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© Copyright 2024 PlanVision by Mark Zoril
Description
Mark Zoril is the Founder of PlanVision. With 26 years of experience he is intimately aware of the practices of the financial services industry. He shares his ideas on how you can have a simple, great investment plan in a series of short, concise podcasts and interviews. If you want to learn more visit planvisionmn.com.
346 Episodes
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Your wants/needs may vary over time
Episode: #18
Podcast Date: 4/19/2024
This can be a challenge
Episode: #17
Podcast Date: 4/19/2024
Mark and Jason discuss considerations on how to Live of of Your Money
Episode: #16
Podcast Date: 4/19/2024
Sal shares his background
Episode: #15
Podcast Date: 4/19/2024
There are a variety of options
Episode: #14
Podcast Date: 4/19/2024
There are several facets to this
Episode: #13
Podcast Date: 4/19/2024
Mark is a guest on another podcast
Episode: #12
Podcast Date: 3/2/2024
Mark shares some thoughts on the recent passing of his Father and his impact on his life
Episode: #11
Podcast Date: 2/20/2024
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
The core message of this book should be important to some.
Episode: #9
Podcast Date: 2/20/2024
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
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
Mark interviews David as he becomes an advisor at PlanVision.
Episode: #6
Podcast Date: 1/29/2024
We Hope Our Clients Can Make Feel More Certain About Their Future
Episode: #5
Podcast Date: 1/29/2024
How Frequent Do These Things Need To Be?
Episode: #4
Podcast Date: 1/29/2024
Though It May Feel Like It, There are Plenty Out There
Episode: #3
Podcast Date: 1/29/2024
It’s a Good Feeling
Episode: #2
Podcast Date: 1/29/2024
I Hope Not But I Have Concerns
Episode: #1
Podcast Date: 1/29/2024
When You are Ready To Move Forward
Episode: #191
Podcast Date: 12/21/2023
Is The One That Reduces Your Stress
Episode: #191
Podcast Date: 12/21/2023
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