PlanVision by Mark Zoril

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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.

Mark Zoril


    • May 23, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 6m AVG DURATION
    • 398 EPISODES


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    Latest episodes from PlanVision by Mark Zoril

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

    Play Episode Listen Later May 23, 2025 4:14


    Go For it! Mark Zoril Podcast Episode: #21 Podcast Date: 05/23/2025

    PlanVision Podcasts (2025) - Ignore Advertised Returns

    Play Episode Listen Later May 22, 2025 3:56


    Pursuing Higher Returns Could Cost You Dearly Mark Zoril Podcast Episode: #20 Podcast Date: 05/22/2025

    PlanVision Podcasts (2021) - How To Get Out of a Stock

    Play Episode Listen Later May 21, 2025 4:56


    Some Quick Tips To Make It Happen Mark Zoril Podcast Episode: #20 Podcast Date: 05/21/2025

    PlanVision Podcasts (2021) - I Just Want the Market

    Play Episode Listen Later May 20, 2025 3:57


    Make it Your Mantra Mark Zoril Podcast Episode: #19 Podcast Date: 05/20/2025

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

    Play Episode Listen Later May 9, 2025 5:09


    The results of this project changed their perspectives. Deep Dives with Dan Mark Zoril  and  Dan Griffin Episode: #20 Podcast Date: 5/9/2025

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

    Play Episode Listen Later May 7, 2025 3:16


    You Can Change Your Asset Allocation – For The Right Reasons Mark Zoril Episode: #19 Podcast Date: 5/7/2025

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

    Play Episode Listen Later May 7, 2025 6:39


    Candid Comments From Those Inside the Industry Mark Zoril Episode: #18 Podcast Date: 5/7/2025

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

    Play Episode Listen Later May 5, 2025 3:54


    Can anyone really guess the future? David Heltzel Episode: #17 Podcast Date: 5/5/2025

    PlanVision Podcasts (2025) - The Point of Asset Allocation

    Play Episode Listen Later Apr 8, 2025 3:09


    So You Stick To The Plan Mark Zoril Episode: #16 Podcast Date: 4/8/2025

    PlanVision Podcasts (2025) - What To Do Right Now

    Play Episode Listen Later Apr 8, 2025 4:38


    Don’t Do Something, Stand There Mark Zoril Episode: #15 Podcast Date: 4/8/2025

    PlanVision Podcasts (2025) - Work, Work, Work

    Play Episode Listen Later Apr 8, 2025 3:41


    Why It Works For Me Mark Zoril Episode: #14 Podcast Date: 4/8/2025

    PlanVision Podcasts (2025) - Keeping It Simple

    Play Episode Listen Later Mar 6, 2025 3:09


    My Investment Philosophy Gets Simpler By the Day Mark Zoril Episode: #13 Podcast Date: 3/6/2025

    PlanVision Podcasts (2025) - Age and Energy

    Play Episode Listen Later Mar 5, 2025 3:24


    When Youth Is Not Necessarily Wasted on the Young Mark Zoril Episode: #12 Podcast Date: 3/5/2025

    PlanVision Podcasts (2025) - Panic Podcast

    Play Episode Listen Later Mar 4, 2025 3:40


    Are You Panicking?  Set Your Portfolio Up So You Won’t Mark Zoril Episode: #11 Podcast Date: 3/4/2025

    podcasts panic podcast
    PlanVision Podcasts (2025) - To Whom Are You Listening

    Play Episode Listen Later Mar 3, 2025 4:43


    Through all the noise, follow your plan David Heltzel Episode: #10 Podcast Date: 3/3/2025

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

    Play Episode Listen Later Feb 25, 2025 3:15


    What will Dan do for PlanVision Clients? Mark Zoril  Dan Griffin Episode: #9 Podcast Date: 2/25/2025

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

    Play Episode Listen Later Feb 6, 2025 3:19


    Some People Let the “Market” Prevent Them Mark Zoril Episode: #8 Podcast Date: 2/6/2025

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

    Play Episode Listen Later Feb 4, 2025 3:21


    This Could End Up Badly Mark Zoril Episode: #7 Podcast Date: 2/04/2025

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

    Play Episode Listen Later Jan 28, 2025 5:36


    Eastern TN is Amazing! Mark Zoril Episode: #6 Podcast Date: 1/28/2025

    PlanVision Podcasts (2025) - Proceeds from Your Home Sale

    Play Episode Listen Later Jan 27, 2025 3:31


    What You Might Want to do With These Funds Mark Zoril Episode: #5 Podcast Date: 1/27/2025

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

    Play Episode Listen Later Jan 26, 2025 3:20


    We See This Quite a Bit Mark Zoril Episode: #4 Podcast Date: 1/26/2025

    PlanVision Podcasts (2025) - Happy Fixed Investors

    Play Episode Listen Later Jan 25, 2025 3:03


    Finding Peace with Your Investing Approach Mark Zoril Episode: #3 Podcast Date: 1/25/2025

    PlanVision Podcasts (2025) - Buying ETFs For Kids

    Play Episode Listen Later Jan 17, 2025 4:13


    There are a few details to consider Mark Zoril Episode: #2 Podcast Date: 1/17/2025

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

    Play Episode Listen Later Jan 9, 2025 3:36


    It can be done it just requires extra attention Mark Zoril David Heltzel Episode: #1 Podcast Date: 1/9/2025

    PlanVision Podcasts (2024) - The Challenge of Expense Planning

    Play Episode Listen Later Nov 27, 2024 4:24


    Adding an Unexpected Periodic Expense Can Help Mark Zoril Episode: #50 Podcast Date: 11/27/2024

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

    Play Episode Listen Later Nov 27, 2024 4:21


    Don’t Be Surprised By How Changes Might Affect These Systems Mark Zoril Episode: #49 Podcast Date: 11/27/2024

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

    Play Episode Listen Later Nov 26, 2024 3:32


    I Don’t Think So Mark Zoril Episode: #48 Podcast Date: 11/26/2024

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

    Play Episode Listen Later Nov 21, 2024 13:45


    The experience was very educational for all involved. Mark Zoril and Patrick Episode: #47 Podcast Date: 11/21/2024

    PlanVision Podcasts (2024) - College Aid Pro Introduction

    Play Episode Listen Later Oct 17, 2024 3:14


    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

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

    Play Episode Listen Later Oct 17, 2024 2:36


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

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

    Play Episode Listen Later Oct 15, 2024 3:35


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

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

    Play Episode Listen Later Oct 12, 2024 9:49


    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

    PlanVision Podcasts (2024) - Michelle Plummer Interview

    Play Episode Listen Later Sep 17, 2024 3:07


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

    PlanVision Podcasts (2024) - Loneliness

    Play Episode Listen Later Sep 17, 2024 5:21


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

    PlanVision Podcasts (2024) - Financial Planning for Today

    Play Episode Listen Later Sep 17, 2024 5:02


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

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

    Play Episode Listen Later Sep 17, 2024 5:03


    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

    PlanVision Podcasts (2024) - Tax Advice We Do Offer

    Play Episode Listen Later Aug 23, 2024 7:06


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

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

    Play Episode Listen Later Aug 22, 2024 3:51


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

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

    Play Episode Listen Later Aug 22, 2024 12:34


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

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

    Play Episode Listen Later Aug 15, 2024 4:22


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

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

    Play Episode Listen Later Aug 8, 2024 4:13


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

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

    Play Episode Listen Later Aug 6, 2024 3:00


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

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

    Play Episode Listen Later Jul 31, 2024 5:34


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

    PlanVision Podcasts (2024) - Risks of an Early Retirement

    Play Episode Listen Later Jul 29, 2024 5:57


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

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

    Play Episode Listen Later Jul 24, 2024 5:44


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

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

    Play Episode Listen Later Jul 22, 2024 5:23


    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

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

    Play Episode Listen Later Jul 16, 2024 3:26


    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

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

    Play Episode Listen Later Jul 15, 2024 3:29


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

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

    Play Episode Listen Later Jul 8, 2024 4:15


    We give advice to evaluate trade offs and find balance. Mark Zoril Episode: #26 Podcast Date: 7/8/2024

    PlanVision Podcasts (2024) - RANDOM NOTES ON LIFE

    Play Episode Listen Later Jun 27, 2024 10:26


    Mark discusses some random developments in his life. Do any of these hit home for you? Mark Zoril Episode: #25 Podcast Date: 6/24/2024

    PlanVision Podcasts (2024) - DO YOU FEEL YOUR AGE

    Play Episode Listen Later Jun 24, 2024 5:34


    How you feel may change your perspective Mark Zoril Episode: #24 Podcast Date: 6/24/2024

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