Mark Zoril is the Founder of PlanVision. With 26 years of experience he is intimately aware of the practices of the financial services industry. He shares his ideas on how you can have a simple, great investment plan in a series of short, concise podcasts and interviews. If you want to learn more visit planvisionmn.com.
Is this necessary for everyone? Mark Zoril and Jared Reinstein Podcast Episode: #25 Podcast Date: 05/23/2025
Will Spending More Money Provide More Fulfillment Mark Zoril Podcast Episode: #24 Podcast Date: 6/19/2025
Cosmetic Changes to Your Financial Plan Don’t Matter Mark Zoril Podcast Episode: #23 Podcast Date:6/19/2025
How Safe Are Different Investments Mark Zoril Podcast Episode: #22 Podcast Date: 06/19/2025
Go For it! Mark Zoril Podcast Episode: #21 Podcast Date: 05/23/2025
Pursuing Higher Returns Could Cost You Dearly Mark Zoril Podcast Episode: #20 Podcast Date: 05/22/2025
Some Quick Tips To Make It Happen Mark Zoril Podcast Episode: #20 Podcast Date: 05/21/2025
Make it Your Mantra Mark Zoril Podcast Episode: #19 Podcast Date: 05/20/2025
The results of this project changed their perspectives. Deep Dives with Dan Mark Zoril and Dan Griffin Episode: #20 Podcast Date: 5/9/2025
You Can Change Your Asset Allocation – For The Right Reasons Mark Zoril Episode: #19 Podcast Date: 5/7/2025
Candid Comments From Those Inside the Industry Mark Zoril Episode: #18 Podcast Date: 5/7/2025
Can anyone really guess the future? David Heltzel Episode: #17 Podcast Date: 5/5/2025
So You Stick To The Plan Mark Zoril Episode: #16 Podcast Date: 4/8/2025
Don’t Do Something, Stand There Mark Zoril Episode: #15 Podcast Date: 4/8/2025
Why It Works For Me Mark Zoril Episode: #14 Podcast Date: 4/8/2025
My Investment Philosophy Gets Simpler By the Day Mark Zoril Episode: #13 Podcast Date: 3/6/2025
When Youth Is Not Necessarily Wasted on the Young Mark Zoril Episode: #12 Podcast Date: 3/5/2025
Are You Panicking? Set Your Portfolio Up So You Won’t Mark Zoril Episode: #11 Podcast Date: 3/4/2025
Through all the noise, follow your plan David Heltzel Episode: #10 Podcast Date: 3/3/2025
What will Dan do for PlanVision Clients? Mark Zoril Dan Griffin Episode: #9 Podcast Date: 2/25/2025
Some People Let the “Market” Prevent Them Mark Zoril Episode: #8 Podcast Date: 2/6/2025
This Could End Up Badly Mark Zoril Episode: #7 Podcast Date: 2/04/2025
Eastern TN is Amazing! Mark Zoril Episode: #6 Podcast Date: 1/28/2025
What You Might Want to do With These Funds Mark Zoril Episode: #5 Podcast Date: 1/27/2025
We See This Quite a Bit Mark Zoril Episode: #4 Podcast Date: 1/26/2025
Finding Peace with Your Investing Approach Mark Zoril Episode: #3 Podcast Date: 1/25/2025
There are a few details to consider Mark Zoril Episode: #2 Podcast Date: 1/17/2025
It can be done it just requires extra attention Mark Zoril David Heltzel Episode: #1 Podcast Date: 1/9/2025
Adding an Unexpected Periodic Expense Can Help Mark Zoril Episode: #50 Podcast Date: 11/27/2024
Don’t Be Surprised By How Changes Might Affect These Systems Mark Zoril Episode: #49 Podcast Date: 11/27/2024
I Don’t Think So Mark Zoril Episode: #48 Podcast Date: 11/26/2024
The experience was very educational for all involved. Mark Zoril and Patrick Episode: #47 Podcast Date: 11/21/2024
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
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