PlanVision by Mark Zoril

PlanVision by Mark Zoril

By Mark ZorilBusiness Careers

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PlanVision by Mark Zoril episodes

April 12, 2024 PlanVision Podcasts (2024) - INTERNATIONAL TEACHER PODCAST WITH MARK AS A GUEST
Mark is a guest on another podcast
Episode: #12
Podcast Date: 3/2/2024
41 min
February 21, 2024 PlanVision Podcasts (2024) - PASSING OF A FATHER
Mark shares some thoughts on the recent passing of his Father and his impact on his life
Episode: #11
Podcast Date: 2/20/2024
10 min
February 20, 2024 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
4 min
February 20, 2024 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
5 min
February 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
6 min
February 13, 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 your spouse, by Mike Piper.
Managing a Windfall, from the Bogleheads Wikipedia.
Widow, by Lynn Caine
The Blue Binder, Rob Berger
Nerd’s Eye View post Michael Kitces
Episode: #7
Podcast Date: 2/13/2024
6 min
January 29, 2024 PlanVision Podcasts (2024) - DAVID HELTZEL INTERVIEW
Mark interviews David as he becomes an advisor at PlanVision.
Episode: #6
Podcast Date: 1/29/2024
5 min
January 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
4 min
January 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
4 min
January 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
4 min

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