Seattle Area Chapter Meetings - Master Thread

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edgeagg
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Re: Seattle Area Chapter Meetings - Master Thread

Post by edgeagg »

Be nice to meet up now that spring is in the air here and people are coming out of hibernation. How about meeting mid-April in Bellevue or thereabouts?
Perhaps if you are interested, respond to this thread and we can get a count after which we can decide dates+exact locations?
ea
Soon2BXProgrammer
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Re: Seattle Area Chapter Meetings - Master Thread

Post by Soon2BXProgrammer »

edgeagg wrote: Fri Mar 17, 2023 12:58 pm Be nice to meet up now that spring is in the air here and people are coming out of hibernation. How about meeting mid-April in Bellevue or thereabouts?
Perhaps if you are interested, respond to this thread and we can get a count after which we can decide dates+exact locations?
ea
I'm interested. Depends on the exact date, we have spring break stuff scheduled.
Earned 43 (and counting) credit hours of financial planning related education from a regionally accredited university, but I am not your advisor.
edgeagg
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Re: Seattle Area Chapter Meetings - Master Thread

Post by edgeagg »

Good point about Spring Break. If April doesn't work, then May likely should be fine
MrSteady
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Re: Seattle Area Chapter Meetings - Master Thread

Post by MrSteady »

I am interested. Bellevue area would work well for me, and Seattle is fine too.
plnwtn
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Re: Seattle Area Chapter Meetings - Master Thread

Post by plnwtn »

I'm interested. Please let me know date and location. I live in Burien, but ok to meet anywhere in Seattle area.
emanuel_v19
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Re: Seattle Area Chapter Meetings - Master Thread

Post by emanuel_v19 »

I'd be interested
ppb1303
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Re: Seattle Area Chapter Meetings - Master Thread

Post by ppb1303 »

I'm interested as well
ruanddu
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Re: Seattle Area Chapter Meetings - Master Thread

Post by ruanddu »

Interested too.
finingo
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Re: Seattle Area Chapter Meetings - Master Thread

Post by finingo »

I’m also interested and on the east side. Is there anyone to organize? I am willing to organize something in the Bellevue area.
boglattle
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Re: Seattle Area Chapter Meetings - Master Thread

Post by boglattle »

Just joined so I can post my interest. Looks like there are a handful of people who are interested in participating and a few like who are willing to help organize.

If folks are interested, we can meet at one of these places
a. Crossroads mall food court - loads of seating
b. Panera bread - usually free, if the timing is right.
c. Starbucks near Crossroads - they have a large covered patio at the back, we can hand out without being disruptive.

More suggestions are welcome. Sundays work best for me (around noon-ish?). Just to give folks a bit more time to plan and prepare.

How about Jul 9th? Respond, and I can work with you to help this get setup.
ppb1303
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Re: Seattle Area Chapter Meetings - Master Thread

Post by ppb1303 »

Sunday, June 9th would work for me. I'm okay with any of the locations near crossroads, Bellevue. I think Starbucks has large space for this group.
I can help in organizing as well.
boglattle
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Re: Seattle Area Chapter Meetings - Master Thread

Post by boglattle »

How about Sunday 16th July, 2pm @ Starbucks 1350 156th Ave NE, Bellevue. I plan to hang around there for ~1-1.5 hours. They have a huge patio at the back.

@ppb1303, @finingo
ppb1303
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Re: Seattle Area Chapter Meetings - Master Thread

Post by ppb1303 »

Sounds good. See you there!
tomcam
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Re: Seattle Area Chapter Meetings - Master Thread

Post by tomcam »

Newbie here. I’m in for Sunday!
boglattle
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Re: Seattle Area Chapter Meetings - Master Thread

Post by boglattle »

I got here a bit early, sitting on the patio at the back.
boglattle
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Re: Seattle Area Chapter Meetings - Master Thread

Post by boglattle »

We had a mini-catchup today, it was nice. Looking to pencil in another meetup a few weeks out - August 20th, around 2 PM, same place.

I wrote a quick post about what I remember from the discussion - https://www.linkedin.com/feed/update/ur ... 2716699648
boglattle
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Re: Seattle Area Chapter Meetings - Master Thread

Post by boglattle »

Scheduled the next one in August, same location


Sun, Aug 20, 2023, 2:00 PM - 2:30 PM (your local time)
1350 156th Ave NE, Bellevue, Washington, US, 98007


https://www.linkedin.com/events/seattle ... /comments/
boglattle
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Re: Seattle Area Chapter Meetings - Master Thread

Post by boglattle »

We are planning to meet today. It will be nice if you can make it.

https://www.linkedin.com/events/seattle ... /comments/
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Rob Relyea
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Re: Seattle Area Chapter Meetings - Master Thread

Post by Rob Relyea »

Planning to attend.
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Mel Lindauer
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Re: Seattle Area Chapter Meetings - Master Thread

Post by Mel Lindauer »

Sounds like all you need is a new Local Chapter Coordinator. If anyone's interested in stepping up, just PM me, and I'll make it official.
Best Regards - Mel | | Semper Fi
boglattle
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Re: Seattle Area Chapter Meetings - Master Thread

Post by boglattle »

It was nice to meet with a few fellow Bogleheads. For me it was impactful, I made some tweaks to my investment portfolio based on the discussion.

Let us pencil in the September meet.

Next one is - Sun, Sep 17, 2023, 2:00 PM - 2:30 PM (PST)
1350 156th Ave NE, Bellevue, Washington, US, 98007

It will be nice to hear about anything specific folks are doing "before the end of the year"? Any portfolio rebalancing, tax loss harvesting .. anything else?
m@ver1ck
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Re: Seattle Area Chapter Meetings - Master Thread

Post by m@ver1ck »

I’ll try to be there!
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Mel Lindauer
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Re: Seattle Area Chapter Meetings - Master Thread

Post by Mel Lindauer »

Vivek has stepped up and agreed to be the new Local Chapter Coordinator for the Seattle Area Local Chapter.

He created a new email id (theseattlebogleheads@gmail.com for this purpose.

In addition to using the new email address, members can also use this thread to communicate with each other about planned/planning events.
Best Regards - Mel | | Semper Fi
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CardinalRule
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Re: Seattle Area Chapter Meetings - Master Thread

Post by CardinalRule »

Mel Lindauer wrote: Thu Sep 14, 2023 12:32 pm Vivek has stepped up and agreed to be the new Local Chapter Coordinator for the Seattle Area Local Chapter.

He created a new email id (theseattlebogleheads@gmail.com for this purpose.

In addition to using the new email address, members can also use this thread to communicate with each other about planned/planning events.
Thanks to Vivek. Hoping to participate when I am in the area.
m@ver1ck
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Re: Seattle Area Chapter Meetings - Master Thread

Post by m@ver1ck »

Are we meeting today? Starbucks near crossroads?
StoopieHippo
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Re: Seattle Area Chapter Meetings - Master Thread

Post by StoopieHippo »

m@ver1ck wrote: Sat Sep 16, 2023 9:43 am Are we meeting today? Starbucks near crossroads?
i thought it was the 17th - Sunday?
m@ver1ck
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Re: Seattle Area Chapter Meetings - Master Thread

Post by m@ver1ck »

You’re right! It’s on Sunday. Still - is it happening? Do we have quorum?4-5 people?
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Rob Relyea
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Re: Seattle Area Chapter Meetings - Master Thread

Post by Rob Relyea »

I'm planning to attend. We had no problem with attendance last time...had good discussions.
Whakamole
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Re: Seattle Area Chapter Meetings - Master Thread

Post by Whakamole »

I'm planning to attend as well.
WonderWander
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Re: Seattle Area Chapter Meetings - Master Thread

Post by WonderWander »

Just came across this thread. Will be there.
boglattle
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Re: Seattle Area Chapter Meetings - Master Thread

Post by boglattle »

It is in 1.5hours from now. See you all there!
boglattle
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Re: Seattle Area Chapter Meetings - Master Thread

Post by boglattle »

Mel Lindauer wrote: Thu Sep 14, 2023 12:32 pm Vivek has stepped up and agreed to be the new Local Chapter Coordinator for the Seattle Area Local Chapter.

He created a new email id (theseattlebogleheads@gmail.com for this purpose.

In addition to using the new email address, members can also use this thread to communicate with each other about planned/planning events.
Thanks Mel, hoping to keep the energy and momentum going. In case folks didn't associate name to handle. I am Vivek, long time resident of this area. Eager to meet folks and exchange some ideas and gain some inspiration!
Whakamole
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Re: Seattle Area Chapter Meetings - Master Thread

Post by Whakamole »

Nice to meet everyone!

Links:

2008 stock market discussion thread: viewtopic.php?p=297409

https://bogle.tools

https://www.tillerhq.com
sampark
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Re: Seattle Area Chapter Meetings - Master Thread

Post by sampark »

I'd like to join the Bogle Seattle Chapter Group. When will we meet next ?
boglattle
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Re: Seattle Area Chapter Meetings - Master Thread

Post by boglattle »

Let us pencil in the next meet for (lets try Saturday this time).

Next one is - Sat, Oct 14, 2023, 2:00 PM - 2:30 PM (PST)
(Same venue as last time)
1350 156th Ave NE, Bellevue, Washington, US, 98007
Sp1cyMustard
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Re: Seattle Area Chapter Meetings - Master Thread

Post by Sp1cyMustard »

When is the next meeting?
islandskater43
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Re: Seattle Area Chapter Meetings - Master Thread

Post by islandskater43 »

Also interested in the next meetup! :)
boglattle
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Re: Seattle Area Chapter Meetings - Master Thread

Post by boglattle »

Happy new year! How about another meetup? Lets try sunday this time! please respond to let us know you can make it!

Sun, Feb 11, 2024, 1:00 PM - 1:30 PM (PST)
1350 156th Ave NE, Bellevue, Washington, US, 98007 (Starbucks)
LeisureLee
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Re: Seattle Area Chapter Meetings - Master Thread

Post by LeisureLee »

I'm interested. Thanks for setting it up!
simpletone
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Re: Seattle Area Chapter Meetings - Master Thread

Post by simpletone »

I can make that as well, look forward to meeting you.
xb7
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Re: Seattle Area Chapter Meetings - Master Thread

Post by xb7 »

I'll be there. Thanks for organizing!
yogesh
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Re: Seattle Area Chapter Meetings - Master Thread

Post by yogesh »

boglattle wrote: Thu Jan 18, 2024 5:29 pm Happy new year! How about another meetup? Lets try sunday this time! please respond to let us know you can make it!

Sun, Feb 11, 2024, 1:00 PM - 1:30 PM (PST)
1350 156th Ave NE, Bellevue, Washington, US, 98007 (Starbucks)
I will be there
Emergency: FDIC | Taxable: VTMFX | Retirement: TR2040
pcd.bookworm
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Re: Seattle Area Chapter Meetings - Master Thread

Post by pcd.bookworm »

boglattle wrote: Thu Jan 18, 2024 5:29 pm Happy new year! How about another meetup? Lets try sunday this time! please respond to let us know you can make it!

Sun, Feb 11, 2024, 1:00 PM - 1:30 PM (PST)
1350 156th Ave NE, Bellevue, Washington, US, 98007 (Starbucks)
Hi all - Just wanted to confirm whether the Seattle chapter meeting is still on for this coming Sunday. Okay for newbies to just show up?
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Rob Relyea
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Re: Seattle Area Chapter Meetings - Master Thread

Post by Rob Relyea »

Seattle chapter has been through a couple of different groupings over the last 6-7 years. Newcomers very welcome.
tomcam
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Re: Seattle Area Chapter Meetings - Master Thread

Post by tomcam »

Little late to respond, but... I'll be there too! Frantically prepping for it
boglattle
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Re: Seattle Area Chapter Meetings - Master Thread

Post by boglattle »

Just confirming - I will be there at this spot at 1.00pm (perhaps a shade earlier, should be in a dark blue jacket + jeans).

Sun, Feb 11, 2024, 1:00 PM - 1:30 PM (PST)
1350 156th Ave NE, Bellevue, Washington, US, 98007 (Starbucks)
pacnw
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Re: Seattle Area Chapter Meetings - Master Thread

Post by pacnw »

I plan to be attend also - first timer, but long time forum reader.
islandskater43
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Re: Seattle Area Chapter Meetings - Master Thread

Post by islandskater43 »

Really enjoyed meeting folks today, and the discussion around the various topics. I’m already looking forward to meeting up again in March!
boglattle
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Re: Seattle Area Chapter Meetings - Master Thread

Post by boglattle »

Today's meeting was fantastic. I took some notes as a way to jog the memory of folks who joined, and to pique the interest of folks who were on the fence about joining.

Attendees (First letters of first names only :) ) - V, T, T, S, P, R, B, M, L, A

R, I know you were trying to remember the names in the correct order and A, you said you were bad with names (memory exercise for you).

Here were the Finance related topics we discussed:
  • Opportunity Zones: Offers 3 things, a - Temporary deferral of taxes on previously earned capital gains, Basis step-up of previously earned capital gains invested and Permanent exclusion of taxable income on new gains. - https://www.taxpolicycenter.org/briefin ... -they-work
  • Safe withdrawal rates and strategies - Splitting retirement savings into different buckets for safety and discretionary spending.
  • FDIC insurance limits and strategies for maximizing coverage
Besides Finance related topics, we veered into some of the heavy topics as well.
  • Importance of having "enough" saved
  • Planning for mental decline in retirement - keeping assets and finances simple and manageable
  • Finding the "sweet spot" between work and personal life
  • Regrets about not traveling and socializing more while younger
  • Balancing frugality with enjoying life during working years for a fulfilling retirement
  • Importance of considering post-retirement life early on
My personal take away was to rethink about my personal plan post-retirement. S said something that impacted me deeply, many-a-times folks tend to be super frugal early on to save for an amazing retirement. The advice was that, you should find a way to equalize your lifestyles pre and post retirement. That way you are not have a terrible time when you are younger just to have a lot of money during retirement.

Overall, The meetup was a success with valuable information and insights shared among attendees. We will figure out an RSVP system for next time around.

I think it will be Mar 10 or Mar 17th - stay tuned for updates.
LeisureLee
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Re: Seattle Area Chapter Meetings - Master Thread

Post by LeisureLee »

Thanks for arranging the meeting, Vivek! (I'm "S"). I thought it was a really interesting discussion.

One thing to add:
For the mention of "SEPP" (Substantially Equal Periodic Payments), for withdrawing IRA money before age 59.5:

I mentioned the term but I would recommend that people use a Roth Ladder instead.

A Roth Ladder allows you to control how much you convert (and pay taxes on) each year, you can stop it at any time, and there's no risk of multi-year penalties. The downside is that you need to save money for the first five years of retirement in a taxable account, while you wait for the "ladder" to get started.
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