About this episode

Paul Merriman interviews Mark Zoril about PlanVision, a low-cost financial planning service for DIY investors.

Paul Merriman sits down with Mark Zoril, founder of PlanVision, in the first episode of a new series spotlighting affordable financial planning options for do-it-yourself investors. Mark built PlanVision in 2012 around a simple premise: investing isn't as complicated as the financial services industry makes it seem, and technology makes it possible to deliver thoughtful, unbiased financial advice at a price almost anyone can afford. In this episode you'll learn: What you get for $489 in the first year — including access to the eMoney financial planning platform and one-on-one advisor sessions How the $8/month ongoing subscription works, and when it makes sense to stay on vs. cancel Why PlanVision has no commissions, no affiliate links, no insurance sales, and no conflicts of interest How the firm handles complex situations: Roth conversions, Social Security timing, 529s, pension vs. lump sum, and tax planning (with a CPA on staff) What PlanVision will and won't do — no estate planning, no market timing, no gold hedging strategies How they serve expats in over 180 countries What happens when a client passes away and a surviving spouse needs guidance Mark's own investing philosophy…

People in this episode

Host: Paul Merriman

Guest: Mark Zoril

Topics covered

• financial planning
• do-it-yourself investing
• affordable financial advice

Keywords

• eMoney
• Roth conversions
• Social Security
• 529 plans
• tax planning

Mentioned in this episode

Products: PlanVision, eMoney financial planning platform, Vanguard target date fund

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