PlanVision by Mark Zoril

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

PlanVision Podcasts (2023) - LONG TERM THINKING 01.11.2023 3:24 ↓

Sometimes Long Term Thinking is Forgotten Episode: #185 Podcast Date: 11/1/2023

PlanVision Podcasts (2023) - Chris Harrington Interview 29.09.2023 5:10 ↓

Mark introduces a new PlanVision employee Episode: #180 Podcast Date: 9/29/2023

PlanVision Podcasts (2023) - PLANVISION RUNDOWN – SEPTEMBER 25TH 2023 29.09.2023 5:08 ↓

PlanVision Current Events September 2023 Episode: #181 Podcast Date: 9/29/2023

PlanVision Podcasts (2023) - SEEMS TO ME 29.09.2023 3:36 ↓

Investors Can Be Confused About What Seems To Be Happening To Their Portfolios Episode: #182 Podcast Date: 9/29/2023

PlanVision Podcasts (2023) - RETIRNG IN THE BEST PLACE IN THE WORLD 30.08.2023 3:37 ↓

One of My Clients Told Me Where It Is Episode: #178 Podcast Date: 8/30/2023

PlanVision Podcasts (2023) - IS YOUR PLAN STILL GOOD RIGHT BEFORE RETIREMENT 30.08.2023 2:52 ↓

It Will Take A Lot To Set Back a Good Plan Episode: #179 Podcast Date: 8/30/2023

PlanVision Podcasts (2023) - MODEL THE OUTCOME YOU WANT FIRST WHEN YOU PLAN 30.08.2023 4:01 ↓

Well, Within Reason Episode: #179 Podcast Date: 8/30/2023

PlanVision Podcasts (2023) - TAKING SOCIAL SECURITY AT 62 01.08.2023 3:17 ↓

Go Against The Grain and Take Social Security Early Episode: #175 Podcast Date: 8/1/2023

PlanVision Podcasts (2023) - USING ALL – OR SOME – OF OUR ADVICE 01.08.2023 2:34 ↓

Whatever Works For You is Fine With Us Episode: #176 Podcast Date: 8/1/2023