The Planner and the Geek-logo

The Planner and the Geek

Business & Economics Podcasts >

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.
More Information

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

What are ETFs, and are they right for me?

8/23/2018
More
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
More
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
More
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
More
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
More
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
More
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
More
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
More
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