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
PlanVision Podcasts (2024): RANDOM NOTES ON LIFE
Mark discusses some random developments in his life. Do any of these hit home for you? Mark Zoril Episode: #25 Podcast Date: 6/24/2024
PlanVision Podcasts (2024): DO YOU FEEL YOUR AGE?
Mark discusses how his aging (approaching 60) is affecting his planning and his goals Mark Zoril Episode: #24 Podcast Date: 6/24/2024
PlanVision Podcasts (2024): EXPAT CHALLENGES SHOULDN’T STOP SAVINGS
Uncertainty about taxes, moving, brokerages, et.. should not prevent expats from investing. You have to get going. Mark Zoril Episode: #23 Podcast Date: 6/24/2024
PlanVision Podcasts (2024): IS THE DECUMULATION PHASE COMPLICATED?
We don’t think it has to be. Mark Zoril Episode: #22 Podcast Date: 5/4/2024
PlanVision Podcasts (2024): SMALL BUSINESS RETIREMENT PLANS OVERVIEW
Small Business Plan Ideas Jason Lynch Episode: #21 Podcast Date: 5/24/2024
PlanVision Podcasts (2024): IF IT AIN’T BROKE DON’T BREAK IT
Decide if a change is worth it Mark Zoril Episode: #20 Podcast Date: 5/24/2024
PlanVision Podcasts (2024): JARED REINSTEIN INTERVIEW
Mark and Jared talk about his start at PlanVision Mark Zoril Jared Reinstein Episode: #19 Podcast Date: 5/24/2024
PlanVision Podcasts (2024): SAFE WITHDRAWAL RATE
Your wants/needs may vary over time Episode: #18 Podcast Date: 4/19/2024