About Baby Boomer Investing

What is the Baby Boomer Investing Show?

The BBIS is the only investment education program for baby boomers. There are many other programs that sell to boomers, but the BBIS is the only program that aims to financially educate.

Most of our 78 million baby boomers are currently passing through what is called the Risk Zone, transitioning from working life to retirement. Losses sustained in the Risk Zone can dramatically increase the chances of running out of money and undermine lifestyle, making life much harder. Unfortunately, most boomers are unaware of the Risk Zone and are taking excessive risk. They are getting bad advice.

Our objective is to guide our fellow baby boomers through the Risk Zone. You only get one chance. Make it the best choice it can be. See more in our “How it Began” blog.

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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 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.

 

Kathy Tarochione is the producer and co-host of the Baby Boomer Investing Show. She is a nationally credited live show production specialist producing The Dog Connection Show and Barkhouse LIVE.

Kathy’s passion is contributing to the well being of others so producing educational and community based shows helps her accomplish her dreams.