PlanVision by Mark Zoril

PlanVision can help with College Aid pro. No additional cost for our clients. Mark Zoril and Jared Reinstein Episode: #46 Podcast Date: 10/18/2024

Is It Effective? Mark Zoril Episode: #45 Podcast Date: 10/17/2024

Not Always! Mark Zoril Episode: #44 Podcast Date: 10/15/2024

Mark welcomes Michelle to PlanVision Mark Zoril , Jason Lynch, and Chris Harrington Mark talks with Jason and Chris about their experience at the 2024 Bogleheads Conference in Minneapolis, MN Episode: #43 Podcast Date: 10/11/2024

Mark welcomes Michelle to PlanVision Mark Zoril and Michelle Plummer Episode: #42 Podcast Date: 9/17/2024

Can Money Help You Deal With It Mark Zoril Episode: #41 Podcast Date: 9/17/2024

Two Examples to Help You Enjoy Your Money Now Mark Zoril Episode: #40 Podcast Date: 9/17/2024

Mark talks with Mike about the service that they offer to expats. Mark Zoril and Mike Wallace at Greenback Tax Service talk about the expat tax services they offer there.  GREENBACKTAXSERVICE Episode: #39 Podcast Date: 9/17/2024

This varies with the topic Jason Lynch Episode: #38 Podcast Date: 8/23/2024

It Does Enhance the 529 Plan a Bit Mark Zoril Episode: #37 Podcast Date: 8/22/2024

They need more research and understanding before purchase Mark Zoril & Sal Ferrito Episode: #36 Podcast Date: 8/22/2024

Don’t Be Too Influenced By Those Close To You When Creating Your Portfolio Mark Zoril Episode: #35 Podcast Date: 8/15/2024

We Provide Some Reasons Why You Might Want to Keep Your Advisor Mark Zoril Episode: #34 Podcast Date: 8/8/2024

If You Have Some Mark Zoril Episode: #33 Podcast Date: 8/6/2024

We Recommend Index Funds,  But Active Funds Can Still Work Mark Zoril Episode: #32 Podcast Date: 7/31/2024

Some Things to Consider for the Early retiree Mark Zoril Episode: #31 Podcast Date: 7/29/2024

You Financial Plan Might Feel Like it is On Hold Mark Zoril Episode: #30 Podcast Date: 7/24/2024

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

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: 7/16/2024

Doing Our Best To Deliver Guidance In a Way They Can Accept It Mark Zoril Episode: #27 Podcast Date: 7/15/2024