Episode: #49 Podcast Date: 11/27/2024

PlanVision Podcasts (2024) - The Challenge of Expense Planning 27.11.2024

Adding an Unexpected Periodic Expense Can Help Mark Zoril Episode: #50 Podcast Date: 11/27/2024

PlanVision Podcasts (2024) - Engineer Your Plan for Success? 26.11.2024

I Don’t Think So Mark Zoril Episode: #48 Podcast Date: 11/26/2024

PlanVision Podcasts (2024) - Mark Talks With Patrick About Helping His Parents with an AUM Advisor 21.11.2024

The experience was very educational for all involved. Mark Zoril and Patrick Episode: #47 Podcast Date: 11/21/2024

PlanVision Podcasts (2024) - Trying to Time the Property Market 17.10.2024

Is It Effective? Mark Zoril Episode: #45 Podcast Date: 10/17/2024

PlanVision Podcasts (2024) - College Aid Pro Introduction 17.10.2024

PlanVision can help with College Aid pro. No additional cost for our clients. Mark Zoril and Jared Reinstein Episode: #46 Podcast Date: 10/18/2024

PlanVision Podcasts (2024) - Should Couples Manage Their Finances Together? 15.10.2024

Not Always! Mark Zoril Episode: #44 Podcast Date: 10/15/2024

PlanVision Podcasts (2024) - Bogleheads Conference 2024 Minneapolis, MN 12.10.2024

Mark welcomes Michelle to PlanVision Mark Zoril , Jason Lynch, and Chris Harrington Mark talks with Jason and Chris about their experience at the 2024 Bogleheads Conference in Minneapolis, MN Episode: #43 Podcast Date: 10/11/2024

PlanVision Podcasts (2024) - Greenback Tax Service Interview with Mike Wallace 17.09.2024

Mark talks with Mike about the service that they offer to expats. Mark Zoril and Mike Wallace at Greenback Tax Service talk about the expat tax services they offer there.  GREENBACKTAXSERVICE Episode: #39 Podcast Date: 9/17/2024

PlanVision Podcasts (2024) - Financial Planning for Today 17.09.2024

Two Examples to Help You Enjoy Your Money Now Mark Zoril Episode: #40 Podcast Date: 9/17/2024

PlanVision Podcasts (2024) - Loneliness 17.09.2024

Can Money Help You Deal With It Mark Zoril Episode: #41 Podcast Date: 9/17/2024

PlanVision Podcasts (2024) - Michelle Plummer Interview 17.09.2024

Mark welcomes Michelle to PlanVision Mark Zoril and Michelle Plummer Episode: #42 Podcast Date: 9/17/2024

PlanVision Podcasts (2024) - Tax Advice We Do Offer 23.08.2024

This varies with the topic Jason Lynch Episode: #38 Podcast Date: 8/23/2024

PlanVision Podcasts (2024) - Annuities Are Varied In Their Details 22.08.2024

They need more research and understanding before purchase Mark Zoril & Sal Ferrito Episode: #36 Podcast Date: 8/22/2024

PlanVision Podcasts (2024) - The Benefit of Moving 529 Moneys to a Roth IRA 22.08.2024

It Does Enhance the 529 Plan a Bit Mark Zoril Episode: #37 Podcast Date: 8/22/2024

PlanVision Podcasts (2024) - Invest for Yourself – Not Someone Else 15.08.2024

Don’t Be Too Influenced By Those Close To You When Creating Your Portfolio Mark Zoril Episode: #35 Podcast Date: 8/15/2024

PlanVision Podcasts (2024) - Should You Fire Your Advisor? 08.08.2024

We Provide Some Reasons Why You Might Want to Keep Your Advisor Mark Zoril Episode: #34 Podcast Date: 8/8/2024

PlanVision Podcasts (2024) - PlanVision Can Fix Your Financial Problems 06.08.2024

If You Have Some Mark Zoril Episode: #33 Podcast Date: 8/6/2024

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