PlanVision by Mark Zoril cover art

All Episodes

PlanVision by Mark Zoril — 428 episodes

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Title
1

PlanVision Podcasts (2026) - Randal Best Interview

2

PlanVision Podcasts (2026) - Why Work Matters To Me

3

PlanVision Podcasts (2026) - Investment Vindication

4

PlanVision Podcasts (2026) - Investing Conservatively At Any Age

5

PlanVision Podcasts (2026) - Guardrails

6

PlanVision Podcasts (2026) - Can You Afford Something?

7

PlanVision Podcasts (2026) - How to Make Money When Your Investments Aren’t

8

PlanVision Podcasts (2026) - What Does the Future Owe You?

9

PlanVision Podcasts (2026) - New Investing Challenges

10

PlanVision Podcasts (2026) - Random Updates from Mark

11

PlanVision Podcasts (2026) - You and Your Spreadsheet

12

PlanVision Podcasts (2026) - Your 60’s and 70’s

13

PlanVision Podcasts (2026) - Matt Boyle Interview

14

PlanVision Podcasts (2025) - Peace of Mind and Long Term Market Returns Part 2

15

PlanVision Podcasts (2025) - Peace of Mind and Long Term Market Returns Part 1

16

PlanVision Podcasts (2025) - Managing You

17

PlanVision Podcasts (2025) - I Don’t Care Anymore

18

PlanVision Podcasts (2025) - A Note of Caution for Young Retirees

19

PlanVision Podcasts (2025) - Some Retirees Say They Will Not Sell in a Down Market

20

PlanVision Podcasts (2025) - Can You Admit to Limits of Your Knowledge?

21

PlanVision Podcasts (2025) - Dinner Date With An Advisor

22

PlanVision Podcasts (2025) - Is An AUM Model Right For You?

23

PlanVision Podcasts (2025) - When Your Parents Need Help Investing

24

PlanVision Podcasts (2025) - The Right Time To Do Something

25

PlanVision Podcasts (2025) - The Two Biggest Factors in Your Plan

26

PlanVision Podcasts (2025) - What To Look For in Your Plan Over Time

27

PlanVision Podcasts (2025) - Mark and Jared talk about Long Term Care Insurance

28

PlanVision Podcasts (2025) - Pursuing Fulfillment

29

PlanVision Podcasts (2025) - Change for the Sake of…

30

PlanVision Podcasts (2025) - Safety First

31

PlanVision Podcasts (2025) - Retiring in a Down Market?

32

PlanVision Podcasts (2025) - Ignore Advertised Returns

33

PlanVision Podcasts (2025) - How To Get Out of a Stock

34

PlanVision Podcasts (2025) - I Just Want the Market

35

PlanVision Podcasts (2025) - Mark and Dan Discuss Asset Location

36

PlanVision Podcasts (2025) - The Point of Asset Allocation 2

37

PlanVision Podcasts (2025) - Quotes from the Industry on Indexing

38

PlanVision Podcasts (2025) - What’s the Market Going to Do?

39

PlanVision Podcasts (2025) - The Point of Asset Allocation

40

PlanVision Podcasts (2025) - What To Do Right Now

41

PlanVision Podcasts (2025) - Work, Work, Work

42

PlanVision Podcasts (2025) - Keeping It Simple

43

PlanVision Podcasts (2025) - Age and Energy

44

PlanVision Podcasts (2025) - Panic Podcast

45

PlanVision Podcasts (2025) - To Whom Are You Listening

46

PlanVision Podcasts (2025) - Mark Visits with Dan Griffin About His Background

47

PlanVision Podcasts (2025) - Can’t Change Your Investments?

48

PlanVision Podcasts (2025) - Don’t Borrow Money To Invest

49

PlanVision Podcasts (2025) - Random Observations from the Last Few Months

50

PlanVision Podcasts (2025) - Proceeds from Your Home Sale

51

PlanVision Podcasts (2025) - Children Helping Their Parents with Retirement Planning

52

PlanVision Podcasts (2025) - Happy Fixed Investors

53

PlanVision Podcasts (2025) - Buying ETFs For Kids

54

PlanVision Podcasts (2025) - Using IB To Invest in Crypto

55

PlanVision Podcasts (2024) - The Challenge of Expense Planning

56

PlanVision Podcasts (2024) - Social Security and Medicare and the Future

57

PlanVision Podcasts (2024) - Engineer Your Plan for Success?

58

PlanVision Podcasts (2024) - Mark Talks With Patrick About Helping His Parents with an AUM Advisor

59

PlanVision Podcasts (2024) - College Aid Pro Introduction

60

PlanVision Podcasts (2024) - Trying to Time the Property Market

61

PlanVision Podcasts (2024) - Should Couples Manage Their Finances Together?

62

PlanVision Podcasts (2024) - Bogleheads Conference 2024 Minneapolis, MN

63

PlanVision Podcasts (2024) - Michelle Plummer Interview

64

PlanVision Podcasts (2024) - Loneliness

65

PlanVision Podcasts (2024) - Financial Planning for Today

66

PlanVision Podcasts (2024) - Greenback Tax Service Interview with Mike Wallace

67

PlanVision Podcasts (2024) - Tax Advice We Do Offer

68

PlanVision Podcasts (2024) - The Benefit of Moving 529 Moneys to a Roth IRA

69

PlanVision Podcasts (2024) - Annuities Are Varied In Their Details

70

PlanVision Podcasts (2024) - Invest for Yourself – Not Someone Else

71

PlanVision Podcasts (2024) - Should You Fire Your Advisor?

72

PlanVision Podcasts (2024) - PlanVision Can Fix Your Financial Problems

73

PlanVision Podcasts (2024) - Are Actively Managed Funds That Bad?

74

PlanVision Podcasts (2024) - Risks of an Early Retirement

75

PlanVision Podcasts (2024) - Your Finances During Times of Personal Uncertainty

76

PlanVision Podcasts (2024) - How Do We Think of a Successful Plan

77

PlanVision Podcasts (2024) - Let Asset Allocation Determine How to Update Your Investments

78

PlanVision Podcasts (2024) - Going Hard or Soft with Clients

79

PlanVision Podcasts (2024) - OUR GUIDANCE MAY NOT HELP YOU GET THE MOST MONEY

80

PlanVision Podcasts (2024) - RANDOM NOTES ON LIFE

81

PlanVision Podcasts (2024) - DO YOU FEEL YOUR AGE?

82

PlanVision Podcasts (2024) - EXPAT CHALLENGES SHOULDN’T STOP SAVINGS

83

PlanVision Podcasts (2024) - IS THE DECUMULATION PHASE COMPLICATED?

84

PlanVision Podcasts (2024) - SMALL BUSINESS RETIREMENT PLANS OVERVIEW

85

PlanVision Podcasts (2024) - IF IT AIN’T BROKE DON’T BREAK IT

86

PlanVision Podcasts (2024) - JARED REINSTEIN INTERVIEW

87

PlanVision Podcasts (2024) - SAFE WITHDRAWAL RATE

88

PlanVision Podcasts (2024) - GOOD LUCK AVOIDING CAPITAL GAINS

89

PlanVision Podcasts (2024) - DISTRIBUTION CONSIDERATIONS FOR AMERICANS

90

PlanVision Podcasts (2024) - MARK TALKS WITH SAL FERRITO ABOUT STARTING AT PLANVISION

91

PlanVision Podcasts (2024) - HEALTHCARE OVERVIEW

92

PlanVision Podcasts (2024) - OVERVIEW OF ROTH CONVERSIONS

93

PlanVision Podcasts (2024) - INTERNATIONAL TEACHER PODCAST WITH MARK AS A GUEST

94

PlanVision Podcasts (2024) - PASSING OF A FATHER

95

PlanVision Podcasts (2024) - MISSING GROWTH IS NOT A PROBLEM FOR RETIREES

96

PlanVision Podcasts (2024) - WHAT ABOUT DYING WITH ZERO

97

PlanVision Podcasts (2024) - MAKING A BAD MOVE

98

PlanVision Podcasts (2024) - DEATH OF YOUR SPOUSE

99

PlanVision Podcasts (2024) - DAVID HELTZEL INTERVIEW

100

PlanVision Podcasts (2024) - WE PROMOTE CERTAINTY

101

PlanVision Podcasts (2024) - WHAT HAPPENS AT ADVISOR CLIENT MEETINGS

102

PlanVision Podcasts (2024) - YOU’RE NOT THE FIRST RETIREE

103

PlanVision Podcasts (2024) - COMPLETING YOUR FINANCIAL CHECKLIST

104

PlanVision Podcasts (2024) - ARE 5% AND 3% RETURNS TOO AGGRESSIVE

105

PlanVision Podcasts (2023) - THE RIGHT TIME IS…

106

PlanVision Podcasts (2023) - THE “OPTIMAL” PORTFOLIO

107

PlanVision Podcasts (2023) - AS LUCK WOULD HAVE IT

108

PlanVision Podcasts (2023) - END OF THE YEAR US TAX PLANNING

109

PlanVision Podcasts (2023) - ALL BUSINESS ALL THE TIME

110

PlanVision Podcasts (2023) - NO MORE SAVING

111

PlanVision Podcasts (2023) - THE SERIAL PLANNERS

112

PlanVision Podcasts (2023) - LONG TERM THINKING

113

PlanVision Podcasts (2023) - BUY BOND ETFS NOW

114

PlanVision Podcasts (2023) - SELL AT A LOSS

115

PlanVision Podcasts (2023) - SEEMS TO ME

116

PlanVision Podcasts (2023) - PLANVISION RUNDOWN – SEPTEMBER 25TH 2023

117

PlanVision Podcasts (2023) - Chris Harrington Interview

118

PlanVision Podcasts (2023) - MODEL THE OUTCOME YOU WANT FIRST WHEN YOU PLAN

119

PlanVision Podcasts (2023) - IS YOUR PLAN STILL GOOD RIGHT BEFORE RETIREMENT

120

PlanVision Podcasts (2023) - RETIRNG IN THE BEST PLACE IN THE WORLD

121

PlanVision Podcasts (2023) - WHAT DO THE MARKETS OWE YOU?

122

PlanVision Podcasts (2023) - USING ALL – OR SOME – OF OUR ADVICE

123

PlanVision Podcasts (2023) - TAKING SOCIAL SECURITY AT 62

124

PlanVision Podcasts (2023) - MY ASSET ALLOCATION

125

PlanVision Podcasts (2023) - DO YOU NEED TO FIX YOUR PLAN

126

PlanVision Podcasts (2023) - TRACKING EXPENSES IS FOR…

127

PlanVision Podcasts (2023) - DON’T DECEIVE YOURSELF ABOUT YOUR FUTURE GOALS

128

PlanVision Podcasts (2023) - MY EXPERIENCE SHOPPING FOR HEALTH CARE

129

PlanVision Podcasts (2023) - REPLACE YOUR FINANCIAL ADVISOR WITH A PERSONAL TRAINER

130

PlanVision Podcasts (2023) - TELL ME WHAT TO DO

131

PlanVision Podcasts (2023) - THE BEST FINANCIAL PLAN I HAVE COME ACROSS

132

PlanVision Podcasts (2023) - LOW FEES AND LOW RETURNS

133

PlanVision Podcasts (2023) - LIFE’S MAGICAL MOMENTS

134

PlanVision Podcasts (2023) - US DEBT LIMIT

135

PlanVision Podcasts (2023) - FINANCIAL PLANNING AND CONTEXT

136

PlanVision Podcasts (2023) - THE STOCK MARKETS ARE NOT FOR EVERYONE

137

PlanVision Podcasts (2023) - IT IS OK TO OVERFUND A 529 PLAN

138

PlanVision Podcasts (2023) - INDECISIVE RECOMMENDATIONS

139

PlanVision Podcasts (2023) - BIG LEAGUES OF PERSONAL FINANCE

140

PlanVision Podcasts (2023) - CHOOSE CONVENIENCE

141

PlanVision Podcasts (2023) - DONT WANT TO RUN OUT OF MONEY?

142

PlanVision Podcasts (2023) - All In One Funds

143

PlanVision Podcasts (2023) - On Suitability

144

PlanVision Podcasts (2023) - AI and The Financial Services Industry

145

PlanVision Podcasts (2023) - Canadian FHSA

146

PlanVision Podcasts (2023) - SELLING STOCK AWARDS OR COMPANY BOUGHT STOCK

147

PlanVision Podcasts (2023) - SOME ACTIVELY MANAGED FUNDS ARE OK

148

PlanVision Podcasts (2023) - BUYING INVESTMENTS BECAUSE OF RETURNS

149

PlanVision Podcasts (2023) - Stock pickers Unite! or, How I Learned to Stop Worrying and Love the Index

150

PlanVision Podcasts (2023) - UK State Pension – Should I (Can I) top it up?

151

PlanVision Podcasts (2023) - Bernie Madoff and 2008

152

PlanVision Podcasts (2023) - Everything Is Not An Investment

153

PlanVision Podcasts (2023) - When Low Returns Are Better Than High Returns

154

PlanVision Podcasts (2023) - Tired of Wrongness All The Time

155

PlanVision Podcasts (2023) - JUST MAKE IT SIMPLER

156

PlanVision Podcasts (2023) - MISTAKES YOU COULD VERY WELL MAKE

157

PlanVision Podcasts (2023) - Work as I have aged

158

PlanVision Podcasts (2023) - Upcoming Contributions Deadlines

159

PlanVision Podcasts (2023) - Becoming a Better Investor Mark Part II

160

PlanVision Podcasts (2023) - Becoming a Better Investor Jason Part I

161

PlanVision Podcasts (2023) - People and Numbers

162

PlanVision Podcasts (2023) - FIXED VS VARIABLE INVESTMENTS

163

PlanVision Podcasts (2023) - WHAT ABOUT YOUR INSTINCTS

164

PlanVision Podcasts (2023) - WHAT MADE 2022 A BAD YEAR IN THE MARKETS

165

PlanVision Podcasts (2022) - A TRIBUTE TO YOUR EFFORT

166

PlanVision Podcasts (2022) - CHRISTMAS GIFT 2022

167

PlanVision Podcasts (2022) - HAPPY 2023!

168

PlanVision Podcasts (2022) - Julie Zoril Fitness Interview

169

PlanVision Podcasts (2022) - YEAR END FINANCIAL NEWS

170

PlanVision Podcasts (2022) - NICHE ETF’S

171

PlanVision Podcasts (2022) - UNCERTAINTY

172

PlanVision Podcasts (2022) - World Cup Time

173

PlanVision Podcasts (2022) - A Burden On Your Children

174

PlanVision Podcasts (2022) - AN INFLATION EXAMPLE

175

PlanVision Podcasts (2022) - MISUNDERSTANDING AND UNCERTAINTY AND FINANCIAL PLANNING

176

PlanVision Podcasts (2022) - 2022 YEAR-END (TAX) PLANNING TIPS

177

PlanVision Podcasts (2022) - BOGLEHEADS CONFERENCE PART 3

178

PlanVision Podcasts (2022) - BOGLEHEADS CONFERENCE PART 2

179

PlanVision Podcasts (2022) - BOGLEHEADS CONFERENCE PART 1

180

PlanVision Podcasts (2022) - YOU’RE NOT ALONE IF YOU INDEX

181

PlanVision Podcasts (2022) - NEWS YOU CAN USE – TODAY

182

PlanVision Podcasts (2022) - RULE OF 72

183

PlanVision Podcasts (2022) - Recency Bias

184

PlanVision Podcasts (2022) - WHEN INVESTING REALITY MEETS THEORY

185

PlanVision Podcasts (2022) - IMPROVING MY PHYSICAL HEALTH HAS IMPROVED MY FINANCES

186

PlanVision Podcasts (2022) - BONDS AS OF SEPTEMBER 2022

187

PlanVision Podcasts (2022) - ADVISOR MANAGED PORTFOLIOS

188

PlanVision Podcasts (2022):BE HONEST WITH YOURSELF

189

PlanVision Podcasts (2022) - PERSISTENCE

190

PlanVision Podcasts (2022) - BALANCED FUNDS FOR RETIREES

191

PlanVision Podcasts (2022) - INTEREST RATES RISING

192

PlanVision Podcasts (2022) - GREAT RETURNS

193

PlanVision Podcasts (2022) - COLLEGE SAVINGS

194

PlanVision Podcasts (2022) - RETIREE ASSUMPTIONS FOR RETURNS

195

PlanVision Podcasts (2022) - THE MARKETS JUST HIT BOTTOM!

196

PlanVision Podcasts (2022) - SPENDING YOUR MONEY DOWN TO NOTHING

197

PlanVision Podcasts (2022) - A LITTLE LOVE FOR BONDS

198

PlanVision Podcasts (2022) - INVESTMENT VALIDATION

199

PlanVision Podcasts (2022) - SELLING STOCKS IN RETIREMENT

200

PlanVision Podcasts (2022) - FOLLOW THE FINANCIAL PLANNING RULES?

201

PlanVision Podcasts (2022) - FINANCIAL INDUSTRY MARKETING

202

PlanVision Podcasts (2022) - Rob Berger Interviews Mark Zoril

203

PlanVision Podcasts (2022) - Over-Planning For Your Future

204

PlanVision Podcasts (2022) - Dividend Investing

205

PlanVision Podcasts (2022) - Do You Believe In Miracles?

206

PlanVision Podcasts (2022) - Asset Allocation Matters

207

PlanVision Podcasts (2022) - Collaborating In Person

208

PlanVision Podcasts (2022) - Good Times Bad Times

209

PlanVision Podcasts (2022) - Who Is Most Impacted By Inflation

210

PlanVision Podcasts (2022) - How Long Will This Bear Market Last?

211

PlanVision Podcasts (2022) - My Email & Book Recommendations

212

PlanVision Podcasts (2022) - Holding On Too Long

213

PlanVision Podcasts (2022) - Defining The Term “Performance”

214

PlanVision Podcasts (2022) - Clients Doing The Right Thing

215

PlanVision Podcasts (2022) - Annuities

216

PlanVision Podcasts (2022) - A Plan For The Ages

217

PlanVision Podcasts (2022) - State of Mind

218

PlanVision Podcasts (2022) - Retiree Returns

219

PlanVision Podcasts (2022) - Living Off Of Your Money When The Market Is Down

220

PlanVision Podcasts (2022) - More Diversification Please

221

PlanVision Podcasts (2022) - What We Look For In An Investment

222

PlanVision Podcasts (2022) - Credit Aggravation

223

PlanVision Podcasts (2022) - The Brutal Reality of the World Around You

224

PlanVision Podcasts (2022) - How Much Home Can You Afford

225

PlanVision Podcasts (2022) - Buying Opportunities Everywhere

226

PlanVision Podcasts (2022) - Buy More Of The S&P500

227

PlanVision Podcasts (2022) - Want To Get Invested Slow Down A Bit

228

PlanVision Podcasts (2022) - Rant On The Roth IRA

229

PlanVision Podcasts (2022) - Something I Will Guarantee

230

PlanVision Podcasts (2022) - Changing Your Mix Due To Market Movements

231

PlanVision Podcasts (2022) - The Roth Conversion Jigsaw Puzzle Part 2

232

PlanVision Podcasts (2022) - The Roth Conversion Jigsaw Puzzle Part 1

233

PlanVision Podcasts (2022) - Horse Race Comparison

234

PlanVision Podcasts (2022) - Your Investment Personality

235

PlanVision Podcasts (2022) - Time To Do Your TAXES

236

PlanVision Podcasts (2021) - Jason Tracy YNAB Interview

237

PlanVision Podcasts (2021) - Market Correction Now

238

PlanVision Podcasts (2021) - Luck AND Timing

239

PlanVision Podcasts (2021) - Asking PlanVision IF You Should Start A Business

240

PlanVision Podcasts (2021) - Nicholas Macrina from Vanguard Interview

241

PlanVision Podcasts (2021) - Will The Markets Determine Your Quality of Life?

242

PlanVision Podcasts (2021) - Don’t Wait For Normalcy To Invest In The Markets

243

PlanVision Podcasts (2021) - How to Improve a Failing Retirement Plan

244

PlanVision Podcasts (2021) - Buying the Dividend

245

PlanVision Podcasts (2021) - iBonds

246

PlanVision Podcasts (2021) - How Much of One Stock to Own

247

PlanVision Podcasts (2021) - Balancing Spending AND Saving

248

PlanVision Podcasts (2021) - Getting Through The Financial Squeeze

249

PlanVision Podcasts (2021) - Taking A Year or Two Off

250

PlanVision Podcasts (2021) - Customer Service and The Client

251

PlanVision Podcasts (2021) - The Rich

252

PlanVision Podcasts (2021) - All In One Funds

253

PlanVision Podcasts (2021) - Elvis and My Dad Turning 90 and West Virginia

254

PlanVision Podcasts (2021) - Unemployment Risk

255

PlanVision Podcasts (2021) - Be Conservative On Your Assumptions

256

PlanVision Podcasts (2021) - Low Risk High Return

257

PlanVision Podcasts (2021) - Using Multiple Target Date Funds

258

PlanVision Podcasts (2021) - Sequence Of Return Risk

259

PlanVision Podcasts (2021) - Promoting a Narrative On Index Funds

260

PlanVision Podcasts (2021) - Paying Off Your Mortgage Or Investing

261

PlanVision Podcasts (2021) - Your 401k Plan At Retirement

262

PlanVision Podcasts (2021) - Advisors Don’t Control The Markets

263

PlanVision Podcasts (2021) - Making $8000 A Year

264

PlanVision Podcasts (2021) - Tinker With Your Portfolio — Just a Little

265

PlanVision Podcasts (2021) - Who Are The Big Spenders

266

PlanVision Podcasts (2021) - Moving Around and Planning

267

PlanVision Podcasts (2021) - Roth IRA Conversion Benefits

268

PlanVision Podcasts (2021) - How To Live Off Your Money In Retirement

269

PlanVision Podcasts (2021) - Treating All Your Money The Same

270

PlanVision Podcasts (2021) - Your Balance Sheet IS Important

271

PlanVision Podcasts (2021) - Financial Regrets

272

PlanVision Podcasts (2021) - DCA vs Lump Sum

273

PlanVision Podcasts (2021) - Pitfalls of Modeling

274

PlanVision Podcasts (2021) - PlanVisions Conflict of Interest

275

PlanVision Podcasts (2021) - The Importance of Expenses

276

PlanVision Podcasts (2021) - Conflicting Advice

277

PlanVision Podcasts (2021) - How Much Research is Enough

278

PlanVision Podcasts (2021) - Pros and Cons of the Web For Personal Finance

279

PlanVision Podcasts (2021) - Mind Your Own Business

280

PlanVision Podcasts (2021) - Mortgage in Retirement

281

PlanVision Podcasts (2021) - Erin Klein and Expat Mortgages

282

PlanVision Podcasts (2021) - Adapting Expectations

283

PlanVision Podcasts (2021) - Big and Little Numbers

284

PlanVision Podcasts (2021) - Borrow Money

285

PlanVision Podcasts (2021) - Everybody is Doing It

286

PlanVision Podcasts (2021) - Lump Sum or Pension

287

PlanVision Podcasts (2021) - Roth vs Pre-Tax 401k

288

PlanVision Podcasts (2021) - Retirees and Taxes

289

PlanVision Podcasts (2021) - Adding Social Security As An Expat

290

PlanVision Podcasts (2021) - Retirement and Letdowns Part 2

291

PlanVision Podcasts (2021) - The Courage to Retire Part 1

292

Plan Vision Podcasts (2021) - Mark Talks To A Hedge Fund Manager

293

Plan Vision Podcasts (2021) - Raiders Of The Lost Arkk

294

Plan Vision Podcasts (2021) - The Return On Property

295

Plan Vision Podcasts (2021) - Passive Income

296

Plan Vision Podcasts (2021) - The Value Of Your House In Retirement

297

Plan Vision Podcasts (2021) - Thought Exercise On A Market And Economic Calamity

298

Plan Vision Podcasts (2021) - The Fiduciary Rule

299

Plan Vision Podcasts (2021) - Optimize This

300

Plan Vision Podcasts (2021) - Expats And Regular Investing

301

Plan Vision Podcasts (2021) - Social Security Medicare Pensions

302

Plan Vision Podcasts (2021) - Investment Competition

303

Plan Vision Podcasts (2021) - Dont Be So Pleased With Your Investments

304

Plan Vision Podcasts (2021) - When It Makes Sense To Change Your Investments

305

Plan Vision Podcasts (2021) - European Lifestrategy Funds

306

Plan Vision Podcasts (2021) - Asset Allocation Insanity 2 of 2

307

Plan Vision Podcasts (2021) - Asset Allocation Insanity 1 of 2

308

Plan Vision Podcasts (2021) - Bitcoin

309

Plan Vision Podcasts (2020) - Your Picks May Not Work Out

310

Plan Vision Podcasts (2020) - Your Expectations and the Future

311

Plan Vision Podcasts (2020) - Worst Product Ever

312

Plan Vision Podcasts (2020) - Worrying About and Preparing for a Bear Market

313

Plan Vision Podcasts (2020) - Why Your Plan May Fail

314

Plan Vision Podcasts (2020) - What Is Retirement

315

Plan Vision Podcasts (2020) - Vacation

316

Plan Vision Podcasts (2020) - US vs International Investments

317

Plan Vision Podcasts (2020) - Updates October 2020

318

Plan Vision Podcasts (2020) - The Three Wisemen

319

Plan Vision Podcasts (2020) - The Price is Not Right

320

Plan Vision Podcasts (2020) - The Perfect Investor

321

Plan Vision Podcasts (2020) - The Great Investment Gift

322

Plan Vision Podcasts (2020) - The Future of Your Investments

323

Plan Vision Podcasts (2020) - The Emotional Markets and You

324

Plan Vision Podcasts (2020) - The Case For Work

325

Plan Vision Podcasts (2020) - The Case For Early Retirement

326

Plan Vision Podcasts (2020) - The Best Market Lesson Ever

327

Plan Vision Podcasts (2020) - That Little Pension

328

Plan Vision Podcasts (2020) - Spending Your Money

329

Plan Vision Podcasts (2020) - Sometimes There is No Wrong Decision

330

Plan Vision Podcasts (2020) - Simplifying Your Mix

331

Plan Vision Podcasts (2020) - Scott Becker

332

Plan Vision Podcasts (2020) - Rob Berger The Dough Roller

333

Plan Vision Podcasts (2020) - Risk

334

Plan Vision Podcasts (2020) - Q A April23 2020

335

Plan Vision Podcasts (2020) - Pricing and Investing Now

336

Plan Vision Podcasts (2020) - Pressure of Money

337

Plan Vision Podcasts (2020) - Preparing for the 2020 Election

338

Plan Vision Podcasts (2020) - Planning For Children

339

Plan Vision Podcasts (2020) - Perspective on Your Finances

340

Plan Vision Podcasts (2020) - Money and Family and Friends

341

Plan Vision Podcasts (2020) - Mark with Erin Kline

342

Plan Vision Podcasts (2020) - Markets Make No Sense

343

Plan Vision Podcasts (2020) - Mark and Jason talk about Capital Gains

344

Plan Vision Podcasts (2020) - Looking for an Investment Guru

345

Plan Vision Podcasts (2020) - Long Term Care Insurance

346

Plan Vision Podcasts (2020) - Living Off Your Money

347

Plan Vision Podcasts (2020) - Life Insurance Primer

348

Plan Vision Podcasts (2020) - Jason Lynch The Secure Act

349

Plan Vision Podcasts (2020) - Jason Lynch Taxes

350

Plan Vision Podcasts (2020) - Jason Lynch ROTH Accounts 5 of 5

351

Plan Vision Podcasts (2020) - Jason Lynch ROTH Accounts 4 of 5

352

Plan Vision Podcasts (2020) - Jason Lynch ROTH Accounts 3 of 5

353

Plan Vision Podcasts (2020) - Jason Lynch ROTH Accounts 2 of 5

354

Plan Vision Podcasts (2020) - Jason Lynch ROTH Accounts 1 of 5

355

Plan Vision Podcasts (2020) - Jason Lynch Introduction

356

Plan Vision Podcasts (2020) - Jason Lynch Capital Gains

357

Plan Vision Podcasts (2020) - Jason Lynch ACA and ROTHs

358

Plan Vision Podcasts (2020) - Jamie Favell UK Taxes

359

Plan Vision Podcasts (2020) - Its Not a Crime to Withdraw Money

360

Plan Vision Podcasts (2020) - Investing With Your Partner

361

Plan Vision Podcasts (2020) - Investing For Your Parents

362

Plan Vision Podcasts (2020) - Impact of Low Interest Rates

363

Plan Vision Podcasts (2020) - I Got Your Backtest

364

Plan Vision Podcasts (2020) - Ignore the Price When Investing

365

Plan Vision Podcasts (2020) - HSA Overview

366

Plan Vision Podcasts (2020) - How Will I Invest

367

Plan Vision Podcasts (2020) - Healthcare Costs and Your Future

368

Plan Vision Podcasts (2020) - Giving Children Money

369

Plan Vision Podcasts (2020) - Firing Your Advisor

370

Plan Vision Podcasts (2020) - Expats Saving for College

371

Plan Vision Podcasts (2020) - Expat Portfolio When You Move

372

Plan Vision Podcasts (2020) - Do You Need A Written Investment Plan

373

Plan Vision Podcasts (2020) - Dealing With Low Interest Rates

374

Plan Vision Podcasts (2020) - Coronavirus Update

375

Plan Vision Podcasts (2020) - Coronavirus Recession Whatever

376

Plan Vision Podcasts (2020) - Coronavirus 3 Dont Worry About the Stock Markets

377

Plan Vision Podcasts (2020) - Coronavirus 2 Other Impacts of This Development

378

Plan Vision Podcasts (2020) - Bruce Gallie Funding IB in Japan

379

Plan Vision Podcasts (2020) - Blinded by Taxes

380

Plan Vision Podcasts (2020) - Asset Allocation

381

Plan Vision Podcasts (2020) - Andrew Hallam Keeping Your Plan Simple

382

Plan Vision Podcasts (2020) - Andrew Hallam Investing In Bonds Now

383

Plan Vision Podcasts (2020) - Andrew Hallam Interview 3 of 3

384

Plan Vision Podcasts (2020) - Andrew Hallam Interview 2 of 3

385

Plan Vision Podcasts (2020) - Andrew Hallam Interview 1 of 3

386

Plan Vision Podcasts (2020) - Andrew Hallam Danielle Roberts Interview

387

Plan Vision Podcasts (2020) - Americans and Healthcare Costs

388

Plan Vision Podcasts (2020) - 2020 So Far UGH

389

Plan Vision Podcasts (2019) - Wisdom and Humility

390

Plan Vision Podcasts (2019) - Why Your Plan Won’t Work

391

Plan Vision Podcasts (2019) - The Decision to Invest

392

Plan Vision Podcasts (2019) - The 4% Rule

393

Plan Vision Podcasts (2019) - Target Date Funds

394

Plan Vision Podcasts (2019) - Taking Social Security

395

Plan Vision Podcasts (2019) - Stop It With Inflation

396

Plan Vision Podcasts (2019) - Stop Evaluating Your Funds

397

Plan Vision Podcasts (2019) - Steven Murray Investing In Life

398

Plan Vision Podcasts (2019) - Speculation

399

Plan Vision Podcasts (2019) - Saving for a Home

400

Plan Vision Podcasts (2019) - Roth Conversions

401

Plan Vision Podcasts (2019) - RMDs

402

Plan Vision Podcasts (2019) - Record Highs

403

Plan Vision Podcasts (2019) - Put Your Money in Now

404

Plan Vision Podcasts (2019) - Pay Off House or Invest

405

Plan Vision Podcasts (2019) - No Thanks to Investment Data

406

Plan Vision Podcasts (2019) - No Stock

407

Plan Vision Podcasts (2019) - Move on From Your Losses

408

Plan Vision Podcasts (2019) - Market Timing

409

Plan Vision Podcasts (2019) - Market Crash

410

Plan Vision Podcasts (2019) - In What Should I Invest

411

Plan Vision Podcasts (2019) - Investing in a Bad Product

412

Plan Vision Podcasts (2019) - Invest in a Property

413

Plan Vision Podcasts (2019) - IB Overview

414

Plan Vision Podcasts (2019) - How Much Do You Need to Save

415

Plan Vision Podcasts (2019) - How I Deal with the Markets

416

Plan Vision Podcasts (2019) - Guarantees

417

Plan Vision Podcasts (2019) - Growth vs Stability Be Careful

418

Plan Vision Podcasts (2019) - Financial Services Industry Marketing

419

Plan Vision Podcasts (2019) - Faith in the Market

420

Plan Vision Podcasts (2019) - Ego and Your Investments

421

Plan Vision Podcasts (2019) - Currency

422

Plan Vision Podcasts (2019) - Church of Indexing

423

Plan Vision Podcasts (2019) - Cash

424

Plan Vision Podcasts (2019) - Can You Invest Conservatively

425

Plan Vision Podcasts (2019) - Can It Be This Simple

426

Plan Vision Podcasts (2019) - Asset Allocation in 20 Increments

427

Plan Vision Podcasts (2019) - 5 and 3

428

Plan Vision Podcasts (2019) - Mark and Christian Introduction