LF logo
by learnformula
search
Log in
search
Courses/Finance/Investing

Rich Man, Poor Man. Paying for Retirement

This course shows how health and purpose can compensate for a lack of wealth, and that the wealthy have their challenges too.

Created byRon Surz
4.3
(57 reviews)
BeginnerUpdated May 21, 2022
Rich Man, Poor Man. Paying for Retirement

What You'll Learn

check_circleCreate budgets for any level of savings
check_circleUnderstand the big challenge for the middle: long term care
check_circleAppreciating what we have

About This Course

America is suffering a Retirement Crisis. Most of our 78 million baby boomers have not saved enough to last the rest of their lives. 55 million baby boomers have saved less than $300,000.

Many will have to rely on Social Security and Medicaid to sustain themselves. You’ve heard these dire predictions before. In this video we put some numbers to the dilemma.

What is the emerging shortfall? How will baby boomers live in retirement? How will America help them live?

The keys to a happy retirement are health, wealth and purpose. This video shows how health and purpose can compensate for a lack of wealth, and that the wealthy have their challenges too.

Your Instructor

Ron Surz
Ron Surz

Serial entrepeneur specializing in target date funds and baby boomer investment education.

menu_book21 courses
star316 reviews

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. 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, so he wrote a book: Baby Boomer Investing in the Perilous 2020s .

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

4.3
Student's Choice
57 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.