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PlanVision by Mark Zoril
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17-09-2024
PlanVision Podcasts (2024) - Michelle Plummer Interview
Mark welcomes Michelle to PlanVision Mark Zoril and Michelle Plummer Episode: #42 Podcast Date: 9/17/2024
Episodios
17-09-2024
PlanVision Podcasts (2024) - Michelle Plummer Interview
Mark welcomes Michelle to PlanVision Mark Zoril and Michelle Plummer Episode: #42 Podcast Date: 9/17/2024
17-09-2024
PlanVision Podcasts (2024) - Loneliness
Can Money Help You Deal With It Mark Zoril Episode: #41 Podcast Date: 9/17/2024
17-09-2024
PlanVision Podcasts (2024) - Financial Planning for Today
Two Examples to Help You Enjoy Your Money Now Mark Zoril Episode: #40 Podcast Date: 9/17/2024
17-09-2024
PlanVision Podcasts (2024) - Greenback Tax Service Interview with Mike Wallace
Mark talks with Mike about the service that they offer to expats. Mark Zoril and Mike Wallace at Greenback Tax Service talk about the expat tax services they offer there. GREENBACKTAXSERVICE Episode: #39 Podcast Date: 9/17/2024
23-08-2024
PlanVision Podcasts (2024) - Tax Advice We Do Offer
This varies with the topic Jason Lynch Episode: #38 Podcast Date: 8/23/2024
22-08-2024
PlanVision Podcasts (2024) - The Benefit of Moving 529 Moneys to a Roth IRA
It Does Enhance the 529 Plan a Bit Mark Zoril Episode: #37 Podcast Date: 8/22/2024
22-08-2024
PlanVision Podcasts (2024) - Annuities Are Varied In Their Details
They need more research and understanding before purchase Mark Zoril & Sal Ferrito Episode: #36 Podcast Date: 8/22/2024
15-08-2024
PlanVision Podcasts (2024) - Invest for Yourself – Not Someone Else
Don’t Be Too Influenced By Those Close To You When Creating Your Portfolio Mark Zoril Episode: #35 Podcast Date: 8/15/2024
08-08-2024
PlanVision Podcasts (2024) - Should You Fire Your Advisor?
We Provide Some Reasons Why You Might Want to Keep Your Advisor Mark Zoril Episode: #34 Podcast Date: 8/8/2024
06-08-2024
PlanVision Podcasts (2024) - PlanVision Can Fix Your Financial Problems
If You Have Some Mark Zoril Episode: #33 Podcast Date: 8/6/2024
31-07-2024
PlanVision Podcasts (2024) - Are Actively Managed Funds That Bad?
We Recommend Index Funds, But Active Funds Can Still Work Mark Zoril Episode: #32 Podcast Date: 7/31/2024
29-07-2024
PlanVision Podcasts (2024) - Risks of an Early Retirement
Some Things to Consider for the Early retiree Mark Zoril Episode: #31 Podcast Date: 7/29/2024
24-07-2024
PlanVision Podcasts (2024) - Your Finances During Times of Personal Uncertainty
You Financial Plan Might Feel Like it is On Hold Mark Zoril Episode: #30 Podcast Date: 7/24/2024
22-07-2024
PlanVision Podcasts (2024) - How Do We Think of a Successful Plan
Describing how we interpret the cash flow report in eMoney to determine if a plan is “successful” Mark Zoril Episode: #29 Podcast Date: 7/22/2024
16-07-2024
PlanVision Podcasts (2024) - Let Asset Allocation Determine How to Update Your Investments
Stop trying to figure out where markets are going or looking at performance or trends. This is by far the best way to invest. Mark Zoril Episode: #28 Podcast Date: 7/16/2024
15-07-2024
PlanVision Podcasts (2024) - Going Hard or Soft with Clients
Doing Our Best To Deliver Guidance In a Way They Can Accept It Mark Zoril Episode: #27 Podcast Date: 7/15/2024
08-07-2024
PlanVision Podcasts (2024) - OUR GUIDANCE MAY NOT HELP YOU GET THE MOST MONEY
We give advice to evaluate trade offs and find balance. Mark Zoril Episode: #26 Podcast Date: 7/8/2024
27-06-2024
PlanVision Podcasts (2024) - RANDOM NOTES ON LIFE
Mark discusses some random developments in his life. Do any of these hit home for you? Mark Zoril Episode: #25 Podcast Date: 6/24/2024
24-06-2024
PlanVision Podcasts (2024) - DO YOU FEEL YOUR AGE?
Mark discusses how his aging (approaching 60) is affecting his planning and his goals Mark Zoril Episode: #24 Podcast Date: 6/24/2024
24-06-2024
PlanVision Podcasts (2024) - EXPAT CHALLENGES SHOULDN’T STOP SAVINGS
Uncertainty about taxes, moving, brokerages, et.. should not prevent expats from investing. You have to get going. Mark Zoril Episode: #23 Podcast Date: 6/24/2024
