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Artwork for PlanVision by Mark Zoril

PlanVision by Mark Zoril

Mark Zoril
Financial Planning
Retirement Planning
Roth Conversions
Retirement
Investment Planning
Investment Strategies
Investment Portfolio
Moving
Asset Allocation
Financial Independence
Client Interaction
Business Models
Tax Planning
Investment
Luck
Financial Success
Financial Advisors
Client Meetings
Plan Vision
Estate Planning
PublishesDailyEpisodes412Founded5 years ago
Number of ListenersCategories
CareersBusiness

Listen to this Podcast

Artwork for PlanVision by Mark Zoril

Latest Episodes

Good Luck With That

Mark Zoril

Podcast Episode: #33

Podcast Date: 10/16/2025

It Can Take Humility

Mark Zoril

Podcast Episode: #32

Podcast Date: 10/16/2025

Be Flexible

Mark Zoril

Podcast Episode: #34

Podcast Date: 10/16/2025

Be A Good Advisor For Them

Mark Zoril

Podcast Episode: #29

Podcast Date: 08/27/2025

Key Facts

Contact Information
Podcast Host
Number of Listeners
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Recent Guests

Dan Griffin
Experienced software professional with a background in personal finance and investing
Episode: PlanVision Podcasts (2025) - Mark Visits with Dan Griffin About His Background
Mike Wallace
Chief Executive Officer of Greenback Expat Tax Solutions
Greenback Expat Tax Solutions
Episode: PlanVision Podcasts (2024) - Greenback Tax Service Interview with Mike Wallace
Michelle Plummer
New employee at PlanVision with a background in publishing, advertising, marketing, and education
PlanVision
Episode: PlanVision Podcasts (2024) - Michelle Plummer Interview
Sal Ferrito
New financial advisor at PlanVision, formerly a licensed financial advisor specializing in wealth management.
PlanVision
Episode: PlanVision Podcasts (2024) - MARK TALKS WITH SAL FERRITO ABOUT STARTING AT PLANVISION
David Heltzel
New employee at Plan Vision with a background in finance and aviation
Plan Vision
Episode: PlanVision Podcasts (2024) - DAVID HELTZEL INTERVIEW

Host

Mark Zoril
Host of the PlanVision Podcast, offering insights into investment strategies and financial planning. He emphasizes simplicity and clarity in financial concepts, aiming to educate listeners.

Reviews

4.8 out of 5 stars from 52 ratings
  • Love Mark’s approach

    My husband and I are clients of Marks. I listened to this podcast within a few days, all episodes lol. I love the no-nonsense approach for simple people who are not experts in finance. I am a convinced indexer :-) I always knew I was, now I have officially labeled myself. Ohh that and boggle head

    Apple Podcasts
    5
    oletka2
    United States3 months ago
  • Great information!

    I love Mark’s take on simple investing.

    Apple Podcasts
    5
    Dida998
    United States2 years ago
  • Great podcast

    Very helpful

    Apple Podcasts
    5
    Libraiy
    United States4 years ago
  • Great Podcasts

    Thanks for getting these podcasts out there Mark!!

    Steve K.

    Apple Podcasts
    5
    Iow@ Steve
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the practical advice offered and often commend the host for his straightforward guidance on investment strategies.
Many find the discussions on financial planning insightful, with particular praise for the emphasis on avoiding common pitfalls in investment.
Feedback highlights the value of simplifying complex financial topics, making them accessible and engaging.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#250
Singapore/Business/Careers

Talking Points

Recent interactions between the hosts and their guests.

PlanVision Podcasts (2025) - Mark and Jared talk about Long Term Care Insurance
Q: What should someone look for when shopping for these types of policies?
It's important to understand the strategy behind the policy, costs involved, and any hidden fees, ensuring clarity on the benefits provided.
PlanVision Podcasts (2025) - Mark and Jared talk about Long Term Care Insurance
Q: Can you describe what the hybrid insurance policy is?
The hybrid policy combines long-term care benefits with life insurance, allowing for coverage of long-term care events while also providing a death benefit.
PlanVision Podcasts (2024) - Annuities Are Varied In Their Details
Q: How simple to complex can these products be?
The simplest products are called SPIAs, and they provide a straightforward means to secure income.
PlanVision Podcasts (2024) - Annuities Are Varied In Their Details
Q: Can you describe the kind of client that might use an annuity?
We had a broad array of clients that wanted annuities for many different reasons.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About PlanVision by Mark Zoril

What is PlanVision by Mark Zoril about and what kind of topics does it cover?

Focused on navigating the complexities of financial planning and investment strategies, insights provided in each episode are designed to empower listeners to make informed decisions regarding their financial futures. Common themes include the nuances of various investment models, the importance of fiduciary standards, and the pitfalls of relying solely on advertised returns. Particularly noteworthy is the host's emphasis on simplicity and accessibility in investing, often debunking common misconceptions while encouraging a mindset that prioritizes understanding over speculation.

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How many listeners does PlanVision by Mark Zoril get?

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Which podcasts are similar to PlanVision by Mark Zoril?

These podcasts share a similar audience with PlanVision by Mark Zoril:

1. The Rob Berger Show
2. The Boldin Your Money Podcast
3. Bogleheads On Investing Podcast
4. Ready For Retirement
5. Retirement Answer Man

How many episodes of PlanVision by Mark Zoril are there?

PlanVision by Mark Zoril launched 5 years ago and published 412 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact PlanVision by Mark Zoril?

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Where can I see ratings and reviews for PlanVision by Mark Zoril?

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What guests have appeared on PlanVision by Mark Zoril?

Recent guests on PlanVision by Mark Zoril include:

1. Dan Griffin
2. Mike Wallace
3. Michelle Plummer
4. Sal Ferrito
5. David Heltzel

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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