4 episodes

The Planner and the Geek delivers time-tested investing fundamentals with a twist. Vanguard’s Maria Bruno and Joel Dickson use their unique brand of wit and wisdom to help investors achieve their goals.

The Planner and the Geek Vanguard

    • Investing
    • 4.6 • 215 Ratings

The Planner and the Geek delivers time-tested investing fundamentals with a twist. Vanguard’s Maria Bruno and Joel Dickson use their unique brand of wit and wisdom to help investors achieve their goals.

    Wealth planning’s not just for the wealthy

    Wealth planning’s not just for the wealthy

    In this episode, Maria, Joel, and Vanguard wealth planning expert Alisa Shin discuss the entire spectrum of wealth planning, from generational planning and trusts to risk management and taxes.

    Navigating college savings—part 2

    Navigating college savings—part 2

    Feeling unsure about your college savings plans? Even the savviest of savers can become bewildered when considering college savings options. In part 2 of this 2-part podcast, Maria and Joel tackle this topic, discussing the different types of 529 plans and how to navigate financial aid, gift contributions, assets, and taxes.

    Navigating college savings—part 1

    Navigating college savings—part 1

    In part 1 of this 2-part podcast, Maria, Joel, and nationally recognized college savings expert Lynn O'Shaughnessy will discuss the best ways to save—from 529 plans to Roth IRAs—and the unique benefits of each.

    You ask, we answer! Maria and Joel talk investing.

    You ask, we answer! Maria and Joel talk investing.

    How often should you rebalance your portfolio? How much income should you save? Will new tax law changes affect your asset location strategy? Maria and Joel tackle your questions in this episode dedicated to advising new and experienced investors using plain talk.

Customer Reviews

4.6 out of 5
215 Ratings

215 Ratings

Slackerville3 ,

Financial Insight, Two Ways

The real-world questions related to topics like sequences of withdrawals, estate planning, and financial happiness are especially timely for our aging US population. Great rapport between hosts Maria and Joel, despite the sometime awkward exchanges which highlight the podcasts title. Hopefully new episodes surface soon.

MatthewPE ,

Great.

I just barely found this podcast. I’m absolutely loving it. No podcasts since August!! Please start doing them again.

Birds look nice to me ,

Great info

I know a lot about personal finance but I still find a fresh insight or two in each episode

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