Consuelo Mack has long admired the expertise of Rebalance Investment Committee Member Charley Ellis, frequently featuring him on her acclaimed show, WealthTrack. Charley’s insights on investing and retirement planning have shaped the way countless individuals think about their financial futures. So, when he released his latest book, Rethinking Investing, Consuelo knew it was a must-discuss topic and invited him back to share his wisdom with her audience.

In their conversation, Charley outlined the core principles of Rethinking Investing—a simple, practical approach that cuts through complexity and helps investors focus on what really drives long-term success. He emphasized the same fundamentals that guide Rebalance’s investment philosophy: disciplined saving, low-cost investing, and avoiding common behavioral mistakes that can derail financial plans.

For Consuelo and her viewers, this episode was a valuable deep dive into the kind of smart, research-backed investing that Rebalance champions. Charley’s decades of experience and his ability to make investing both accessible and actionable made for an enlightening discussion.

February 14, 2025