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 →

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 →

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 →

This week on the Retire With More Show, we were very fortunate to have one of the top personal finance writers in America join us on KKSF Talk 910 — none other than Jonathan Clements, one of my idols in the personal finance business and a person whose perspective is second to none. Jonathan has… Continue reading →

Sally Brandon, Vice President, Client Services for Rebalance, on connecting with Rebalance clients and feeling in control of your retirement. Continue reading →

The most impactful financial lesson that you will ever receive almost certainly will be whatever you learned from your own parents. For me, that lesson came from my father, a Cuban immigrant who came to America with no more than 10 cents to his name. In 1962, my parents and sister arrived from Cuba. They… Continue reading →

As some of you may be aware, for the next 10 weeks, every Saturday at 9 AM PT, I will be coming to you live on a new radio show called “Retire With More,” hosted by KKSF’s Talk 910 John Rothmann. The show covers many aspects of retirement investing. Our goal is to help you make… Continue reading →