My2CentsMatter

Season 2 Ep 8: Stock Market Investing: What Everyone Needs to Know?

June 01, 2021 Terry Grubbs Sr. Season 2 Episode 8
My2CentsMatter
Season 2 Ep 8: Stock Market Investing: What Everyone Needs to Know?
Show Notes

Summary

Ron educates baby boomers on investing. He has 2 master's degrees and 50 years of experience in pension consulting. Ron is a very astute investment management consultant.

Show Notes

Ronald J. Surz is co-host of the Baby Boomer Investing Show and president of  Target Date Solutions and Age Sage,  and CEO of GlidePath Wealth Management.  Target Date Solutions serves institutional investors, namely 401(k) plans. Age Sage serves do-it-yourself individual investors, and GlidePath serves individual investors who want an advisor. Ron’s 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.

An industry veteran, Ron started his consulting career with A.G. Becker in the 1970s and formed his own consulting firm in the 1990s. With master's 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.  

In this episode, we talk about:

  • Establish a financial plan.
  • Build a diversified portfolio.
  • Target-date mutual fund.
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