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.
| Date | Link | Topic | Presenter | Title | Description |
|---|---|---|---|---|---|
| 4/30/2023 | Chat | Retirement | Retired Life Stage chapter | Mel Lindauer addresses a variety of topics, general Q&A discussion. | The meeting was not recorded. |
| 3/9/2023 | Slides Chat | Life Stage - Pre/Early Retirement | Life Stage chapters | ChatGPT demo and discussion | A discussion on the impact of ChatGPT on investing and personal finance. The meeting was not recorded. |
| 1/31/2023 | Chat | Retirement | Life Stage chapters | Retired Life Stage meeting | Q & A session. The meeting was not recorded. |
| 12/7/2022 | Chat | Retirement | Life Stage chapters | One More Year Syndrome | An open discussion of people who keep defering their retirement. The meeting was not recorded. |
| 11/2/2022 | Video Slides Chat | Investing | NYC and South Florida chapters | The Bogle Effect | Eric Balchunas presents ten takeaways from his book, "The Bogle Effect". |
| 10/29/2022 | Video Slides Chat | Retirement | Life Stage chapters | Medicare basics | All aspects of Medicare - eligibility, insurance plans, coverage, IRMAA. |
| 10/19/2022 | Chat | Retirement | Retired Life Stage chapter | Q&A on a variety of topics. | The meeting was not recorded. |
| 9/17/2022 | Video Slides Chat | Investing | Paul Merriman | Ten life-changing lessons | Paul Merriman presents 10 life-changing lessons from the Merriman Financial Education Foundation. |
| 8/24/2022 | Video Slides Chat | Investing | NYC and San Antonio Chapters | Stoicism and Behavioral Finance | The influence of Stoicism on investor behavior. |
| 7/20/2022 | Chat | Retirement | Life Stage chapters | Retired Life Stage meeting | Q & A session. The meeting was not recorded. |
| 6/15/2022 | Video Chat Transcript | Investing | J. L. Collins | Q&A with J. L. Collins | Q&A session on creating your own road map to financial independence. |
| 5/18/2022 | Video Slides Chat Transcript | Investing | Life Stage chapters | Setting Up Your Children for Financial Success | How to teach your children about money and other financial topics. |
| 4/23/2022 | Video Slides Chat Transcript | Investing | Chris Pedersen | Simple & Effective Balanced Lifetime Portfolios - 2022 Update | Several very simple, well diversified portfolios. |
| 4/12/2022 | Chat | Retirement | Life Stage chapters | Q&A session on topics such as inflation | The meeting was not recorded. |
| 4/6/2022 | Video Slides Chat Transcript | Retirement | Life Stage chapters | Documenting Financial Information for Surviving Spouse/Executor | Make things easier for your surviving spouse / partner to handle the finances. |
| 3/23/2022 | Chat | Retirement | Life Stage chapters | Relocating in retirement | Q&A on the pros / cons of relocating in retirement. The meeting was not recorded. |
| 2/23/2022 | Chat | Retirement | Jill Steinberg | Finding purpose in retirement | Mini-series session 1. A non-financial panel discussion. The meeting was not recorded. |
| 1/22/2022 | Video Slides Chat Transcript | Retirement | Christine Benz | What If This Turns Out To Be A Terrible Time To Retire? | What to consider for retiring in today’s environment. |
| 12/6/2021 | Slides Chat Document | Retirement | New York City chapter | Retirement Distributions | The New York City chapter discusses retirement distributions. Moderated by Steve. The meeting was not recorded. |
| 11/10/2021 | Video Chat Transcript | Retirement | Jill Steinberg | Successful Retirement: From Retiring to Rewiring | A non-financial discussion of how to prepare yourself for a happy and fulfilling retirement. |
| 10/13/2021 | Video Slides Chat Transcript | Insurance | Life Stage chapters | Health care planning for retirement | Presented by the Pre/Early Retirement Life Stage chapters. |
| 10/5/2021 | Video Slides Chat Transcript | Investing | Christine Benz | Investing (and Planning) Wisely at Every Life Stage | How to invest at every stage of your financial life. |
| 9/21/2021 | Video Chat Transcript | Retirement | Wade Pfau | Retirement income style, efficient tax planning | How to plan your retirement income distributions, minimize taxes |
| 8/30/2021 | Video Chat Transcript | Retirement | Mad Fientist | Financial Independence | Achieving the dream of financial independence. |
| 8/25/2021 | Video Slides Chat Transcript | Life Stage - Pre/Early Retirement | Christine Benz | Six Retirement Blind Spots and How to Fix Them | Even the best-laid retirement plans can harbor hidden risks. |
| 8/10/2021 | Video Slides Chat Transcript | Investing | FiveK | Prioritizing Investments | Choosing where to invest your money first is important. |
| 7/29/2021 | Video Slides Chat Transcript | Life Stage - Pre/Early Retirement | Sean Mullaney | Tax Planning with Sean Mullaney | Tax strategies for Pre- and Early retirement life stages. |
| 6/22/2021 | Video Transcript | Investing | Mark Zoril, Jason Lynch | Joint Tampa Bay and South Florida Chapter Meeting | Discussion of PlanVision service and eMoney platform. |
| 6/12/2021 | Video Transcript | Investing | Mel Lindauer, Allan Roth | Framing financial decisions | Q&A session, Bogleheads investment philosophy |
| 5/20/2021 | Video Transcript | Life Stage - Starting out | Allan Roth | San Antonio Chapter Meeting | Q&A session for those in the "Starting out" life stage. |
| 5/5/2021 | Video Transcript | Retirement | James Please | FI Calc Retirement Calculator | Retirement planning calculator demonstration |
| 5/3/2021 | Video Transcript | Investing | Paul Merriman | We're Talking Millions | An extra ½ percent of return can greatly increase your portfolio's value. |
| 4/27/2021 | Video Transcript | Investing | Mark Zoril, Jason Lynch | PlanVision discusses investing topics | Considerations in Structuring Your Investments, and How Technology Can Help |
| 4/15/2021 | Video Transcript | Retirement | Lauren Boland | cFIREsim Demonstration | A crowd-sourced Financial Independence Retire Early simulator. |
| 4/7/2021 | Video Transcript | Retirement | Michelle Dash, Steven Chen | NewRetirement Planner | Retirement planning |
| 4/6/2021 | Video Slides Transcript | Life Stage - Starting out | Mike Piper | Getting Started with Investing | For those just starting out |
| 3/31/2021 | Video Transcript | Retirement | FiveK | Personal Financial Toolbox | Retirement planning |
| 3/27/2021 | Video Slides Transcript | Retirement | Mike Piper | A Cookie Cutter Retirement Plan | A retirement plan that will work reasonably well in most circumstances. |
| 3/24/2021 | Video Transcript | Retirement | Jim Richmond | Flexible Retirement Planner | Retirement planning |
| 3/18/2021 | Video Transcript | Retirement | Stuart Matthews | Pralana Retirement Calculator | Retirement 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.
Notes
If you are unable to view Vimeo videos, there may be a problem with your browser’s configuration. Google “Unable to view Vimeo videos” or ask in the Bogleheads forum for help.