Scott Puritz, Managing Director of Rebalance, discussses how much emotion is wrapped up in retirement investing. Continue reading →

This week on the Retire With More Show my good friend, Harvard Business School classmate and business partner Scott Puritz joined us. Scott is Managing Director at Rebalance. One of the things he is passionate about, which he encounters quite a bit in his side of the business, is best practices among people as they… Continue reading →

This week on the Retire With More Show we were very fortunate to have none other than Mary Beth Franklin. She is the author of the book Maximizing Your Social Security Retirement Benefit, has had a successful career as a contributing editor to InvestmentNews and was a senior editor at Kiplinger’s for 13 years. As a financial… Continue reading →

Who doesn’t love a county fair? The crazy collection of sights, sounds and smells. Sickeningly sweet fried treats, sizzling meat and candied popcorn fill the air. No, it’s not the kind of place you go regularly or even every year, but drifting down the midway once in a while is a neat trip down memory lane… Continue reading →

Mitch Tuchman, Managing Director of Rebalance, on taking the stress out of retirement investing. More on what makes Rebalance different. transcript The mission of Rebalance is very simple — to help people fund their retirement and it’s to help people get on a path to be financially secure or if they’re already financially secure, to make sure that they… Continue reading →

This week on the Retire With More Show we had a very special guest, our in-house expert when it comes to developing and maintaining strong and personal client relationships, Sally Brandon. Sally Brandon is the VP of Client Services at Rebalance. She has spoken to thousands and thousands of clients about retirement and how to invest.… Continue reading →

Whether you’re just starting out in your first job, rejoining the work force or at the peak of your career, planning for your financial future should be a priority. It’s never too soon – or too late – to put money away for retirement. This is especially true for women. We live longer, and we… Continue reading →

This week on the Retire With More Show, we had a very special guest, personal finance journalist at Money Magazine, Donna Rosato. With two million subscribers, Money Magazine remains the largest personal finance magazine in the United States. Donna is regularly on CNN and MSNBC and I’ve seen her on The Today Show, CBS This Morning,… Continue reading →

Jay Vivian, former managing director of the IBM Retirement Funds, on why rolling over your 401(k) is important. Continue reading →