Season 2, Guides and Coaches - Financial Planning for a Dignified Retirement
Manage episode 441751444 series 3574375
Welcome to 'Age of Reinvention' with your host, Emily Bron! In today's episode, we sit down with Ron Surz, a seasoned expert in retirement planning and investment management. With over four decades of experience, Ron shares invaluable insights on navigating the financial challenges of midlife transitions. 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. Subscribe to stay updated on more inspiring journeys and expert tips!
🔔 Subscribe to my podcast on Spotify, Apple Podcasts, or your favourite podcasting app or my podcast page/website: https://www.emilybron.com/podcast
• Connect with Emily via my LinkedIn: https://www.linkedin.com/in/emily-bron/
• Join the mailing list at info@emilybron.com for more insights, advice, and information
• Become a member of the Age of Reinvention community via https://www.facebook.com/groups/internationallifestyleconsulting
• Visit my website blogs for more - https://emilybron.com/resources/
#lifestylechange, #purpose, #relocation, #lifequality, #happiness, #midlife, #ecoliving, #intentionalliving, #freecities, #freedom, #reinvention
Capíttulos
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)
31 episodios