PlanVision Podcasts (2023): THE RIGHT TIME IS…
When You are Ready To Move Forward Episode: #191 Podcast Date: 12/21/2023
PlanVision Podcasts (2023): THE “OPTIMAL” PORTFOLIO
Is The One That Reduces Your Stress Episode: #191 Podcast Date: 12/21/2023
PlanVision Podcasts (2023): AS LUCK WOULD HAVE IT
Financial Success is More Than Luck Episode: #190 Podcast Date: 12/21/2023
PlanVision Podcasts (2023): END OF THE YEAR US TAX PLANNING
A short list of tax ideas for the end of the year. Episode: #189 Podcast Date: 11/30/2023