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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.

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.

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.

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.

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

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

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

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.