84: Guest Interview – Vanguard Head of U.S. Wealth Planning, Maria Bruno

Millionaires Unveiled

84: Guest Interview - Vanguard Head of U.S. Wealth Planning, Maria Bruno

Play Episode Pause Episode

Mute/Unmute Episode Rewind 10 Seconds 1x Fast Forward 10 seconds

00:00 /

RSS Feed

Share

Link

Embed

Maria Bruno is the head of U.S. wealth planning research at Vanguard. We discuss the current state of the market and specific trends Vanguard has discovered from their research. Maria shares insights on Roth vs. Traditional investments, Roth IRA conversions, required minimum distributions, and U.S. vs. international allocation. She also discusses Vanguard’s investing principles and how much one should consider taxes in their investment planning.

https://vanguardblog.com/author/maria-bruno/