PlanVision by Mark Zoril

PlanVision Podcasts (2023) - DONT WANT TO RUN OUT OF MONEY? 02.05.2023 4:35 ↓

Invest Like This Episode: #160 Podcast Date: 5/2/2023

PlanVision Podcasts (2023) - CHOOSE CONVENIENCE 02.05.2023 3:01 ↓

You Now Have Some Decent Pocket Change Episode: #161 Podcast Date: 5/2/2023

PlanVision Podcasts (2023) - BIG LEAGUES OF PERSONAL FINANCE 02.05.2023 2:45 ↓

This Is What Happens in The Big Leagues Episode: #159 Podcast Date: 4/17/2023

PlanVision Podcasts (2023) - AI and The Financial Services Industry 18.04.2023 3:54 ↓

A Promising Future for Investors Episode: #157 Podcast Date: 4/17/2023

PlanVision Podcasts (2023) - On Suitability 18.04.2023 4:00 ↓

You Shouldn’t Need Continuing Ed To Know This Episode: #158 Podcast Date: 4/17/2023

PlanVision Podcasts (2023) - All In One Funds 18.04.2023 0:03 ↓

All You Need Episode: #159 Podcast Date: 4/17/2023

PlanVision Podcasts (2023) - Canadian FHSA 17.04.2023 4:06 ↓

Canadian First Home Savings Account Episode: #156 Podcast Date: 4/17/2023

PlanVision Podcasts (2023) - BUYING INVESTMENTS BECAUSE OF RETURNS 28.03.2023 3:17 ↓

I Don’t Think This is a Good Idea Episode: #153 Podcast Date: 3/28/2023

PlanVision Podcasts (2023) - SOME ACTIVELY MANAGED FUNDS ARE OK 28.03.2023 6:11 ↓

They Are Kind Of Like Index Funds Anyway Episode: #154 Podcast Date: 3/28/2023

PlanVision Podcasts (2023) - SELLING STOCK AWARDS OR COMPANY BOUGHT STOCK 28.03.2023 3:22 ↓

Think Of It As Cash Income Episode: #155 Podcast Date: 3/28/2023

PlanVision Podcasts (2023) - Tired of Wrongness All The Time 13.03.2023 3:27 ↓

All this wrongness, all the time Episode: #149 Podcast Date: 3/13/2023

PlanVision Podcasts (2023) - When Low Returns Are Better Than High Returns 13.03.2023 3:29 ↓

You gotta know when to hold them, know when to fold them… Episode: #150 Podcast Date: 3/13/2023

PlanVision Podcasts (2023) - Everything Is Not An Investment 13.03.2023 4:46 ↓

Home?  Kids? Episode: #151 Podcast Date: 3/13/2023

PlanVision Podcasts (2023) - Bernie Madoff and 2008 13.03.2023 4:04 ↓

Bernie and Lance, they really pulled something off for a while Episode: #152 Podcast Date: 3/13/2023

PlanVision Podcasts (2023) - UK State Pension – Should I (Can I) top it up? 13.03.2023 5:39 ↓

Links mentioned/referenced in the Show Notes: gov.uk/check-state-pension gov.uk/plan-for-retirement Martin Lewis money saving podcast   https://www.moneysavingexpert.com/savings/voluntary-national-insurance-contributions/https://www.thisismoney.co.uk/money/pensions/article-11749923/State-pension-ups-DWP-phone-lines-jammed-ahead-April-deadline.htmlFacebook group: SimplyFI – Index Investing &#...

PlanVision Podcasts (2023) - Stock pickers Unite! or, How I Learned to Stop Worrying and Love the Index 13.03.2023 10:08 ↓

Links mentioned/referenced in the Show Notes: Timestamps: 00:57 DIS & F comments. 02:25 How to determine which stock to buy? 05:12 Rule 105b5-1 is filed with the broker, not SEC (see Show Notes). 06:20 Professional stock pickers. 9:02 SPIVA. Show Notes:   CAGR Formula {see below} Source:  https://www.investopedia.com/terms/c/cagr.aspForm 8-kSilcon Valley Bank websiteRule 10b5-1SIVB out, Insule...

PlanVision Podcasts (2023) - MISTAKES YOU COULD VERY WELL MAKE 21.02.2023 5:18 ↓

So What Episode: #147 Podcast Date: 2/21/2023

PlanVision Podcasts (2023) - JUST MAKE IT SIMPLER 21.02.2023 3:02 ↓

This is definitely happening more and more to me.   More people I interact with, the more important that I see this. Episode: #148 Podcast Date: 2/21/2023

PlanVision Podcasts (2023) - Upcoming Contributions Deadlines 09.02.2023 7:15 ↓

UK; US & Canada US dates/limits starts at 3:07 Canadian dates/limits starts at 5:08 Episode: #145 Podcast Date: 2/9/2023

PlanVision Podcasts (2023) - Work as I have aged 09.02.2023 7:53 ↓

Are You Moving Towards Work or Away From It Episode: #146 Podcast Date: 2/9/2023

PlanVision Podcasts (2023) - People and Numbers 01.02.2023 3:59 ↓

what is going on? Episode: #142 Podcast Date: 2/1/2023

PlanVision Podcasts (2023) - Becoming a Better Investor Jason Part I 01.02.2023 5:59 ↓

Change your thoughts Episode: #143 Podcast Date: 2/1/2023

PlanVision Podcasts (2023) - Becoming a Better Investor Mark Part II 01.02.2023 6:34 ↓

Mark expands on Jason’s Investor Ideas Episode: #144 Podcast Date: 2/1/2023

PlanVision Podcasts (2023) - WHAT MADE 2022 A BAD YEAR IN THE MARKETS 16.01.2023 3:33 ↓

Who Knows Episode: #139 Podcast Date: 1/16/2023

PlanVision Podcasts (2023) - WHAT ABOUT YOUR INSTINCTS 16.01.2023 3:18 ↓

You Might Be Correct More Often Than Not Episode: #140 Podcast Date: 1/16/2023