PlanVision by Mark Zoril
335 episodes — Page 3 of 7
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
Jan 29, 20243 min
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
Jan 29, 20243 min
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
Jan 29, 20243 min
Ep 3051PlanVision Podcasts (2024) - COMPLETING YOUR FINANCIAL CHECKLIST
It’s a Good Feeling Episode: #2 Podcast Date: 1/29/2024
Jan 29, 20243 min
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
Jan 29, 20243 min
Ep 3054PlanVision Podcasts (2023) - THE “OPTIMAL” PORTFOLIO
Is The One That Reduces Your Stress Episode: #191 Podcast Date: 12/21/2023
Dec 21, 20234 min
Ep 3053PlanVision Podcasts (2023) - THE RIGHT TIME IS…
When You are Ready To Move Forward Episode: #191 Podcast Date: 12/21/2023
Dec 21, 20233 min
PlanVision Podcasts (2022) - FOLLOW THE FINANCIAL PLANNING RULES?
Jul 6, 20223 min
PlanVision Podcasts (2022) - FINANCIAL INDUSTRY MARKETING
Jul 6, 20225 min
PlanVision Podcasts (2022) - Rob Berger Interviews Mark Zoril
Jun 23, 20221h 15m
PlanVision Podcasts (2022) - Over-Planning For Your Future
Jun 14, 20223 min
PlanVision Podcasts (2022) - Do You Believe In Miracles?
Jun 14, 202210 min
PlanVision Podcasts (2022) - Dividend Investing
Jun 14, 20226 min
PlanVision Podcasts (2022) - Asset Allocation Matters
Jun 10, 20224 min
PlanVision Podcasts (2022) - Good Times Bad Times
May 23, 20224 min
PlanVision Podcasts (2022) - Collaborating In Person
May 23, 20224 min
PlanVision Podcasts (2022) - How Long Will This Bear Market Last?
May 23, 20225 min
PlanVision Podcasts (2022) - Who Is Most Impacted By Inflation
May 23, 20223 min
PlanVision Podcasts (2022) - Holding On Too Long
May 10, 20225 min
PlanVision Podcasts (2022) - My Email & Book Recommendations
May 10, 20224 min
PlanVision Podcasts (2022) - Clients Doing The Right Thing
Apr 25, 20224 min
PlanVision Podcasts (2022) - Defining The Term “Performance”
Apr 25, 20222 min
PlanVision Podcasts (2022) - State of Mind
Apr 19, 20223 min
PlanVision Podcasts (2022) - A Plan For The Ages
Apr 19, 20224 min
PlanVision Podcasts (2022) - Annuities
Apr 19, 20228 min
PlanVision Podcasts (2022) - Retiree Returns
Apr 19, 20226 min
PlanVision Podcasts (2022) - What We Look For In An Investment
Apr 4, 20226 min
PlanVision Podcasts (2022) - More Diversification Please
Apr 4, 20224 min
PlanVision Podcasts (2022) - Credit Aggravation
Apr 4, 20226 min
PlanVision Podcasts (2022) - Living Off Of Your Money When The Market Is Down
Apr 4, 20226 min
PlanVision Podcasts (2022) - The Brutal Reality of the World Around You
Mar 10, 20224 min
PlanVision Podcasts (2022) - How Much Home Can You Afford
Mar 10, 20228 min
PlanVision Podcasts (2022) - Buying Opportunities Everywhere
Mar 9, 20223 min
PlanVision Podcasts (2022) - Buy More Of The S&P500
Feb 22, 20223 min
PlanVision Podcasts (2022) - Want To Get Invested Slow Down A Bit
Feb 17, 20222 min
PlanVision Podcasts (2022) - Rant On The Roth IRA
Feb 17, 20225 min
PlanVision Podcasts (2022) - The Roth Conversion Jigsaw Puzzle Part 1
Jan 31, 20223 min
PlanVision Podcasts (2022) - The Roth Conversion Jigsaw Puzzle Part 2
Jan 31, 202214 min
PlanVision Podcasts (2022) - Changing Your Mix Due To Market Movements
Jan 31, 20223 min
PlanVision Podcasts (2022) - Something I Will Guarantee
Jan 31, 20223 min
PlanVision Podcasts (2022) - Your Investment Personality
Jan 18, 20225 min
PlanVision Podcasts (2022) - Horse Race Comparison
Jan 18, 20226 min
PlanVision Podcasts (2022) - Time To Do Your TAXES
Jan 13, 20229 min
PlanVision Podcasts (2021) - Jason Tracy YNAB Interview
Dec 13, 202112 min
PlanVision Podcasts (2021) - Market Correction Now
Dec 2, 20214 min
PlanVision Podcasts (2021) - Luck AND Timing
Dec 1, 20214 min
PlanVision Podcasts (2021) - Asking PlanVision IF You Should Start A Business
Nov 30, 20215 min
PlanVision Podcasts (2021) - Nicholas Macrina from Vanguard Interview
Nov 25, 202123 min
PlanVision Podcasts (2021) - Will The Markets Determine Your Quality of Life?
Nov 16, 20214 min
PlanVision Podcasts (2021) - Don’t Wait For Normalcy To Invest In The Markets
Nov 16, 20213 min