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The Planner and the GeekEpisode from the podcastThe Planner and the Geek
Wealth planning’s not just for the wealthy

Wealth planning’s not just for the wealthy

Released Tuesday, 20th August 2019
Good episode? Give it some love!
Wealth planning’s not just for the wealthy

Wealth planning’s not just for the wealthy

Wealth planning’s not just for the wealthy

Wealth planning’s not just for the wealthy

Tuesday, 20th August 2019
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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.
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From The Podcast

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.

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