A Bogleheads® blog
Posts related to Bogleheads Local Chapters and chapter meetings.
Presentation: “Tax Loss Harvesting” Speaker: Ravinder Bhumbla was educated at the University of California and the University of Michigan, earning post-graduate degrees in business and engineering. He works as a finance professional at a Fortune 100 company and as a volunteer with AARP Foundation Tax Aide. Ravinder is a member of the San Francisco Bogleheads … Read more
Presentation: “Roth IRA Distribution Rules” Speaker: Huey Tseng enjoyed a career as an accountant and now lives with her husband in Tucson, Arizona. She’s a member of the leadership team with Sacramento Area Bogleheads.. Zoom meetings are held each month on second Saturday. The best part of our meetings is the group discussion that follows … Read more
Presentation: “Developing a Distribution Plan” Speaker: Steve Shaffer is a Health Physicist for a federal government agency. He has held various positions in engineering and health physics over the past 30 years and has been a member of the Philadelphia Bogleheads for the past 6 years. Recorded February 25, 2023. Zoom meetings are held each … Read more
Presentation: “Driving Electric” Speaker: Alan Baker is a longtime car enthusiast and electric car owner. Retired from a senior information technology position at IBM, he enjoys helping nonprofits with their technology needs, volunteering for AARP and other worthy organizations. Alan was a co-founder of the South Bay Bogleheads and is currently a member of the … Read more
The Sacramento Local Chapter provides videos of three presentations regarding healthcare insurance. Topics include the Affordable Care Act insurance, Health Savings Accounts and Medicare. Affordable Care Act (ACA) (“Obamacare”) SABH Meeting #91 Presentation: “Affordable Care Act (ACA) (“Obamacare”)” Speaker: Harry Sit, author of My Financial Toolbox, shares his experience with ACA health coverage. Harry currently … Read more
Hosted by the Pre- / Early- Retirement Life Stage chapters, The basics of Medicare will be presented by Lonnie Thibodeaux, Medicare agent. The presentation is followed by a Q&A session. The Local Chapter videos are sponsored by the John C. Bogle Center for Financial Literacy.
Hosted by the Pre- / Early- Retirement Life Stage chapters, Eric Balchunas, an analyst at Bloomberg Intelligence, presents ten takeaways from his book “The Bogle Effect”. This book discusses his meetings with John Bogle and the impact Mr. Bogle had on the personal investing world. The Local Chapter videos are sponsored by the John C. … Read more
Hosted by the Boston Local Chapter, Paul Merriman gives a brief discussion of the 12-million-dollar decisions covered in his book “We’re Talking Millions”. The Merriman Financial Education Foundation is celebrating their 10-year anniversary this year, and Paul discusses the 10 most important new lessons they have learned over the last 10 years. Slides Chat
The “Starting Out” and “Mid-Career Accumulators” Life Stage Chapters were delighted to host JL (Jim) Collins, author of “The Simple Path to Wealth,” for exciting conversation and Q&A at the zoom meeting held on Wed. June 15, 2022, at 8:00 pm ET. This was an enjoyable interactive meeting featuring well-known and delightfully engaging personal finance … Read more
There are many things parents or guardians can do to help set their children up for financial success in life. Since there is often no one way to do things that works for every child, participants share what has worked with their family, along with any successes / failures / lessons along the way. This … Read more