Vanguard's Guide to Financial Wellness

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Fremdon Ferndock
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Joined: Fri Dec 24, 2021 11:26 am

Vanguard's Guide to Financial Wellness

Post by Fremdon Ferndock »

A guide to the personal finance side of things that covers some important and practical steps to consider along life’s financial journey.

https://institutional.vanguard.com/cont ... 112022.pdf
"Risk is what’s left over when you think you’ve thought of everything." ~ Morgan Housel
Parkinglotracer
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Location: Upstate NY

Re: Vanguard's Guide to Financial Wellness

Post by Parkinglotracer »

thanks - i had never seen that product from Vanguard
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CyclingDuo
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Re: Vanguard's Guide to Financial Wellness

Post by CyclingDuo »

Fremdon Ferndock wrote: Sun Jan 22, 2023 9:52 am A guide to the personal finance side of things that covers some important and practical steps to consider along life’s financial journey.

https://institutional.vanguard.com/cont ... 112022.pdf
Paulo Costa and Joel Dickson talked about this and showed those of us in attendance the guide at the Bogleheads Conference in Chicago last October. If interested, you can view the video about the genesis of the guide and his work here: https://www.youtube.com/watch?v=kNuzf_MzU98

It is in the collection of videos for the entire conference here for those who did not attend and are interested (along with the slides from Joel and Paulo's presentation):

https://boglecenter.net/2022conference/

CyclingDuo
"Save like a pessimist, invest like an optimist." - Morgan Housel
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