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

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

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

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

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

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

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

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

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

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

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