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

Millionaires Unveiled

Jace Mattinson

Investing, Millionaire, Financialplanning, Business, Self-improvement, Education, Finance

4.8 • 872 Ratings

🗓️ 3 June 2019

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

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Summary

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/

Transcript

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0:00.0	You're listening to the Millionaires Unvealed Podcast, where you'll hear the stories and
0:07.6	interviews of everyday millionaires.
0:10.6	We'll unveil their decisions, their strategies, and their current portfolio allocation.
0:17.0	Now to your hosts, Clark Sheffield and Jace Matinsen. J. On this show we tell the stores and strategies of everyday millionaires and
0:34.7	unveil their current portfolio allocations. This is Jase here alongside my co-host
0:39.3	Clark. Last week on the show we at Glenn. Glenn has a net worth of 5.5 million and has a very fascinating story going from
0:46.6	maintenance man to multifamily syndicator.
0:49.2	If you're new to the show or whether you've been listening for a while, we appreciate you tuning into the podcast.
0:54.5	Our hope is to bring these stories to you and help all of us learn from how these millionaires
0:59.0	have achieved success.
1:01.0	A special thanks to our sponsor Equity Multiple for supporting today's episode.
1:05.0	One of the tried and true paths becoming the staying millionaire is establishing passive income streams.
1:11.0	Perhaps the most tried and true passive income channel for savvy investors is commercial real estate.
1:16.0	Equity Multiple connects accredited investors with pre-vetted exclusive commercial real estate investments,
1:21.5	with investment minimums as low as $10,000.
1:24.6	With Equity Multiple you can allocate a meaningful portion of your portfolio to professionally
1:28.9	manage commercial real estate and create a stronger and more diversified portfolio.
1:34.0	Head to Equity Multiple.com forward slash millionaires to learn more.
1:38.0	Again, that's Equity Multiple.com
1:41.0	forward slash millionaires. Tell them Clark and Jay Saint you
1:44.4	If you'd like to invest in our multifamily opportunities please feel free to reach
1:48.3	out to us at millionaires unveiled at gmail dot com and we'll jump on a call with you to discuss the opportunities and strategy.
	...

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