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
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
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
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
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: …
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
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