Financial wellness and planning
April 12, 2023
In episode 1 in this series on the importance of financial advice for investors, listen as experts from Vanguard and elsewhere in industry give their perspectives on the importance of distinguishing between saving and long-term wealth-building when planning for a secure retirement.
The episode also looks at the deep impact of the COVID-19 pandemic on how people feel about their finances and about receiving investment advice. These experts also highlight a profound shift in attitudes toward work and saving that is driving the investment decisions of young Americans.
This audiocast series of three 20-minute episodes highlights insights from Vanguard and other financial experts and details results of the recent Economist Impact survey of 1,200 American investors.
"No one ever says, 'How could a doctor help?' You shouldn't feel bad about needing help with your finances" says Ryan Barrows, principal, head of registered investment advisors, Vanguard Financial Advisor Services.
All investing is subject to risk, including the possible loss of the money you invest.
Diversification does not ensure a profit or protect against a loss.
Vanguard’s advice services are provided by Vanguard Advisers, Inc. (“VAI”), a registered investment advisor, or by Vanguard National Trust Company (“VNTC”), a federally chartered, limited-purpose trust company.
This information is for general guidance only and does not take into consideration your personal circumstances or other factors that may be important in making investment decisions. We recommend that you consult a financial or tax advisor about your individual situation before investing.
Vanguard podcasts, producted by Economic Impact, originally appeared in June 2022 as “The expanding universe of choice."