"Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
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"Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
"Pre-Retirement/Early Retirement" Life Stage Chapter Master Thread
Hello all Bogleheads!
This is the master thread for the "Pre-Retirement/Early Retirement" stage of the new Bogleheads Life Stage Series.
The new Life Stage Chapters are geared towards personal finance issues and topics particularly relevant to a specific stage in our investing life, and are designed to complement the already existing geographic-based Bogleheads Chapters.
The "Pre-Retirement/Early Retirement" Life Stage mission: To provide for education and discussion on topics pertaining to financial and other issues during the approximately 10 year period before retirement, or the early years of retirement.
Topics will include -
• Housing Related Choices
Downsizing considerations
Location considerations
Handicap accessibility
• Healthcare
Health care options if retire <65
Medicare options/deadlines
• Insurance
Umbrella policy
Long term care policy
• Work-Related choices
Benefit choices upon retirement
Rolling 401(k) to IRA, Pension annuity vs lump sum
Optional timing for leaving job, unplanned/forced retirement
• Investing
Asset location (buckets)
Bond tents, bond/CD ladders
• Children & college planning
Assisting adult children
Paying for children’s college
• Income/Cash Flow/Retirement planning
Decide when to take SS/how much will you get
The “Retirement Red Zone”
Withdrawal strategies
• Estate Planning
Estate planning documents
Review beneficiaries/TODs
Estate discussions with children, document financial information
• Tax Planning
Roth conversions
Taxation of RMDs/social security/larger income years (IRMAA, NIIT etc)
Charitable giving (QCD, donor advised fund, donating appreciated assets)
• Non-financial/Other
Filling your time after retirement (hobbies, volunteering etc.)
Maintaining social network
Our meetings will be posted on this Master Thread. They will also be posted on the Bogleheads Blog Calendar of Events, the Bogleheads Life Stage Chapters thread.
All Bogleheads are invited to all the meetings - we hope you will join us!
The initial Coordinators for the Pre-Retirement/Early Retirement Life Stage Chapter are hoosierjim and DFWBogleheads. We'd like to add two more Coordinators, to assist with Chapter development and programming. If interested, please PM either of us, or inquire during a meeting.
The Life Stage Virtual Chapters are intended to complement the geographic-based BH Local Chapters and BH Speaker Series. Down the road, we'll schedule guest presenters for deeper dives into specific sub-topics, and will also be linking to relevant resources in the BH Wiki. Please Subscribe to (or Bookmark) this thread for future updates.
Hello all Bogleheads!
This is the master thread for the "Pre-Retirement/Early Retirement" stage of the new Bogleheads Life Stage Series.
The new Life Stage Chapters are geared towards personal finance issues and topics particularly relevant to a specific stage in our investing life, and are designed to complement the already existing geographic-based Bogleheads Chapters.
The "Pre-Retirement/Early Retirement" Life Stage mission: To provide for education and discussion on topics pertaining to financial and other issues during the approximately 10 year period before retirement, or the early years of retirement.
Topics will include -
• Housing Related Choices
Downsizing considerations
Location considerations
Handicap accessibility
• Healthcare
Health care options if retire <65
Medicare options/deadlines
• Insurance
Umbrella policy
Long term care policy
• Work-Related choices
Benefit choices upon retirement
Rolling 401(k) to IRA, Pension annuity vs lump sum
Optional timing for leaving job, unplanned/forced retirement
• Investing
Asset location (buckets)
Bond tents, bond/CD ladders
• Children & college planning
Assisting adult children
Paying for children’s college
• Income/Cash Flow/Retirement planning
Decide when to take SS/how much will you get
The “Retirement Red Zone”
Withdrawal strategies
• Estate Planning
Estate planning documents
Review beneficiaries/TODs
Estate discussions with children, document financial information
• Tax Planning
Roth conversions
Taxation of RMDs/social security/larger income years (IRMAA, NIIT etc)
Charitable giving (QCD, donor advised fund, donating appreciated assets)
• Non-financial/Other
Filling your time after retirement (hobbies, volunteering etc.)
Maintaining social network
Our meetings will be posted on this Master Thread. They will also be posted on the Bogleheads Blog Calendar of Events, the Bogleheads Life Stage Chapters thread.
All Bogleheads are invited to all the meetings - we hope you will join us!
The initial Coordinators for the Pre-Retirement/Early Retirement Life Stage Chapter are hoosierjim and DFWBogleheads. We'd like to add two more Coordinators, to assist with Chapter development and programming. If interested, please PM either of us, or inquire during a meeting.
The Life Stage Virtual Chapters are intended to complement the geographic-based BH Local Chapters and BH Speaker Series. Down the road, we'll schedule guest presenters for deeper dives into specific sub-topics, and will also be linking to relevant resources in the BH Wiki. Please Subscribe to (or Bookmark) this thread for future updates.
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Sounds like a wonderful - and very helpful - part of the Bogleheads Life Stage Local Chapter seriesDFWBogleheads wrote: ↑ "Pre-Retirement/Early Retirement" Life Stage Chapter Master Thread
Hello all Bogleheads!
This is the master thread for the "Pre-Retirement/Early Retirement" stage of the new Bogleheads Life Stage Series.
The new Life Stage Chapters are geared towards personal finance issues and topics particularly relevant to a specific stage in our investing life, and are designed to complement the already existing geographic-based Bogleheads Chapters.
The "Pre-Retirement/Early Retirement" Life Stage mission: To provide for education and discussion on topics pertaining to financial and other issues during the approximately 10 year period before retirement, or the early years of retirement.
Topics will include -
• Housing Related Choices
Downsizing considerations
Location considerations
Handicap accessibility
• Healthcare
Health care options if retire <65
Medicare options/deadlines
• Insurance
Umbrella policy
Long term care policy
• Work-Related choices
Benefit choices upon retirement
Rolling 401(k) to IRA, Pension annuity vs lump sum
Optional timing for leaving job, unplanned/forced retirement
• Investing
Asset location (buckets)
Bond tents, bond/CD ladders
• Children & college planning
Assisting adult children
Paying for children’s college
• Income/Cash Flow/Retirement planning
Decide when to take SS/how much will you get
The “Retirement Red Zone”
Withdrawal strategies
• Estate Planning
Estate planning documents
Review beneficiaries/TODs
Estate discussions with children, document financial information
• Tax Planning
Roth conversions
Taxation of RMDs/social security/larger income years (IRMAA, NIIT etc)
Charitable giving (QCD, donor advised fund, donating appreciated assets)
• Non-financial/Other
Filling your time after retirement (hobbies, volunteering etc.)
Maintaining social network
Our meetings will be posted on this Master Thread. They will also be posted on the Bogleheads Blog Calendar of Events, the Bogleheads Life Stage Chapters thread.
All Bogleheads are invited to all the meetings - we hope you will join us!
The initial Coordinators for the Pre-Retirement/Early Retirement Life Stage Chapter are hoosierjim and DFWBogleheads. We'd like to add two more Coordinators, to assist with Chapter development and programming. If interested, please PM either of us, or inquire during a meeting.
The Life Stage Virtual Chapters are intended to complement the geographic-based BH Local Chapters and BH Speaker Series. Down the road, we'll schedule guest presenters for deeper dives into specific sub-topics, and will also be linking to relevant resources in the BH Wiki. Please Subscribe to (or Bookmark) this thread for future updates.
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Our first "Pre-Retirement/Early Retirement" Life Stage meeting will be Wednesday, June 30, 2021, on Zoom, starting 8 PM (Eastern).
Our Initial virtual meeting will be a "get to know each other" discussion ... with open Q&A to follow, addressing whatever else is on participants minds. Suggestions for topics to be discussed at the meeting, as well as future topics/speakers, are welcome and can be submitted with the RSVP below, or typed into the chat window during the meeting. The meeting will not be recorded.
You can RSVP for the meeting (and submit questions or suggested discussion topics and topics/speakers for future meetings) here...
https://docs.google.com/forms/d/e/1FAIp ... sp=sf_link
All responses are anonymous. The Zoom link will be posted in the BH Calendar of Events one week prior to the meeting.
The "Pre-Retirement/Early Retirement" Life Stage Chapter Coordinators...
hoosierjim and DFWBogleheads.
Our Initial virtual meeting will be a "get to know each other" discussion ... with open Q&A to follow, addressing whatever else is on participants minds. Suggestions for topics to be discussed at the meeting, as well as future topics/speakers, are welcome and can be submitted with the RSVP below, or typed into the chat window during the meeting. The meeting will not be recorded.
You can RSVP for the meeting (and submit questions or suggested discussion topics and topics/speakers for future meetings) here...
https://docs.google.com/forms/d/e/1FAIp ... sp=sf_link
All responses are anonymous. The Zoom link will be posted in the BH Calendar of Events one week prior to the meeting.
The "Pre-Retirement/Early Retirement" Life Stage Chapter Coordinators...
hoosierjim and DFWBogleheads.
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Looks like a very exciting chapter! Pre-retirement/early retirement is something I'm striving for! I'll be tuning in for sure.
Gail
Gail
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Thanks, Gail!
The meeting is in 5 days, on Wednesday, June 30.
The information, including the RSVP/survey link, is just above.
DFWBogleheads
The meeting is in 5 days, on Wednesday, June 30.
The information, including the RSVP/survey link, is just above.
DFWBogleheads
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Looking forward to the meeting on Wednesday, June 30, 2021, on Zoom, starting 8 PM (Eastern).
All Bogleheads (and lurkers) are invited to all the meetings - we hope you will join us!
Zoom link is in the Calendar Of Events
All Bogleheads (and lurkers) are invited to all the meetings - we hope you will join us!
Zoom link is in the Calendar Of Events
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Thanks OP!
“At some point you are trading time you will never get back for money you will never spend.“ |
“How do you want to spend the best remaining year of your life?“
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
How do these meetings handle the desire of participants to stay anonymous? I assume if I’m interested in remaining anonymous I should skip this kind of meeting.
67/12/21 US stock/international stock/bonds. Bonds capped at 10x annual spending. Semi-retired as of 2022.
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- Location: West Coast
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Leave your video turned off, and make sure your name in Zoom is set to your Bogleheads username, not your real name. Or you could use a cat filter.
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
YOU DO NOT HAVE TO HAVE AN ACCOUNT TO PARTICIPATE IN LOCAL MEETINGS OR ANY OF THE LIFE STAGE MEETINGS. Some chapter leaders have even met people for years at the in-person meeting and do not know their real name nor their Boglehead name (if they even have one)quantAndHold wrote: ↑Sat Jun 26, 2021 4:55 pm... make sure your name in Zoom is set to your Bogleheads username, not your real name.
You don't have to use your Bogleheads name nor your real name for Zoom as many participants never sign up for a Bogleheads account but participate in the virtual meetings. If you use zoom a lot for other things you may have your profile set to your real name, you can change this - here's how.
You can blur your background too if you want
It's best to make sure your zoom client is current. https://zoom.us/download
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
The Pre-Retirement/Early Retirement Life Stage chapter organizers have prepared a nice meeting for - Wed. 6/30/2021
8:00 pm Eastern
7:00 pm Central
6:00 pm Mountain
5:00 pm Pacific
NOTE - The Zoom link is posted on the BH Blog Calendar of Events
If for some reason you can't find the link, please PM me or HoosierJim or DFWBogleheads here on the forum, or email me at SFLBogleheads@gmail.com
If you don't have time to pre-register, that's ok
8:00 pm Eastern
7:00 pm Central
6:00 pm Mountain
5:00 pm Pacific
NOTE - The Zoom link is posted on the BH Blog Calendar of Events
If for some reason you can't find the link, please PM me or HoosierJim or DFWBogleheads here on the forum, or email me at SFLBogleheads@gmail.com
If you don't have time to pre-register, that's ok
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
I can't attend because we are test driving early retirement with an extra long vacation and on Wednesday evening I will be in an RV in the blue ridge mountains. This sounds like a good group as we transition over the next year, though, so I will try to keep my eyes out for the next meeting.
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
If you are unavailable via computer or phone app, you can always dial in to the zoom meeting just to listen in. The phone numbers for the meeting are in the June 30th event in the Calendar Of Events.
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Bumping for viz. These are excellent!DFWBogleheads wrote: ↑Thu Jun 17, 2021 1:52 pm "Pre-Retirement/Early Retirement" Life Stage Chapter Master Thread
Hello all Bogleheads!
This is the master thread for the "Pre-Retirement/Early Retirement" stage of the new Bogleheads Life Stage Series.
The new Life Stage Chapters are geared towards personal finance issues and topics particularly relevant to a specific stage in our investing life, and are designed to complement the already existing geographic-based Bogleheads Chapters.
The "Pre-Retirement/Early Retirement" Life Stage mission: To provide for education and discussion on topics pertaining to financial and other issues during the approximately 10 year period before retirement, or the early years of retirement.
Topics will include -
• Housing Related Choices
Downsizing considerations
Location considerations
Handicap accessibility
• Healthcare
Health care options if retire <65
Medicare options/deadlines
• Insurance
Umbrella policy
Long term care policy
• Work-Related choices
Benefit choices upon retirement
Rolling 401(k) to IRA, Pension annuity vs lump sum
Optional timing for leaving job, unplanned/forced retirement
• Investing
Asset location (buckets)
Bond tents, bond/CD ladders
• Children & college planning
Assisting adult children
Paying for children’s college
• Income/Cash Flow/Retirement planning
Decide when to take SS/how much will you get
The “Retirement Red Zone”
Withdrawal strategies
• Estate Planning
Estate planning documents
Review beneficiaries/TODs
Estate discussions with children, document financial information
• Tax Planning
Roth conversions
Taxation of RMDs/social security/larger income years (IRMAA, NIIT etc)
Charitable giving (QCD, donor advised fund, donating appreciated assets)
• Non-financial/Other
Filling your time after retirement (hobbies, volunteering etc.)
Maintaining social network
Our meetings will be posted on this Master Thread. They will also be posted on the Bogleheads Blog Calendar of Events, the Bogleheads Life Stage Chapters thread.
All Bogleheads are invited to all the meetings - we hope you will join us!
The initial Coordinators for the Pre-Retirement/Early Retirement Life Stage Chapter are hoosierjim and DFWBogleheads. We'd like to add two more Coordinators, to assist with Chapter development and programming. If interested, please PM either of us, or inquire during a meeting.
The Life Stage Virtual Chapters are intended to complement the geographic-based BH Local Chapters and BH Speaker Series. Down the road, we'll schedule guest presenters for deeper dives into specific sub-topics, and will also be linking to relevant resources in the BH Wiki. Please Subscribe to (or Bookmark) this thread for future updates.
Nescio
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
^^^ Here's the info.
Miriam2 wrote: ↑Mon Jun 28, 2021 5:07 pm The Pre-Retirement/Early Retirement Life Stage chapter organizers have prepared a nice meeting for - Wed. 6/30/2021
8:00 pm Eastern
7:00 pm Central
6:00 pm Mountain
5:00 pm Pacific
NOTE - The Zoom link is posted on the BH Blog Calendar of Events
If for some reason you can't find the link, please PM me or HoosierJim or DFWBogleheads here on the forum, or email me at SFLBogleheads@gmail.com
If you don't have time to pre-register, that's ok
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Don't forget, the meeting is tonight. Hope to see you there!
8:00 pm Eastern
7:00 pm Central
6:00 pm Mountain
5:00 pm Pacific
NOTE - The Zoom link is posted on the Bogleheads Calendar of Events, which can be found here:
https://www.bogleheads.org/blog/calendar-of-events/
8:00 pm Eastern
7:00 pm Central
6:00 pm Mountain
5:00 pm Pacific
NOTE - The Zoom link is posted on the Bogleheads Calendar of Events, which can be found here:
https://www.bogleheads.org/blog/calendar-of-events/
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
That was excellent. What a nice bunch of smart and helpful people. Great idea and thanks to the organizers.
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
I agree! Thank you DFW Bogleheads for the very warm and well-organized meeting. Many interesting discussions
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
The second "Pre-Retirement/Early Retirement" Life Stage meeting will be Thursday, July 29, 2021, on Zoom, starting 7 PM (Central).
5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern
This meeting will be a presentation on tax planning by Sean Mullaney. Sean Mullaney is a financial planner, CPA, and the President of Mullaney Financial & Tax, Inc. His blog is www.fitaxguy.com. The presentation will be followed by a Q&A session.
Suggestions for questions to be addressed during the Q&A are welcome and can be submitted with the RSVP below, or typed into the chat window during the meeting.
The presentation portion of the meeting will be recorded. The Q&A following the presentation will not be recorded.
You can RSVP for the meeting and submit questions here...
https://docs.google.com/forms/d/e/1FAIp ... sp=sf_link
All responses are anonymous.
The Zoom link will be posted in the BH Calendar of Events one week prior to the meeting.
The "Pre-Retirement/Early Retirement" Life Stage Chapter Coordinators...
hoosierjim and DFWBogleheads
5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern
This meeting will be a presentation on tax planning by Sean Mullaney. Sean Mullaney is a financial planner, CPA, and the President of Mullaney Financial & Tax, Inc. His blog is www.fitaxguy.com. The presentation will be followed by a Q&A session.
Suggestions for questions to be addressed during the Q&A are welcome and can be submitted with the RSVP below, or typed into the chat window during the meeting.
The presentation portion of the meeting will be recorded. The Q&A following the presentation will not be recorded.
You can RSVP for the meeting and submit questions here...
https://docs.google.com/forms/d/e/1FAIp ... sp=sf_link
All responses are anonymous.
The Zoom link will be posted in the BH Calendar of Events one week prior to the meeting.
The "Pre-Retirement/Early Retirement" Life Stage Chapter Coordinators...
hoosierjim and DFWBogleheads
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
If you haven't already, don't forget to RSVP to the Pre-Retirement/Early Retirement Life Stage Chapter's meeting next week on Thursday, July 29. The Zoom link is in the Calendar of Events on the Bogleheads main page.
The guest speaker will be Sean Mullaney, who is a financial planner, CPA, and the President of Mullaney Financial & Tax, Inc. His blog is www.fitaxguy.com. The presentation will be followed by a Q&A session.
It will be a great presentation and Q&A session! Sean will be covering many of the tax topics of interest to the Pre-Retirement group, including Roth Conversions.
You can RSVP and submit questions here:
https://docs.google.com/forms/d/e/1FAIp ... sp=sf_link
DFWBogleheads
The guest speaker will be Sean Mullaney, who is a financial planner, CPA, and the President of Mullaney Financial & Tax, Inc. His blog is www.fitaxguy.com. The presentation will be followed by a Q&A session.
It will be a great presentation and Q&A session! Sean will be covering many of the tax topics of interest to the Pre-Retirement group, including Roth Conversions.
You can RSVP and submit questions here:
https://docs.google.com/forms/d/e/1FAIp ... sp=sf_link
DFWBogleheads
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Thank you for this
I am uncertain how to subscribe to this thread, so am posting this response in the hope that outcome somehow happens via magic or technology
I am uncertain how to subscribe to this thread, so am posting this response in the hope that outcome somehow happens via magic or technology
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
No worries - it's easy to subscribe to a topic. When you are logged in, you should see a wrench icon to the right of the "post reply" button on the top or bottom of the page. Click that "wrench" icon, and select the "subscribe" option at the next menu that pops up - it should be at the very top of the list of options.WyomingFIRE wrote: ↑Sat Jul 24, 2021 4:28 pm Thank you for this
I am uncertain how to subscribe to this thread, so am posting this response in the hope that outcome somehow happens via magic or technology
Once you do that, you'll be "subscribed" and will get notifications whenever new posts to the topic get made.
Good luck!
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Thank you very much!
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Just a reminder....
Pre-Retirement/Early Retirement Life Stage Chapter's meeting this week on Thursday, July 29. The Zoom link is in the Calendar of Events on the Bogleheads main page.
The guest speaker will be Sean Mullaney, who is a financial planner, CPA, and the President of Mullaney Financial & Tax, Inc. His blog is www.fitaxguy.com. The presentation will be followed by a Q&A session.
Pre-Retirement/Early Retirement Life Stage Chapter's meeting this week on Thursday, July 29. The Zoom link is in the Calendar of Events on the Bogleheads main page.
The guest speaker will be Sean Mullaney, who is a financial planner, CPA, and the President of Mullaney Financial & Tax, Inc. His blog is www.fitaxguy.com. The presentation will be followed by a Q&A session.
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Just a another reminder.... MEETING IS TONIGHT - THURSDAY JULY 27 7 PM CENTRAL TIME.
Zoom link is in the calendar of events here.
The presentation portion of this event will be recorded and will be available in a few days in case you can't make it. The recording will be on the virtual online chapter presentations
Pre-Retirement/Early Retirement Life Stage Chapter's meeting this week on Thursday, July 29. The Zoom link is in the Calendar of Events on the Bogleheads main page.
The guest speaker will be Sean Mullaney, who is a financial planner, CPA, and the President of Mullaney Financial & Tax, Inc. His blog is www.fitaxguy.com. The presentation will be followed by a Q&A session.
5 pm pacific
6 pm mountain
7 pm central
8 pm east
For best results, make sure you have the latest zoom version installed.
Zoom link is in the calendar of events here.
The presentation portion of this event will be recorded and will be available in a few days in case you can't make it. The recording will be on the virtual online chapter presentations
Pre-Retirement/Early Retirement Life Stage Chapter's meeting this week on Thursday, July 29. The Zoom link is in the Calendar of Events on the Bogleheads main page.
The guest speaker will be Sean Mullaney, who is a financial planner, CPA, and the President of Mullaney Financial & Tax, Inc. His blog is www.fitaxguy.com. The presentation will be followed by a Q&A session.
5 pm pacific
6 pm mountain
7 pm central
8 pm east
For best results, make sure you have the latest zoom version installed.
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Very informative meeting for 99 participants! Thanks to Sean for coming and to the DFWBogleheads and the Pre-Retirement Life Stage Chapter for hosting!DFWBogleheads wrote: ↑The second "Pre-Retirement/Early Retirement" Life Stage meeting will be Thursday, July 29, 2021, on Zoom, starting 7 PM (Central). . . . This meeting will be a presentation on tax planning by Sean Mullaney. Sean Mullaney is a financial planner, CPA, and the President of Mullaney Financial & Tax, Inc. His blog is www.fitaxguy.com. The presentation will be followed by a Q&A session. . . .
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Sorry I missed this. Any chance it is recorded?
“At some point you are trading time you will never get back for money you will never spend.“ |
“How do you want to spend the best remaining year of your life?“
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Yes, it was recorded. Give us a few days to process.
The slides and chat are now in the blog: Virtual online chapter presentations
All personally identifiable information (usernames and real names) was removed from the chat.
I'll add the video as soon as it's available.
The slides and chat are now in the blog: Virtual online chapter presentations
All personally identifiable information (usernames and real names) was removed from the chat.
I'll add the video as soon as it's available.
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Excellent. Thank you LadyGeek!LadyGeek wrote: ↑Fri Jul 30, 2021 7:07 pm Yes, it was recorded. Give us a few days to process.
The slides and chat are now in the blog: Virtual online chapter presentations
All personally identifiable information (usernames and real names) was removed from the chat.
I'll add the video as soon as it's available.
“At some point you are trading time you will never get back for money you will never spend.“ |
“How do you want to spend the best remaining year of your life?“
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Thank you!Wannaretireearly wrote: ↑Fri Jul 30, 2021 7:13 pmExcellent. Thank you LadyGeek!LadyGeek wrote: ↑Fri Jul 30, 2021 7:07 pm Yes, it was recorded. Give us a few days to process.
The slides and chat are now in the blog: Virtual online chapter presentations
All personally identifiable information (usernames and real names) was removed from the chat.
I'll add the video as soon as it's available.
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
No longer my cohort, but in Early Retirement (age 55) I did follow the advice to do the annual Roth IRA conversions from my big-to-me tIRA/401k rollover. Now at 71, my RMDs will be only five digits and the tIRA is small enough for my low growth bond funds, while the Roth IRA with its stock funds has grown large, relative to my employed income. Thank you Bogleheads, especially Celia, for the good advice.
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
The "Pre-Retirement/Early Retirement" Life Stage chapter will be hosting a meeting on Wednesday, August 25, 2021, on Zoom, starting 7 PM (Central).
5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern
This meeting will be a presentation on retirement planning by Christine Benz, Morningstar's Director of Personal Finance.
Even the best-laid retirement plans can harbor hidden risks, including longevity risk, sequence-of-return risk, and underspending. Morningstar's Christine Benz will outline how to safeguard your portfolio and your plan against these risk factors. She will also share her favorite in-retirement mutual funds and exchange-traded funds (ETFs), and discuss her model bucket portfolios geared toward retirees.
Suggestions for questions to be addressed during the Q&A are welcome and can be submitted with the RSVP below, or typed into the chat window during the meeting.
The presentation portion of the meeting will be recorded. The Q&A following the presentation will not be recorded.
You can RSVP for the meeting and submit questions here...
https://docs.google.com/forms/d/e/1FAIp ... sp=sf_link
All responses are anonymous.
The Zoom link will be posted in the BH Calendar of Events one week prior to the meeting.
The "Pre-Retirement/Early Retirement" Life Stage Chapter Coordinators...
hoosierjim and DFWBogleheads
5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern
This meeting will be a presentation on retirement planning by Christine Benz, Morningstar's Director of Personal Finance.
Even the best-laid retirement plans can harbor hidden risks, including longevity risk, sequence-of-return risk, and underspending. Morningstar's Christine Benz will outline how to safeguard your portfolio and your plan against these risk factors. She will also share her favorite in-retirement mutual funds and exchange-traded funds (ETFs), and discuss her model bucket portfolios geared toward retirees.
Suggestions for questions to be addressed during the Q&A are welcome and can be submitted with the RSVP below, or typed into the chat window during the meeting.
The presentation portion of the meeting will be recorded. The Q&A following the presentation will not be recorded.
You can RSVP for the meeting and submit questions here...
https://docs.google.com/forms/d/e/1FAIp ... sp=sf_link
All responses are anonymous.
The Zoom link will be posted in the BH Calendar of Events one week prior to the meeting.
The "Pre-Retirement/Early Retirement" Life Stage Chapter Coordinators...
hoosierjim and DFWBogleheads
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- Posts: 304
- Joined: Wed Aug 19, 2020 6:05 pm
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Hi. Suggestion/Question.
The "Pre Retirement/Early Retirement" label is ungainly because of the awkward and unnecessary repetition of the word "retirement."
Could it be cleaned up a bit by calling it the "Pre and Early Retirement" or the "Pre/Early Retirement" Life Stage Chapter? Reads clearer that way I think.
I know it's not particularly important but thought I would put it out there. Thanks.
The "Pre Retirement/Early Retirement" label is ungainly because of the awkward and unnecessary repetition of the word "retirement."
Could it be cleaned up a bit by calling it the "Pre and Early Retirement" or the "Pre/Early Retirement" Life Stage Chapter? Reads clearer that way I think.
I know it's not particularly important but thought I would put it out there. Thanks.
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- Posts: 56
- Joined: Tue Jun 15, 2021 3:10 pm
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Don't forget to RSVP to our next meeting on Wednesday, August 25, 2021, on Zoom, starting 7 PM (Central).
You won't want to miss our guest speaker, Christine Benz, Morningstar's Director of Personal Finance. She will be presenting the "Six Retirement Blind Spots and How to Fix Them".
Even the best-laid retirement plans can harbor hidden risks, including longevity risk, sequence-of-return risk, and underspending. Morningstar's Christine Benz will outline how to safeguard your portfolio and your plan against these risk factors. She will also share her favorite in-retirement mutual funds and exchange-traded funds (ETFs), and discuss her model bucket portfolios geared toward retirees.
After the presentation, Christine will be taking questions that were submitted on the RSVP form and also during the zoom in the chat window. Don't miss your chance to get your retirement planning questions answered by Christine Benz!
5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern
The presentation portion of the meeting will be recorded. The Q&A following the presentation will not be recorded.
You can RSVP for the meeting and submit questions here...
https://docs.google.com/forms/d/e/1FAIp ... sp=sf_link
All responses are anonymous.
The Zoom link is here:
https://us06web.zoom.us/j/97022207368?p ... lBd1o0UT09
The "Pre-Retirement/Early Retirement" Life Stage Chapter Coordinators...
hoosierjim, DFWBogleheads, Kori, and YDK
You won't want to miss our guest speaker, Christine Benz, Morningstar's Director of Personal Finance. She will be presenting the "Six Retirement Blind Spots and How to Fix Them".
Even the best-laid retirement plans can harbor hidden risks, including longevity risk, sequence-of-return risk, and underspending. Morningstar's Christine Benz will outline how to safeguard your portfolio and your plan against these risk factors. She will also share her favorite in-retirement mutual funds and exchange-traded funds (ETFs), and discuss her model bucket portfolios geared toward retirees.
After the presentation, Christine will be taking questions that were submitted on the RSVP form and also during the zoom in the chat window. Don't miss your chance to get your retirement planning questions answered by Christine Benz!
5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern
The presentation portion of the meeting will be recorded. The Q&A following the presentation will not be recorded.
You can RSVP for the meeting and submit questions here...
https://docs.google.com/forms/d/e/1FAIp ... sp=sf_link
All responses are anonymous.
The Zoom link is here:
https://us06web.zoom.us/j/97022207368?p ... lBd1o0UT09
The "Pre-Retirement/Early Retirement" Life Stage Chapter Coordinators...
hoosierjim, DFWBogleheads, Kori, and YDK
-
- Posts: 987
- Joined: Wed Mar 24, 2010 7:11 pm
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Looking forward to the Christine Benz, Morningstar's Director of Personal Finance presentation on the "Six Retirement Blind Spots and How to Fix Them".
5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern
Zoom link
5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern
Zoom link
-
- Posts: 987
- Joined: Wed Mar 24, 2010 7:11 pm
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Looking forward to the Christine Benz, Morningstar's Director of Personal Finance presentation on the "Six Retirement Blind Spots and How to Fix Them".
5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern
Zoom link
All members, lurkers, visitors are invited. If you can't make the virtual meeting be sure to subscribe to the BOGLEHEADS CHANNEL on Youtube. We usually have the videos on the channel within 7 days of the presentation.
Many chapter presentations and life stage presentations videos are archived there. Hit SUBSCRIBE on the channel if you want to be notified of new videos.
5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern
Zoom link
All members, lurkers, visitors are invited. If you can't make the virtual meeting be sure to subscribe to the BOGLEHEADS CHANNEL on Youtube. We usually have the videos on the channel within 7 days of the presentation.
Many chapter presentations and life stage presentations videos are archived there. Hit SUBSCRIBE on the channel if you want to be notified of new videos.
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Slides and the meeting chat from last night's meeting are now posted in the blog. See: Virtual online chapter presentations
All personally identifiable information has been removed from the chat.
The YouTube channel will be updated when the video is ready.
Fixed: Mentioned last night, there was a problem viewing the chat files on a mobile device. The chat files were in a Microsoft Word file format, so perhaps there's a compatibility issue. I changed all of the chat files to PDF format, which is guaranteed to work everywhere (two files).
The chat file links were changed on the blog and where they appeared in the YouTube show notes (description).
All personally identifiable information has been removed from the chat.
The YouTube channel will be updated when the video is ready.
Fixed: Mentioned last night, there was a problem viewing the chat files on a mobile device. The chat files were in a Microsoft Word file format, so perhaps there's a compatibility issue. I changed all of the chat files to PDF format, which is guaranteed to work everywhere (two files).
The chat file links were changed on the blog and where they appeared in the YouTube show notes (description).
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
The meeting video is now on YouTube. See: Bogleheads® Chapter Series – Christine Benz on Six Retirement Blind Spots
- WoodSpinner
- Posts: 3499
- Joined: Mon Feb 27, 2017 12:15 pm
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Just a quick thank you to everyone who made the presentation possible! Well done and very informative.
The one area that really surprised me was Christine being unfamiliar with VPW or TPAW approaches for Retirement decumulation. Especially so since she is in an active research project on Retirement Decumulation strategies.
Did this puzzle anyone else?
WoodSpinner
The one area that really surprised me was Christine being unfamiliar with VPW or TPAW approaches for Retirement decumulation. Especially so since she is in an active research project on Retirement Decumulation strategies.
Did this puzzle anyone else?
WoodSpinner
WoodSpinner
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- Posts: 56
- Joined: Tue Jun 15, 2021 3:10 pm
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
No, that didn't surprise me, probably because I had never heard of them either (not that I'm an expert). I will have to look into that.WoodSpinner wrote: ↑Fri Aug 27, 2021 9:32 am Just a quick thank you to everyone who made the presentation possible! Well done and very informative.
The one area that really surprised me was Christine being unfamiliar with VPW or TPAW approaches for Retirement decumulation. Especially so since she is in an active research project on Retirement Decumulation strategies.
Did this puzzle anyone else?
WoodSpinner
DFWBogleheads
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
That's because the terminology is used by Bogleheads forum members. The concept has been around for a while, but not the terminology. It's gotten traction in the finance industry, but is not generally known. The method, yes. "VPW" as an acronym, no.WoodSpinner wrote: ↑Fri Aug 27, 2021 9:32 am The one area that really surprised me was Christine being unfamiliar with VPW or TPAW approaches for Retirement decumulation. Especially so since she is in an active research project on Retirement Decumulation strategies.
See: Variable percentage withdrawal, which was developed by longinvest. Actually, he's Canadian and started at our sister Canadian site. He then brought the concept here. See: Variable percentage withdrawal - finiki, the Canadian financial wiki
The support thread: Variable Percentage Withdrawal (VPW)
Also see: Amortization based withdrawal
The support thread: Amortization Based Withdrawal (ABW)
- WoodSpinner
- Posts: 3499
- Joined: Mon Feb 27, 2017 12:15 pm
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
This might be a reasonable explanation. Guess I am a bit frustrated to not see much analysis outside of BH on this approach. I was hoping Morningstar would have taken a good look at an Amortization based approach as part of their research project.LadyGeek wrote: ↑Fri Aug 27, 2021 10:23 amThat's because the terminology is used by Bogleheads forum members. The concept has been around for a while, but not the terminology. It's gotten traction in the finance industry, but is not generally known. The method, yes. "VPW" as an acronym, no.WoodSpinner wrote: ↑Fri Aug 27, 2021 9:32 am The one area that really surprised me was Christine being unfamiliar with VPW or TPAW approaches for Retirement decumulation. Especially so since she is in an active research project on Retirement Decumulation strategies.
See: Variable percentage withdrawal, which was developed by longinvest. Actually, he's Canadian and started at our sister Canadian site. He then brought the concept here. See: Variable percentage withdrawal - finiki, the Canadian financial wiki
The support thread: Variable Percentage Withdrawal (VPW)
Also see: Amortization based withdrawal
The support thread: Amortization Based Withdrawal (ABW)
Does Christine have a BH user? Perhaps I could query her directly on her thinking?
WoodSpinner
Last edited by WoodSpinner on Fri Aug 27, 2021 12:03 pm, edited 1 time in total.
WoodSpinner
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Yes, Christine Benz is a forum member. You can try sending her a Private Message.
- dogagility
- Posts: 3201
- Joined: Fri Feb 24, 2017 5:41 am
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
I just watched Christine Benz's video. I too was surprised and dismayed at her lack of awareness of the VPW and ABW methods.WoodSpinner wrote: ↑Fri Aug 27, 2021 11:56 amThis might be a reasonable explanation. Guess I am a bit frustrated to not see much analysis outside of BH on this approach. I was hoping Morningstar would have taken a good look at an Amortization based approach as part of their research project.LadyGeek wrote: ↑Fri Aug 27, 2021 10:23 amThat's because the terminology is used by Bogleheads forum members. The concept has been around for a while, but not the terminology. It's gotten traction in the finance industry, but is not generally known. The method, yes. "VPW" as an acronym, no.WoodSpinner wrote: ↑Fri Aug 27, 2021 9:32 am The one area that really surprised me was Christine being unfamiliar with VPW or TPAW approaches for Retirement decumulation. Especially so since she is in an active research project on Retirement Decumulation strategies.
See: Variable percentage withdrawal, which was developed by longinvest. Actually, he's Canadian and started at our sister Canadian site. He then brought the concept here. See: Variable percentage withdrawal - finiki, the Canadian financial wiki
The support thread: Variable Percentage Withdrawal (VPW)
Also see: Amortization based withdrawal
The support thread: Amortization Based Withdrawal (ABW)
Does Christine have a BH user? Perhaps I could query her directly on her thinking?
WoodSpinner
She mentioned her passion for Bogleheads and considers herself an expert in retirement portfolio withdrawals... is a part of a team at Morningstar researching retirement financial planning strategies. Yet, she had never heard of VPW or ABW methods.
I hope this doesn't sound too harsh since the intent is not to criticize her personally; however, it makes me question her curiosity, research, and (therefore) expertise regarding portfolio withdrawal strategies.
Make sure you check out my list of certifications. The list is short, and there aren't any. - Eric 0. from SMA
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- Joined: Tue Jun 15, 2021 3:10 pm
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
The Pre/Early Retirement Life Stage chapter will be hosting a meeting on Wednesday, October 13, 2021, on Zoom, starting 7 PM (Central).
5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern
The presentation will be on "Pre/Early retirement health care planning with a 2021 update". This information was originally presented by the Chicago Virtual Bogleheads group in February, 2021. This meeting will present the same information, but with the changes to the ACA subsidy rules in the American Rescue Plan Act of 2021 which was passed in March, 2021.
The presentation should appeal to people nearing retirement and before Medicare (age 65) - would also appeal to people contemplating leaving their corporate jobs to become self employed.
If you are wondering about your health care options and missed the February meeting, and/or want to learn about how the recent law change affects things, this meeting is for you.
You can RSVP for the meeting and submit questions here...
https://docs.google.com/forms/d/e/1FAIp ... sp=sf_link
All responses are anonymous.
The Zoom link will be posted a week before the meeting.
The Pre/Early Retirement Life Stage Chapter Coordinators...
hoosierjim, DFWBogleheads, Kori, and YDK
5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern
The presentation will be on "Pre/Early retirement health care planning with a 2021 update". This information was originally presented by the Chicago Virtual Bogleheads group in February, 2021. This meeting will present the same information, but with the changes to the ACA subsidy rules in the American Rescue Plan Act of 2021 which was passed in March, 2021.
The presentation should appeal to people nearing retirement and before Medicare (age 65) - would also appeal to people contemplating leaving their corporate jobs to become self employed.
If you are wondering about your health care options and missed the February meeting, and/or want to learn about how the recent law change affects things, this meeting is for you.
You can RSVP for the meeting and submit questions here...
https://docs.google.com/forms/d/e/1FAIp ... sp=sf_link
All responses are anonymous.
The Zoom link will be posted a week before the meeting.
The Pre/Early Retirement Life Stage Chapter Coordinators...
hoosierjim, DFWBogleheads, Kori, and YDK
-
- Posts: 56
- Joined: Tue Jun 15, 2021 3:10 pm
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
This is a reminder about the upcoming meeting in 2 days.
The Pre/Early Retirement Life Stage chapter will be hosting a meeting on Wednesday, October 13, 2021, on Zoom, starting 7 PM (Central).
5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern
The presentation will be on "Pre/Early retirement health care planning with a 2021 update". This information was originally presented by the Chicago Virtual Bogleheads group in February, 2021. This meeting will present the same information, but with the changes to the ACA subsidy rules in the American Rescue Plan Act of 2021 which was passed in March, 2021.
The presentation should appeal to people nearing retirement and before Medicare (age 65) - would also appeal to people contemplating leaving their corporate jobs to become self employed.
If you are wondering about your health care options and missed the February meeting, and/or want to learn about how the recent law change affects things, this meeting is for you.
You can RSVP for the meeting and submit questions here...
https://docs.google.com/forms/d/e/1FAIp ... sp=sf_link
All responses are anonymous.
The Zoom link is here:
https://us06web.zoom.us/j/86174698854?p ... FJWXNJUT09
The Pre/Early Retirement Life Stage Chapter Coordinators...
hoosierjim, DFWBogleheads, Kori, and YDK
The Pre/Early Retirement Life Stage chapter will be hosting a meeting on Wednesday, October 13, 2021, on Zoom, starting 7 PM (Central).
5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern
The presentation will be on "Pre/Early retirement health care planning with a 2021 update". This information was originally presented by the Chicago Virtual Bogleheads group in February, 2021. This meeting will present the same information, but with the changes to the ACA subsidy rules in the American Rescue Plan Act of 2021 which was passed in March, 2021.
The presentation should appeal to people nearing retirement and before Medicare (age 65) - would also appeal to people contemplating leaving their corporate jobs to become self employed.
If you are wondering about your health care options and missed the February meeting, and/or want to learn about how the recent law change affects things, this meeting is for you.
You can RSVP for the meeting and submit questions here...
https://docs.google.com/forms/d/e/1FAIp ... sp=sf_link
All responses are anonymous.
The Zoom link is here:
https://us06web.zoom.us/j/86174698854?p ... FJWXNJUT09
The Pre/Early Retirement Life Stage Chapter Coordinators...
hoosierjim, DFWBogleheads, Kori, and YDK
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
The meeting is now on YouTube. See: Bogleheads® Chapter Series – Health care planning for retirement
-
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
The Pre/Early Retirement and Retirement Life Stage chapters will be hosting a meeting on Wednesday, November 10, 2021, on Zoom, starting 7 PM (Central).
5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern
Guest speaker Jill Steinberg - "Successful Retirement: From Retiring to Rewiring"
Zoom presentation/meeting
The Topic is: Making the retirement experience successful and purposeful. Note: this is not a financial discussion, but rather a discussion of how to prepare yourself for a happy and fulfilling retirement.
The format of the meeting is as follows: First, a question and answer interview/discussion with Jill Steinberg and a host. The approximately 20 questions will include a sampling of those pre-submitted on the RSVP form before November 3, along with some questions by the hosts. The interview portion will be followed by a Q&A session of approximately one hour. The questions for the Q&A will be a combination of those pre-submitted questions not chosen for the interview, questions pre-submitted after November 3, questions entered into the chat window during the presentation, and questions asked directly by participants during the Q&A portion.
Targeted audience: Pre/Early Retirement and Retirement Life Stages (but others always welcome)
You can RSVP for the meeting and submit questions here...
https://docs.google.com/forms/d/e/1FAIp ... sp=sf_link
All responses are anonymous.
The Zoom link will be posted on the Bogleheads Calendar of Events a week before the meeting.
The Pre/Early Retirement Life Stage Chapter Coordinators...
hoosierjim, DFWBogleheads, Kori, and YDK
5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern
Guest speaker Jill Steinberg - "Successful Retirement: From Retiring to Rewiring"
Zoom presentation/meeting
The Topic is: Making the retirement experience successful and purposeful. Note: this is not a financial discussion, but rather a discussion of how to prepare yourself for a happy and fulfilling retirement.
The format of the meeting is as follows: First, a question and answer interview/discussion with Jill Steinberg and a host. The approximately 20 questions will include a sampling of those pre-submitted on the RSVP form before November 3, along with some questions by the hosts. The interview portion will be followed by a Q&A session of approximately one hour. The questions for the Q&A will be a combination of those pre-submitted questions not chosen for the interview, questions pre-submitted after November 3, questions entered into the chat window during the presentation, and questions asked directly by participants during the Q&A portion.
Targeted audience: Pre/Early Retirement and Retirement Life Stages (but others always welcome)
You can RSVP for the meeting and submit questions here...
https://docs.google.com/forms/d/e/1FAIp ... sp=sf_link
All responses are anonymous.
The Zoom link will be posted on the Bogleheads Calendar of Events a week before the meeting.
The Pre/Early Retirement Life Stage Chapter Coordinators...
hoosierjim, DFWBogleheads, Kori, and YDK
-
- Posts: 987
- Joined: Wed Mar 24, 2010 7:11 pm
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Submitted my RSVP - Looking forward to hearing about the "non-financial" part of retirement.
Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"
Here it is! The "non-financial" part of retirementHoosierJim wrote: ↑ Submitted my RSVP - Looking forward to hearing about the "non-financial" part of retirement.