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PlanVision by Mark Zoril episodes
- PlanVision Podcasts (2023) - On Suitability
You Shouldn’t Need Continuing Ed To Know This
Episode: #158
Podcast Date: 4/17/2023
4 min - PlanVision Podcasts (2023) - AI and The Financial Services Industry
A Promising Future for Investors
Episode: #157
Podcast Date: 4/17/2023
4 min - PlanVision Podcasts (2023) - Canadian FHSA
Canadian First Home Savings Account
Episode: #156
Podcast Date: 4/17/2023
5 min - PlanVision Podcasts (2023) - SELLING STOCK AWARDS OR COMPANY BOUGHT STOCK
Think Of It As Cash Income
Episode: #155
Podcast Date: 3/28/2023
4 min - PlanVision Podcasts (2023) - SOME ACTIVELY MANAGED FUNDS ARE OK
They Are Kind Of Like Index Funds Anyway
Episode: #154
Podcast Date: 3/28/2023
7 min - PlanVision Podcasts (2023) - BUYING INVESTMENTS BECAUSE OF RETURNS
I Don’t Think This is a Good Idea
Episode: #153
Podcast Date: 3/28/2023
4 min - PlanVision Podcasts (2023) - Stock pickers Unite! or, How I Learned to Stop Worrying and Love the Index
Links mentioned/referenced in the Show Notes:
Timestamps:00:57 DIS & F comments.02:25 How to determine which stock to buy?05:12 Rule 105b5-1 is filed with the broker, not SEC (see Show Notes).06:20 Professional stock pickers.9:02 SPIVA.Show Notes: CAGR Formula {see below}Source: https://www.investopedia.com/terms/c/cagr.aspForm 8-kSilcon Valley Bank websiteRule 10b5-1SIVB out, Insulett (PODD) to join S&P 500 (edited)Episode: #154
Podcast Date: 3/13/2023
11 min - PlanVision Podcasts (2023) - UK State Pension – Should I (Can I) top it up?Links mentioned/referenced in the Show Notes:gov.uk/check-state-pensiongov.uk/plan-for-retirementMartin Lewis money saving podcast https://www.moneysavingexpert.com/savings/voluntary-national-insurance-contributions/https://www.thisismoney.co.uk/money/pensions/article-11749923/State-pension-ups-DWP-phone-lines-jammed-ahead-April-deadline.htmlFacebook group: SimplyFI – Index Investing & Financial IndependenceSee summary by Heidi-Jane Hill (moderator) national insuranceSee thread started by Alex Jeffries Oct 20, 2017 (in the Comments there is a step-by-step how-to contributed by Yogesh Sharma).
Episode: #153
Podcast Date: 3/13/2023
6 min - PlanVision Podcasts (2023) - Bernie Madoff and 2008
Bernie and Lance, they really pulled something off for a while
Episode: #152
Podcast Date: 3/13/2023
5 min - PlanVision Podcasts (2023) - Everything Is Not An Investment
Home? Kids?
Episode: #151
Podcast Date: 3/13/2023
5 min
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