New Columbus, Ohio Chapter

Local Chapters, Wiki, and general Bogleheads community discussion, news, events, and announcements
RetiredMarine
Posts: 70
Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Sun Apr 08, 2018 8:00 pm

fyi, we had another good turnout today - 19 people, and we talked about everything from 401ks and IRAs to taxes and HSAs.

Also, next month we'll be having the meeting on the 3d Sunday of the month, 20 May, as the previous Sunday is Mother's Day.

cheeky
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Re: Improving Local Boglehead Chapter Meetings

Post by cheeky » Tue Apr 17, 2018 10:50 am

[Moved into here from: Improving Local Boglehead Chapter Meetings --admin LadyGeek]

Hello RM,

I am new to this forum(First Post) and these investing concepts but I am in Columbus, Ohio and would be interested in trying to come to some of your meetings. Is there any way to get the meeting details if you don't join Meetup?

RetiredMarine
Posts: 70
Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Tue Apr 17, 2018 5:16 pm

cheeky,

the details for our monthly meetings are in this "New Columbus, Ohio Chapter" thread - on the first page, i.e. normally 2d Sunday of the month from 2-4pm at the Columbus Metropolitan (Main) Library (meeting room 3B), which is located at 96 S. Grant Avenue, Columbus, OH 43215. In May, the meeting will be on 20 May due to Mother's Day the previous Sunday.

RetiredMarine
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Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Sat May 12, 2018 2:54 pm

All,

Just a reminder about next Sunday's (20 May) meeting - same time, 2-4 at the library. (No meeting tomorrow since it's Mother's Day)

If you have any specific subjects you'd like to have discussed and let others know about ahead of time, please reply with them here as desired - or input them at the Yahoo Group site.

Thanks and see you next Sunday.

RetiredMarine
Posts: 70
Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Fri May 18, 2018 9:31 pm

Just a final reminder about our meeting Sunday (May 20th) at the library, see you then.

RetiredMarine
Posts: 70
Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Wed May 30, 2018 7:00 pm

All,

Just a reminder about next Sunday's (10 June) meeting - same time, 2-4 at the library.

If you have any specific subjects you'd like to have discussed and let others know about ahead of time, please reply with them here as desired - or input them at the Yahoo Group site.

Thanks and see you next Sunday.

RetiredMarine
Posts: 70
Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Fri Jun 08, 2018 7:31 pm

Just a final reminder about our meeting Sunday (June 10) at the library from 2-4, see you then.

RetiredMarine
Posts: 70
Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Mon Jun 11, 2018 6:35 pm

We had a great meeting and turnout (17 total) yesterday – lots of good discussion on everything from investing mistakes some of the older members have made to the value of college to some estate planning basics.

As was brought up, we’re going to shift the meeting time to 3-5pm (instead of 2-4) - still on the 2d Sunday of the month at the Columbus Main Library. This is to facilitate going to dinner after the meeting for those interested – we’ll look to do the dinner on a bi-monthly basis – starting in July, then September, November, etc.

On the Columbus Bogleheads Yahoo Group (mentioned above in this thread) is a map from the library of some of the restaurants nearby. I believe there are a number of other places in the area as well. If someone has a suggested restaurant near the library for dinner in July, please respond on the Yahoo Group (or here) with your recommendation.

See everyone next month.

Miriam2
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Re: New Columbus, Ohio Chapter

Post by Miriam2 » Mon Jun 11, 2018 7:45 pm

^^^ RetiredMarine!! Congratulations - you certainly got that chapter up and running :D

RetiredMarine
Posts: 70
Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter (NEW mtg. time)

Post by RetiredMarine » Fri Jun 29, 2018 12:09 pm

All,

Just a reminder about next Sunday's (8 July) meeting - NEW time, 3-5 at the library.

If you have any specific subjects you'd like to have discussed and let others know about ahead of time, please reply with them here as desired.

Thanks and see you next Sunday.

RetiredMarine
Posts: 70
Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Fri Jun 29, 2018 12:11 pm

Propose that we have dinner after next Sunday’s meeting (around 5:15 or so) at Pat & Gracie’s, 340 E. Gay St., Columbus (American style food). It’s just a few blocks from the main library, they have a small parking lot across the street, and additional street parking should be available.

If you plan on going to dinner, please let me know/respond back by Thursday (5 July) (either here or on the Yahoo Group) so that I can let the restaurant know roughly how many to expect, thanks.

RetiredMarine
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Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Fri Jul 06, 2018 4:26 pm

Just a final reminder about our meeting Sunday (July 8) at the library - at the NEW time from 3-5.

Also, dinner afterwards for those interested at 5:15 at Pat & Gracie's at 340 E. Gay St., Columbus.

See you Sunday.

RetiredMarine
Posts: 70
Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Mon Jul 09, 2018 4:34 pm

fyi, we had another good turnout yesterday (16 total) and some great discussions – everything from rolling a 401k over to an IRA, to what investments to choose after maxing out 401k/IRAs, to whether fellowship income can be contributed to an IRA.

Also, 11 folks went to dinner afterwards at Pat & Gracie’s and had a good time there as well.

RetiredMarine
Posts: 70
Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Thu Aug 02, 2018 9:34 pm

All,

Just a reminder about next Sunday's (12 August) meeting - NEW time, 3-5 at the library.

If you have any specific subjects you'd like to have discussed and let others know about ahead of time, please reply with them here as desired.

Thanks and see you next Sunday.

RetiredMarine
Posts: 70
Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Fri Aug 10, 2018 9:29 pm

Just a final reminder about our meeting Sunday (August 12) at the library - at the NEW time from 3-5.

See you Sunday.

RetiredMarine
Posts: 70
Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Tue Aug 14, 2018 11:23 am

fyi, we had another good turnout on Sunday (15 total) and some great discussions – everything from annuities to mortgages to Fidelity's new zero expense ratio mutual funds.

RetiredMarine
Posts: 70
Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Thu Aug 30, 2018 8:16 pm

All,

Just a reminder about next Sunday's (9 Sept) meeting - NEW time, 3-5 at the library.

If you have any specific subjects you'd like to have discussed and let others know about ahead of time, please reply with them here (or on the Yahoo Group) as desired.

Also, dinner afterwards for those interested at 5:15 at Pat & Gracie's at 340 E. Gay St., Columbus. It’s a few blocks from the main library, they have a parking lot across the street, and additional street parking should be available.

If you plan on going to dinner, please let me know by Thursday (6 Sept) here or on the Yahoo Group so that I can let the restaurant know roughly how many to expect, thanks.

Have a great Labor Day weekend, and see you next Sunday.

RetiredMarine
Posts: 70
Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Wed Sep 05, 2018 6:20 pm

Reminder, if you plan on going to dinner after the meeting this Sunday (at Pat & Gracie's), please let me know by tomorrow - here or on the Yahoo Group so that I can let the restaurant know roughly how many to expect, thanks.

RetiredMarine
Posts: 70
Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Sat Oct 06, 2018 1:16 pm

All,

Just a reminder about next Sunday's (14 October) meeting - NEW time, 3-5 at the library.

If you have any specific subjects you'd like to have discussed and let others know about ahead of time, please reply with them here as desired.

Thanks and see you next Sunday.

RetiredMarine
Posts: 70
Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Fri Oct 12, 2018 12:38 pm

Just a final reminder about our meeting Sunday (October 14) at the library - at the NEW time from 3-5.

See you Sunday.

GoldPressedLatinum
Posts: 19
Joined: Sat Aug 18, 2018 9:09 pm

Re: New Columbus, Ohio Chapter

Post by GoldPressedLatinum » Fri Oct 12, 2018 12:43 pm

Sadly I have to miss, but I hope to attend my 1st meeting soon!

RetiredMarine
Posts: 70
Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Mon Oct 15, 2018 5:17 pm

fyi for those who couldn't make it to yesterday's meeting (14 Oct.). Believe we had another good turnout (16 people) with lots of good discussion - everything from being invested in the stock market long-term (vs. having "excess" cash) to some discussion about controlling tax rates in retirement to conversation about investing in individual stocks ("ok to some, maybe many, Bogleheads if someone is fully funding their 401k/IRAs first).

Reminder that next month we'll be having dinner after the meeting. If anyone has any restaurant suggestions (other than Pat & Gracie's), please share them. Thanks.

JackAtPage
Posts: 1
Joined: Tue Oct 23, 2018 7:55 pm

Re: New Columbus, Ohio Chapter

Post by JackAtPage » Tue Oct 23, 2018 7:59 pm

Is this still an active chapter?

I've read in here about how we're trying to get some more young people in the group. I'm 25 and am at the point where I need to start conversing with people vice reading books.

RetiredMarine
Posts: 70
Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Wed Oct 24, 2018 5:10 am

JackAtPage,

Yes this is definitely an active chapter. We meet monthly - 2d Sunday at 3-5pm at the main Columbus Library as mentioned above. We usually have 15-20 people attend ranging in age from early 20s to mid-60s (and older sometimes). You're more than welcome to join us and we'll do what we can to help you move forward financially. Hope to see you next month.

RetiredMarine
Posts: 70
Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Thu Nov 01, 2018 8:13 pm

All,

Just a reminder about next Sunday's (11 November) meeting from 3-5 at the library.

If you have any specific subjects you'd like to have discussed and let others know about ahead of time, please reply with them here as desired.

Thanks and see you next Sunday.

RetiredMarine
Posts: 70
Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Thu Nov 01, 2018 8:22 pm

P.S. Dinner after 11 November meeting for those interested at 5:15 at Pat & Gracie's at 340 E. Gay St., Columbus. It’s a few blocks from the main library, they have a parking lot across the street, and additional street parking should be available.

If you plan on going to dinner, please let me know by Thursday (8 November) so that I can let the restaurant know roughly how many to expect, thanks.

RetiredMarine
Posts: 70
Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Sun Nov 04, 2018 9:43 am

fyi, at next Sunday's meeting one of our members is going to go over a spreadsheet he developed regarding the tax impact of different investing accounts (probably during the last half hour).

Also, another member mentioned the below topics as ones that we've touched on in past meetings as possible areas to expand upon in future meetings (which might involve more experienced members doing summaries on them for reference). We'll also bring these up in the last half hour as well regarding future meetings.

- Stock valuations
- Federal tax rates including capital gains rates
- When to contribute to Roth vs tax deferred, and related contribution limits
- Asset allocation
- Expense, expense ratios, and the effects of Asset Under Management (AUM) advisor fees
- Interest rates and effects on bonds
- 401K basics
- Step up basis, also inherited IRAs
- Creditor protection (401K-type plans vs IRAs)
- Tax Loss Harvesting (TLH), and the ordering rules for applying the losses and the carry overs.
- Tax Gain Harvesting (TGH), lots of people forget about this strategy
- Roth conversions

RetiredMarine
Posts: 70
Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Tue Nov 13, 2018 7:13 pm

fyi for those who weren't able to attend Sunday's meeting (11 Nov). Had our biggest turnout so far - 25 people, probably about 1/3 of them or more under age 30. (so Meetup.com is helping us attract a younger audience who can benefit the most over the long-term from sound investing habits). We also had 10 folks attend the dinner afterwards.

One or two more meetings with that many people and we'll be getting a new meeting location (we were over the intended capacity for the room as a couple of folks sitting on tables can attest to).

Great discussions on a variety of subjects - much of it helping newer investors talking about things like asset allocation, dollar-cost averaging and keeping emotions in check. One of our more experienced members also spent some time going over a spreadsheet he developed which reflects account values over time for 401Ks, traditional and Roth IRAs and taxable accounts based on various deposit/withdrawal rates and taking into account income amounts and tax rates (income/capital gains).

RetiredMarine
Posts: 70
Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Fri Nov 30, 2018 5:08 pm

All,

Just a reminder about next Sunday's (9 December) meeting from 3-5 at the library.

If you have any specific subjects you'd like to have discussed and let others know about ahead of time, please reply with them here as desired.

Thanks and see you next Sunday.

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NORDO
Posts: 111
Joined: Fri Apr 20, 2012 9:03 am

Re: New Columbus, Ohio Chapter

Post by NORDO » Sun Dec 02, 2018 3:26 am

Don't know that I'll be able to make this week's meeting but hoping to join you all sometime soon.

The Cincinnati chapter appears to be defunct / on hiatus and you're the next-closest option! 8-)

In all seriousness, glad to see there's another active group of Bogleheads in Ohio. There were very few of us from OH at the conference back in Oct.

Btags84
Posts: 2
Joined: Sun Dec 02, 2018 9:28 am

Re: New Columbus, Ohio Chapter

Post by Btags84 » Sun Dec 02, 2018 9:41 am

Hello, my girlfriend (27) and I (34) are planning on attending the December meeting. This would be our first one, just to confirm, is it still here:

Columbus Metropolitan (Main) Library (Meeting Room 3B) which is located at 96 S. Grant Avenue, Columbus, OH 43215.

I am interesting in hearing perspectives on the three fund portfolio and those who slice and dice similar to Paul Merriman's Ultimate Buy & Hold portfolio.
I'm sure both of us will have other topics of interest, but I didn't want to cause topics already discussed recently to be rehashed so we'll probably just listen for the first meeting. I love this forum and am very excited to join.

Do we just show up for the first one? Or should I join the Yahoo group?

RetiredMarine
Posts: 70
Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Sun Dec 02, 2018 10:02 pm

Btags84,

Yes, our next meeting is on Sunday, 9 Dec. from 3-5 at that Columbus Library location and you can just show up. It's up to you if/when you want to join the Yahoo Group, although we do have some good written materials there for review.

We can talk about the 3 fund portfolio, Merriman's portfolio along with any other topics you want to talk about. Part of our normal meeting routine - after some initial introductory items - is to have any newcomers bring up their subjects first. Look forward to seeing you both next Sunday. Take care.

Btags84
Posts: 2
Joined: Sun Dec 02, 2018 9:28 am

Re: New Columbus, Ohio Chapter

Post by Btags84 » Mon Dec 10, 2018 7:50 pm

Great meeting, my girlfriend and I will definitely be back for the meeting in January. We loved all the discussion and diversity of members.

RetiredMarine
Posts: 70
Joined: Sat Aug 16, 2014 7:27 pm

Re: New Columbus, Ohio Chapter

Post by RetiredMarine » Mon Dec 10, 2018 8:13 pm

fyi, we had another good turnout at yesterday's meeting - 20 people and a lot of good discussion on everything from the 3 fund portfolio to a more "tilted" portfolio (Paul Merriman's) to taking RMDs.

I haven't really been taking notes at these meetings. Does anyone desire to have a more detailed summary/meeting notes posted after the meetings (here and/or on the Yahoo Group)?

If so, maybe someone can volunteer to start doing that in the future. Let me know what you think.

Just a reminder that next month we'll have dinner after the meeting. If anyone wants a new/different dinner location, please make a suggestion here or on the Yahoo Group, thanks.

DA200
Posts: 152
Joined: Fri Feb 06, 2015 3:47 pm

Re: New Columbus, Ohio Chapter

Post by DA200 » Wed Dec 12, 2018 6:28 pm

The meeting on Dec. 9 was great. The broad range of backgrounds, experiences, and stages of financial life lead to interesting discussions. My spouse told me she plans to attend the next meeting and dinner.
Enjoy the holidays - see you in January!
Kurt

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