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Experts

Ronald Surz Professional Investment Manager

Ronald J. Surz is co-host of the Baby Boomer Investing Show and president of  Target Date Solutions and Age Sage. Target Date Solutions serves institutional investors, namely 401(k) plans while Age Sage serves do-it-yourself individual investors.

His passion is helping his fellow Baby Boomers at this critical time in their lives when they are relying on their lifetime savings to support a Retirement with dignity. This is why, in 2021 he also wrote and published a book: Baby Boomer Investing in the Perilous 2020s: How to Live a Dignified Retirement.

Ron recognizes that most of this country’s 78 million Baby Boomers will spend much of this decade in the Risk Zone spanning the 10 years before and after Retirement. Losses in the Risk Zone can make remaining lifetimes far less comfortable, and could make Boomers a burden on society because $50 trillion is at stake.

In the book he also explains why in this decade following the Roaring 2010s, the odds of avoiding a market crash are incredibly low. In fact, he says, inflation and other threats are likely to burst bubbles in stock and bond markets, creating significant investment losses. His advice for Baby Boomer: Protect your savings at this critical time.

An industry veteran, Ron started his consulting career with A.G. Becker in the 1970s and formed his own consulting firms in the 1990s. With Masters degrees in Applied Mathematics and Finance, Ron publishes regularly and has developed leading edge technologies like the patented Safe Landing Glide Path® tracked by the SMART Funds® Target Date Index.

Recent Content

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The Baby Boomer Investing Show, Season 3, Episode 2

The Baby Boomer Investing Show, Season 3, Episode 2 “Dealing With DANGER in the Economy & Stock Market.” Tuesday, February 22, 2022 10:00 AM PST 11:00 AM MST 11:00 AM MDT 12:00 PM CST 1:00 …The Baby Boomer Inve…The Baby Boomer Investing Show, Season 3, Episode 2 “Dealing With DANGER in the Economy & Stock Market.” Tuesday, February 22, 2022 10:00 AM PST 11:00 AM MST 11:00 AM MDT 12:00 PM CST 1:00 PM EST Your hosts, Ron Surz and Kathy Tarochione will discuss the Danger we are dealing with in the economy and stock market. We are multi-streaming this broadcast so you can interact on any of these channels to watch the show: Watch on Facebook: https://www.facebook.com/100144354887536/posts/495743881994246/ Watch on YouTube: https://www.youtube.com/watch?v=RMhZInL5ttU Watch on LinkedIn…

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The Baby Boomer Investing Show, Season 3, Episode 1

The Baby Boomer Investing Show, Season 3, Episode 1 “Meet Jennie”--A Realistic Robotic Emotional Support Animal by TomBot.” Tuesday, October 19, , 2021 10:00 AM PST 11:00 AM MST 11:00 AM MDT …The Baby Boomer Inve…The Baby Boomer Investing Show, Season 3, Episode 1 “Meet Jennie”--A Realistic Robotic Emotional Support Animal by TomBot.” Tuesday, October 19, , 2021 10:00 AM PST 11:00 AM MST 11:00 AM MDT 12:00 PM CST 1:00 PM EST Your hosts, Ron Surz and Kathy Tarochione welcome Tom Stevens, CEO & Co-Founder of TomBot. Tom will introduce “Jennie”--a Robotic Emotional Support Animal that aims to be the first realistic and affordable, FDA-regulated robotic animal serving as a medical device. Robotic Animals transform the daily lives of individuals, families and communities facing health a…

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The Baby Boomers Investing Show, Season 2, Episode 18

RESCHEDULED!! We are so sorry for the inconvenience to our viewers, but this show is being rescheduled from Tuesday, June 15th to Monday, June 21st. Same time and same links. In the meantime, we'…RESCHEDULED!! We a…RESCHEDULED!! We are so sorry for the inconvenience to our viewers, but this show is being rescheduled from Tuesday, June 15th to Monday, June 21st. Same time and same links. In the meantime, we'd love for you to enjoy the Presentation we sill be sharing. Click Here: https://targetdatesolutions.com/articles/TDF-Questions-for-Congress.pdf The Baby Boomers Investing Show, Season 2, Episode 18 “Congressional Request for Review of Target Date Fund Risk and Practices” Monday, June 21, 2021 10:00 AM PST 11:00 AM MST 11:00 AM MDT 12:00 PM CST 1:00 PM EST Your hosts, Ron Surz and Kathy …

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The Baby Boomers Investing Show, Season 2, Episode 17 “Senior Fraud”

The Baby Boomers Investing Show, Season 2, Episode 17 “Senior Fraud” Tuesday, June 2, 2021 10:00 AM PST 11:00 AM MST 11:00 AM MDT 12:00 PM CST 1:00 PM EST Your hosts, Ron Surz and Kathy Tarochio…The Baby Boomers Inv…The Baby Boomers Investing Show, Season 2, Episode 17 “Senior Fraud” Tuesday, June 2, 2021 10:00 AM PST 11:00 AM MST 11:00 AM MDT 12:00 PM CST 1:00 PM EST Your hosts, Ron Surz and Kathy Tarochione welcome John Lohr and Pat O’Donnell to discuss the difficult time Seniors are having with the many scams and fraud facing them at this time. Have questions? Just ask them on the show. This show is being muli-streamed across several social media channels. If you would like to interact and comment you will need to be on either of these: Facebook: https://www.facebook.com/100144354887536/…

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The Baby Boomers Investing Show, Season 2, Episode 16 “Highlights of the New Book”

The Baby Boomers Investing Show, Season 2, Episode 16 “Highlights of the New Book” Tuesday, May 18, 2021 10:00 AM PST 11:00 AM MST 11:00 AM MDT 12:00 PM CST 1:00 PM EST Your hosts, Ron Surz and…The Baby Boomers Inv…The Baby Boomers Investing Show, Season 2, Episode 16 “Highlights of the New Book” Tuesday, May 18, 2021 10:00 AM PST 11:00 AM MST 11:00 AM MDT 12:00 PM CST 1:00 PM EST Your hosts, Ron Surz and Kathy Tarochione will discuss Ron’s new book “ Baby Boomer Investing in the Perilous Decade of the 2020s: How to Live a Dignified Retirement” which is available on Kindle or paperback at: https://www.amazon.com/dp/B093N8FVJY/ref=sr_1_1?dchild=1&keywords=ronald+%22surz%22&qid=1619567989&s=books&sr=1-1 PRESS RELEASE: https://www.24-7pressrelease.com/press-rel…

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