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
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. …
PlanVision Podcasts (2024): Tax Advice We Do Offer
This varies with the topic Jason Lynch Episode: #38 Podcast Date: 8/23/2024
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
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
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
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
PlanVision Podcasts (2024): PlanVision Can Fix Your Financial Problems
If You Have Some Mark Zoril Episode: #33 Podcast Date: 8/6/2024
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
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