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.
Author
Mark Zoril
Category
Podcast website
Latest episode
Jun 23, 2026
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Episodes
PlanVision Podcasts (2024) - Are Actively Managed Funds That Bad? 31.07.2024 5:34
We Recommend Index Funds, But Active Funds Can Still Work Mark Zoril Episode: #32 Podcast Date: 7/31/2024
PlanVision Podcasts (2024) - Risks of an Early Retirement 29.07.2024 5:57
Some Things to Consider for the Early retiree Mark Zoril Episode: #31 Podcast Date: 7/29/2024
PlanVision Podcasts (2024) - Your Finances During Times of Personal Uncertainty 24.07.2024 5:44
You Financial Plan Might Feel Like it is On Hold Mark Zoril Episode: #30 Podcast Date: 7/24/2024
PlanVision Podcasts (2024) - How Do We Think of a Successful Plan 22.07.2024 5:23
Describing how we interpret the cash flow report in eMoney to determine if a plan is “successful” Mark Zoril Episode: #29 Podcast Date: 7/22/2024
PlanVision Podcasts (2024) - Let Asset Allocation Determine How to Update Your Investments 16.07.2024 3:26
Stop trying to figure out where markets are going or looking at performance or trends. This is by far the best way to invest. Mark Zoril Episode: #28 Podcast Date: 7/16/2024
PlanVision Podcasts (2024) - Going Hard or Soft with Clients 15.07.2024 3:29
Doing Our Best To Deliver Guidance In a Way They Can Accept It Mark Zoril Episode: #27 Podcast Date: 7/15/2024
PlanVision Podcasts (2024) - OUR GUIDANCE MAY NOT HELP YOU GET THE MOST MONEY 08.07.2024 4:15
We give advice to evaluate trade offs and find balance. Mark Zoril Episode: #26 Podcast Date: 7/8/2024
PlanVision Podcasts (2024) - RANDOM NOTES ON LIFE 27.06.2024 10:26
Mark discusses some random developments in his life. Do any of these hit home for you? Mark Zoril Episode: #25 Podcast Date: 6/24/2024
PlanVision Podcasts (2024) - EXPAT CHALLENGES SHOULDN’T STOP SAVINGS 24.06.2024 4:23
Uncertainty about taxes, moving, brokerages, et.. should not prevent expats from investing. You have to get going. Mark Zoril Episode: #23 Podcast Date: 6/24/2024
PlanVision Podcasts (2024) - DO YOU FEEL YOUR AGE? 24.06.2024 5:34
Mark discusses how his aging (approaching 60) is affecting his planning and his goals Mark Zoril Episode: #24 Podcast Date: 6/24/2024
PlanVision Podcasts (2024) - JARED REINSTEIN INTERVIEW 24.05.2024 2:16
Mark and Jared talk about his start at PlanVision Mark Zoril Jared Reinstein Episode: #19 Podcast Date: 5/24/2024
PlanVision Podcasts (2024) - IF IT AIN’T BROKE DON’T BREAK IT 24.05.2024 3:18
Decide if a change is worth it Mark Zoril Episode: #20 Podcast Date: 5/24/2024
PlanVision Podcasts (2024) - SMALL BUSINESS RETIREMENT PLANS OVERVIEW 24.05.2024 4:36
Small Business Plan Ideas Jason Lynch Episode: #21 Podcast Date: 5/24/2024
PlanVision Podcasts (2024) - IS THE DECUMULATION PHASE COMPLICATED? 24.05.2024 7:12
We don’t think it has to be. Mark Zoril Episode: #22 Podcast Date: 5/4/2024
PlanVision Podcasts (2024) - OVERVIEW OF ROTH CONVERSIONS 19.04.2024 6:05
There are several facets to this Episode: #13 Podcast Date: 4/19/2024
PlanVision Podcasts (2024) - HEALTHCARE OVERVIEW 19.04.2024 4:53
There are a variety of options Episode: #14 Podcast Date: 4/19/2024
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
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