PlanVision Podcasts (2024): Mark Talks With Patrick About Helping His Parents with an AUM Advisor
The experience was very educational for all involved. Mark Zoril and Patrick Episode: #47 Podcast Date: 11/21/2024
Welcome to the PlanVision Podcast! We share our unique insights on financial planning and investments for people all over the world. Our short, concise discussions will help you learn how you can have a simple yet smart plan. But, we don’t just talk numbers – we also consider the psychology of investing and its impact on how you navigate the changes in your life.
The experience was very educational for all involved. Mark Zoril and Patrick Episode: #47 Podcast Date: 11/21/2024
PlanVision can help with College Aid pro. No additional cost for our clients. Mark Zoril and Jared Reinstein Episode: #46 Podcast Date: 10/18/2024
Is It Effective? Mark Zoril Episode: #45 Podcast Date: 10/17/2024