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Season 2, Guides and Coaches - Financial Planning for a Dignified Retirement with Ron Surz
Manage episode 441751444 series 3574375
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For those considering their financial future, we had the US retirement expert Coach Ron Surz. With decades in investment management, Ron shared practical advice for planning a dignified retirement and protecting financial security during midlife transitions. This information is essential for anyone looking to retire confidently in the US. Learn about the importance of protecting your retirement savings, the risks of the stock market, and practical strategies for a dignified retirement.
Don't miss Ron's advice on how to reinvent your life and financial strategies at any stage.
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Chapters
1. Season 2, Guides and Coaches - Financial Planning for a Dignified Retirement (00:00:00)
2. Meet Ron Surz: Financial Expert (00:00:46)
3. The Risk Zone for Baby Boomers (00:03:51)
4. Investment Strategies and Target Date Funds (00:05:15)
5. Practical Steps for Financial Security (00:07:36)
6. Hedging and Protecting Investments (00:18:39)
7. Investment Alternatives to Stocks and Bonds (00:29:50)
8. The Role of Cryptocurrencies and Precious Metals (00:31:14)
9. Inflation and the Bond Market (00:32:21)
10. Global Economic Comparisons (00:33:58)
11. Relocation as a Financial Strategy (00:36:37)
12. The Importance of Health, Wealth, and Purpose in Retirement (00:40:02)
13. Navigating Relocation Challenges (00:42:38)
14. Final Thoughts and Future Plans (00:52:33)
54 episodes
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