Bogleheads Life Stage Chapters

US Local Chapters, Wiki, and general Bogleheads community discussion, news, events, and announcements.
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sleepysurf
Posts: 890
Joined: Sat Nov 23, 2013 5:59 am
Location: Florida

Re: Bogleheads Life Stage Chapters

Post by sleepysurf »

Lots of great Zoom meetings coming up!
Here's a final reminder for this one Wed night.
sleepysurf wrote: Tue Mar 05, 2024 11:18 am The "Retired" Life Stage and Tampa Bay Chapters are jointly hosting a very special Zoom meeting on Wed, Mar 13, from 8 - 10 PM (Eastern) that should be relevant for Bogleheads in ALL Life Stages.

5 PM Pacific | 6 PM Mountain | 7 PM Central | 8 PM Eastern

Format: Special guest Betsy Pecor, CFA, recently retired following a successful career as an ACTIVE Small/Mid Cap Portfolio Manager. She'll share investing perspectives as a former "Wall Street Insider" with takeaways for Bogleheads at ALL Life Stages, followed by open Q&A. The meeting will be recorded, and participants (anonymously, if desired) will be able to submit questions following her presentation.

Topic: Some areas she'll cover include:
  • An "Insiders" perspective of the world of Small Caps
  • Transitioning, as a new retiree, from being an ACTIVE portfolio manager to a PASSIVE investor
  • Why an Investment Process is KEY, for DIY'ers and Active Managers alike
Targeted audience: Bogleheads at ALL life stages

Zoom link:
https://us06web.zoom.us/j/86036082879?p ... g1FVn8My.1

Meeting ID: 860 3608 2879
Passcode: 631295

One tap mobile
+13052241968,,86036082879#,,,,*631295# US
+13092053325,,86036082879#,,,,*631295# US

Find your local number: https://us06web.zoom.us/u/kbNReSYyVH
Retired 2018 | currently ~65/30/5 (partially sliced and diced, with a slowly rising equity glide path)
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Miriam2
Posts: 4399
Joined: Fri Nov 14, 2014 10:51 am

Re: Bogleheads Life Stage Chapters

Post by Miriam2 »

Please join the Bogleheads Life Stage Chapters for Part II of online meeting topic Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life on Wed. March 20, 2024, at 8:00 pm ET. Please note that this meeting will be an open BH discussion and Q & A on this topic, not an interview with Jordan Grumet.

8:00 pm Eastern | 7:00 pm Central | 6:00 pm Mountain | 5:00 pm Pacific

This meeting will be a roundtable discussion on this thought-provoking topic that was presented by Jordan Grumet at the 2023 Bogleheads Conference on "How to Live a Regret-Free Life." This excellent Boglehead Conference Presentation video with Jordan on this topic can be viewed here Bogleheads® Conference 2023 - Jordan Grumet on Living without Regrets. In addition, White Coat Investor has also written an article where he interviewed Jordan Grumet.

Below are are some of the topics that will be covered during the Part II meeting -

Part II- Second open discussion topics for the March 20, 2024, meeting -
  • Happiness "set point"
  • Money as the low-hanging fruit
  • Common regrets of the dying
  • The Purpose Paradox
  • The Life Review
Below is the zoom link for this Part II meeting on March 20, 2024 - and the zoom link is also posted on the Bogleheads Calendar of Events -

Join Zoom Meeting -
https://us06web.zoom.us/j/89177743715?p ... Ix9sRU2p.1

Meeting ID: 891 7774 3715
Passcode: 340863

Find your local number: https://us06web.zoom.us/u/kz41WEJbb

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Please note - the Part III meeting will be on Wed April 3, 2024, at 8:00 pm ET :happy

Part III- topics for the April 3, 2024, meeting-
  • Jordan's path toward his own purpose
  • Specific regrets from hospice patients
  • Balancing finances and purpose
  • Giving during life and building connections
  • FIRE transitioning to just FI
:arrow: To avoid confusion, the zoom link for the Part III meeting on April 3, 2024, will be posted later.
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Miriam2
Posts: 4399
Joined: Fri Nov 14, 2014 10:51 am

Re: Bogleheads Life Stage Chapters

Post by Miriam2 »

Everyone is invited to join the Bogleheads Life Stage Chapters for Part III of online meeting topic Living Without Regrets on Wed. April 3, 2024, at 8:00 pm ET. This meeting will be an open BH discussion and Q & A on this topic, and there will be ample time for Q & A on other personal finance topics you may have.

8:00 pm Eastern | 7:00 pm Central | 6:00 pm Mountain | 5:00 pm Pacific

Below are are some of the topics that will be covered during this meeting. These topics are from Jordan Grumet's book, Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life

Part III- topics for the April 3, 2024, meeting-
  • Jordan's path toward his own purpose
  • Specific regrets from hospice patients
  • Balancing finances and purpose
  • Giving during life and building connections
  • FIRE [Financially Independent, Retire Early] transitioning to just FI [Financial Independence]
Below is the zoom link for this Part III meeting - and the zoom link is also posted on the Bogleheads Calendar of Events -

Join Zoom Meeting -

Topic: Part 3 - Discussion on Living Without Regrets
Time: Wed. Apr 3, 2024 - 8:00 PM Eastern Time (US and Canada)

Join Zoom Meeting -
https://us06web.zoom.us/j/83748384702?p ... XGm1aUlR.1

Meeting ID: 837 4838 4702
Passcode: 487220

Find your local number: https://us06web.zoom.us/u/kQaXB2ih

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Miriam2
Posts: 4399
Joined: Fri Nov 14, 2014 10:51 am

Re: Bogleheads Life Stage Chapters

Post by Miriam2 »

The Bogleheads are delighted to host Nords - retired military officer and long-time Boglehead Doug Nordman aka Nords - for an online meeting on Wed. April 17, 2024, at 8:00 pm ET. Nords will carry forth and answer questions on "Financial and Life Lessons Learned from Military Service" and how to plan for your future following the Great Military Adventure. Although active and retired service members will find Nords' financial and retirement suggestions most helpful, all Bogleheads are welcome and will enjoy hearing about Nords' experiences. :D

8:00 pm Eastern | 7:00 pm Central | 6:00 pm Mountain | 5:00 pm Pacific | 2:00 pm Hawaii

Image

Nords is a long-time member of the Bogleheads forum and a valued poster who is dedicated to helping U.S. Military personnel, retired and active, with their finances and retirement. He has contributed to the BH Wiki article: Military Finances , and in 2019, Nords was profiled in Forbes: This Former Naval Officer Retired At 41 And Despite Two Recessions Has Seen His Portfolio Triple Over 17 Years.

Retired at age 41 after 20 years with the U.S. Navy's submarine force, Nords lives in Hawaii and reports he is "an enthusiastic surfer, an omnivorous reader, a martial arts student, and a veteran of many chaotic home-improvement projects." He is the author of "The Military Guide to Financial Independence and Retirement" (the book's royalties go to military charities):
[Review:]Taking Bob Dylan’s lyrics as a departure point – “A man is a success if he gets up in the morning and goes to bed at night and in between does what he wants to do” – this book provides servicemembers, veterans, and their families with a critical road map for becoming financially independent prior to committing themselves to full-time retirement in their 60s or 70s. Indeed, taking himself as a prime example, the author outlines how military personnel who are retiring in their early 40s can become happily semi-retired and thus avoid the necessity of pursuing what is often a less than fulfilling second career in government or the corporate world. Emphasizing the importance of family, lifestyle, and bridge careers, the book goes a long way in providing answers to one of today’s most important career transition questions: “What do you want to do with the rest of your life?" . . .
Read what Nords posted HERE about himself and what he plans for our meeting :D

As you can see from his Bogleheads avatar above, Nords has his investments on auto-surf 8-)

Below is the zoom link for this meeting - and the zoom link is also posted on the Bogleheads Calendar of Events . It's not necessary to RSVP for the meeting.

Join Zoom Meeting -

https://us06web.zoom.us/j/89919041335?p ... mpw9A4kn.1

Meeting ID: 899 1904 1335
Passcode: 224217

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Please let me know if you have any questions!
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