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
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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
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