29 episodes

Do you have questions about finance and investing? Or maybe you are reaching or already in retirement and have questions about how to pay for it? Well, you’ve come to the right place.
In these podcasts, radio talk show host John Rothmann asks the questions and Rebalance’s Chief Investment Officer and Managing Director Mitch Tuchman gives you the answers! Together this dynamic duo, along with a different guest in each episode, shed light on how to Live Well & Retire With More.

For more information on financial planning and investing, please visit www.rebalance360.com and schedule a time to speak with an expert financial consultant.

Live Well & Retire With More Mitch Tuchman

    • Business

Do you have questions about finance and investing? Or maybe you are reaching or already in retirement and have questions about how to pay for it? Well, you’ve come to the right place.
In these podcasts, radio talk show host John Rothmann asks the questions and Rebalance’s Chief Investment Officer and Managing Director Mitch Tuchman gives you the answers! Together this dynamic duo, along with a different guest in each episode, shed light on how to Live Well & Retire With More.

For more information on financial planning and investing, please visit www.rebalance360.com and schedule a time to speak with an expert financial consultant.

    Scott Puritz on the Retirement Revised Podcast: The Case for Rolling Over Your 401(k)

    Scott Puritz on the Retirement Revised Podcast: The Case for Rolling Over Your 401(k)

    Mark Miller of the New York Times invites Rebalance Managing Director Scott Puritz onto his Retirement Revised podcast to discuss stranded 401(k)s. On the podcast, Scott reveals exactly why investors should always rollover their 401(k) accounts (especially if there are multiple) into their rollover IRA.

    • 28 min
    Live Well & Retire With More: The Rebalance Winter 2019 Conference Call

    Live Well & Retire With More: The Rebalance Winter 2019 Conference Call

    Rebalance's Chief Investment Officer Mitch Tuchman presents the Winter 2019 Conference Call. In this call Mitch answers client and listener questions and explains what retirement savers can learn from a world-class poker player.

    • 30 min
    Live Well & Retire With More: The Rebalance Fall 2018 Conference Call

    Live Well & Retire With More: The Rebalance Fall 2018 Conference Call

    Rebalance’s Chief Investment Officer, Mitch Tuchman, along with Sally Brandon, Senior Vice President of Client Service & Advice, present the Fall 2018 Market Review Conference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Invest in Happiness in which Mitch Tuchman illustrates how a better approach to investing can motivate one to focus on the more important aspects of their personal life.

    • 31 min
    Live Well & Retire With More: The Rebalance Summer 2018 Conference Call

    Live Well & Retire With More: The Rebalance Summer 2018 Conference Call

    Rebalance’s Chief Investment Officer, Mitch Tuchman, along with Sally Brandon, Senior Vice President of Client Service & Advice, present the Summer 2018 Market Review Conference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Do Without Doing in which Mitch Tuchman urges investors to take a tao-inspired approach to their savings. This principle, to "act without doing harm," can help nest-egg savers invest methodically rather than emotionally (and save big in the long run).

    • 30 min
    Retire With More: The Rebalance IRA Spring 2018 Conference Call

    Retire With More: The Rebalance IRA Spring 2018 Conference Call

    Rebalance IRA’s Chief Investment Officer, Mitch Tuchman, along with Sally Brandon, Senior Vice President of Client Service & Advice, present the Spring 2018 Market Review Conference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Ignore the Siren Song in which Mitch Tuchman compares the allure of active management to that of the siren song in Greek mythology. The temptation to jump in and out of the market may seem irresistable, but ultimately can prove fatal to your investment returns.

    • 26 min
    Retire With More: The Rebalance IRA Winter 2018 Conference Call

    Retire With More: The Rebalance IRA Winter 2018 Conference Call

    Rebalance IRA’s Chief Investment Officer, Mitch Tuchman, along with Sally Brandon, Senior Vice President of Client Service & Advice, present the Winter 2018 Market Review Conference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Broken Crystal Balls in which Mitch Tuchman discusses the unpredictable nature of the stock market, and why our firm advises clients to "stay the course" no matter how much investing may feel like a rollercoaster.

    • 31 min

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