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The Planner and the Geek
40 minutes | Aug 20, 2019
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.
21 minutes | Jul 23, 2019
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.
39 minutes | Jun 11, 2019
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.
46 minutes | May 16, 2019
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.
38 minutes | Mar 26, 2019
Top ten things to consider before claiming Social Security
In this episode, Maria and Joel present their top 10 list of things to think about before claiming Social Security.
34 minutes | Feb 27, 2019
Podcast: Health care costs in retirement
In this episode, Joel and Maria break down some common misconceptions and share practical, research-based tips to help you create a realistic budget.
54 minutes | Feb 6, 2019
A conversation with Vanguard CEO Tim Buckley
Joel and Maria ring in 2019 with Vanguard CEO Tim Buckley, who reflects on his first year at the helm.
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