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  • Category: Bogleheads Chapter Series

December 6, 2022

Bogleheads® Chapter Series –  Eric Balchunas on “The Bogle Effect”

Eric Balchunas, an analyst at Bloomberg Intelligence, presents ten takeaways from his book “The ...

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December 6, 2022

Bogleheads® Chapter Series –  Medicare Basics

The basics of Medicare are presented by Lonnie Thibodeaux, Medicare agent. The presentation is ...

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September 25, 2022

Bogleheads® Chapter Series – Paul Merriman Presents Ten Life-Changing Lessons

Hosted by the Boston Local Chapter, Paul Merriman gives a brief discussion of the ...

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September 12, 2022

Bogleheads® Chapter Series – Stoicism and Behavioral Finance

The NYC and San Antonio Bogleheads Chapters present a discussion on the empowering overlap ...

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June 15, 2022

Bogleheads® Chapter Series – Q & A with JL Collins

JL Collins, author of "The Simple Path to Wealth," answers questions on creating your ...

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May 18, 2022

Bogleheads® Chapter Series – Setting Your Children Up for Financial Success

There are many things parents or guardians can do to help set their children ...

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April 23, 2022

Bogleheads® Chapter Series – Chris Pedersen on Simple & Effective Balanced Lifetime Portfolios – 2022

Bogleheads® Chapter Series - Chris Pedersen on Simple & Effective Balanced Lifetime Portfolios- 2022 ...

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April 6, 2022

Bogleheads® Chapter Series – Documenting Financial Information for Surviving Spouse / Executor

In some cases, one spouse or partner handles most of the financial tasks. If ...

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January 22, 2022

Bogleheads® Chapter Series – Christine Benz: What if this turns out to be a terrible time to retire?

Christine Benz, Director of Personal Finance at Morningstar, discusses what to consider for retiring ...

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November 10, 2021

Bogleheads® Chapter Series – Jill Steinberg – Successful Retirement: From Retiring to Rewiring

Jill Steinberg, Ph.D. discusses how to make the retirement experience successful and purposeful. This ...

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October 13, 2021

Bogleheads® Chapter Series – Healthcare Planning for Retirement

If you are near retirement and wondering about your health care options, this meeting ...

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October 5, 2021

Bogleheads® Chapter Series – Christine Benz on Investing and Planning Wisely at Every Life Stage

Christine Benz, Director of Personal Finance at Morningstar, discusses how to invest at every ...

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September 21, 2021

Bogleheads® Chapter Series – Wade Pfau on Retirement Income Style Analysis, Tax Efficiency

Dr. Wade Pfau discusses Retirement Income Style Analysis (RISA) and tax planning for efficient ...

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August 30, 2021

Bogleheads® Chapter Series – Mad Fientist Discusses Financial Independence

Blogger Brandon Ganch, aka The Mad Fientist discusses “Achieving the Dream of Financial Independence”.Hosted ...

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August 25, 2021

Bogleheads® Chapter Series – Christine Benz on Six Retirement Blind Spots

Even the best-laid retirement plans can harbor hidden risks. Morningstar's Christine Benz shows how ...

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August 10, 2021

Bogleheads® Chapter Series – Prioritizing Investments

Choosing where to invest your money first is important. Bogleheads forum member FiveK shows ...

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July 29, 2021

Bogleheads® Chapter Series – Sean Mullaney Discusses Tax Strategies

Sean Mullaney, a financial planner with Mullaney Financial & Tax, Inc., discusses tax strategies ...

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June 22, 2021

Bogleheads® Chapter Series – PlanVision and eMoney Demo

Mark Zoril and Jason Lynch demonstrate their PlanVision service and eMoney platform.Hosted by the ...

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June 12, 2021

Bogleheads® Chapter Series – Framing Financial Decisions

Allan Roth and Mel Lindauer discuss framing financial decisions and the Bogleheads investment philosophy.Hosted ...

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May 20, 2021

Bogleheads® Chapter Series – Allan Roth

Allan Roth presents a Q&A session for those in the "Starting out" life stage.Hosted ...

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May 5, 2021

Bogleheads® Chapter Series – FI Calc Demonstration

Demonstrated by James Please, the designer and developer of the FI Calc Retirement planning ...

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May 3, 2021

Bogleheads® Chapter Series – We’re Talking Millions

An extra ½ percent of return can greatly increase your portfolio's value.Presented by Paul ...

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April 27, 2021

Bogleheads® Chapter Series – PlanVision discusses investing topics

Mark Zoril and Jason Lynch from PlanVision discuss Considerations in Structuring Your Investments and ...

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April 15, 2021

Bogleheads® Chapter Series – cFIREsim Demonstration

A crowd-sourced Financial Independence Retire Early simulator. Presented by the developer, Lauren Boland.Hosted by ...

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