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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

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

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.