The Planner and the Geek

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.