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.
||CleanAre you investing tax efficiently?||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.||12/19/2018||Free||View in iTunes|
||CleanThe long view: Planning for financial happiness||Your financial life is about much more than just your portfolio. It's also about your "human capital."||11/27/2018||Free||View in iTunes|
||CleanCan debt-burdened millennials afford to invest?||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.||10/30/2018||Free||View in iTunes|
||CleanWhen everything you planned for changes in seconds||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 h||9/25/2018||Free||View in iTunes|
||CleanWhat are ETFs, and are they right for me?||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.||8/23/2018||Free||View in iTunes|
||CleanDo you need financial advice?||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 Wealt||7/24/2018||Free||View in iTunes|
||CleanWhat will make you happy in retirement?||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.||6/25/2018||Free||View in iTunes|
||CleanJoel and Maria (and a special guest) take a look at the economy, the markets, and 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.||5/31/2018||Free||View in iTunes|
||CleanRetirement readiness: Look who just turned 50!||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 Christin||4/24/2018||Free||View in iTunes|
||CleanIRAs: A traditional, a Roth, or both?||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 ex||3/22/2018||Free||View in iTunes|
||CleanGetting started: What would you tell your younger self?||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||3/13/2018||Free||View in iTunes|
Great Financial Info
Having completed the CFP education program 10 years ago but not working in the financial industry, I find this podcast as a great refresher of topics and enjoy hearing the banter with Sangria Maria! I would enjoy more “real people” guests interspersed with interviews of financial professionals. I really like the episode where they had 3 people starting out and their financial questions.
I recently had the chance to visit Vanguard during a conference. I have learned so much from Jack Bogle, the Bogleheads, and I am also loving this podcast! As a millennial myself, I am soaking up all the knowledge I can for financial independence. The episode about life not going as planned is my favorite! I recommend all episodes, but if you can’t please listen to that one! I have had my own unexpected turns in terms of health, and I think it is especially important for young people to take this episode and their suggestions to heart. Thank you both for an entertaining and informative podcast!
I no longer watch many tv shows with several persons giggling and talking to each other, not the customer. Don’t send me podcasts based on that format! Ruined the whole message.