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Mitch Tuchman
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RetirementRevised
Welcome to the Retirement Rebootcast
Happy New Year - and welcome to the first edition of the Retirement Rebootcast! That’s the slightly tongue-in-cheek name I’ve given to this special limited-edition podcast series focused on my new book - Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track. The official publication date is January 10th, and I invited some of my favorite experts on retirement to join me on the program over the coming weeks to discuss some of the key ideas explored in the book’s chapters. I wrote Retirement Reboot with a very particular group of readers...
2023-01-04
29 min
PreMarket Prep
Stock Market Correction Done?
All Access Rising Stars: Growth And Small Cap StocksWatch hereEpisode Summary:Earnings from LEVI and TLRYAFRM rips higher againGM provides an EV updateGuests:Peter Tuchman, The Einstein of Wall Street, Wall Street Global Trading Academyhttps://wallstreetglobaltradingacademy.com/BENZINGA CANNABIS CAPITAL CONFERENCEThe premier gathering of cannabis entrepreneurs and investors in North America returns for a 2-Day Hybrid Event on October 14-15.Register hereMeet The H...
2021-10-07
59 min
PreMarket Prep
What's Happening to Facebook Stock ? Market Reacts to FED
Episode Summary:Reacting To The FedProblems at Facebook FBRobinhood Crypto Wallets HOODGuests:Jay Woods, Chief Market Strategist at DriveWealth, NYSE Executive Floor Governor 35:00Twitter: https://twitter.com/jaywoods3Peter Tuchman, The Einstein of Wall Street, Wall Street Global Trading Academy 63:00Twitter: https://twitter.com/einsteinowallsthttps://wallstreetglobaltradingacademy.com/BENZINGA CANNABIS CAPITAL CONFERENCEThe premier gathering of cannabis entrepreneurs and investors in North America returns for a 2-Day Hybrid Event on October 14-15.Speakers will include $SNDL and other major Cannabis C...
2021-09-23
1h 10
PreMarket Prep
Cathie Wood Sells Tesla Stock TSLA
Episode Summary:Jobless ClaimsEA Delays Battlefield 2042BeyondMeat gets downgraded BYNDGuests:Marc Chaikin, Founder of Chaikin Analytics 15:00Twitter: https://twitter.com/marcchaikinPeter Tuchman, The Einstein of Wall Street, Wall Street Global Trading Academy 61:00Twitter: https://twitter.com/einsteinowallsthttps://wallstreetglobaltradingacademy.com/BENZINGA CANNABIS CAPITAL CONFERENCEThe premier gathering of cannabis entrepreneurs and investors in North America returns for a 2-Day Hybrid Event on October 14-15.Speakers will include $SNDL and other major Cannabis Companies, f...
2021-09-16
1h 08
PreMarket Prep
Everything's Really A Reopening Trade or Not
Join us This Saturday September 11! TRANSFORM YOUR TRADES IN 1 DAYSEPT 11 | 9 - 5 ETRegister here for FREEGuests:Jeremy Schwartz, Director of Research at WisdomTree 35:00Twitter: https://twitter.com/jeremydschwartzPeter Tuchman, The Einstein of Wall Street, Wall Street Global Trading Academy 61:00Twitter: https://twitter.com/einsteinowallst https://wallstreetglobaltradingacademy.com/MEET THE HOSTS:Dennis DickTwitter: https://twitter.com/TripleDTraderMitch HochTwitter: https://twitter...
2021-09-09
1h 12
PreMarket Prep
Trading The Coinbase IPO | April 14, 2021
On Today's Show Of PreMarket Prep - Trading The Coinbase IPO - Bank earnings from GS, JPM, and WFC - Questions from our live chats Featured Guests: Marc Chaikin, Founder of Chaikin Analytics (16:12) Peter Tuchman, Wall Street Global Trading Academy (1:01:35) Meet the Hosts: Dennis Dick Twitter: https://twitter.com/TripleDTrader?s=20 Joel Elconin Twitter: https://twitter.com/Spus Spencer Isreal Twitter: https://twitter.com/sjisrael Mitch Hoch Twitter: https://twitter.com/STORYInvestors //////MORE STUFF TO CHECK OUT/////// For a FREE two-week trial of Benzinga Pro➡️ https://pro.benzinga.com/?gspk=eW91dHViZXlvdXR1YmU5OQ%3D%3D&gsxid=k2ko5PL8YEld...
2021-04-14
1h 18
Dentistry Uncensored with Howard Farran
1556 Mitch Tuchman of Rebalance on Key Mistakes to Avoid When Investing : Dentistry Uncensored with Howard Farran
Mitch Tuchman spent this first half of his career as a Silicon Valley software entrepreneur. He then entered investment management with Apex Capital, LLC where he oversaw a $200 million technology portfolio. He founded the first robo-investment firm, MarketRiders, in 2008. By 2012, Tuchman noted that robo-investing needed a “human touch” and he partnered with Scott Puritz to form Rebalance. They recruited an all-star Investment Committee with Princeton Economics Professor Burton Malkiel, author of the classic investment book, A Random Walk Down Wall Street; Dr. Charles Ellis, the former longtime chairman of the Yale University Endowment; and Jay Vivian, the former Managing Dire...
2021-02-04
1h 07
Live Well & Retire With More
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.
2020-06-15
28 min
Live Well & Retire With More
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.
2019-06-17
30 min
RetirementRevised
Purpose and a paycheck: Author Chris Farrell on the emerging gray workforce
Economists call it the “old-age dependency ratio” - a rough measure of the balance between people who work and retirees. The ratio compares the number of people over age 65 - classified as “old” - with those aged 15 to 64 - and it is not headed in a healthy direction: by 2040, there will be 2.7 working-age Americans for each retiree, down from 4.8 in 2010. That number from the Federal Reserve Bank of Atlanta points toward a shortfall of workers available to support an aging population, and it is cited often to justify doom-and-gloom warnings about economic growth, federal spending and...
2019-04-11
18 min
RetirementRevised
Purpose and a paycheck: Author Chris Farrell on the emerging gray workforce
Economists call it the “old-age dependency ratio” - a rough measure of the balance between people who work and retirees. The ratio compares the number of people over age 65 - classified as “old” - with those aged 15 to 64 - and it is not headed in a healthy direction: by 2040, there will be 2.7 working-age Americans for each retiree, down from 4.8 in 2010. That number from the Federal Reserve Bank of Atlanta points toward a shortfall of workers available to support an aging population, and it is cited often to justify doom-and-gloom warnings about economic growth, federal spending and the...
2019-04-11
18 min
RetirementRevised
Kerry Hannon and John Tarnoff: Advice for older workers navigating the job market
What is the state of the job market for older workers? How can we better manage our careers as an asset that is part of a retirement plan? What are the prospects for people thinking of launching second careers as entrepreneurs.This week on the RetirementRevised.com podcast, we get the view on these questions from two of the nation’s top experts on 50+ careers - Kerry Hannon and John Tarnoff. Both are speakers and best-selling authors, with books to their credit advising older workers on how to navigate the job market. But they look at the 50+ jo...
2019-04-03
16 min
RetirementRevised
Mitch Tuchman on the future of tech-driven investing
My guest on the podcast this week is Mitch Tuchman, a pioneer in what we now call the roboadvisor business - that is, investment advisory services that rely on software and algorithms to manage client portfolios. Mitch saw the need for a new low-cost approach to portfolio management back in 2008 when he started MarketRiders, one of the very first robos. But the model quickly evolved beyond just software to a blend of technology and human advice in the successor company he started, called Rebalance Mitch has an interesting personal story - Rebalance is a second career that...
2019-03-21
23 min
Live Well & Retire With More
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.
2018-11-20
31 min
Live Well & Retire With More
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).
2018-08-14
30 min
Live Well & Retire With More
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.
2018-05-14
26 min
Live Well & Retire With More
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.
2018-02-19
31 min
Live Well & Retire With More
Retire With More: The Rebalance IRA Fall 2017 Conference Call
Rebalance IRA’s Chief Investment Officer, Mitch Tuchman, along with Sally Brandon, Vice President of Client Services, present the Fall 2017 Market Review Conference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Staying Safe in which Mitch Tuchman discusses how our firm works with clients to ensure adequate risk versus reward, even within a challenging market.
2017-10-30
28 min
Live Well & Retire With More
Retire With More: The Rebalance IRA Summer 2017 Conference Call
Rebalance IRA’s Chief Investment Officer, Mitch Tuchman, along with Sally Brandon, Vice President of Client Services, present the Summer 2017 Market Review Conference Call. The call includes a review of the asset class performance, questions from clients, and our highlighted topic, Pelotons and Portfolios in which Mitch Tuchman compares Rebalance IRA's strategic asset allocation to the function of a bicycle peloton in how it optimizes client portfolios.
2017-08-24
27 min
Live Well & Retire With More
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.
2017-05-15
31 min
Live Well & Retire With More
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 Review Conference 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 which Mitch Tuchman discusses how big brokerages can often mislead consumers with manipulated data, and how Rebalance IRA's fiduciary responsibility guarantees clients an open and honest financial relationship.
2017-02-23
33 min
Live Well & Retire With More
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.
2016-12-06
28 min
Live Well & Retire With More
Retire With More: Money Magazine's Donna Rosato
Radio Talkshow Host John Rothmann and Rebalance IRA’s Chief Investment Officer Mitch Tuchman sit down with acclaimed Money Magazine contributor and financial expert Donna Rosato. Join them as they discuss 401(k) plans and how the average investor can make a million through the magic of compounding!
2016-12-02
13 min
Live Well & Retire With More
Retire With More: New York Times Columnist Paul Sullivan
Radio Talkshow Host John Rothmann and Rebalance IRA’s Chief Investment Officer Mitch Tuchman sit down with New York Times columnist and author Paul Sullivan. Join them as they discuss his book "The Thin Green Line" and how to help you Retire With More!
2016-11-29
51 min
Live Well & Retire With More
Retire With More: Rebalance IRA
Radio Talkshow Host John Rothmann and Rebalance IRA’s Chief Investment Officer Mitch Tuchman discuss what Rebalance IRA is all about, the danger of hidden fees, and how to help you Retire With More!For more information on Roth IRAs, 401(K)s, retirement, and financial planning in general, please visit: http://www.rebalance-ira.com and schedule a time to speak with a financial consultant.
2016-11-08
51 min
Live Well & Retire With More
Retire With More: Scott Puritz and Mitch Tuchman
Radio Talkshow Host John Rothmann and Rebalance IRA’s Chief Investment Officer Mitch Tuchman sit down with IRA’s Managing Director Scott Puritz to discuss how to bridge the returns gap, how to invest like the pros, and how to help you Retire With More!For more information on Roth IRAs, 401(K)s, retirement, and financial planning in general, please visit: http://www.rebalance-ira.com and schedule a time to speak with a financial consultant.
2016-11-08
51 min
Live Well & Retire With More
Who Is Mitch Tuchman?
Radio Talkshow Host John Rothmann and Rebalance IRA’s Chief Investment Officer Mitch Tuchman discuss Mr. Tuchman’s personal story, how he planned for his family's financial future, and how to help you Retire With More!For more information on Roth IRAs, 401(K)s, retirement, and financial planning in general, please visit: http://www.rebalance-ira.com and schedule a time to speak with a financial consultant.
2016-11-08
51 min
Live Well & Retire With More
World Class Strategies for the Average Investor
Radio Talkshow Host John Rothmann and Rebalance IRA’s Chief Investment Officer Mitch Tuchman discuss investment strategies that work, why Rebalance IRA is different, and how to help you Retire With More!For more information on Roth IRAs, 401(K)s, retirement, and financial planning in general, please visit: http://www.rebalance-ira.com and schedule a time to speak with a financial consultant.
2016-11-08
51 min
Live Well & Retire With More
Ride with the Market, Don’t Try to Beat It
Radio Talkshow Host John Rothmann and Rebalance IRA’s Chief Investment Officer Mitch Tuchman discuss the folly of “beating the market,” how to invest safely by reducing investment fees, and how to help you Retire With More!For more information on Roth IRAs, 401(K)s, retirement, and financial planning in general, please visit: http://www.rebalance-ira.com and schedule a time to speak with a financial consultant.
2016-11-08
51 min
Live Well & Retire With More
Retire With More: Mark Miller
Radio Talkshow Host John Rothmann and Rebalance IRA’s Chief Investment Officer Mitch Tuchman sit down with financial journalist and author Mark Miller. Join them as they discuss health care, social security, broker fees, and how to help you Retire With More!For more information on Roth IRAs, 401(K)s, retirement, and financial planning in general, please visit: http://www.rebalance-ira.com and schedule a time to speak with a financial consultant.
2016-11-08
51 min
Live Well & Retire With More
Retire With More: Tony Robbins
Radio Talkshow Host John Rothmann and Rebalance IRA’s Chief Investment Officer Mitch Tuchman sit down with entrepreneur, author and peak performance strategist Tony Robbins. Join them as they discuss how to master the game of money and help you Retire With More!For more information on Roth IRAs, 401(K)s, retirement, and financial planning in general, please visit: http://www.rebalance-ira.com and schedule a time to speak with a financial consultant.
2016-11-08
51 min
Live Well & Retire With More
Retire With More: Charley Ellis
Radio Talkshow Host John Rothmann and Rebalance IRA’s Chief Investment Officer Mitch Tuchman sit down with a member of Rebalance IRA’s Investment Committee Charley Ellis to discuss the road to retirement, hurdles you may encounter, and how to help you Retire With More!For more information on Roth IRAs, 401(K)s, retirement, and financial planning in general, please visit: http://www.rebalance-ira.com and schedule a time to speak with a financial consultant.
2016-11-08
52 min
Live Well & Retire With More
Retire With More: Scott Puritz
Radio Talkshow Host John Rothmann and Rebalance IRA’s Chief Investment Officer Mitch Tuchman sit down with IRA’s Managing Director Scott Puritz to discuss 401(K)s, role-overs, and how to help you Retire With More!For more information on Roth IRAs, 401(K)s, retirement, and financial planning in general, please visit: http://www.rebalance-ira.com and schedule a time to speak with a financial consultant.
2016-11-08
51 min
Live Well & Retire With More
Retire With More: Why the Market Always Outperforms Mutual Funds
Radio Talkshow Host John Rothmann and Rebalance IRA’s Chief Investment Officer Mitch Tuchman discuss the differences between active and passive mutual funds, why the market always beats mutual funds, and how to help you Retire With More!For more information on Roth IRAs, 401(K)s, retirement, and financial planning in general, please visit: http://www.rebalance-ira.com and schedule a time to speak with a financial consultant.
2016-11-08
51 min
Live Well & Retire With More
Retire With More: Sally Brandon
Radio Talkshow Host John Rothmann and Rebalance IRA’s Chief Investment Officer Mitch Tuchman sit down with Rebalance IRA’s Vice President of Client Services Sally Brandon to discuss self-directed retirement plans, different investment options, and how to help you Retire With More!For more information on Roth IRAs, 401(K)s, retirement, and financial planning in general, please visit: http://www.rebalance-ira.com and schedule a time to speak with a financial consultant.
2016-11-08
51 min
Live Well & Retire With More
Retire With More: Build a Globally Diverse Portfolio
Radio Talkshow Host John Rothmann and Rebalance IRA’s Chief Investment Officer Mitch Tuchman discuss the stock market, building a globally diverse portfolio, and how to help you Retire With More!For more information on Roth IRAs, 401(K)s, retirement, and financial planning in general, please visit: http://www.rebalance-ira.com and schedule a time to speak with a financial consultant.
2016-11-08
51 min
Live Well & Retire With More
Retire With More: Broker Fees and Compound Interest
Radio Talkshow Host John Rothmann and Rebalance IRA’s Chief Investment Officer Mitch Tuchman discuss the dangers of broker fees, the benefits of compound interest, and how to help you Retire With More!For more information on Roth IRAs, 401(K)s, retirement, and financial planning in general, please visit: http://www.rebalance-ira.com and schedule a time to speak with a financial consultant.
2016-11-08
51 min
Live Well & Retire With More
Retire With More: Princeton Professor Burt Malkiel
Radio Talkshow Host John Rothmann and Rebalance IRA’s Chief Investment Officer Mitch Tuchman sit down with professor and financial advisor Burton Malkiel. Join them as they discuss the benefits of index funds, Exchange Traded Funds (ETFs), investment strategies, and how to help you Retire With More!
2016-10-27
51 min
Live Well & Retire With More
Retire With More: Wall Street Journal's Jonathan Clements
Radio Talkshow Host John Rothmann and Rebalance IRA’s Chief Investment Officer Mitch Tuchman sit down with Wall Street Journal Contributor Jonathan Clements. Join them as they discuss a holistic approach that people often miss when managing their money and how to help you Retire With More!
2016-10-27
51 min
Live Well & Retire With More
Retire With More: Jay Vivian
Radio Talkshow Host John Rothmann and Rebalance IRA’s Chief Investment Officer Mitch Tuchman sit down with the former Managing Director of IBM’s Retirement Funds Jay Vivian. Join them as they discuss the benefits of Roth IRAs, 401(K)s, retirement strategies, and how to help you Retire With More!
2016-10-26
51 min