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Live Well & Retire With More

Mitch Tuchman

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Live Well & Retire With More

Live Well & Retire With More

Mitch Tuchman

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About Us

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.

Latest Episodes

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 MIN2019 JUN 17
Comments
Live Well & Retire With More: The Rebalance Winter 2019 Conference Call

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

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

31 MIN2018 NOV 21
Comments
Live Well & Retire With More: The Rebalance Fall 2018 Conference Call

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

Rebalance’sChief Investment Officer, Mitch Tuchman, along with Sally Brandon, Senior Vice President of Client Service & Advice, present the Summer 2018 Market ReviewConference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Do Without Doingin whichMitch 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 MIN2018 AUG 15
Comments
Live Well & Retire With More: The Rebalance Summer 2018 Conference Call

Retire With More: The Rebalance IRA Spring 2018 Conference Call

Rebalance IRA’sChief Investment Officer, Mitch Tuchman, along with Sally Brandon, Senior Vice President of Client Service & Advice, present the Spring 2018 Market ReviewConference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Ignore the Siren Songin whichMitch 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 MIN2018 MAY 14
Comments
Retire With More: The Rebalance IRA Spring 2018 Conference Call

Retire With More: The Rebalance IRA Winter 2018 Conference Call

Rebalance IRA’sChief Investment Officer, Mitch Tuchman, along with Sally Brandon, Senior Vice President of Client Service & Advice, present the Winter 2018 Market ReviewConference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Broken Crystal Ballsin whichMitch 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 MIN2018 FEB 20
Comments
Retire With More: The Rebalance IRA Winter 2018 Conference Call

Retire With More: The Rebalance IRA Fall 2017 Conference Call

Rebalance IRA’sChief Investment Officer, Mitch Tuchman, along with Sally Brandon, Vice President of Client Services, present the Fall 2017 Market ReviewConference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Staying Safein whichMitch Tuchman discusses how our firm works with clients to ensure adequate risk versus reward, even within a challenging market.

28 MIN2017 OCT 31
Comments
Retire With More: The Rebalance IRA Fall 2017 Conference Call

Retire With More: The Rebalance IRA Summer 2017 Conference Call

Rebalance IRA’sChief Investment Officer, Mitch Tuchman, along with Sally Brandon, Vice President of Client Services, present the Summer 2017 Market ReviewConference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Pelotons andPortfoliosin whichMitch Tuchman compares Rebalance IRA's strategic asset allocation to the function of a bicycle peloton in how it optimizes client portfolios.

27 MIN2017 AUG 24
Comments
Retire With More: The Rebalance IRA Summer 2017 Conference Call

Retire With More: The Rebalance IRA Spring 2017 Conference Call

Rebalance IRA’s Chief Investment Officer, Mitch Tuchman, along with Sally Brandon, Vice President of Client Services, present the Spring 2017 Market Review Conference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Are You the House, or the Drunken Guest? in which Mitch Tuchman aptly compares Wall Street brokers to gamblers at a casino, and explains how Rebalance IRA helps clients “match the house” via a smart, time-tested approach to investing.

31 MIN2017 MAY 16
Comments
Retire With More: The Rebalance IRA Spring 2017 Conference Call

Retire With More: The Rebalance IRA Winter 2017 Conference Call

Rebalance IRA Chief Investment Officer, Mitch Tuchman, along with Sally Brandon, Vice President of Client Services, present the Winter 2017 Market ReviewConference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic,"Fake News: Wall Street’s Sleight of Hand"in whichMitch Tuchmandiscusses how big brokerages can often mislead consumers with manipulated data, and how Rebalance IRA's fiduciary responsibilityguarantees clients an open and honest financial relationship.

33 MIN2017 FEB 24
Comments
Retire With More: The Rebalance IRA Winter 2017 Conference Call

Retire With More: The Rebalance IRA Fall 2016 Conference Call

Rebalance IRA’s Chief Investment Officer, Mitch Tuchman, along with Sally Brandon, Vice President of Client Services, present the Fall 2016 Market Review Conference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Steady Investing in a Chaotic Political Year; in which Mitch Tuchman discusses the broader picture of U.S. economy, and how Rebalance IRA client portfolios are built to withstand even the most turbulent election cycles.

28 MIN2016 DEC 6
Comments
Retire With More: The Rebalance IRA Fall 2016 Conference Call

Latest Episodes

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 MIN2019 JUN 17
Comments
Live Well & Retire With More: The Rebalance Winter 2019 Conference Call

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

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

31 MIN2018 NOV 21
Comments
Live Well & Retire With More: The Rebalance Fall 2018 Conference Call

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

Rebalance’sChief Investment Officer, Mitch Tuchman, along with Sally Brandon, Senior Vice President of Client Service & Advice, present the Summer 2018 Market ReviewConference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Do Without Doingin whichMitch 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 MIN2018 AUG 15
Comments
Live Well & Retire With More: The Rebalance Summer 2018 Conference Call

Retire With More: The Rebalance IRA Spring 2018 Conference Call

Rebalance IRA’sChief Investment Officer, Mitch Tuchman, along with Sally Brandon, Senior Vice President of Client Service & Advice, present the Spring 2018 Market ReviewConference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Ignore the Siren Songin whichMitch 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 MIN2018 MAY 14
Comments
Retire With More: The Rebalance IRA Spring 2018 Conference Call

Retire With More: The Rebalance IRA Winter 2018 Conference Call

Rebalance IRA’sChief Investment Officer, Mitch Tuchman, along with Sally Brandon, Senior Vice President of Client Service & Advice, present the Winter 2018 Market ReviewConference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Broken Crystal Ballsin whichMitch 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 MIN2018 FEB 20
Comments
Retire With More: The Rebalance IRA Winter 2018 Conference Call

Retire With More: The Rebalance IRA Fall 2017 Conference Call

Rebalance IRA’sChief Investment Officer, Mitch Tuchman, along with Sally Brandon, Vice President of Client Services, present the Fall 2017 Market ReviewConference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Staying Safein whichMitch Tuchman discusses how our firm works with clients to ensure adequate risk versus reward, even within a challenging market.

28 MIN2017 OCT 31
Comments
Retire With More: The Rebalance IRA Fall 2017 Conference Call

Retire With More: The Rebalance IRA Summer 2017 Conference Call

Rebalance IRA’sChief Investment Officer, Mitch Tuchman, along with Sally Brandon, Vice President of Client Services, present the Summer 2017 Market ReviewConference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Pelotons andPortfoliosin whichMitch Tuchman compares Rebalance IRA's strategic asset allocation to the function of a bicycle peloton in how it optimizes client portfolios.

27 MIN2017 AUG 24
Comments
Retire With More: The Rebalance IRA Summer 2017 Conference Call

Retire With More: The Rebalance IRA Spring 2017 Conference Call

Rebalance IRA’s Chief Investment Officer, Mitch Tuchman, along with Sally Brandon, Vice President of Client Services, present the Spring 2017 Market Review Conference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Are You the House, or the Drunken Guest? in which Mitch Tuchman aptly compares Wall Street brokers to gamblers at a casino, and explains how Rebalance IRA helps clients “match the house” via a smart, time-tested approach to investing.

31 MIN2017 MAY 16
Comments
Retire With More: The Rebalance IRA Spring 2017 Conference Call

Retire With More: The Rebalance IRA Winter 2017 Conference Call

Rebalance IRA Chief Investment Officer, Mitch Tuchman, along with Sally Brandon, Vice President of Client Services, present the Winter 2017 Market ReviewConference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic,"Fake News: Wall Street’s Sleight of Hand"in whichMitch Tuchmandiscusses how big brokerages can often mislead consumers with manipulated data, and how Rebalance IRA's fiduciary responsibilityguarantees clients an open and honest financial relationship.

33 MIN2017 FEB 24
Comments
Retire With More: The Rebalance IRA Winter 2017 Conference Call

Retire With More: The Rebalance IRA Fall 2016 Conference Call

Rebalance IRA’s Chief Investment Officer, Mitch Tuchman, along with Sally Brandon, Vice President of Client Services, present the Fall 2016 Market Review Conference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Steady Investing in a Chaotic Political Year; in which Mitch Tuchman discusses the broader picture of U.S. economy, and how Rebalance IRA client portfolios are built to withstand even the most turbulent election cycles.

28 MIN2016 DEC 6
Comments
Retire With More: The Rebalance IRA Fall 2016 Conference Call
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