PlanVision Podcasts (2021) - Market Correction Now

Mark is a guest on another podcast Episode: #12 Podcast Date: 3/2/2024

Mark shares some thoughts on the recent passing of his Father and his impact on his life Episode: #11 Podcast Date: 2/20/2024

For retirees, I think it is more important to miss out on growth to reduce stress and enjoy life. Episode: #10 Podcast Date: 2/20/2024

The core message of this book should be important to some. Episode: #9 Podcast Date: 2/20/2024

If you move, and it doesn’t work out and you move back, it doesn’t mean it was a mistake. Episode: #8 Podcast Date: 2/20/2024

Prepare now, make things easier later. Clarification at 5’04”-5’10”: The Surviving Spouse/Single Person might consider naming a charity as a beneficiary of their HSA. Show Notes: After the death of your spouse, by Mike Piper. Managing a Windfall, from the Bogleheads Wikipedia. Widow, by Lynn Caine The Blue Binder, Rob Berger Nerd’s Eye View post Michael Kitces Episode: #7 Podcast Date: 2/13/2024

Mark interviews David as he becomes an advisor at PlanVision. Episode: #6 Podcast Date: 1/29/2024

We Hope Our Clients Can Make Feel More Certain About Their Future Episode: #5 Podcast Date: 1/29/2024

How Frequent Do These Things Need To Be? Episode: #4 Podcast Date: 1/29/2024

Though It May Feel Like It, There are Plenty Out There Episode: #3 Podcast Date: 1/29/2024