PlanVision by Mark Zoril
335 episodes — Page 2 of 7
Ep 2998PlanVision Podcasts (2025) - Proceeds from Your Home Sale
What You Might Want to do With These Funds Mark Zoril Episode: #5 Podcast Date: 1/27/2025
Ep 2999PlanVision Podcasts (2025) - Children Helping Their Parents with Retirement Planning
We See This Quite a Bit Mark Zoril Episode: #4 Podcast Date: 1/26/2025
Ep 3000PlanVision Podcasts (2025) - Happy Fixed Investors
Finding Peace with Your Investing Approach Mark Zoril Episode: #3 Podcast Date: 1/25/2025
Ep 3001PlanVision Podcasts (2025) - Buying ETFs For Kids
There are a few details to consider Mark Zoril Episode: #2 Podcast Date: 1/17/2025
Ep 3002PlanVision Podcasts (2025) - Using IB To Invest in Crypto
It can be done it just requires extra attention Mark Zoril David Heltzel Episode: #1 Podcast Date: 1/9/2025
Ep 3004PlanVision Podcasts (2024) - Social Security and Medicare and the Future
Don’t Be Surprised By How Changes Might Affect These Systems Mark Zoril Episode: #49 Podcast Date: 11/27/2024
Ep 3003PlanVision Podcasts (2024) - The Challenge of Expense Planning
Adding an Unexpected Periodic Expense Can Help Mark Zoril Episode: #50 Podcast Date: 11/27/2024
Ep 3005PlanVision Podcasts (2024) - Engineer Your Plan for Success?
I Don’t Think So Mark Zoril Episode: #48 Podcast Date: 11/26/2024
Ep 3006PlanVision Podcasts (2024) - Mark Talks With Patrick About Helping His Parents with an AUM Advisor
The experience was very educational for all involved. Mark Zoril and Patrick Episode: #47 Podcast Date: 11/21/2024
Ep 3008PlanVision Podcasts (2024) - Trying to Time the Property Market
Is It Effective? Mark Zoril Episode: #45 Podcast Date: 10/17/2024
Ep 3007PlanVision Podcasts (2024) - College Aid Pro Introduction
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
Ep 3009PlanVision Podcasts (2024) - Should Couples Manage Their Finances Together?
Not Always! Mark Zoril Episode: #44 Podcast Date: 10/15/2024
Ep 3010PlanVision Podcasts (2024) - Bogleheads Conference 2024 Minneapolis, MN
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
Ep 3013PlanVision Podcasts (2024) - Financial Planning for Today
Two Examples to Help You Enjoy Your Money Now Mark Zoril Episode: #40 Podcast Date: 9/17/2024
Ep 3011PlanVision Podcasts (2024) - Michelle Plummer Interview
Mark welcomes Michelle to PlanVision Mark Zoril and Michelle Plummer Episode: #42 Podcast Date: 9/17/2024
Ep 3012PlanVision Podcasts (2024) - Loneliness
Can Money Help You Deal With It Mark Zoril Episode: #41 Podcast Date: 9/17/2024
Ep 3014PlanVision Podcasts (2024) - Greenback Tax Service Interview with Mike Wallace
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
Ep 3015PlanVision Podcasts (2024) - Tax Advice We Do Offer
This varies with the topic Jason Lynch Episode: #38 Podcast Date: 8/23/2024
Ep 3017PlanVision Podcasts (2024) - Annuities Are Varied In Their Details
They need more research and understanding before purchase Mark Zoril & Sal Ferrito Episode: #36 Podcast Date: 8/22/2024
Ep 3016PlanVision Podcasts (2024) - The Benefit of Moving 529 Moneys to a Roth IRA
It Does Enhance the 529 Plan a Bit Mark Zoril Episode: #37 Podcast Date: 8/22/2024
Ep 3018PlanVision Podcasts (2024) - Invest for Yourself – Not Someone Else
Don’t Be Too Influenced By Those Close To You When Creating Your Portfolio Mark Zoril Episode: #35 Podcast Date: 8/15/2024
Ep 3019PlanVision Podcasts (2024) - Should You Fire Your Advisor?
We Provide Some Reasons Why You Might Want to Keep Your Advisor Mark Zoril Episode: #34 Podcast Date: 8/8/2024
Ep 3020PlanVision Podcasts (2024) - PlanVision Can Fix Your Financial Problems
If You Have Some Mark Zoril Episode: #33 Podcast Date: 8/6/2024
Ep 3021PlanVision Podcasts (2024) - Are Actively Managed Funds That Bad?
We Recommend Index Funds, But Active Funds Can Still Work Mark Zoril Episode: #32 Podcast Date: 7/31/2024
Ep 3022PlanVision Podcasts (2024) - Risks of an Early Retirement
Some Things to Consider for the Early retiree Mark Zoril Episode: #31 Podcast Date: 7/29/2024
Ep 3023PlanVision Podcasts (2024) - Your Finances During Times of Personal Uncertainty
You Financial Plan Might Feel Like it is On Hold Mark Zoril Episode: #30 Podcast Date: 7/24/2024
Ep 3024PlanVision Podcasts (2024) - How Do We Think of a Successful Plan
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
Ep 3025PlanVision Podcasts (2024) - Let Asset Allocation Determine How to Update Your Investments
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
Ep 3026PlanVision Podcasts (2024) - Going Hard or Soft with Clients
Doing Our Best To Deliver Guidance In a Way They Can Accept It Mark Zoril Episode: #27 Podcast Date: 7/15/2024
Ep 3027PlanVision Podcasts (2024) - OUR GUIDANCE MAY NOT HELP YOU GET THE MOST MONEY
We give advice to evaluate trade offs and find balance. Mark Zoril Episode: #26 Podcast Date: 7/8/2024
Ep 3028PlanVision Podcasts (2024) - RANDOM NOTES ON LIFE
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
Ep 3029PlanVision Podcasts (2024) - DO YOU FEEL YOUR AGE?
Mark discusses how his aging (approaching 60) is affecting his planning and his goals Mark Zoril Episode: #24 Podcast Date: 6/24/2024
Ep 3030PlanVision Podcasts (2024) - EXPAT CHALLENGES SHOULDN’T STOP SAVINGS
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
Ep 3033PlanVision Podcasts (2024) - IF IT AIN’T BROKE DON’T BREAK IT
Decide if a change is worth it Mark Zoril Episode: #20 Podcast Date: 5/24/2024
Ep 3031PlanVision Podcasts (2024) - IS THE DECUMULATION PHASE COMPLICATED?
We don’t think it has to be. Mark Zoril Episode: #22 Podcast Date: 5/4/2024
Ep 3034PlanVision Podcasts (2024) - JARED REINSTEIN INTERVIEW
Mark and Jared talk about his start at PlanVision Mark Zoril Jared Reinstein Episode: #19 Podcast Date: 5/24/2024
Ep 3032PlanVision Podcasts (2024) - SMALL BUSINESS RETIREMENT PLANS OVERVIEW
Small Business Plan Ideas Jason Lynch Episode: #21 Podcast Date: 5/24/2024
Ep 3038PlanVision Podcasts (2024) - MARK TALKS WITH SAL FERRITO ABOUT STARTING AT PLANVISION
Sal shares his background Episode: #15 Podcast Date: 4/19/2024
Ep 3036PlanVision Podcasts (2024) - GOOD LUCK AVOIDING CAPITAL GAINS
This can be a challenge Episode: #17 Podcast Date: 4/19/2024
Ep 3039PlanVision Podcasts (2024) - HEALTHCARE OVERVIEW
There are a variety of options Episode: #14 Podcast Date: 4/19/2024
Ep 3037PlanVision Podcasts (2024) - DISTRIBUTION CONSIDERATIONS FOR AMERICANS
Mark and Jason discuss considerations on how to Live of of Your Money Episode: #16 Podcast Date: 4/19/2024
Ep 3035PlanVision Podcasts (2024) - SAFE WITHDRAWAL RATE
Your wants/needs may vary over time Episode: #18 Podcast Date: 4/19/2024
Ep 3040PlanVision Podcasts (2024) - OVERVIEW OF ROTH CONVERSIONS
There are several facets to this Episode: #13 Podcast Date: 4/19/2024
Ep 3041PlanVision Podcasts (2024) - INTERNATIONAL TEACHER PODCAST WITH MARK AS A GUEST
Mark is a guest on another podcast Episode: #12 Podcast Date: 3/2/2024
Ep 3042PlanVision Podcasts (2024) - PASSING OF A FATHER
Mark shares some thoughts on the recent passing of his Father and his impact on his life Episode: #11 Podcast Date: 2/20/2024
Ep 3045PlanVision Podcasts (2024) - MAKING A BAD MOVE
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
Ep 3044PlanVision Podcasts (2024) - WHAT ABOUT DYING WITH ZERO
The core message of this book should be important to some. Episode: #9 Podcast Date: 2/20/2024
Ep 3043PlanVision Podcasts (2024) - MISSING GROWTH IS NOT A PROBLEM FOR RETIREES
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
Ep 3046PlanVision Podcasts (2024) - DEATH OF YOUR SPOUSE
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 Podcast Date: 2/13/2024
Ep 3047PlanVision Podcasts (2024) - DAVID HELTZEL INTERVIEW
Mark interviews David as he becomes an advisor at PlanVision. Episode: #6 Podcast Date: 1/29/2024