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The Planner and the Geek

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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 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.
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Location:

United States

Description:

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.

Language:

English


Episodes

Wealth planning’s not just for the wealthy

8/20/2019
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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.

Duration:00:40:26

Navigating college savings—part 2

7/23/2019
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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.

Duration:00:20:34

Navigating college savings—part 1

6/11/2019
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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.

Duration:00:39:25

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

5/16/2019
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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.

Duration:00:45:55

Top ten things to consider before claiming Social Security

3/26/2019
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In this episode, Maria and Joel present their top 10 list of things to think about before claiming Social Security.

Duration:00:37:43

Podcast: Health care costs in retirement

2/27/2019
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In this episode, Joel and Maria break down some common misconceptions and share practical, research-based tips to help you create a realistic budget.

Duration:00:33:35

A conversation with Vanguard CEO Tim Buckley

2/6/2019
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Joel and Maria ring in 2019 with Vanguard CEO Tim Buckley, who reflects on his first year at the helm.

Duration:00:53:48

Are you investing tax efficiently?

12/19/2018
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In this episode, Joel and Maria answer listener questions about tax-efficient investing, and offer practical tips on how to structure your portfolio with tax-efficiency in mind.

Duration:00:43:38

The long view: Planning for financial happiness

11/27/2018
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Your financial life is about much more than just your portfolio. It's also about your "human capital."

Duration:00:50:35

Can debt-burdened millennials afford to invest?

10/30/2018
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In this episode, Joel and Maria talk with a trio of millennials about their individual challenges around saving and investing and share their advice on balancing short- and long-term priorities to stay on track.

Duration:00:59:52

When everything you planned for changes in seconds

9/25/2018
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Are you ready for an emergency, medical or otherwise? In this episode, Joel and Maria discuss the importance of planning for the unexpected. And they are joined by a special guest, CNBC Senior Personal Finance Correspondent Sharon Epperson, who shares her personal experience with a life-threatening medical emergency and provides valuable insight on how to prepare for financial emergencies.

Duration:00:50:57

What are ETFs, and are they right for me?

8/23/2018
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This podcast can help you decide whether ETFs are right for you. And you'll find out why ETFs and mutual funds aren't mutually exclusive.

Duration:01:00:05

Do you need financial advice?

7/24/2018
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In this episode, Maria and Joel use household tasks to help us understand whether we need financial advice. To add a broader perspective, they’re joined by a very special guest, Barry Ritholtz, co-founder and chief investment officer of Ritholtz Wealth Management and host of the Masters in Business podcast.

Duration:01:03:52

What will make you happy in retirement?

6/25/2018
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In this episode, Maria and Joel are joined by Dr. Michael Finke, chief academic officer at The American College of Financial Services and a leading authority on retirement savings and investor behavior.

Duration:00:40:19

Joel and Maria (and a special guest) take a look at the economy, the markets, and more.

5/31/2018
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In this episode, Maria speaks with two trained economists (the Geek being one of them). Joel and Maria are joined by Roger Aliaga-Díaz, Vanguard's chief economist for the Americas and a member of Vanguard Investment Strategy Group.

Duration:00:51:10

Retirement readiness: Look who just turned 50!

4/25/2018
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Joel is 50! What is he thinking about when it comes to saving for retirement? Is he making any changes to his portfolio? How is he thinking about his retirement readiness? Tune in as Joel, Maria, and Morningstar’s Director of Personal Finance Christine Benz talk about all things related to getting ready for retirement.

Duration:00:34:46

IRAs: A traditional, a Roth, or both?

3/22/2018
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What kind of IRA is right for you? What criteria do you use to decide? Tune in and hear Joel and Maria’s take on how to think about the most effective ways to save for retirement. And listen to what their special guest—noted author and retirement expert Allan Roth—has to say about the benefits of Roth and traditional IRAs.

Duration:00:49:22

Getting started: What would you tell your younger self?

3/13/2018
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Just entered the working world and don’t know how to start investing? Are you an experienced investor who wants to help a young person achieve investing success? Tune in to this episode of The Planner and the Geek to hear Maria and Joel explain why it’s important to start early and what to do right away.

Duration:00:46:16

Get a brief preview of Vanguard’s new podcast series: The Planner and the Geek

3/12/2018
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Maria Bruno is Vanguard’s head of U.S. Wealth Planning Research. Joel Dickson, global head of Advice Methodology at Vanguard, teams up with Maria on The Planner and the Geek podcast series.

Duration:00:01:01