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
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: …