PlanVision by Mark Zoril
352 episodes — Page 3 of 8
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 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 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 3047PlanVision Podcasts (2024) - DAVID HELTZEL INTERVIEW
Mark interviews David as he becomes an advisor at PlanVision. Episode: #6 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 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