On this episode of Talking with the Experts, host Rose Davidson invites guest Ron Surz to share his expertise in finance and target date funds. Ron Surz is a seasoned professional with two master's degrees and decades of experience in the field.

During the episode, Ron Surz discusses various topics related to the current financial landscape and its potential impacts on individuals and the economy. He touches on the role of quantitative easing, the rise in national debt, the stock market bubble, and the risks associated with traditional target date funds.

Ron Surz also shares insights on his own personalized target date accounts called Soteria, which prioritize protecting people's money and aim to address the limitations of traditional target date funds. He expresses his interest in expanding his product to Australia while acknowledging the challenges he may face as a sole promoter.

Throughout the conversation, Ron Surz emphasizes the importance of learning from history and not falling into the trap of believing that things will be different this time. He strives to provide information that goes beyond the common narratives heard on regular channels, drawing inspiration from the popular radio show "The Rest of the Story."

Join Rose Davidson and Ron Surz on this insightful episode of Talking with the Experts, where they delve into the complexities of finance and target date funds, offering listeners a fresh perspective and valuable takeaways.

Connect with Ron:
www.targetdatesolutions.com

PROMOTION
Soteria in brief.pdf
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2023 EP504 Ron Surz - The Rest of the Story

Talking with the Experts is a dynamic, award-nominated podcast hosted by Rose Davidson, launched in July 2020. With over 580 engaging episodes, the show explores a diverse range of topics featuring industry leaders, innovators, and thought leaders.

Ranked in the top 5% globally, Talking with the Experts has earned recognition in Australia and New Zealand, consistently landing in the top charts. Now, as a finalist in the prestigious BEAM 2025 Podcast Awards, the show continues to set the standard for insightful and thought-provoking conversations.

Each episode is designed to inform, inspire, and empower listeners by providing invaluable insights and expert advice. Join Rose Davidson as she delves into conversations that spark curiosity and foster a deeper understanding of the ever-evolving business world.

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