This week on the Retire With More show we were thrilled to speak with Tony Robbins, the world’s leading authority on leadership psychology. He has coached and inspired more than 50 million people, including CEOs and billionaires, as well as millions of regular people at his live events. He’s a man Oprah has called “superhuman.” Now Tony has written a great book, for weeks… Continue reading →

Sally Brandon, Vice President of Client Services at Rebalance, discussses why it’s so important to have a financial advisor you can count on. Continue reading →

Here’s a trick question, see if you can figure it out. Of the following two investments, which one carries the lowest risk — cash or stocks? You might be tempted these days to blurt out “Stocks, of course!” Valuations certainly seem rich about now. Earnings are downbeat. Nobody seems to know what’s next with the… Continue reading →

This week on the Retire With More Show we were honored to be joined by special guest Charley Ellis. At Rebalance Charley Ellis is on our Investment Committee, and he is a luminary of the investment business. He spent three decades managing Greenwich Associates, oversaw the Yale Endowment as a trustee and was Chairman of the Yale… Continue reading →

Calling active mutual funds “fat, dumb and happy” as they take in billions in pointless fees from retirement investors, Vanguard Group founder John Bogle predicts the end of the active management industry. It won’t be quick. While passive funds have been drawing away huge amounts of assets over the past few years, they remain solidly in… Continue reading →

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 →