Podcast appearances and mentions of mitch tuchman

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 Director of IBM’s $100+ billion retirement investment funds. Join the community on Dentaltown at https://www.dentaltown.com

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 health of our social insurance programs. But don’t tell that to Chris Farrell. The senior economics contributor to "Marketplace," American Public Media’s nationally syndicated public radio business and economic program, is bullish on aging. Farrell is the author of a new book, Purpose and a Paycheck: Finding Meaning, Money, and Happiness in the Second Half of Life, that seeks to upend a range of myths about old age and dependency, replacing them with a new vision of contribution to society and purpose-driven living. In this week’s podcast, I talk with Chris about some of the key ideas in his book:Why the "dependency ratio" is nonsense;Who is working longer - and why;Which industries and companies are accommodating older workers;The influence of women on the composition of an older workforce;Government polices that could make it easier for people to work longer.Subscribe!This podcast is excerpted from a series delivered each week to subscribers of the RetirementRevised newsletter. The newsletter delivers a concise summary of the week’s news on the retirement and aging beat, along with my most recent articles for Reuters, WealthManagement.com, Morningstar.com and The New York Times. Each edition includes a premium, full-length podcast featuring top experts on retirement planning and investing, Social Security and Medicare and the challenges of working longer.Recent episodes have featured:Nancy Altman, a leader in the progressive movement to strengthen and expand Social Security - and a scholar on Social Security’s history who has written several important books on the program;Jill Schlesinger, the personal finance guru at CBS News and author of The Dumb Things Smart People Do with Their Money;Mitch Tuchman, a pioneer in robo-advisory services and founder of Rebalance;Elizabeth White, author of 55, Underemployed, and Faking Normal, a remarkable personal narrative about the traumatic experience of job loss at midlife.Richard Johnson, director of the program on retirement policy at The Urban Institute, for a discussion of the pros and cons of a higher Social Security retirement age.Dan Prescher, co-author of The International Living Guide to Retiring Overseas on a Budget: How to Live Well on $25,000 a Year.I hope you’ll agree that the newsletter and podcast are a great way to stay on top of trends in retirement and aging. Click here to view a sample edition of the newsletter, featuring my podcast interview with Jill Schlesinger. Or, just click the little green button below. You know what to do. This is a public episode. Get access to private episodes at retirementrevised.substack.com/subscribe

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+ job market through somewhat different lenses. Kerry is a journalist by background; her most recent book is Great Jobs for Everyone 50+, and she has a new book coming on this spring focused on older entrepreneurs, called Never Too Old to Get Rich: The Entrepreneur’s Guide to Starting a Business Mid-Life.John has worked as an executive and producer in the entertainment industry, and as a technology entrepreneur. His own career hit a wall at age 50, which led him to his current work as a career coach helping people navigate job transitions. In 2017 he published a best-selling book, Boomer Reinvention: How to Create Your Dream Career Over 50. In 2017, he was named by PBS/Next Avenue as one of its Influencers In Aging.Subscribe!This podcast is excerpted from a series delivered each week to subscribers of the RetirementRevised newsletter. The newsletter delivers a concise summary of the week’s news on the retirement and aging beat, along with my most recent articles for Reuters, WealthManagement.com, Morningstar.com and The New York Times. Each edition includes a premium podcast featuring top experts on retirement planning and investing, Social Security and Medicare and the challenges of working longer. Recent episodes have featured:Nancy Altman, a leader in the progressive movement to strengthen and expand Social Security - and a scholar on Social Security’s history who has written several important books on the program;Jill Schlesinger, the personal finance guru at CBS News and author of The Dumb Things Smart People Do with Their Money;Mitch Tuchman, a pioneer in robo-advisory services and founder of Rebalance;Elizabeth White, author of 55, Underemployed, and Faking Normal, a remarkable personal narrative about the traumatic experience of job loss at midlife.Richard Johnson, director of the program on retirement policy at The Urban Institute, for a discussion of the pros and cons of a higher Social Security retirement age.Dan Prescher, co-author of The International Living Guide to Retiring Overseas on a Budget: How to Live Well on $25,000 a Year.I hope you’ll agree that the newsletter and podcast are a great way to stay on top of trends in retirement and aging. Click here to view a sample edition of the newsletter, featuring my podcast interview with Jill Schlesinger. Or, just click the little green button below. You know what to do. This is a public episode. Get access to private episodes at retirementrevised.substack.com/subscribe

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 was born out of a deeply personal mission stemming from challenges that his own family faced. We talked about that, and a range of other current topics in the retirement investing world, including what he thinks people approaching retirement really need today in terms of planning services. We also reflected on the legacy of Jack Bogle, the founder of Vanguard who passed away recently.This is listener-supported media - so subscribe already!The in-depth version of this interview is available to subscribers to the RetirementRevised newsletter. I’m making this shortened version of the podcast available for free.But even this free version contains none of the annoying advertising you face - or jump past - in most of your favorite podcasts. My pledge to you: I will never talk to you in my most sincere voice about the most comfortable mattress I’ve ever slept on, or the best meal delivery service on the planet. Even more important - no pitches for investment products, insurance or anything else. The RetirementRevised podcast is ad free now, ad free forever!You’ll also receive the newsletter each week, chock full of my rantings on the key news of the week - stuff my editors would never let me print, but hey this a newsletter, just between you and me. This week, I look at the regulation formerly known as fiduciary - the SEC “Regulation Best Interest.” Find more info on the newsletter here, along with a link to a recent sample edition.If you haven’t thought about subscribing to the newsletter, do it now - this is listener-supported media. It’s the future, so please get on board! Just use the green subscribe button below. This is a public episode. Get access to private episodes at retirementrevised.substack.com/subscribe

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.

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.

About 19 years ago, Mitch Tuchman was sitting in a McDonalds when he saw a school bus unloading a group of severely disabled teenagers. The sight and proximity of the teens rattled him, and he wept. Two years before, he and his wife had given birth to a disabled boy named Jack and the teens provided a glimpse into their future. Mitch joins us to talk about the many lessons he has since learned from Jack, and the company that grew out of his motivation to ensure that Jack would never become a financial burden to his siblings or others.

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).

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).

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

As regular readers know, I’m a big believer in DIY investing. One of my goals for this site, my free weekly newsletter, and the podcast, is to arm investors with the information they need to invest on their own. Some folks, however, will still want some help. For these folks, my goal is to promote […] The post DR 078: Are Low Cost Investment Advisors a Myth? [Interview with Mitch Tuchman of Rebalance IRA] appeared first on The Dough Roller.