PlanVision by Mark Zoril

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PlanVision by Mark Zoril

Mark Zoril

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A Unique Perspective on Simplified Financial Planning and Investing.

PlanVision by Mark Zoril

Available episodes

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PlanVision Podcasts (2023) - End of Year US Tax Planning

A short list of tax ideas for the end of the year. Episode: #189 Podcast Date: 11/30/2023

PlanVision Podcasts (2023) - NO MORE SAVING

When You Can Still Work But Don’t Need To Save Anymore Episode: #187 Podcast Date: 11/20/2023

PlanVision Podcasts (2023) - ALL BUSINESS ALL THE TIME

Striving For This With PlanVision Episode: #188 Podcast Date: 11/20/2023

PlanVision Podcasts (2023) - THE SERIAL PLANNERS

Quest For The Perfect Plan Episode: #186 Podcast Date: 11/20/2023

PlanVision Podcasts (2023) - SELL AT A LOSS

It’s The Right Choice Episode: #183 Podcast Date: 11/1/2023

PlanVision Podcasts (2023) - BUY BOND ETFS NOW

Don’t Fail This Basic Investment Test Episode: #184 Podcast Date: 11/1/2023

PlanVision Podcasts (2023) - LONG TERM THINKING

Sometimes Long Term Thinking is Forgotten Episode: #185 Podcast Date: 11/1/2023

PlanVision Podcasts (2023) - SEEMS TO ME

Investors Can Be Confused About What Seems To Be Happening To Their Portfolios Episode: #182 Podcast Date: 9/29/2023

PlanVision Podcasts (2023) - Chris Harrington Interview

Mark introduces a new PlanVision employee Episode: #180 Podcast Date: 9/29/2023

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

PlanVision Current Events September 2023 Episode: #181 Podcast Date: 9/29/2023

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

It Will Take A Lot To Set Back a Good Plan Episode: #179 Podcast Date: 8/30/2023

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

Well, Within Reason Episode: #179 Podcast Date: 8/30/2023

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

One of My Clients Told Me Where It Is Episode: #178 Podcast Date: 8/30/2023

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

Basically Nothing Episode: #177 Podcast Date: 8/1/2023

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

Whatever Works For You is Fine With Us Episode: #176 Podcast Date: 8/1/2023

PlanVision Podcasts (2023) - TAKING SOCIAL SECURITY AT 62

Go Against The Grain and Take Social Security Early Episode: #175 Podcast Date: 8/1/2023

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

Sometimes Just Leave It Alone Episode: #173 Podcast Date: 7/24/2023

PlanVision Podcasts (2023) - MY ASSET ALLOCATION

How Am I Allocated and Why Episode: #174 Podcast Date: 7/24/2023

PlanVision Podcasts (2023) - TRACKING EXPENSES IS FOR…

People That Want To Track Their Expenses Episode: #172 Podcast Date: 7/24/2023

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

Things Simply May Not Work Out as Planned Episode: #171 Podcast Date: 6/30/2023

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

This Might Be a Better Use of Your Money Episode: #169 Podcast Date: 6/30/2023

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

How I have Done It over the Years Episode: #170 Podcast Date: 6/30/2023

PlanVision Podcasts (2023) - TELL ME WHAT TO DO

Sometimes That is Exactly What I Want Episode: #168 Podcast Date: 6/20/2023

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

It Could Be Yours Episode: #167 Podcast Date: 6/20/2023

PlanVision Podcasts (2023) - LOW FEES AND LOW RETURNS

Expecting Lower Returns – Low Fees Matter More Episode: #166 Podcast Date: 6/20/2023

PlanVision Podcasts (2023) - US DEBT LIMIT

This Does Not End Well Episode: #164 Podcast Date: 6/5/2023

PlanVision Podcasts (2023) - LIFE’S MAGICAL MOMENTS

Roberto Baggio Was On My Mind Episode: #165 Podcast Date: 6/5/2023

PlanVision Podcasts (2023) - FINANCIAL PLANNING AND CONTEXT

Context Makes All The Difference Episode: #163 Podcast Date: 6/5/2023

PlanVision Podcasts (2023) - INDECISIVE RECOMMENDATIONS

Sometimes The Best Choice Is… Episode: #160 Podcast Date: 5/15/2023

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

Are They For You? Episode: #162 Podcast Date: 5/15/2023

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

An Overfunded 529 Plan Is Still a Good Asset Episode: #161 Podcast Date: 5/15/2023

PlanVision Podcasts (2023) - CHOOSE CONVENIENCE

You Now Have Some Decent Pocket Change Episode: #161 Podcast Date: 5/2/2023

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

Invest Like This Episode: #160 Podcast Date: 5/2/2023

PlanVision Podcasts (2023) - BIG LEAGUES OF PERSONAL FINANCE

This Is What Happens in The Big Leagues Episode: #159 Podcast Date: 4/17/2023

PlanVision Podcasts (2023) - All In One Funds

All You Need Episode: #159 Podcast Date: 4/17/2023

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

A Promising Future for Investors Episode: #157 Podcast Date: 4/17/2023

PlanVision Podcasts (2023) - On Suitability

You Shouldn’t Need Continuing Ed To Know This Episode: #158 Podcast Date: 4/17/2023

PlanVision Podcasts (2023) - Canadian FHSA

Canadian First Home Savings Account Episode: #156 Podcast Date: 4/17/2023

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

Think Of It As Cash Income Episode: #155 Podcast Date: 3/28/2023

PlanVision Podcasts (2023) - BUYING INVESTMENTS BECAUSE OF RETURNS

I Don’t Think This is a Good Idea Episode: #153 Podcast Date: 3/28/2023

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

They Are Kind Of Like Index Funds Anyway Episode: #154 Podcast Date: 3/28/2023

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

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

All this wrongness, all the time Episode: #149 Podcast Date: 3/13/2023

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

PlanVision Podcasts (2023) - Everything Is Not An Investment

Home? Kids? Episode: #151 Podcast Date: 3/13/2023

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

Links mentioned/referenced in the Show Notes: gov.uk/check-state-pension gov.uk/plan-for-retirement Martin 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 Independence See summary by Heidi-Jane Hill (moderator) national insurance See 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

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

You gotta know when to hold them, know when to fold them… Episode: #150 Podcast Date: 3/13/2023

PlanVision Podcasts (2023) - JUST MAKE IT SIMPLER

This is definitely happening more and more to me. More people I interact with, the more important that I see this. Episode: #148 Podcast Date: 2/21/2023

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

So What Episode: #147 Podcast Date: 2/21/2023

PlanVision Podcasts (2023) - Work as I have aged

Are You Moving Towards Work or Away From It Episode: #146 Podcast Date: 2/9/2023

PlanVision Podcasts (2023) - Upcoming Contributions Deadlines

UK; US & Canada US dates/limits starts at 3:07 Canadian dates/limits starts at 5:08 Episode: #145 Podcast Date: 2/9/2023

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

Change your thoughts Episode: #143 Podcast Date: 2/1/2023

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

Mark expands on Jason’s Investor Ideas Episode: #144 Podcast Date: 2/1/2023

PlanVision Podcasts (2023) - People and Numbers

what is going on? Episode: #142 Podcast Date: 2/1/2023

PlanVision Podcasts (2023) - FIXED VS VARIABLE INVESTMENTS

Modelling Average Rates of Returns Episode: #141 Podcast Date: 1/16/2023

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

Who Knows Episode: #139 Podcast Date: 1/16/2023

PlanVision Podcasts (2023) - WHAT ABOUT YOUR INSTINCTS

You Might Be Correct More Often Than Not Episode: #140 Podcast Date: 1/16/2023

PlanVision Podcasts (2022) - CHRISTMAS GIFT 2022

Will Retirees Take Advantage Of It? Episode: #136 Podcast Date: 12/26/2022

PlanVision Podcasts (2022) - HAPPY 2023!

My New Year’s Wishes Episode: #135 Podcast Date: 12/26/2022

PlanVision Podcasts (2022) - A TRIBUTE TO YOUR EFFORT

My Message to Those That Overcome A Lot For Their Success Episode: #137 Podcast Date: 12/26/2022

PlanVision Podcasts (2022) - Julie Zoril Fitness Interview

Mark and Julie talk about her on-line fitness business. Try Julie’s Classes — https://www.zoyoga.com/plans-and-pricing/payment/eyJpbnRlZ3JhdGlvbkRhdGEiOnt9LCJwbGFuSWQiOiJjOTE5MTE1My0xNzAwLTQ0MTMtYTUyOS1lODU1ZjJjYzA5YjcifQ Episode: #134 Podcast Date: 12/15/2022

PlanVision Podcasts (2022) - YEAR END FINANCIAL NEWS

What Would Charlie Brown Do? Episode: #133 Podcast Date: 12/14/2022

PlanVision Podcasts (2022) - UNCERTAINTY

Good Investors Accept This Episode: #131 Podcast Date: 12/14/2022

PlanVision Podcasts (2022) - NICHE ETF’S

Their Role In Your Portfolio – Not Episode: #132 Podcast Date: 12/14/2022

PlanVision Podcasts (2022) - A Burden On Your Children

Are you concerned about being a burden? Episode: #129 Podcast Date: 11/25/2022

PlanVision Podcasts (2022) - World Cup Time

The world gets a little crazy… Episode: #130 Podcast Date: 11/25/2022

PlanVision Podcasts (2022) - AN INFLATION EXAMPLE

Comparing Two Inflation Situations Episode: #128 Podcast Date: 10/24/2022

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

The Unexpected Will Happen Episode: #130 Podcast Date: 11/15/2022

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

all treats, no tricks! Episode: #129 Podcast Date: 11/15/2022

PlanVision Podcasts (2022) - BOGLEHEADS CONFERENCE PART 3

Field report from Jason Lynch Episode: #128 Podcast Date: 10/24/2022

PlanVision Podcasts (2022) - BOGLEHEADS CONFERENCE PART 2

Field report from Jason Lynch Episode: #127 Podcast Date: 10/24/2022

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

What Really Makes the Market Go Up or Down Each Day Episode: #124 Podcast Date: 10/24/2022

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

Investors of All Types Index Episode: #125 Podcast Date: 10/24/2022

PlanVision Podcasts (2022) - BOGLEHEADS CONFERENCE PART 1

Field report from Jason Lynch Bogleheads.org 2022 Agenda William Sharpe’s, The Arithmetic of Active Management Market-timing chart Episode: #126 Podcast Date: 10/24/2022

PlanVision Podcasts (2022) - RULE OF 72

Compounding, Anyone? Episode: #123 Podcast Date: 09/30/2022

PlanVision Podcasts (2022) - Recency Bias

A focus on the VWRA using a common investor challenge Episode: #122 Podcast Date: 09/27/2022

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

For Me, I Feel Better About My Financial Future Since I Took up Swimming Episode: #120 Podcast Date: 09/20/2022

PlanVision Podcasts (2022) - WHEN INVESTING REALITY MEETS THEORY

Are You Responding Like You Thought You Would? Episode: #121 Podcast Date: 09/20/2022

PlanVision Podcasts (2022) - ADVISOR MANAGED PORTFOLIOS

Pros and Cons Episode: #118 Podcast Date: 08/24/2022

PlanVision Podcasts (2022):BE HONEST WITH YOURSELF

Understand Your Shortcomings Episode: #117 Podcast Date: 08/24/2022

PlanVision Podcasts (2022) - PERSISTENCE

As in Many Things, A Big Factor in Investing Episode: #116 Podcast Date: 08/24/2022

PlanVision Podcasts (2022) - BONDS AS OF SEPTEMBER 2022

An Example of Exactly What Markets Do Episode: #119 Podcast Date: 08/24/2022

PlanVision Podcasts (2022) - GREAT RETURNS

Evaluate Your Investments The Right Way Episode: #113 Podcast Date: 08/24/2022

PlanVision Podcasts (2022) - INTEREST RATES RISING

How Would This Affect Our Recommendations Episode: #114 Podcast Date: 08/24/2022

PlanVision Podcasts (2022) - BALANCED FUNDS FOR RETIREES

A Very Good Match? Episode: #115 Podcast Date: 08/24/2022

PlanVision Podcasts (2022) - COLLEGE SAVINGS

Accounts and Amounts for College Episode: #112 Podcast Date: 08/1/2022

PlanVision Podcasts (2022) - RETIREE ASSUMPTIONS FOR RETURNS

What Should You Use? Episode: #111 Podcast Date: 08/1/2022

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

Unless the have another sell off and go lower Episode: #110 Podcast Date: 08/1/2022

PlanVision Podcasts (2022) - INVESTMENT VALIDATION

Be Honest With Yourself Episode: #108 Podcast Date: 07/22/2022

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

Good Luck With That Episode: #109 Podcast Date: 07/22/2022

PlanVision Podcasts (2022) - A LITTLE LOVE FOR BONDS

There Still There For You Episode: #109 Podcast Date: 07/22/2022

PlanVision Podcasts (2022) - SELLING STOCKS IN RETIREMENT

Go For It Episode: #107 Podcast Date: 07/6/2022

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

Not If You Have Your Own Plan Episode: #106 Podcast Date: 07/6/2022

PlanVision Podcasts (2022) - FINANCIAL INDUSTRY MARKETING

Some Recent Great Examples Episode: #105 Podcast Date: 7/6/2022

PlanVision Podcasts (2022) - Rob Berger Interviews Mark Zoril

Rob and Mark talk about many things. Several are about being an expat. Here is the link:

PlanVision Podcasts (2022) - Dividend Investing

It Is Not Necessary to Focus on Dividends Episode: #102 Podcast Date: 06/13/2022

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

You Could Do It If You Expect A Precise Plan Episode: #103 Podcast Date: 06/13/2022

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

In Girls U12 Soccer Episode: #101 Podcast Date: 06/13/2022

PlanVision Podcasts (2022) - Asset Allocation Matters

If you Stick With It Episode: #100 Podcast Date: 06/10/2022

PlanVision Podcasts (2022) - Good Times Bad Times

Planning for the Worst Episode: #98 Podcast Date: 05/23/2022

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

It is a nuisance for some – a serious matter for others Episode: #97 Podcast Date: 05/23/2022

PlanVision Podcasts (2022) - Collaborating In Person

It Has Its Advantages Episode: #99 Podcast Date: 05/23/2022

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

120 Years? Episode: #96 Podcast Date: 05/23/2022

PlanVision Podcasts (2022) - My Email & Book Recommendations

How Busy Is My Email Inbox and Books You Could Read Episode: #95 Podcast Date: 05/10/2022

PlanVision Podcasts (2022) - Holding On Too Long

When To See An Investment Episode: #94 Podcast Date: 05/10/2022

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

For The Mid and Long Term Investor Episode: #93 Podcast Date: 04/25/2022

PlanVision Podcasts (2022) - Clients Doing The Right Thing

Hey, It Helps Us Enjoy Our Work! Episode: #92 Podcast Date: 04/25/2022

PlanVision Podcasts (2022) - Retiree Returns

What Percent Will You Use and Why Does PlanVision Use 3% Episode: #88 Podcast Date: 04/19/2022

PlanVision Podcasts (2022) - A Plan For The Ages

If Your Plan is Good, Leave it Alone Episode: #90 Podcast Date: 04/19/2022

PlanVision Podcasts (2022) - State of Mind

or Taxes Episode: #89 Podcast Date: 04/19/2022

PlanVision Podcasts (2022) - Annuities

Basics and Do They make Sense? Episode: #91 Podcast Date: 04/19/2022

PlanVision Podcasts (2022) - More Diversification Please

When More Diversification Makes You Less Diversified Episode: #87 Podcast Date: 04/4/2022

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

Not Difficult – Stock To Your Allocation Episode: #87 Podcast Date: 04/4/202

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

It’s A Simple Approach Episode: #87 Podcast Date: 04/4/2022

PlanVision Podcasts (2022) - Credit Aggravation

Getting The Credit You Deserve Episode: #86 Podcast Date: 04/4/2022

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

Adapt To The Changes You Are Presented With Episode: #85 Podcast Date: 03/09/2022

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

How Badly Do You Want It Episode: #84 Podcast Date: 03/09/2022

PlanVision Podcasts (2022) - Buying Opportunities Everywhere

There’s Goes One – And Another One… Episode: #83 Podcast Date: 03/09/2022

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

Is it a good idea? Episode: #82 Podcast Date: 2/22/2022

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

Don’t Get Carried Away. Episode: #81 Podcast Date: 2/16/2022

PlanVision Podcasts (2022) - Rant On The Roth IRA

It is the best thing ever? Episode: #80 Podcast Date: 2/16/2022

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

What picture is on the box? Episode: #76 Podcast Date: 1/31/22

PlanVision Podcasts (2022) - Something I Will Guarantee

What are the guarantees worth? Episode: #79 Podcast Date: 1/31/22

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

When do you change you plans? Episode: #78 Podcast Date: 1/31/22

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

Why is it so complicated? or is it? Episode: #77 Podcast Date: 1/31/22

PlanVision Podcasts (2022) - Your Investment Personality

What is your Investment Personality Podcast Episode: #74 Podcast Date: 1/18/22

PlanVision Podcasts (2022) - Horse Race Comparison

They’re coming in HOT Podcast Episode: #75 Podcast Date: 1/18/22

PlanVision Podcasts (2022) - Time To Do Your TAXES

Jason talks about doing your taxes on your own, with software, or using a service. What if you are a business? Podcast Episode: #73 Podcast Date: 1/13/22

PlanVision Podcasts (2021) - Jason Tracy YNAB Interview

Do you know YNAB? Podcast Episode: #72 Podcast Date: 12/13/2021

PlanVision Podcasts (2021) - Market Correction Now

Head for the hills, or don’t Podcast Episode: #71 Podcast Date: 12/2/2021

PlanVision Podcasts (2021) - Luck AND Timing

Do you feel like rolling the dice? Podcast Episode: #70 Podcast Date: 12/2/2021

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

This is a complicated question. Podcast Episode: #69 Podcast Date: 12/2/2021

PlanVision Podcasts (2021) - Nicholas Macrina from Vanguard Interview

Mark interview Nick from Vanguard about the Vanguard experience. Podcast Episode: #68 Podcast Date: 11/25/2021

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

Invest When You Have The Money – Not When Things are “Normal” Podcast Episode: #67 Podcast Date: 111/16/2021

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

It’s Not Easy, But It Can be Done Podcast Episode: #66 Podcast Date: 111/16/2021

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

Financially Successful Retirees Should Enjoy Their Lives Regardless of How the Markets Perform Podcast Episode: #67 Podcast Date: 11/16/2021

PlanVision Podcasts (2021) - iBonds

Things to know about iBonds Podcast Episode: #64 Podcast Date: 111/11/2021

PlanVision Podcasts (2021) - Buying the Dividend

Timing considerations when buying stock Podcast Episode: #65 Podcast Date: 111/11/2021

PlanVision Podcasts (2021) - Balancing Spending AND Saving

Targets to Save While Still Enjoying Yourself Podcast Episode: #62 Podcast Date: 10/20/2021

PlanVision Podcasts (2021) - Getting Through The Financial Squeeze

You Can Do This Podcast Episode: #61 Podcast Date: 10/20/2021

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

Cash In or Let it Ride Podcast Episode: #63 Podcast Date: 10/20/2021

PlanVision Podcasts (2021) - All In One Funds

Investing Keeps Getting Simpler Podcast Episode: #58 Podcast Date: 10/4/2021

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

Who Are These People Podcast Episode: #60 Podcast Date: 10/4/2021

PlanVision Podcasts (2021) - Customer Service and The Client

Who Are These People Podcast Episode: #60 Podcast Date: 10/4/2021

PlanVision Podcasts (2021) - The Rich

Who Are These People Podcast Episode: #59 Podcast Date: 10/4/2021

PlanVision Podcasts (2021) - Unemployment Risk

Losing Work Can Devastate Your Plan Podcast Episode: #56 Podcast Date: 09/14/2021

PlanVision Podcasts (2021) - Be Conservative On Your Assumptions

Just not too Conservative Podcast Episode: #55 Podcast Date: 09/14/2021

PlanVision Podcasts (2021) - Low Risk High Return

Did you see the unicorn run past? by Jason Lynch Podcast Episode: #54 Podcast Date: 09/14/2021

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

I Cover ALL these IMPORTANT Topics Podcast Episode: #57 Podcast Date: 089/14/2021

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

The Financial Media on A Weak Of Havoc in China Podcast Episode: #51 Podcast Date: 08/25/2021

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

YES! Podcast Episode: #50 Podcast Date: 08/25/2021

PlanVision Podcasts (2021) - Sequence Of Return Risk

The Simple Way to Manage It Podcast Episode: #52 Podcast Date: 08/25/2021

PlanVision Podcasts (2021) - Using Multiple Target Date Funds

Is This OK? Is It A Good Strategy? Podcast Episode: #53 Podcast Date: 08/25/2021

PlanVision Podcasts (2021) - Making $8000 A Year

Can You Do It To Improve Your Plan? Podcast Episode: #47 Podcast Date: 08/2/2021

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

Don’t Overlook The Stable Value or Fixed Interest Account Podcast Episode: #49 Podcast Date: 08/2/2021

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

Really, We Don’t Podcast Episode: #48 Podcast Date: 08/2/2021

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

Some Tips If You Cannot Leave Your Portfolio Alone Podcast Episode: #46 Podcast Date: 07/13/21

PlanVision Podcasts (2021) - Moving Around and Planning

It Is Not Unusual To Be Uncertain About Where You Will Retire Podcast Episode: #44 Podcast Date: 07/13/21

PlanVision Podcasts (2021) - Who Are The Big Spenders

Our Breakdown of How Much People Spend By Geography Podcast Episode: #45 Podcast Date: 07/13/21

PlanVision Podcasts (2021) - DCA vs Lump Sum

Americans abroad can consider this strategy. Podcast Episode: #39 Podcast Date: 06/18/21

PlanVision Podcasts (2021) - The Importance of Expenses

Americans abroad can consider this strategy. Podcast Episode: #36 Podcast Date: 05/28/21

PlanVision Podcasts (2021) - Lump Sum or Pension

Americans abroad can consider this strategy. Podcast Episode: #26 Podcast Date: 04/19/21

PlanVision Podcasts (2021) - Your Balance Sheet IS Important

Americans abroad can consider this strategy. Podcast Episode: #41 Podcast Date: 07/02/21

PlanVision Podcasts (2021) - Retirees and Taxes

Americans abroad can consider this strategy. Podcast Episode: #23 Podcast Date: 03/29/21

PlanVision Podcasts (2021) - PlanVisions Conflict of Interest

Americans abroad can consider this strategy. Podcast Episode: #37 Podcast Date: 05/28/21

PlanVision Podcasts (2021) - How Much Research is Enough

Americans abroad can consider this strategy. Podcast Episode: #34 Podcast Date: 05/10/21

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

Americans abroad can consider this strategy. Podcast Episode: #25 Podcast Date: 03/29/21

PlanVision Podcasts (2021) - Pitfalls of Modeling

Americans abroad can consider this strategy. Podcast Episode: #38 Podcast Date: 06/18/21

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

Americans abroad can consider this strategy. Podcast Episode: #21 Podcast Date: 03/17/21

PlanVision Podcasts (2021) - Adapting Expectations

Americans abroad can consider this strategy. Podcast Episode: #29 Podcast Date: 04/19/21

PlanVision Podcasts (2021) - Mortgage in Retirement

Americans abroad can consider this strategy. Podcast Episode: #31 Podcast Date: 04/22/21

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

Americans abroad can consider this strategy. Podcast Episode: #33 Podcast Date: 04/22/21

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

Americans abroad can consider this strategy. Podcast Episode: #42 Podcast Date: 07/02/21

PlanVision Podcasts (2021) - Financial Regrets

Americans abroad can consider this strategy. Podcast Episode: #40 Podcast Date: 06/18/21

PlanVision Podcasts (2021) - Borrow Money

Americans abroad can consider this strategy. Podcast Episode: #27 Podcast Date: 04/19/21

PlanVision Podcasts (2021) - Everybody is Doing It

Americans abroad can consider this strategy. Podcast Episode: #24 Podcast Date: 03/29/21

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

Americans abroad can consider this strategy. Podcast Episode: #43 Podcast Date: 07/02/21

PlanVision Podcasts (2021) - Conflicting Advice

Americans abroad can consider this strategy. Podcast Episode: #35 Podcast Date: 05/28/21

PlanVision Podcasts (2021) - Roth IRA Conversion Benefits

Americans abroad can consider this strategy. Podcast Episode: #22 Podcast Date: 03/29/21

PlanVision Podcasts (2021) - Big and Little Numbers

Americans abroad can consider this strategy. Podcast Episode: #28 Podcast Date: 04/19/21

PlanVision Podcasts (2021) - Mind Your Own Business

Americans abroad can consider this strategy. Podcast Episode: #32 Podcast Date: 04/22/21

PlanVision Podcasts (2021) - Erin Klein and Expat Mortgages

Americans abroad can consider this strategy. Podcast Episode: #30 Podcast Date: 04/14/21

PlanVision Podcasts (2021) - Retirement and Letdowns Part 2

Letdowns Can Be Hard To Avoid Podcast Episode: #20 Podcast Date: 03/09/21

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

Retirement Is A BIG Leap Podcast Episode: #19 Podcast Date: 03/09/21

Plan Vision Podcasts (2021) - Passive Income

Don’t Be Naive About How To Get Passive Income. Podcast Episode: #14 Podcast Date: 02/17/21

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

Sometimes It Does Make Sense. Podcast Episode: #5 Podcast Date: 01/18/21

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

Mark and Stu Brown talk about recent events that made the news. Podcast Episode: #17 Podcast Date: 02/22/21

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

Allocate by Category Podcast Episode: #3 Podcast Date: 01/11/21

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

Test Yourself To See How You Will Invest In The Worst of Times. Podcast Episode: #12 Podcast Date: 02/03/21

Plan Vision Podcasts (2021) - The Fiduciary Rule

Gets My Circulation Going To Discuss This! Podcast Episode: #11 Podcast Date: 02/03/21

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

Will you need a good hat to find it? Podcast Episode: #16 Podcast Date: 02/22/21

Plan Vision Podcasts (2021) - Social Security Medicare Pensions

What To Expect From These In The Future. Podcast Episode: #8 Podcast Date: 01/25/21

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

Or Asset Allocation Misery Podcast Episode: #2 Podcast Date: 01/11/21

Plan Vision Podcasts (2021) - Expats And Regular Investing

Just Get Invested. Podcast Episode: #9 Podcast Date: 01/27/21

Plan Vision Podcasts (2021) - Bitcoin

Would PlanVision Actually Recommend Bitcoin? Podcast Episode: #1 Podcast Date: 01/11/21

Plan Vision Podcasts (2021) - Optimize This

We Don’t Do Optimal. Podcast Episode: #10 Podcast Date: 01/27/21

Plan Vision Podcasts (2021) - European Lifestrategy Funds

Check Out These New ETF’s for Euros. Podcast Episode: #4 Podcast Date: 01/18/21

Plan Vision Podcasts (2021) - Investment Competition

Don’t Compete With Someone Else’s Investments. Podcast Episode: #7 Podcast Date: 01/25/21

Plan Vision Podcasts (2021) - The Return On Property

How I Consider Property In an Investment Portfolio. Podcast Episode: #15 Podcast Date: 02/17/21

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

This Will Be a Lifesaver for Many. Podcast Episode: #13 Podcast Date: 02/17/21

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

Are your Investments Really “Performing Well”? Podcast Episode: #6 Podcast Date: 01/18/21

Plan Vision Podcasts (2020) - Blinded by Taxes

axes Matter – But The Shouldn’t Drive Your Investment Decisions. Podcast Date: 08/13/20

Plan Vision Podcasts (2020) - Firing Your Advisor

Are You In A Bad Relationship? Podcast Date: 12/07/20

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

UNKNOWN TAG LINE Podcast Date: 05/30/20

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

Should you withdraw your money when things are bad? Podcast Date: 06/26/20

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

How simple should it really be? Podcast Date: 05/06/20

Plan Vision Podcasts (2020) - The Perfect Investor

Is it you? Podcast Date: 06/26/20

Plan Vision Podcasts (2020) - Long Term Care Insurance

Do You Need It? Podcast Date: 04/21/20

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

To what are You entitled? Podcast Date: 12/07/20

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

Don’t Worry About the Stock Markets – Focus on Your Financial Health. Podcast Date: 04/03/20

Plan Vision Podcasts (2020) - The Great Investment Gift

Don’t Mess It Up. Podcast Date: 08/26/20

Plan Vision Podcasts (2020) - The Case For Work

Why Not Work Forever… Podcast Date: 06/18/20

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

Should They Change Your Plans? Podcast Date: 08/03/20

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

Mark and Jason talk about capital gains. Podcast Date: 09/08/20

Plan Vision Podcasts (2020) - Risk

What, Me Worry? Podcast Date: 09/09/20

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

Should You Use the Pre-tax or Roth Option for Your Company Plan? Podcast Date: 08/06/20

Plan Vision Podcasts (2020) - Planning For Children

A Brief Checklist of Important Considerations. Podcast Date: 09/28/20

Plan Vision Podcasts (2020) - HSA Overview

HSA Overview with Jason Lynch. Podcast Date: 08/04/20

Plan Vision Podcasts (2020) - Worst Product Ever

You Think You Invested in a Bad Product? Check This One Out! Podcast Date: 08/13/20

Plan Vision Podcasts (2020) - Markets Make No Sense

Or They Make Perfect Sense. Podcast Date: 06/11/20

Plan Vision Podcasts (2020) - Asset Allocation

Stop Pursuing the Perfect Asset Allocation. Podcast Date: 06/17/20

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

Be the Stoic Investor. Podcast Date: 11/16/20

Plan Vision Podcasts (2020) - Scott Becker

Mark talks with Scott Becker about Wills with Benefits and Business Law Advisors https://www.benebuslaw.com Podcast Date: 11/04/20

Plan Vision Podcasts (2020) - Giving Children Money

Does It Help or Hurt Them? Podcast Date: 10/06/20

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

Are bonds still a good idea? Podcast Date: 06/11/20

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

How Retiring Early Can Improve Your Life. Podcast Date: 06/26/20

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

You Might Have to Modify Your Expectations. Podcast Date: 09/09/20

Plan Vision Podcasts (2020) - Life Insurance Primer

UNKNOWN TAG LINE Podcast Date: 10/29/20

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

Should you invest where you live? Podcast Date: 01/17/20

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

There May Not be a “Right” Decision with Personal Finance. Podcast Date: 08/26/20

Plan Vision Podcasts (2020) - Q A April23 2020

Invest in a Bond Fund or Cash. 1:35 When should You Buy a Home 3:30 Accumulating ETFs vs Distributing ETFs 5:00 When to take Social Security 6:20 Municipal Bond Funds Podcast Date: 04/23/20

Plan Vision Podcasts (2020) - Coronavirus Recession Whatever

Stop Paying Attention To Market Indicators. Podcast Date: 02/19/20

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

How can the ACA and Roth Rules affect your tax situation? Podcast Date: 03/05/20

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

Thinking About Debt and My Investments. Podcast Date: 07/16/20

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

This Can Get Awkward and Tense. Podcast Date: 09/28/20

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

Be Careful. Podcast Date: 06/26/20

Plan Vision Podcasts (2020) - Americans and Healthcare Costs

You Can Still Retire… Podcast Date: 06/11/20

Plan Vision Podcasts (2020) - Jason Lynch Introduction

Jason Lynch Introduction. Podcast Date: 02/06/20

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

What is the Mega Backdoor Roth IRA? Can You Do It? Podcast Date: 08/06/20

Plan Vision Podcasts (2020) - Vacation

Did I Hear You Say You Want to Rent a Houseboat? Podcast Date: 09/09/20

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

Mark and Rob have a conversation about many topics, Blogging, Markets, the Future… Podcast Date: 04/08/20

Plan Vision Podcasts (2020) - Spending Your Money

Got Money? Don’t Sit On It. Podcast Date: 10/29/20

Plan Vision Podcasts (2020) - Living Off Your Money

How do people live off their investments? Podcast Date: 01/21/20

Plan Vision Podcasts (2020) - I Got Your Backtest

Please Don’t Send Me Articles About Market Performance. Podcast Date: 03/05/20

Plan Vision Podcasts (2020) - Coronavirus Update

UNKNOWN TAG LINE Podcast Date: UNKNOWN DATE

Plan Vision Podcasts (2020) - How Will I Invest

I Am Going To Go Conservative. Podcast Date: 07/16/20

Plan Vision Podcasts (2020) - Mark with Erin Kline

Is it a good time to refi your mortgage? Everybody’s doing it. How do you know if it is a good idea? You should talk to Erin if you want to see. erin.kline@alerus.com Podcast Date: 12/03/20

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

Don’t track your investments. Podcast Date: 04/16/20

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

Can We Just Be Done With It? Podcast Date: 10/29/20

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

Selecting investment currency. Podcast Date: 02/06/20

Plan Vision Podcasts (2020) - Expats Saving for College

Ideas on How Expats Can Save For Their Childrens’ Education Podcast Date: 10/06/20

Plan Vision Podcasts (2020) - 2020 So Far UGH

Possible Changes From This Year. Podcast Date: 10/6/20

Plan Vision Podcasts (2020) - Updates October 2020

Current Developments. Podcast Date: 10/06/20

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

The Benefits of the Roth IRA. Podcast Date: 08/06/20

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

How I Cost Myself $500 Selling My Car. Podcast Date: 03/05/20

Plan Vision Podcasts (2020) - US vs International Investments

Either Or Is Fine – We Don’t Know The Future. Podcast Date: 08/03/20

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

Thinking about moving to a new location? Podcast Date: 01/17/21

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

Keep Perspective on These. Podcast Date: 02/06/20

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

The Roth Conversion. Podcast Date: 08/06/20

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

UNKNOWN TAG LINE Podcast Date: UNKNOWN DATE

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

Mark talks with Bruce Gallie about funding your account while in Japan. Podcast Date: 05/03/20

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

Please Do Not Pay Attention to the Price When Investing. Podcast Date: 02/06/20

Plan Vision Podcasts (2020) - Perspective on Your Finances

Keep Your Perspective. Podcast Date: 11/16/20

Plan Vision Podcasts (2020) - Jason Lynch Taxes

Jason talks about taxes, Tis the season… After the interview, Jason wanted to clarify as follows: “During the Podcast #15 Taxes with Jason Lynch (3/19/20), I want to clarify that excess short-term capital losses and long-term capital Losses do retain their character as either short-term or long-term when carried forward to subsequent years.” Podcast Date: 03/19/20

Plan Vision Podcasts (2020) - Simplifying Your Mix

Simplifying-Your-Mix. Podcast Date: UNKNOWN DATE

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

Will Your Research Pay Off For You? Podcast Date: 07/16/20

Plan Vision Podcasts (2020) - Jamie Favell UK Taxes

Jamie’s contact information is here: https://www.taxadvisorypartnership.com/about-us/jamie-favell/ 1:00 Background 2:20 Expat Filing Requirements 5:00 Real Estate Rules 7:20 Brit Pensions 9:20 Returning Home 13:50 SIPPs and ISAs 15:20 Estate taxes Podcast Date: 04/16/20

Plan Vision Podcasts (2020) - What Is Retirement

UNKNOWN TAG LINE Podcast Date: UNKNOWN DATE

Plan Vision Podcasts (2020) - Investing For Your Parents

Let Them Invest How They Want. Podcast Date: 09/28/20

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

I Can’t Imagine Better Evidence of the Difficulty in Predicting the Markets. Podcast Date: 08/03/20

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

Understand Why Even Really Good Plans Might Fail. Podcast Date: 08/03/20

Plan Vision Podcasts (2020) - Pricing and Investing Now

Expats… Stop Worrying About the Price and Get Invested. Podcast Date: 04/20/20

Plan Vision Podcasts (2020) - That Little Pension

Nice Little Pension You Have There… Podcast Date: 11/16/20

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

Other Impacts of This Development. Podcast Date: 03/17/20

Plan Vision Podcasts (2020) - Investing With Your Partner

Might Be Better to Find Common Ground. Podcast Date: 08/26/40

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

UNKNOWN TAG LINE Podcast Date: UNKNOWN DATE

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

You just might… Podcast Date: 04/09/20

Plan Vision Podcasts (2020) - Jason Lynch Capital Gains

UNKNOWN TAG LINE Podcast Date: 09/08/20

Plan Vision Podcasts (2020) - Pressure of Money

It Can Be Tough. Podcast Date: 02/19/20

Plan Vision Podcasts (2020) - The Three Wisemen

What My Three Hedge Fund Managers Think of Indexing. Podcast Date: 03/05/20

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

How and When to do the Backdoor Roth IRA. Podcast Date: 08/06/20

Plan Vision Podcasts (2019) - Guarantees

Guarantees and What Actually Will Happen Podcast Date: 12/10/19

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

The evolution of my approach to investing and how I think of my future. Podcast Date: 08/26/19

Plan Vision Podcasts (2019) - Ego and Your Investments

How My Brother Opened My Eyes To The Role of Ego in Investing. Podcast Date: 11/08/19

Plan Vision Podcasts (2019) - Stop Evaluating Your Funds

Just worry about the fees and diversification. Podcast Date: 10/23/19

Plan Vision Podcasts (2019) - Financial Services Industry Marketing

Text Here Podcast Date:

Plan Vision Podcasts (2019) - Why Your Plan Wont Work

UNKNOWN TAG LINE Podcast Date: UNKNOWN DATE

Plan Vision Podcasts (2019) - Saving for a Home

How should you invest when saving for a property? Go boring! Podcast Date: 09/03/19

Plan Vision Podcasts (2019) - RMDs

Too Much Fuss is made over RMD’s. Podcast Date: 12/10/19

Plan Vision Podcasts (2019) - Invest in a Property

My thoughts on a very frequent question from my clients – especially expats. Podcast Date: 08/26/19

Plan Vision Podcasts (2019) - The Decision to Invest

Evaluate Your Process – Not Your Results. Podcast Date: 12/10/19

Plan Vision Podcasts (2019) - Record Highs

They Happen All The Time – Get Over It. Podcast Date: 12/10/19

Plan Vision Podcasts (2019) - Wisdom and Humility

Why I Need to Change The PlanVision Slogan. Podcast Date: 11/08/19

Plan Vision Podcasts (2019) - Faith in the Market

Do you trust the Markets? You better! Podcast Date: 09/03/19

Plan Vision Podcasts (2019) - Market Crash

It really is easy – and you may already be prepared. Podcast Date: 09/25/19

Plan Vision Podcasts (2019) - Target Date Funds

Using A TDF Is The Best Investment Decision I Have Made. Podcast Date: 11/08/19

Plan Vision Podcasts (2019) - Speculation

Choose Not To. Podcast Date: 12/10/19

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

Please Be Careful With Your Investments as You Get Close To Retirement. Podcast Date: 11/21/19

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

YES. Podcast Date: 10/23/19

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

Perspectives on preparing for the future. Podcast Date: 08/02/19

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

There are some good guidelines, but no precise answer to this important question. Podcast Date: 09/25/19

Plan Vision Podcasts (2019) - Roth Conversions

Do Roth conversions improve your finances in the long run? Podcast Date: 10/11/19

Plan Vision Podcasts (2019) - Taking Social Security

Claiming Social Security early might result in less money in the long run. But for many it’s the right decision. You have to look past the numbers. Podcast Date: 08/13/19

Plan Vision Podcasts (2019) - Stop It With Inflation

My thoughts on why inflation is less a factor than many think. Podcast Date: 09/25/19

Plan Vision Podcasts (2019) - IB Overview

The most common questions I currently receive on Interactive Brokers: :23 Tax Issues for Non-Americans using IB? 1:01 Is IB difficult to use? 1:12 Joint or Individual Accounts 1:49 Approval Process 2:10 Logging in to Your Account 3:05 Funding Your Account 4:15 Base Currency 5:05 Accessing Your Money 5:24 Options for Dividends Podcast Date: 08/26/19

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

There are many things you could invest in, but I discuss all you need to invest in. Podcast Date: 09/25/19

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

Some Thoughts For Those That Have Been Burned On Their Investments. Podcast Date: 11/21/19

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

Should You Lump Sum or Invest Over Time? Podcast Date: 10/23/19

Plan Vision Podcasts (2019) - No Stock

I never have but that doesn’t mean that you can’t. Podcast Date: 10/10/19

Plan Vision Podcasts (2019) - The 4 Rule

The idea that you can safely withdraw 4% out of your investment portfolio is too risky for me. Podcast Date: 10/11/19

Plan Vision Podcasts (2019) - Market Timing

You say you don’t believe in market timing but is that true? Podcast Date: 08/13/19

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

Don’t Hold On To Your Investments Just Because They Have Lost Money Podcast Date: 11/8/19

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

I Am Not Interested, At All, In Market Data. Podcast Date: 11/21/19