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Experts &Raquo; Ron
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.

Books Authored By Ronald Surz

Recent Content

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Redefining The Significance Of You Time: For You, By You, Because Of You &Amp;Raquo; Hqdefault 165
Redefining the Significance of YOU Time: for you, by you, because of you

Join Denise Drinkwalter as she interviews Kathy Tarochione, Founder & CEO of The Golden Life Community LLC as they share insights and practical tips on how you can live life on your own terms and …

Join Denise Drinkwal…

Join Denise Drinkwalter as she interviews Kathy Tarochione, Founder & CEO of The Golden Life Community LLC as they share insights and practical tips on how you can live life on your own terms and redefine the significance of YOU time.Reach out and connect with show host Denise Drinkwalter here:https://www.denisedrinkwalter.com/To learn more about Kathy Tarochione visit her here: https://www.thegoldenlifecommunity.com/ REQUEST TO JOIN the Golden Connections (safe, secure and troll free) virtual membership at no financial obligation. Requirements are: SHOW UP! https://thegoldencon…

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A Mother'S Day Gift Of Golden Connections &Amp;Raquo; Hqdefault 141
A Mother’s Day Gift of Golden Connections

"A Mother's Day Gift of Golden Connections: Join Kathy for a Live Celebration You Won't Forget"Hello everyone, I’m Kathy Tarochione, and I'm thrilled to invite you to a very special Mo…

"A Mother's Day…

"A Mother's Day Gift of Golden Connections: Join Kathy for a Live Celebration You Won't Forget"Hello everyone, I’m Kathy Tarochione, and I'm thrilled to invite you to a very special Mother's Day live event. Now, as a spry 78-year-old, navigating widowhood and a few pesky disabilities, I’ve learned a thing or two about the spice of life — and it’s all about good company!This Mother's Day, I want to chat about something we often overlook but deeply need — the gift of companionship and being part of a community, especially for us fabulous ladies over 55. We’re going …

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The Third Generation Of Behavioral Finance &Amp;Raquo; Hqdefault 370
The Third Generation of Behavioral Finance

We welcome Professor Meir Statman to discuss his new book in which he introduces the third generation of behavioral finance that explains why we act the way we do. This is our fourth show about retire…

We welcome Professor…

We welcome Professor Meir Statman to discuss his new book in which he introduces the third generation of behavioral finance that explains why we act the way we do. This is our fourth show about Retirement happiness – well-being is more than just money. ************************************************* Professor Meir Statman's forthcoming book:"A Wealth of Well-Being: A Holistic Approach to Behavioral Finance," Wiley, April 2024Pre-order from Amazonhttps://www.amazon.com/Wealth-Well-Being-Holistic-Approach-Behavioral/dp/1394249675/Pre-order from Barnes and Noble …

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Circles Of Strength: The Power Of Tend And Befriend For Women Over 55 &Amp;Raquo; Hqdefault 501
Circles of Strength: The Power of Tend and Befriend for Women Over 55

A SNEEK PEEK OF THE CIRCLE OF STRENGTH exclusively on The Golden Connections Platform. https://thegoldenconnections.comDive into the heartwarming world of our new Circles of Strength dedicated to…

A SNEEK PEEK OF THE …

A SNEEK PEEK OF THE CIRCLE OF STRENGTH exclusively on The Golden Connections Platform. https://thegoldenconnections.comDive into the heartwarming world of our new Circles of Strength dedicated to exploring the transformative power of the Tend and Befriend theory, especially for women over 55. This show celebrates the unique ways in which women nurture, support, and create resilient communities, turning the golden years into a period of unparalleled connection and mutual support.In a society that often overlooks the emotional wisdom and the nurturing power of older women YOUR Circle of…

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Golden Nuggets--2/21/21-- Disappearing Lips &Amp;Raquo; Hqdefault 398
Golden Nuggets–2/21/21– Disappearing Lips

When women hit the fabulous 55 and beyond, a curious phenomenon often occurs, their lips start embarking on a mysterious vanishing act. Yes, "disappearing lips" become a part of the aging en…

When women hit the f…

When women hit the fabulous 55 and beyond, a curious phenomenon often occurs, their lips start embarking on a mysterious vanishing act. Yes, "disappearing lips" become a part of the aging ensemble, leaving many to wonder whether there's a secret lip relocation program they weren't informed about. What's the deal with the case of the gradually diminishing pout?First off, let's address the elephant in the room. As we age, our bodies decide that collagen, the magical protein keeping our lips plump and party-ready, is overrated. They slowly dial back on production, like a factory win…

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Golden Nuggets -- 2/21/24-- Disappearing Lips &Amp;Raquo; Hqdefault 399
Golden Nuggets — 2/21/24– Disappearing LIPS

When women hit the fabulous 55 and beyond, a curious phenomenon often occurs – their lips start embarking on a mysterious vanishing act. Yes, "disappearing lips" become a part of the aging…

When women hit the f…

When women hit the fabulous 55 and beyond, a curious phenomenon often occurs – their lips start embarking on a mysterious vanishing act. Yes, "disappearing lips" become a part of the aging ensemble, leaving many to wonder whether there's a secret lip relocation program they weren't informed about. So, what's the deal with the case of the gradually diminishing pout?First off, let's address the elephant in the room. As we age, our bodies decide that collagen, the magical protein keeping our lips plump and party-ready, is overrated. They slowly dial back on production, like a fact…

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Our Economy Is In The Toilet &Amp;Raquo; Hqdefault 94
Our Economy Is In The TOILET

Inflation is not over. We all see that in our everyday lives. The next wave will be torturous and will last a long time. The US cannot follow in Japan’s footsteps.The Federal Reserve (Fed) is ba…

Inflation is not ove…

Inflation is not over. We all see that in our everyday lives. The next wave will be torturous and will last a long time. The US cannot follow in Japan’s footsteps.The Federal Reserve (Fed) is bankrupt, hemorrhaging annual operating losses of $244 billion. It should allow market forces to set fair prices for stocks and bonds.The Fed should not pivot back to its Zero Interest Rate Policy (ZIRP). Instead, it should continue unwinding its unprecedented $8 trillion balance sheet.Ask questions about what you can do.Your Hosts: Ron Surz & Kathy Tarochione www.babyboomerinves…

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The Baby Boomer Investing Show, Season 3, Episode 2 &Amp;Raquo; Hqdefault
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, 202210:00 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, 202210:00 AM PST 11:00 AM MST 11:00 AM MDT 12:00 PM CST 1:00 PM ESTYour 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=RMhZInL5ttUWatch on LinkedIn…

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The Baby Boomer Investing Show, Season 3, Episode 1 &Amp;Raquo; Hqdefault
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, , 202110:00 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, , 202110:00 AM PST 11:00 AM MST 11:00 AM MDT 12:00 PM CST 1:00 PM ESTYour 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 &Amp;Raquo; Hqdefault
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.pdfThe Baby Boomers Investing Show, Season 2, Episode 18 “Congressional Request for Review of Target Date Fund Risk and Practices”Monday, June 21, 202110:00 AM PST 11:00 AM MST 11:00 AM MDT 12:00 PM CST 1:00 PM ESTYour hosts, Ron Surz and Kathy …

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The Baby Boomers Investing Show, Season 2, Episode 17 “Senior Fraud” &Amp;Raquo; Hqdefault 1
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, 202110:00 AM PST 11:00 AM MST 11:00 AM MDT 12:00 PM CST 1:00 PM ESTYour hosts, Ron Surz and Kathy Tarochio…

The Baby Boomers Inv…

The Baby Boomers Investing Show, Season 2, Episode 17 “Senior Fraud” Tuesday, June 2, 202110:00 AM PST 11:00 AM MST 11:00 AM MDT 12:00 PM CST 1:00 PM ESTYour 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” &Amp;Raquo; Hqdefault
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, 202110:00 AM PST 11:00 AM MST 11:00 AM MDT 12:00 PM CST 1:00 PM ESTYour 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, 202110:00 AM PST 11:00 AM MST 11:00 AM MDT 12:00 PM CST 1:00 PM ESTYour 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=1-1PRESS RELEASE: https://www.24-7pressrelease.com/press-rel…

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The Baby Boomers Investing Show, Season 2, Episode 15 “Retirement, Heaven Or Hell?” &Amp;Raquo; Hqdefault 1
The Baby Boomers Investing Show, Season 2, Episode 15 “RETIREMENT, Heaven or Hell?”

The Baby Boomers Investing Show, Season 2, Episode 15 “Retirement, Heaven or Hell?”Tuesday, May 4, 202110:00 AM PST 11:00 AM MST 11:00 AM MDT 12:00 PM CST 1:00 PM ESTYour hosts, Ron Surz and…

The Baby Boomers Inv…

The Baby Boomers Investing Show, Season 2, Episode 15 “Retirement, Heaven or Hell?”Tuesday, May 4, 202110:00 AM PST 11:00 AM MST 11:00 AM MDT 12:00 PM CST 1:00 PM ESTYour hosts, Ron Surz and Kathy Tarochione welcome our guest, Mike Drak. Mike is a thirty-eight-year veteran of the financial-services industry and lives with his wife, Melina (also affectionately known as “The Contessa”), in Toronto. He started his own Victory Lap in 2014 and is busy helping others transition into their own personal versions. In addition to mentoring others, he gives speeches and seminars to groups a…

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The Baby Boomers Investing Show, Season 2, Episode 14 &Amp;Raquo; Hqdefault
The Baby Boomers Investing Show, Season 2, Episode 14

The Baby Boomers Investing Show, Season 2, Episode 14 “60/40 Stocks/Bonds is way too risky for Baby Boomers.”Tuesday, April 20, 202110:00 AM PST 11:00 AM MST 11:00 AM MDT 12:00 PM CST 1:00 PM …

The Baby Boomers Inv…

The Baby Boomers Investing Show, Season 2, Episode 14 “60/40 Stocks/Bonds is way too risky for Baby Boomers.”Tuesday, April 20, 202110:00 AM PST 11:00 AM MST 11:00 AM MDT 12:00 PM CST 1:00 PM ESTYour hosts, Ron Surz and Kathy Tarochione discuss why 60/40 stocks and bonds are too risky for Baby Boomers. 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/posts/303791904522779/YouTube:…

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The Baby Boomers Investing Show, Season 2, Episode 13 “Not Your Grandfathers’ Annuities.” &Amp;Raquo; Hqdefault 1
The Baby Boomers Investing Show, Season 2, Episode 13 “Not Your Grandfathers’ Annuities.”

The Baby Boomers Investing Show, Season 2, Episode 13 “Not Your Grandfathers’ Annuities.”Tuesday, April 6, 202110:00 AM PST 11:00 AM MST 11:00 AM MDT 12:00 PM CST 1:00 PM ESTYour hosts, Ro…

The Baby Boomers Inv…

The Baby Boomers Investing Show, Season 2, Episode 13 “Not Your Grandfathers’ Annuities.”Tuesday, April 6, 202110:00 AM PST 11:00 AM MST 11:00 AM MDT 12:00 PM CST 1:00 PM ESTYour hosts, Ron Surz and Kathy Tarochione discuss Annuities. . .not your Grandfathers. Got 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/posts/294830728752230/ YouTube: https://www.youtube.com/watch?v=CNlQU1T24b…

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The Baby Boomers Investing Show, Season 2, Episode 12 “Monetizing The Colossal Costs Of Covid-19” &Amp;Raquo; Hqdefault
The Baby Boomers Investing Show, Season 2, Episode 12 “Monetizing the Colossal Costs of COVID-19”

The Baby Boomers Investing Show, Season 2, Episode 12 “Monetizing the Colossal Costs of COVID-19”Monday, March 22, 202110:00 AM PST 11:00 AM MST 11:00 AM MDT 12:00 PM CST 1:00 PM ESTYour hos…

The Baby Boomers Inv…

The Baby Boomers Investing Show, Season 2, Episode 12 “Monetizing the Colossal Costs of COVID-19”Monday, March 22, 202110:00 AM PST 11:00 AM MST 11:00 AM MDT 12:00 PM CST 1:00 PM ESTYour hosts, Ron Surz and Kathy Tarochione discuss the COLOSSAL COSTS of COVID-19 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:#BabyBoomers #Future #SocialSecurity #economy #BabyBoomersInvestingShow #Investment #RonSurz #Retirement #SmartInvesting…

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The Baby Boomers Investing Show, Season 2, Episode 11 &Amp;Raquo; Hqdefault 1
The Baby Boomers Investing Show, Season 2, Episode 11

The Baby Boomers Investing Show, Season 2, Episode 11 “Unconventional Thinking for unconventional challenges”Tuesday, March 9, 202110:00 AM PST 11:00 AM MST 11:00 AM MDT 12:00 PM CST 1:00 PM E…

The Baby Boomers Inv…

The Baby Boomers Investing Show, Season 2, Episode 11 “Unconventional Thinking for unconventional challenges”Tuesday, March 9, 202110:00 AM PST 11:00 AM MST 11:00 AM MDT 12:00 PM CST 1:00 PM ESTYour hosts, Ron Surz and Kathy Tarochione welcome Gil Weinreich from Weinreich Communications to discuss unconditional thinking for unconventional challenges. Stay tuned for a great show. 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:Facebo…

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