Planvision Demo- Tue June 22

US Local Chapters, Wiki, and general Bogleheads community discussion, news, events, and announcements.
Post Reply
User avatar
Topic Author
sleepysurf
Posts: 496
Joined: Sat Nov 23, 2013 6:59 am
Location: Florida

Planvision Demo- Tue June 22

Post by sleepysurf »

There have been a number of Forum posts about Mark Zoril's low-cost Planvision service. Rather than piggybacking onto those, I'm starting a new thread specifically for this upcoming demo, which will be open to the entire BH community.

The Tampa Bay and South FL Chapters will be hosting a joint (Zoom) meeting on Tue, June 22nd, 8PM *EDT* with guests Mark Zoril and Jason Lynch demo'ing the Planvision service (and eMoney platform). Since this will be a virtual meeting, all interested Bogleheads are welcome to attend.

You can (anonymously) RSVP for the meeting here... https://forms.gle/XmDPMjGXDGWM1kQd7

The Zoom link will be posted in the BH Calendar of Events at least one week prior to the meeting.

Mark and Jason previously presented at our April meeting, covering a variety of investing topics, but not Planvision per se. The vast majority of participants at that time requested a full Planvision demo, so we invited them back for that. The April recording is available here... https://www.bogleheads.org/blog/2021/04 ... son-lynch/

Disclaimer: I recently signed up for the Planvision service, mainly for a 2nd opinion on my BH portfolio and Roth Conversion strategy. I have no other financial relationship with them, but thought their investing philosophy and low-cost advice model would be of interest to many Bogleheads.

For background, here are Mark's and Jason's bios, and you can read more about the Planvision service here... https://planvisionmn.com/

Mark Zoril
As the founder of PlanVision, Mark has 27 years of direct client work experience in the financial services industry. He started his career helping smaller companies establish employer based retirement plans. However, his efforts over the years evolved to primarily helping individuals plan and prepare for their financial futures.

Jason Lynch
Jason joined PlanVision in February 2020 after spending the last 18 years in private accounting as a controller, business manager, and consultant. He also spent 12 years in public accounting concentrating in tax with high net worth clients and their businesses. He’s been indexing since the mid-90’s and is a true Boglehead having attended the national conference in 2016 and is a regular presenter in his local Bogleheads chapter. Jason became a PlanVision client after hearing Mark’s Doughroller interview and is thrilled to have a platform to help clients and share his knowledge.
Last edited by sleepysurf on Wed Jun 02, 2021 1:34 pm, edited 1 time in total.
Retired 2018 | ~50/45/5 (partially sliced and diced)
drzzzzz
Posts: 658
Joined: Sat Sep 22, 2012 9:56 pm

Re: Planvision Demo- June 22

Post by drzzzzz »

Would you share what Roth conversion strategies and ideas come up after you discuss with them. I am interested in this particular topic, but have found it difficult to find an adviser who has the expertise or interest in addressing the issue regarding how much to do in Roth conversions prior to Social security and RMD happening. Thanks
Katietsu
Posts: 4938
Joined: Sun Sep 22, 2013 1:48 am

Re: Planvision Demo- June 22

Post by Katietsu »

drzzzzz wrote: Sat May 29, 2021 6:40 pm Would you share what Roth conversion strategies and ideas come up after you discuss with them. I am interested in this particular topic, but have found it difficult to find an adviser who has the expertise or interest in addressing the issue regarding how much to do in Roth conversions prior to Social security and RMD happening. Thanks
Much difference cost...but...check out the website for James Lange (www.paytaxeslater.com). Probably will not find anyone more into the details of Roth conversions.

I do plan to ask PlanVision and Jason about the Roth conversion topic myself.
User avatar
Topic Author
sleepysurf
Posts: 496
Joined: Sat Nov 23, 2013 6:59 am
Location: Florida

Re: Planvision Demo- June 22

Post by sleepysurf »

drzzzzz wrote: Sat May 29, 2021 6:40 pm Would you share what Roth conversion strategies and ideas come up after you discuss with them. I am interested in this particular topic, but have found it difficult to find an adviser who has the expertise or interest in addressing the issue regarding how much to do in Roth conversions prior to Social security and RMD happening. Thanks
See my post on another thread, answering that question... viewtopic.php?p=6021823#p6021823
Retired 2018 | ~50/45/5 (partially sliced and diced)
User avatar
LadyGeek
Site Admin
Posts: 72836
Joined: Sat Dec 20, 2008 5:34 pm
Location: Philadelphia
Contact:

Re: Planvision Demo- June 22

Post by LadyGeek »

This thread is now in the US Chapters forum (community).
Wiki To some, the glass is half full. To others, the glass is half empty. To an engineer, it's twice the size it needs to be.
User avatar
Topic Author
sleepysurf
Posts: 496
Joined: Sat Nov 23, 2013 6:59 am
Location: Florida

Re: Planvision Demo- Tue June 22

Post by sleepysurf »

During the "Retired Life Stage" meeting this week, there was some discussion about retiring to another country (Mexico, others) as an expat. I believe that's one of the areas Mark Zoril specializes in, so if you are considering that option, feel free to ask a question or two about it following the presentation.
Retired 2018 | ~50/45/5 (partially sliced and diced)
Post Reply