PlanVision by Mark Zoril

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.

PlanVision Podcasts (2025) - Dinner Date With An Advisor

Have a Swanson’s TV Dinner Instead Mark Zoril Podcast Episode: #31 Podcast Date: 08/27/2025

08-27
04:49

PlanVision Podcasts (2025) - Is An AUM Model Right For You?

We Don’t Think So Mark Zoril Podcast Episode: #30 Podcast Date: 08/27/2025

08-27
05:39

PlanVision Podcasts (2025) - When Your Parents Need Help Investing

Be A Good Advisor For Them Mark Zoril Podcast Episode: #29 Podcast Date: 08/27/2025

08-27
03:43

PlanVision Podcasts (2025) - The Right Time To Do Something

It is Likely When You Are Ready Mark Zoril Podcast Episode: #28 Podcast Date: 07/31/2025

08-01
02:34

PlanVision Podcasts (2025) - The Two Biggest Factors in Your Plan

Returns and Expenses Mark Zoril Podcast Episode: #27 Podcast Date: 07/31/2025

07-31
03:50

PlanVision Podcasts (2025) - What To Look For in Your Plan Over Time

It is Likely When You Are Ready Mark Zoril Podcast Episode: #26 Podcast Date: 07/31/2025

07-31
03:54

PlanVision Podcasts (2025) - Mark and Jared talk about Long Term Care Insurance

Is this necessary for everyone? Mark Zoril and Jared Reinstein Podcast Episode: #25 Podcast Date: 05/23/2025

06-19
09:30

PlanVision Podcasts (2025) - Pursuing Fulfillment

Will Spending More Money Provide More Fulfillment Mark Zoril Podcast Episode: #24 Podcast Date: 6/19/2025

06-19
03:16

PlanVision Podcasts (2025) - Change for the Sake of…

Cosmetic Changes to Your Financial Plan Don’t Matter Mark Zoril Podcast Episode: #23 Podcast Date:6/19/2025

06-19
03:04

PlanVision Podcasts (2025) - Safety First

How Safe Are Different Investments Mark Zoril Podcast Episode: #22 Podcast Date: 06/19/2025

06-19
03:50

PlanVision Podcasts (2025) - Retiring in a Down Market?

Go For it! Mark Zoril Podcast Episode: #21 Podcast Date: 05/23/2025

05-23
04:14

PlanVision Podcasts (2025) - Ignore Advertised Returns

Pursuing Higher Returns Could Cost You Dearly Mark Zoril Podcast Episode: #20 Podcast Date: 05/22/2025

05-22
03:56

PlanVision Podcasts (2025) - How To Get Out of a Stock

Some Quick Tips To Make It Happen Mark Zoril Podcast Episode: #20 Podcast Date: 05/21/2025

05-21
04:56

PlanVision Podcasts (2025) - I Just Want the Market

Make it Your Mantra Mark Zoril Podcast Episode: #19 Podcast Date: 05/20/2025

05-20
03:57

PlanVision Podcasts (2025) - Mark and Dan Discuss Asset Location

The results of this project changed their perspectives. Deep Dives with Dan Mark Zoril  and  Dan Griffin Episode: #20 Podcast Date: 5/9/2025

05-09
05:09

PlanVision Podcasts (2025) - Roth Conversions for Expats

Americans abroad can consider this strategy. Podcast Episode: #18 Podcast Date: 03/09/21

05-09
09:35

PlanVision Podcasts (2025) - The Point of Asset Allocation 2

You Can Change Your Asset Allocation – For The Right Reasons Mark Zoril Episode: #19 Podcast Date: 5/7/2025

05-07
03:16

PlanVision Podcasts (2025) - Quotes from the Industry on Indexing

Candid Comments From Those Inside the Industry Mark Zoril Episode: #18 Podcast Date: 5/7/2025

05-07
06:39

PlanVision Podcasts (2025) - What’s the Market Going to Do?

Can anyone really guess the future? David Heltzel Episode: #17 Podcast Date: 5/5/2025

05-05
03:54

PlanVision Podcasts (2025) - The Point of Asset Allocation

So You Stick To The Plan Mark Zoril Episode: #16 Podcast Date: 4/8/2025

04-08
03:09

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