PlanVision by Mark Zoril
339 episodes — Page 3 of 7
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 3052PlanVision Podcasts (2024) - ARE 5% AND 3% RETURNS TOO AGGRESSIVE
I Hope Not But I Have Concerns Episode: #1 Podcast Date: 1/29/2024
Ep 3049PlanVision Podcasts (2024) - WHAT HAPPENS AT ADVISOR CLIENT MEETINGS
How Frequent Do These Things Need To Be? Episode: #4 Podcast Date: 1/29/2024
Ep 3048PlanVision Podcasts (2024) - WE PROMOTE CERTAINTY
We Hope Our Clients Can Make Feel More Certain About Their Future Episode: #5 Podcast Date: 1/29/2024
Ep 3047PlanVision Podcasts (2024) - DAVID HELTZEL INTERVIEW
Mark interviews David as he becomes an advisor at PlanVision. Episode: #6 Podcast Date: 1/29/2024
Ep 3051PlanVision Podcasts (2024) - COMPLETING YOUR FINANCIAL CHECKLIST
It’s a Good Feeling Episode: #2 Podcast Date: 1/29/2024
Ep 3050PlanVision Podcasts (2024) - YOU’RE NOT THE FIRST RETIREE
Though It May Feel Like It, There are Plenty Out There Episode: #3 Podcast Date: 1/29/2024
Ep 3054PlanVision Podcasts (2023) - THE “OPTIMAL” PORTFOLIO
Is The One That Reduces Your Stress Episode: #191 Podcast Date: 12/21/2023
Ep 3053PlanVision Podcasts (2023) - THE RIGHT TIME IS…
When You are Ready To Move Forward Episode: #191 Podcast Date: 12/21/2023