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Podcast Episodes

PlanVision Podcasts (2023): CHOOSE CONVENIENCE

You Now Have Some Decent Pocket Change Episode: #161 Podcast Date: 5/2/2023

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Podcast Episodes

PlanVision Podcasts (2023): DONT WANT TO RUN OUT OF MONEY?

Invest Like This Episode: #160 Podcast Date: 5/2/2023

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Podcast Episodes

PlanVision Podcasts (2023): All In One Funds

All You Need Episode: #159 Podcast Date: 4/17/2023

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Podcast Episodes

PlanVision Podcasts (2023): On Suitability

You Shouldn’t Need Continuing Ed To Know This Episode: #158 Podcast Date: 4/17/2023

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PlanVision Podcasts (2023): AI and The Financial Services Industry

A Promising Future for Investors Episode: #157 Podcast Date: 4/17/2023

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PlanVision Podcasts (2023): Canadian FHSA

Canadian First Home Savings Account Episode: #156 Podcast Date: 4/17/2023

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PlanVision Podcasts (2023): SELLING STOCK AWARDS OR COMPANY BOUGHT STOCK

Think Of It As Cash Income Episode: #155 Podcast Date: 3/28/2023

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Podcast Episodes

PlanVision Podcasts (2023): SOME ACTIVELY MANAGED FUNDS ARE OK

They Are Kind Of Like Index Funds Anyway Episode: #154 Podcast Date: 3/28/2023

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PlanVision Podcasts (2023): BUYING INVESTMENTS BECAUSE OF RETURNS

I Don’t Think This is a Good Idea Episode: #153 Podcast Date: 3/28/2023

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Podcast Episodes

PlanVision Podcasts (2023): Stock pickers Unite! or, How I Learned to Stop Worrying and Love the Index

Links mentioned/referenced in the Show Notes: Timestamps: 00:57 DIS & F comments. 02:25 How to determine which stock to buy? 05:12 Rule 105b5-1 is filed with the broker, not SEC …

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