Investment Management

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#189 Democratizing Investing with Mitch Tuchman

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After a volatile period in the markets, it's time to focus on things you CAN control, like the expenses you pay for investment management. MarketRiders.com and ReBalance-IRA.com founder Mitch Tuchman joins us to explain why now is a great time to seek affordable investment advice.

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Mitch says that fees are eating away at your bottom line, which is why he launched MarketRiders.com for do it yourselfers and Rebalance-IRA.com for those who want to outsource their management. And here's a stunning a fact: a recent ReBalance-IRA study found that half of the people surveyed think that they are paying ZERO in fees. If you are seeking investment advice, here are 10 Questions to Ask Before Hiring an Advisor.

Marcia from Maryland asked about collecting Social Security benefits from an ex-spouse, David from Texas wants to know whether he should he use extra cash flow to fund a Roth and separately, what's the best college funding vehicle? Jo from Louisville wants to know whether investment advisory fees are worth it and Sharon wrote in about my recent segment on CBS This Morning about “Women and Money”.

Thanks to everyone who participated and to Mark, the BEST producer in the world. Check out Mark's first-producing credit for this CBS Evening News segment that aired recently. If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE