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PlanVision by Mark Zoril

Mark Zoril 439 Episodes Oct 13, 2026

Mark Zoril, founder of PlanVision, draws on 26 years of experience in the financial services industry to share practical advice on investing. The podcast features short, concise episodes and interviews focused on building a simple, effective investment plan. It aims to demystify financial planning and offer straightforward guidance for listeners.

Episodes

PlanVision Podcasts (2026) - Insurance Questions Oct 13, 2026 10:12 Mark Zoril and Randal Best Mark asks Randal questions about insurance basics Podcast Episode: #24 Podcast Date: 10/13/2026 Transcript

PlanVision Podcasts (2026) - You Can’t Always Get What You Want Aug 28, 2026 2:46 Mark Zoril So Don’t Expect It Podcast Episode: #23 Podcast Date: 8/28/2026 Transcript

PlanVision Podcasts (2026) - Bridge to Nowhere Aug 27, 2026 2:48 Mark Zoril Many People Do Not Need a Bridge for Retirement Podcast Episode: #22 Podcast Date: 8/27/2026 Transcript

PlanVision Podcasts (2026) - There is No Tax Bomb Aug 14, 2026 3:40 Mark Zoril Pay Attention to Your Situation But Don’t Get Too Scared Podcast Episode: #21 Podcast Date: 8/14/2026 Transcript

PlanVision Podcasts (2026) - Don’t Wait, Invest Now Aug 12, 2026 3:29 Mark Zoril There is no perfect time Podcast Episode: #21 Podcast Date: 8/12/2026 Transcript

PlanVision Podcasts (2026) - Talking to My Younger Self? Aug 3, 2026 3:51 Mark Zoril What’s the point? Podcast Episode: #20 Podcast Date: 8/3/2026 Transcript

PlanVision Podcasts (2026) - You Could Be Duped Too Aug 3, 2026 3:27 Mark Zoril Be careful with your choices… Podcast Episode: #19 Podcast Date: 8/3/2026 Transcript

PlanVision Podcasts (2026) - Advisors, Price, and Value Aug 3, 2026 3:14 Mark Zoril What really drives these ideas? Podcast Episode: #18 Podcast Date: 8/3/2026 Transcript

PlanVision Podcasts (2026) - 2026 World Cup Aug 1, 2026 15:47 Mark Zoril and Matt Boyle Mark and Matt talk about their World Cup experiences. Podcast Episode: #17 Podcast Date: 8/1/2026 Transcript

PlanVision Podcasts (2026) - Ruth Chicca Interview Jun 23, 2026 2:30 Mark Zoril and Ruth Chicca Podcast Episode: #16 Podcast Date: 6/22/2026

PlanVision Podcasts (2026) - Allan Leung Interview Jun 23, 2026 2:31 Mark Zoril and Allan Leung As of July 21st 2026 Allan is a CFP. Nice work Allan. Podcast Episode: #15 Podcast Date: 6/22/2026 Transcript

PlanVision Podcasts (2026) - Randal Best Interview May 12, 2026 2:20 Randal Best, new PlanVision Advisor Mark Zoril and Randal Best Podcast Episode: #14 Podcast Date: 5/12/2026 Transcript

PlanVision Podcasts (2026) - Why Work Matters To Me Apr 22, 2026 5:26 I Don’t Socialize Well Mark Zoril Podcast Episode: #13 Podcast Date: 4/22/2026 Transcript  

PlanVision Podcasts (2026) - Investment Vindication Apr 22, 2026 3:05 You Don’t Need It Mark Zoril Podcast Episode: #12 Podcast Date: 4/22/2026 Transcript  

PlanVision Podcasts (2026) - Investing Conservatively At Any Age Apr 21, 2026 3:26 For Some It Is an OK Way to Invest Mark Zoril Podcast Episode: #11 Podcast Date: 4/21/2026 Transcript

PlanVision Podcasts (2026) - Guardrails Apr 21, 2026 6"04 Not All That Necessary In Our View Mark Zoril Podcast Episode: #10 Podcast Date: 4/20/2026 Transcript  

PlanVision Podcasts (2026) - Can You Afford Something? Apr 9, 2026 4:01 Consider How You Handle Financial Pressure Mark Zoril Podcast Episode: #9 Podcast Date: 4/9/2026 Transcript

PlanVision Podcasts (2026) - How to Make Money When Your Investments Aren’t Apr 9, 2026 3:22 This is Simple, But not Easy Mark Zoril Podcast Episode: #8 Podcast Date: 4/9/2026 Transcript

PlanVision Podcasts (2026) - What Does the Future Owe You? Mar 26, 2026 3:38 Nothing. Mark Zoril Podcast Episode: #7 Podcast Date: 3/26/2026 Transcript  

PlanVision Podcasts (2026) - New Investing Challenges Mar 4, 2026 5:57 Same Old Strategy Mark Zoril Podcast Episode: #6 Podcast Date: 3/4/2026 Transcript

PlanVision Podcasts (2026) - Random Updates from Mark Feb 28, 2026 10:45 It’s Just Too Cold in North Carolina Mark Zoril Podcast Episode: #4 Podcast Date: 2/28/2026 Transcript

PlanVision Podcasts (2026) - You and Your Spreadsheet Feb 28, 2026 2:49 Good Luck Striking Gold with It Mark Zoril Podcast Episode: #3 Podcast Date: 2/28/2026 Transcript

PlanVision Podcasts (2026) - Your 60’s and 70’s Feb 28, 2026 3:40 Still Opportunities to Grow and Dream Mark Zoril Podcast Episode: #2 Podcast Date: 2/28/20268 Transcript

PlanVision Podcasts (2026) - Matt Boyle Interview Feb 23, 2026 2:17 Mark talks with Matt Boyle about joining PlanVision. Mark Zoril and Matt Boyle Podcast Episode: #1 Podcast Date: 2/23/2026 Transcript

PlanVision Podcasts (2025) - Peace of Mind and Long Term Market Returns Part 2 Nov 26, 2025 5:12 We don’t know the future Mark Zoril Podcast Episode: #37 Podcast Date: 11/26/2025

PlanVision Podcasts (2025) - Peace of Mind and Long Term Market Returns Part 1 Nov 26, 2025 3:29 We don’t know the future Mark Zoril Podcast Episode: #37 Podcast Date: 11/26/2025

PlanVision Podcasts (2025) - Managing You Nov 26, 2025 2:48 An Important Part of Our Role Mark Zoril Podcast Episode: #36 Podcast Date: 11/26/2025

PlanVision Podcasts (2025) - I Don’t Care Anymore Nov 26, 2025 3:35 About So Much of the Information in the Financial Services industry Mark Zoril Podcast Episode: #35 Podcast Date: 11/26/2025

PlanVision Podcasts (2025) - A Note of Caution for Young Retirees Oct 16, 2025 2:45 Be Flexible Mark Zoril Podcast Episode: #34 Podcast Date: 10/16/2025

PlanVision Podcasts (2025) - Some Retirees Say They Will Not Sell in a Down Market Oct 16, 2025 4:10 Good Luck With That Mark Zoril Podcast Episode: #33 Podcast Date: 10/16/2025

PlanVision Podcasts (2025) - Can You Admit to Limits of Your Knowledge? Oct 16, 2025 2:57 It Can Take Humility Mark Zoril Podcast Episode: #32 Podcast Date: 10/16/2025

PlanVision Podcasts (2025) - Dinner Date With An Advisor Aug 27, 2025 4:49 Have a Swanson’s TV Dinner Instead Mark Zoril Podcast Episode: #31 Podcast Date: 08/27/2025

PlanVision Podcasts (2025) - Is An AUM Model Right For You? Aug 27, 2025 5:39 We Don’t Think So Mark Zoril Podcast Episode: #30 Podcast Date: 08/27/2025

PlanVision Podcasts (2025) - When Your Parents Need Help Investing Aug 27, 2025 3:43 Be A Good Advisor For Them Mark Zoril Podcast Episode: #29 Podcast Date: 08/27/2025

PlanVision Podcasts (2025) - The Right Time To Do Something Aug 1, 2025 2:34 It is Likely When You Are Ready Mark Zoril Podcast Episode: #28 Podcast Date: 07/31/2025

PlanVision Podcasts (2025) - The Two Biggest Factors in Your Plan Jul 31, 2025 3:50 Returns and Expenses Mark Zoril Podcast Episode: #27 Podcast Date: 07/31/2025

PlanVision Podcasts (2025) - What To Look For in Your Plan Over Time Jul 31, 2025 3:54 It is Likely When You Are Ready Mark Zoril Podcast Episode: #26 Podcast Date: 07/31/2025

PlanVision Podcasts (2025) - Mark and Jared talk about Long Term Care Insurance Jun 19, 2025 9:30 Is this necessary for everyone? Mark Zoril and Jared Reinstein Podcast Episode: #25 Podcast Date: 05/23/2025

PlanVision Podcasts (2025) - Pursuing Fulfillment Jun 19, 2025 3:16 Will Spending More Money Provide More Fulfillment Mark Zoril Podcast Episode: #24 Podcast Date: 6/19/2025

PlanVision Podcasts (2025) - Change for the Sake of… Jun 19, 2025 3:04 Cosmetic Changes to Your Financial Plan Don’t Matter Mark Zoril Podcast Episode: #23 Podcast Date:6/19/2025

PlanVision Podcasts (2025) - Safety First Jun 19, 2025 3:50 How Safe Are Different Investments Mark Zoril Podcast Episode: #22 Podcast Date: 06/19/2025

PlanVision Podcasts (2025) - Retiring in a Down Market? May 23, 2025 4:14 Go For it! Mark Zoril Podcast Episode: #21 Podcast Date: 05/23/2025

PlanVision Podcasts (2025) - Ignore Advertised Returns May 22, 2025 3:56 Pursuing Higher Returns Could Cost You Dearly Mark Zoril Podcast Episode: #20 Podcast Date: 05/22/2025

PlanVision Podcasts (2025) - How To Get Out of a Stock May 21, 2025 4:56 Some Quick Tips To Make It Happen Mark Zoril Podcast Episode: #20 Podcast Date: 05/21/2025

PlanVision Podcasts (2025) - I Just Want the Market May 20, 2025 3:57 Make it Your Mantra Mark Zoril Podcast Episode: #19 Podcast Date: 05/20/2025

PlanVision Podcasts (2025) - Roth Conversions for Expats May 9, 2025 9:35 Americans abroad can consider this strategy. Podcast Episode: #18 Podcast Date: 03/09/21

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

PlanVision Podcasts (2025) - To Whom Are You Listening 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 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? 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 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 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 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 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 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 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 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 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 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? 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 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 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 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? Oct 15, 2024 3:35 Not Always! Mark Zoril Episode: #44 Podcast Date: 10/15/2024

PlanVision Podcasts (2024) - Bogleheads Conference 2024 Minneapolis, MN 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 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 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 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 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 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 Aug 22, 2024 3:51 It Does Enhance the 529 Plan a Bit Mark Zoril Episode: #37 Podcast Date: 8/22/2024

PlanVision by Mark Zoril

Episodes

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