Virtual online chapter presentations

Content presented during the virtual online chapter meetings can be found in the following table.

Links marked “Transcript” go to the blog post containing the transcript content.

DateLinkTopicPresenterTitleDescription
6/4/2024Video
Slides
Chat
InvestingWayne "Stinky"All About AnnuitiesBogleheads forum member "Stinky" (Wayne) presents a primer and overview of annuities. Includes Q&A.
4/17/2024Video
Chat
RetirementDoug "Nords" NordmanFinancial and life lessons learned from military service.How to plan for life after retirement. Based on Nords' military experience, but applies to anyone.
3/20/2024
Chat
RetirementLife Stage chaptersHow to live a regret-free life - Part 2 of 2Open discussions which follows the Bogleheads 2023 Conference presentation "How to Live a Regret-Free Life." Part 2. The meeting will not be published.
3/13/2024Video
Slides
Chat
InvestingBetsy Pecor, CFAA Journey from an Active Portfolio Manager to Retired Passive InvestorBetsy Pecor discusses her transition from an Active portfolio manager to retired Passive investor. Includes Q&A.
3/6/2024
Chat
RetirementLife Stage chaptersHow to live a regret-free life - Part 1 of 2Open discussions which follows the Bogleheads 2023 Conference presentation "How to Live a Regret-Free Life." Part 1. The meeting will not be published.
2/21/2024Video
Chat
RetirementLife Stage chaptersAdvice for Pre-Retirees and Retirees: A Roundtable Discussion (Part 2)Open discussion which follows the Bogleheads 2023 Conference retirement topics. Part 2, audio only.
2/7/2024ChatRetirementLife Stage chaptersAdvice for Pre-Retirees and Retirees: A Roundtable Discussion (Part 1)Open discussion which follows the Bogleheads 2023 Conference retirement topics. The meeting was not recorded.
1/31/2024Video
Chat
RetirementMad FientistThe Mad Fientist Returns!Achieving the dream of Financial Independence Retiring Early (FIRE).
1/28/2024Video
Chat
Transcript
BogleheadsSouth Florida chapterTaylor Larimore's 100th Birthday PartyWe celebrate Taylor Larimore's 100th birthday
1/10/2024Video
Chat
RetirementJill SteinbergJill Steinberg Successful Retirement: From Retiring to rewiringFinding Purpose in Retirement. Why purpose is important for one’s mental and physical health and how to find it.
12/13/2023Video
Chat
RetirementLife Stage chaptersMedicare basicsAll aspects of Medicare and the new Medicare rules.
11/8/2023Video
Chat
InvestingSylvia AutonSylvia Auton's journey from surviving the loss of her husband to learning how to successfully manage her own finances.An open discussion and Q&A with Sylvia Auton.
10/25/2023Video
Chat
Personal FinanceLife Stage chaptersEstate Planning Basics – Taking care of your parents.Open Q&A discussion focused on real-life situations.
9/14/2023Video
Chat
Personal FinanceLife Stage chaptersEstate Planning Basics – Setting Up Your Estate PlansCovers all the key components of putting together your estate plans.
7/12/2023Video
Chat
Survey Results
Life Stage - Pre/Early RetirementLife Stage chaptersWhat are you going to do once you retire?Share plans and dreams for the next phase of your life. To protect member privacy, only the audio was recorded.
4/30/2023ChatRetirementRetired Life Stage chapterMel Lindauer addresses a variety of topics, general Q&A discussion.The meeting was not recorded.
3/9/2023Slides
Chat
Life Stage - Pre/Early RetirementLife Stage chaptersChatGPT demo and discussionA discussion on the impact of ChatGPT on investing and personal finance. The meeting was not recorded.
1/31/2023ChatRetirementLife Stage chaptersRetired Life Stage meetingQ & A session. The meeting was not recorded.
12/7/2022ChatRetirementLife Stage chaptersOne More Year SyndromeAn open discussion of people who keep defering their retirement. The meeting was not recorded.
11/2/2022Video
Slides
Chat
InvestingNYC and South Florida chaptersThe Bogle EffectEric Balchunas presents ten takeaways from his book, "The Bogle Effect".
10/29/2022Video
Slides
Chat
RetirementLife Stage chaptersMedicare basicsAll aspects of Medicare - eligibility, insurance plans, coverage, IRMAA.
10/19/2022ChatRetirementRetired Life Stage chapterQ&A on a variety of topics.The meeting was not recorded.
9/17/2022Video
Slides
Chat
InvestingPaul MerrimanTen life-changing lessonsPaul Merriman presents 10 life-changing lessons from the Merriman Financial Education Foundation.
8/24/2022Video
Slides
Chat
InvestingNYC and San Antonio ChaptersStoicism and Behavioral FinanceThe influence of Stoicism on investor behavior.
7/20/2022ChatRetirementLife Stage chaptersRetired Life Stage meetingQ & A session. The meeting was not recorded.
6/15/2022Video
Chat
Transcript
InvestingJ. L. CollinsQ&A with J. L. CollinsQ&A session on creating your own road map to financial independence.
5/18/2022Video
Slides
Chat
Transcript
InvestingLife Stage chaptersSetting Up Your Children for Financial SuccessHow to teach your children about money and other financial topics.
4/23/2022Video
Slides
Chat
Transcript
InvestingChris PedersenSimple & Effective Balanced Lifetime Portfolios - 2022 UpdateSeveral very simple, well diversified portfolios.
4/12/2022ChatRetirementLife Stage chaptersQ&A session on topics such as inflationThe meeting was not recorded.
4/6/2022Video
Slides
Chat
Transcript
RetirementLife Stage chaptersDocumenting Financial Information for Surviving Spouse/ExecutorMake things easier for your surviving spouse / partner to handle the finances.
3/23/2022ChatRetirementLife Stage chaptersRelocating in retirementQ&A on the pros / cons of relocating in retirement. The meeting was not recorded.
2/23/2022ChatRetirementJill SteinbergFinding purpose in retirementMini-series session 1. A non-financial panel discussion. The meeting was not recorded.
1/22/2022Video
Slides
Chat
Transcript
RetirementChristine BenzWhat If This Turns Out To Be A Terrible Time To Retire?What to consider for retiring in today’s environment.
12/6/2021Slides
Chat
Document
RetirementNew York City chapterRetirement DistributionsThe New York City chapter discusses retirement distributions. Moderated by Steve. The meeting was not recorded.
11/10/2021Video
Chat
Transcript
RetirementJill SteinbergSuccessful Retirement: From Retiring to RewiringA non-financial discussion of how to prepare yourself for a happy and fulfilling retirement.
10/13/2021Video
Slides
Chat
Transcript
InsuranceLife Stage chaptersHealth care planning for retirementPresented by the Pre/Early Retirement Life Stage chapters.
10/5/2021Video
Slides
Chat
Transcript
InvestingChristine BenzInvesting (and Planning) Wisely at Every Life StageHow to invest at every stage of your financial life.
9/21/2021Video
Chat
Transcript
RetirementWade PfauRetirement income style, efficient tax planningHow to plan your retirement income distributions, minimize taxes
8/30/2021Video
Chat
Transcript
RetirementMad FientistFinancial IndependenceAchieving the dream of financial independence.
8/25/2021Video
Slides
Chat
Transcript
Life Stage - Pre/Early RetirementChristine BenzSix Retirement Blind Spots and How to Fix ThemEven the best-laid retirement plans can harbor hidden risks.
8/10/2021Video
Slides
Chat
PDF
Transcript
InvestingFiveKPrioritizing InvestmentsChoosing where to invest your money first is important.
7/29/2021Video
Slides
Chat
Transcript
Life Stage - Pre/Early Retirement Sean MullaneyTax Planning with Sean MullaneyTax strategies for Pre- and Early retirement life stages.
6/22/2021Video
Transcript
InvestingMark Zoril, Jason Lynch Joint Tampa Bay and South Florida Chapter MeetingDiscussion of PlanVision service and eMoney platform.
6/12/2021Video
Transcript
InvestingMel Lindauer, Allan RothFraming financial decisionsQ&A session, Bogleheads investment philosophy
5/20/2021Video
Transcript
Life Stage - Starting outAllan RothSan Antonio Chapter MeetingQ&A session for those in the "Starting out" life stage.
5/5/2021Video
Transcript
RetirementJames PleaseFI Calc Retirement CalculatorRetirement planning calculator demonstration
5/3/2021Video
Transcript
InvestingPaul MerrimanWe're Talking MillionsAn extra ½ percent of return can greatly increase your portfolio's value.
4/27/2021Video
Transcript
InvestingMark Zoril, Jason LynchPlanVision discusses investing topicsConsiderations in Structuring Your Investments, and How Technology Can Help
4/15/2021Video
Transcript
RetirementLauren BolandcFIREsim DemonstrationA crowd-sourced Financial Independence Retire Early simulator.
4/7/2021Video
Transcript
RetirementMichelle Dash, Steven ChenNewRetirement PlannerRetirement planning
4/6/2021Video
Slides
Transcript
Life Stage - Starting outMike PiperGetting Started with InvestingFor those just starting out
3/31/2021Video
Transcript
RetirementFiveKPersonal Financial ToolboxRetirement planning
3/27/2021Video
Slides
Transcript
RetirementMike PiperA Cookie Cutter Retirement PlanA retirement plan that will work reasonably well in most circumstances.
3/24/2021Video
Transcript
RetirementJim RichmondFlexible Retirement PlannerRetirement planning
3/18/2021Video
Transcript
RetirementStuart MatthewsPralana Retirement CalculatorRetirement planning calculator demonstration

Additional information

Our site contains additional information on The Chapter Series YouTube videos. Forum topic posts contain notices of upcoming meetings, as well as notification of video postings. Also check out the Calendar of Events for planned meetings. The blog posts include descriptive information regarding guests and subject matter addressed in the video. The table below provides links.

ForumBlog
Bogleheads Life Stage ChaptersLocal Chapter videos
Starting Out” Life Stage Chapter Master ThreadStarting Out Life Stage Posts
“Mid-Career” Life Stage Virtual Chapter “Master Thread”Mid-Career Life Stage Posts
“Pre-Retirement/Early Retirement” Life Stage Virtual Chapter “Master Thread”Pre-Retirement/Early Retirement Life Stage Posts
“Retired” Life Stage Virtual Chapter “Master Thread”Retired Life Stage posts
Retirement Calculator video posts
Virtual online meeting presentations

Notes

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