PlanVision Podcasts (2024): MISSING GROWTH IS NOT A PROBLEM FOR RETIREES
For retirees, I think it is more important to miss out on growth to reduce stress and enjoy life. Episode: #10 Podcast Date: 2/20/2024
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PlanVision Podcasts (2024): WHAT ABOUT DYING WITH ZERO
The core message of this book should be important to some. Episode: #9 Podcast Date: 2/20/2024
PlanVision Podcasts (2024): MAKING A BAD MOVE
If you move, and it doesn’t work out and you move back, it doesn’t mean it was a mistake. Episode: #8 Podcast Date: 2/20/2024
PlanVision Podcasts (2024): DEATH OF YOUR SPOUSE
Prepare now, make things easier later. Clarification at 5’04”-5’10”: The Surviving Spouse/Single Person might consider naming a charity as a beneficiary of their HSA. Show Notes: After the death of …
PlanVision Podcasts (2024): DAVID HELTZEL INTERVIEW
Mark interviews David as he becomes an advisor at PlanVision. Episode: #6 Podcast Date: 1/29/2024
PlanVision Podcasts (2024): WE PROMOTE CERTAINTY
We Hope Our Clients Can Make Feel More Certain About Their Future Episode: #5 Podcast Date: 1/29/2024
PlanVision Podcasts (2024): WHAT HAPPENS AT ADVISOR CLIENT MEETINGS
How Frequent Do These Things Need To Be? Episode: #4 Podcast Date: 1/29/2024
PlanVision Podcasts (2024): YOU’RE NOT THE FIRST RETIREE
Though It May Feel Like It, There are Plenty Out There Episode: #3 Podcast Date: 1/29/2024
PlanVision Podcasts (2024): COMPLETING YOUR FINANCIAL CHECKLIST
It’s a Good Feeling Episode: #2 Podcast Date: 1/29/2024
PlanVision Podcasts (2024): ARE 5% AND 3% RETURNS TOO AGGRESSIVE
I Hope Not But I Have Concerns Episode: #1 Podcast Date: 1/29/2024