"Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

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Topic Author
DFWBogleheads
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by DFWBogleheads »

This is a reminder about the upcoming meeting in 2 days.

The Pre/Early Retirement and Retirement Life Stage chapters will be hosting a meeting on Wednesday, November 10, 2022, on Zoom, starting 7 PM (Central).

5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern

Guest speaker Jill Steinberg, Ph.D. - "Successful Retirement: From Retiring to Rewiring"

Jill Steinberg, Ph.D. is an Emeritus Professor at SJSU, Licensed Clinical Psychologist, Salzburg Fellow, and author and Founder of MyRetirementWorks.com. She received her undergraduate degree from Boston University in 1972 and doctorate in Clinical Psychology from Ohio State University in 1978. She teaches classes and has presented her research on Successful Retirement to universities including B.U., Google and other professional organizations.

Her research, "Successful Retirement: From Retiring to Rewiring" was published this year in: The Aging Consumer: Perspectives from Psychology and Marketing, 2nd edition, Eds: Drolet and Yoon (Routledge, 2021). Additionally, she has been working with the University of Michigan Ross Business School since the beginning of COVID.

The presentation/meeting will be on Zoom.

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 is here:

https://us06web.zoom.us/j/86037806244?p ... V4L1JWQT09

The Pre/Early Retirement and Retirement Life Stage Chapter Coordinators
Last edited by DFWBogleheads on Fri Mar 25, 2022 4:40 pm, edited 1 time in total.
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LadyGeek
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by LadyGeek »

Those planning to attend tonight's meeting should ensure that their Zoom software is up-to-date.

You can update to the latest version here: Upgrading Zoom to the latest version
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by HoosierJim »

Looking forward to tonight's meeting. The speaker, Jill Stienberg Ph.D. Emeritus Professor from San Jose State University will be talking about non-financial issues - Successful Retirement: From Retiring to Rewiring.


5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern

See above post for RSVP link. Zoom link has been posted in the BH Calendar of Events.
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by HoosierJim »

LadyGeek wrote: Wed Nov 10, 2021 3:55 pm Those planning to attend tonight's meeting should ensure that their Zoom software is up-to-date.

You can update to the latest version here: Upgrading Zoom to the latest version
Thanks for the reminder - I checked and have an update to do. Thanks again

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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by SnowBog »

Are these recorded? Not sure if I can make it live, but would love to watch the session!
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DFWBogleheads
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by DFWBogleheads »

SnowBog wrote: Wed Nov 10, 2021 4:42 pm Are these recorded? Not sure if I can make it live, but would love to watch the session!
Yes, a recording will be available within a week (probably sooner), on this page:

https://www.bogleheads.org/blog/portfol ... entations/
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by DFWBogleheads »

The Pre/Early Retirement Life Stage coordinators welcome all feedback on last night's meeting, or any prior meeting, regarding the content and/or format of the meetings, and how we can improve our future meetings. Please feel free to be candid and give negative as well as positive feedback. We also welcome suggestions on topics for future meetings. You may email your feedback to DFWBogleheads@gmail.com

Thank you!
DFWBogleheads
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by LadyGeek »

DFWBogleheads wrote: Wed Nov 10, 2021 5:20 pm
SnowBog wrote: Wed Nov 10, 2021 4:42 pm Are these recorded? Not sure if I can make it live, but would love to watch the session!
Yes, a recording will be available within a week (probably sooner), on this page:

https://www.bogleheads.org/blog/portfol ... entations/
It's sooner. The recording is now available on YouTube: Bogleheads® Chapter Series – Jill Steinberg - Successful Retirement: From Retiring to Rewiring A link to the anonymized chat is in the show description.

Current and prior meeting info is in the blog: Virtual online chapter presentations
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Re: Boston BH Chapter zoom meeting with Christine Benz on Retirement- 1/22/2022

Post by Miriam2 »

Hello upcoming retirees 8-)

Christine Benz from Morningstar is giving a retirement presentation for the Boston Bogleheads Chapter this Saturday, Jan 22, 2022, from 10:00 am to 12 noon Eastern Time. This virtual meeting is open to all Bogleheads!

Her topic is: "What If This Turns Out To Be A Terrible Time To Retire?" :shock: :annoyed

Her presentation will be followed by Q&A with ample time for interesting discussion.

The zoom link for this meeting is posted on the Bogleheads Blog Calendar of Events.
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DFWBogleheads
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by DFWBogleheads »

The Pre/Early Retirement and Retirement Life Stage chapters will be hosting a meeting on Wednesday, February 23, 2022, on Zoom, starting 7 PM (Central).

5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern

Following our November 10th meeting with Professor Jill Steinberg - Successful Retirement: From Retiring to Rewiring, we have scheduled a follow-up meeting to explore the non-financial issues that Bogleheads have experienced when moving into retirement, and how those preparing for retirement can better plan for this transition.

Background:
Jill Steinberg, Ph.D. is an Emeritus Professor at San Jose State University, Licensed Clinical Psychologist, Salzburg Fellow, and author and Founder of MyRetirementWorks.com. She received her undergraduate degree from Boston University in 1972 and doctorate in Clinical Psychology from Ohio State University in 1978. She teaches classes and has presented her research on Successful Retirement to universities including B.U., Google and other professional organizations.

Her research, “Successful Retirement: From Retiring to Rewiring” was published this year in: The Aging Consumer: Perspectives from Psychology and Marketing, 2nd edition, Eds: Drolet and Yoon (Routledge, 2021). Additionally, she has been working with the University of Michigan Ross Business School since the beginning of COVID.

The Topic is: Finding Your Purpose in Retirement. A small number of participants will be chosen from the RSVP form from those who wish to be part of a focus group and participate in being interviewed by Jill Steinberg during the zoom meeting. If you indicate on the RSVP form that you are interested in participating in the focus group, you will be contacted by email with further details.

The format of the meeting will be as follows:

First, a discussion with Jill Steinberg and each participant in the focus group, to discuss their "Finding Purpose in Retirement" topic and how it applies to their own life.

This portion of the meeting will last approximately one hour. After that, participants can choose to continue attending the meeting while we continue to informally discuss the topic amongst ourselves.

How to participate

- Optionally volunteer to be one of those "interviewed" live by Jill on the topic of "finding your purpose" in retirement (we'll privately follow up with those expressing interest)

- Be an audience member (you may optionally share your perspectives after the interview segment)


Targeted audience: Pre/Early Retirement and Retirement Life Stages (but others always welcome)

You can RSVP for the meeting, and indicate your interest in the focus group here...

https://docs.google.com/forms/d/e/1FAIp ... &w=1&flr=0

All responses are anonymous (except of course if you choose to enter your first name, last initial and email to be contacted.)

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
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by HoosierJim »

Here is the zoom link for the Jill Steinberg - Finding Purpose In Retirement panel discussion.

All are invited.

Wednesday, February 23, 2022, on Zoom, starting 7 PM (Central).

5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern

This panel discussion with other retirees and pre-retirees will be moderated by Professor Jill Steinberg.

To topic is finding purpose in retirement and exploring the non-financial issues that Bogleheads have experienced when moving into retirement, and how those preparing for retirement can better plan for this transition.


https://us06web.zoom.us/j/82544496625?p ... UzeGNWZz09


Please use this RSVP link

The RSVP has a few pre/retiree questions to help focus Dr. Jill Steinberg. You can also agree to participate in the panel or just watch the panel discussion.
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DFWBogleheads
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by DFWBogleheads »

This is a reminder about our next Life Stage Meeting on February 23 with Dr. Jill Steinberg on "Finding your Purpose in Retirement". Especially if you are considering being part of the focus group, please RSVP as soon as you can.

Please use this RSVP link

DFWBogleheads
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by DFWBogleheads »

Five more days until the February 23 Zoom meeting featuring Jill Steinberg, Ph.D. The topic is "Finding Your Purpose in Retirement" and the meeting will feature an interactive evidence-based session with a small group of volunteer Bogleheads, lead by Jill Steinberg, Ph.D. This portion will last approximately one hour and then the rest of the meeting participants will get a chance to give your reactions and ask questions of all of us.

Wednesday, February 23, 2022, on Zoom, starting 7 PM (Central).

5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern

Please use this RSVP link

Zoom link
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by HoosierJim »

"Finding Your Purpose in Retirement"


ALL ARE INVITED TO JOIN US


TONIGHT , Wednesday February 23 Zoom meeting featuring Jill Steinberg, Ph.D. The topic is "Finding Your Purpose in Retirement" and the meeting will feature an interactive evidence-based session with a small group of volunteer Bogleheads, lead by Jill Steinberg, Ph.D. This portion will last approximately one hour and then the rest of the meeting participants will get a chance to give your reactions and ask questions of all of us.

Wednesday, February 23, 2022, on Zoom, starting 7 PM (Central).

5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern

Please use this RSVP link

Zoom link
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by LadyGeek »

The recorded chat from last night's meeting is now available in the blog: Virtual online chapter presentations

All personal information has been removed.
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by HoosierJim »

Our next meeting is an open discussion on 3/23 - all are invited.

5 pm Pacific
6 pm Mountain
7 pm Central
8 pm East


Topic: Early & Retired Life Stage - Relocating for retirement
Time: Mar 23, 2022 07:00 PM Central Time (US and Canada)

Join Zoom Meeting
https://us06web.zoom.us/j/86789591556?p ... puaVVoUT09

Meeting ID: 867 8959 1556
Passcode: 804624
One tap mobile
+13017158592,,86789591556#,,,,*804624# US (Washington DC)
+13126266799,,86789591556#,,,,*804624# US (Chicago)

Dial by your location
+1 301 715 8592 US (Washington DC)
+1 312 626 6799 US (Chicago)
+1 929 205 6099 US (New York)
+1 253 215 8782 US (Tacoma)
+1 346 248 7799 US (Houston)
+1 669 900 6833 US (San Jose)
Meeting ID: 867 8959 1556
Passcode: 804624
Find your local number: https://us06web.zoom.us/u/kiNxiNZ0N

Also mark your calendars for:
Wednesday - April 6 - 7pm central - Documenting Financial Information for Surviving Spouse/Executor

Wednesday - May 18, 7 pm central - Setting Your Children Up For Financial Success

Find all activities on the Calendar Of Events
HoosierJim
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by HoosierJim »

The Bogleheads Life Stage group for Pre retired and retired members is having an open, informal discussion meeting TONIGHT on Zoom to talk about the pros/cons of relocating in retirement. If you would ever consider this or have decided and did or did not relocate - we would love to hear from you.

5 pm Pacific
6 pm Mountain
7 pm Central
8 pm East


If you feel like talking about this during the meeting please contact me at ChicagoVirtualBogleheads@gmail.com to make the arrangements (mostly I need to know what zoom name you will be to identify you)



Bogle Center is inviting you to a scheduled Zoom meeting.

Topic: Early & Retired Life Stage - Relocating for retirement
Time: Mar 23, 2022 08:00 PM Eastern Time (US and Canada)

Join Zoom Meeting
https://us06web.zoom.us/j/86789591556?p ... puaVVoUT09

Meeting ID: 867 8959 1556
Passcode: 804624
One tap mobile
+13017158592,,86789591556#,,,,*804624# US (Washington DC)
+13126266799,,86789591556#,,,,*804624# US (Chicago)

Dial by your location
+1 301 715 8592 US (Washington DC)
+1 312 626 6799 US (Chicago)
+1 929 205 6099 US (New York)
+1 253 215 8782 US (Tacoma)
+1 346 248 7799 US (Houston)
+1 669 900 6833 US (San Jose)
Meeting ID: 867 8959 1556
Passcode: 804624
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by LadyGeek »

The recorded chat from last night's meeting is now available in the blog: Virtual online chapter presentations

All personal information has been removed.

(The video was not recorded.)
Wiki To some, the glass is half full. To others, the glass is half empty. To an engineer, it's twice the size it needs to be.
Topic Author
DFWBogleheads
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by DFWBogleheads »

The Pre/Early Retirement Life Stage chapter will be hosting a meeting on Wednesday, April 6, 2022, on Zoom, starting 7 PM (Central).

5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern

Topic: "Documenting Financial Information for Surviving Spouse/Executor"

In some cases, one spouse or partner handles most of the financial tasks. If this is true in your case, what can you document ahead of time to make things easier for your surviving spouse/partner to handle the finances should you pass away or become incapacitated.

Zoom presentation/meeting

The format of the meeting is as follows:

A series of slides will be presented with a list of points on a subtopic. After each slide we will open a discussion on the subtopic presented and participants may (either live on video or written in the chat window) offer their input/personal experience/ideas/questions/etc on that subtopic.

This meeting is not meant to present definitive answers on how to document things, but rather to offer a list of points for participants to research/reflect upon and figure out the best way for them to handle each issue.

Targeted audience: Pre/Early Retirement Life Stage (but useful for all life stages, as you never know what could happen unexpectedly at any age.)

You can RSVP for the meeting and submit questions here...

Please use this RSVP link

All responses are anonymous.

Zoom link

Meeting ID: 892 9264 0248
Passcode: 794093
One tap mobile
+13462487799,,89292640248#,,,,*794093# US (Houston)
+12532158782,,89292640248#,,,,*794093# US (Tacoma)

Dial by your location
+1 346 248 7799 US (Houston)
+1 253 215 8782 US (Tacoma)
+1 669 900 6833 US (San Jose)
+1 301 715 8592 US (Washington DC)
+1 312 626 6799 US (Chicago)
+1 929 205 6099 US (New York)
Meeting ID: 892 9264 0248
Passcode: 794093
Find your local number: https://us06web.zoom.us/u/kbcWBz0tfi

The Pre/Early Retirement Life Stage Chapter Coordinators
Topic Author
DFWBogleheads
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by DFWBogleheads »

This is a reminder about the upcoming meeting next week.

Topic: "Documenting Financial Information for Surviving Spouse/Executor"

See previous post for more information.

Please use this RSVP link

Zoom link
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by sleepysurf »

In addition to this wonderful upcoming meeting about "Documenting Financial Information for Surviving Spouse/Executor," you might also be interested in the upcoming "Retired" Life Stage Zoom meeting on Tue, April 12, starting 8 PM (Eastern)...
5 PM Pacific | 6 PM Mountain | 7 PM Central | 8 PM Eastern

Format: Open Q&A session discussing a variety of topics, such as...
  • How are you dealing with inflation and increased market volatility?
  • Have you made (or contemplated) any changes in your portfolio/asset allocation?
  • What tools have you found most helpful for retirement planning?
  • Others (can suggest in our RSVP Form).
Targeted audience: "Retired" Life Stage (but others always welcome)

To encourage open discussion (preferably with video), and protect participants privacy, the meeting will NOT be recorded. You can RSVP for the meeting and suggest additional topics for discussion here (all responses are anonymous)... RSVP Link

The Zoom link has been posted in the BH Calendar of Events.
Retired 2018 | currently ~64/33/3 (partially sliced and diced, with a slowly rising equity glide path)
Topic Author
DFWBogleheads
Posts: 56
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by DFWBogleheads »

One last reminder about the upcoming meeting in 2 days.

The Pre/Early Retirement Life Stage chapter will be hosting a meeting on Wednesday, April 6, 2022, on Zoom, starting 7 PM (Central).

5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern

Topic: "Documenting Financial Information for Surviving Spouse/Executor"

In some cases, one spouse or partner handles most of the financial tasks. If this is true in your case, what can you document ahead of time to make things easier for your surviving spouse/partner to handle the finances should you pass away or become incapacitated.

Zoom presentation/meeting

The format of the meeting is as follows:

A series of slides will be presented with a list of points on a subtopic. After each slide we will open a discussion on the subtopic presented and participants may (either live on video or written in the chat window) offer their input/personal experience/ideas/questions/etc on that subtopic.

This meeting is not meant to present definitive answers on how to document things, but rather to offer a list of points for participants to research/reflect upon and figure out the best way for them to handle each issue.

Targeted audience: Pre/Early Retirement Life Stage (but useful for all life stages, as you never know what could happen unexpectedly at any age.)

You can RSVP for the meeting and submit questions here...

Please use this RSVP link

All responses are anonymous.

Zoom link

Meeting ID: 892 9264 0248
Passcode: 794093
One tap mobile
+13462487799,,89292640248#,,,,*794093# US (Houston)
+12532158782,,89292640248#,,,,*794093# US (Tacoma)

Dial by your location
+1 346 248 7799 US (Houston)
+1 253 215 8782 US (Tacoma)
+1 669 900 6833 US (San Jose)
+1 301 715 8592 US (Washington DC)
+1 312 626 6799 US (Chicago)
+1 929 205 6099 US (New York)
Meeting ID: 892 9264 0248
Passcode: 794093
Find your local number: https://us06web.zoom.us/u/kbcWBz0tfi

The Pre/Early Retirement Life Stage Chapter Coordinators
HoosierJim
Posts: 987
Joined: Wed Mar 24, 2010 7:11 pm

Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by HoosierJim »

Looking forward to the meeting tomorrow April 6th - ALL ARE WELCOME.

If you have been proactive planning your financial information sharing / participation with your spouse to plan for the unforturnate event, or have been through this ordeal and can offer advice to others - please attend.

The Pre/Early Retirement Life Stage chapter will be hosting a meeting on Wednesday, April 6, 2022, on Zoom, starting 7 PM (Central).

5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern

Topic: "Documenting Financial Information for Surviving Spouse/Executor"

In some cases, one spouse or partner handles most of the financial tasks. If this is true in your case, what can you document ahead of time to make things easier for your surviving spouse/partner to handle the finances should you pass away or become incapacitated.

Zoom presentation/meeting

The format of the meeting is as follows:

A series of slides will be presented with a list of points on a subtopic. After each slide we will open a discussion on the subtopic presented and participants may (either live on video or written in the chat window) offer their input/personal experience/ideas/questions/etc on that subtopic.

This meeting is not meant to present definitive answers on how to document things, but rather to offer a list of points for participants to research/reflect upon and figure out the best way for them to handle each issue.

Targeted audience: Pre/Early Retirement Life Stage (but useful for all life stages, as you never know what could happen unexpectedly at any age.)

You can RSVP for the meeting and submit questions here...

Please use this RSVP link

All responses are anonymous.

Zoom link

Meeting ID: 892 9264 0248
Passcode: 794093
One tap mobile
+13462487799,,89292640248#,,,,*794093# US (Houston)
+12532158782,,89292640248#,,,,*794093# US (Tacoma)

Dial by your location
+1 346 248 7799 US (Houston)
+1 253 215 8782 US (Tacoma)
+1 669 900 6833 US (San Jose)
+1 301 715 8592 US (Washington DC)
+1 312 626 6799 US (Chicago)
+1 929 205 6099 US (New York)
Meeting ID: 892 9264 0248
Passcode: 794093
Find your local number: https://us06web.zoom.us/u/kbcWBz0tfi

The Pre/Early Retirement Life Stage Chapter Coordinators
HoosierJim
Posts: 987
Joined: Wed Mar 24, 2010 7:11 pm

Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by HoosierJim »

The meeting is TONIGHT April 6th - ALL ARE WELCOME.

If you have been proactive planning your financial information sharing / participation with your spouse to plan for the unforturnate event, or have been through this ordeal and can offer advice to others - please attend.

The Pre/Early Retirement Life Stage chapter will be hosting a meeting TODAY - Wednesday, April 6, 2022, on Zoom, starting 7 PM (Central).

5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern

Topic: "Documenting Financial Information for Surviving Spouse/Executor"

In some cases, one spouse or partner handles most of the financial tasks. If this is true in your case, what can you document ahead of time to make things easier for your surviving spouse/partner to handle the finances should you pass away or become incapacitated.

Zoom presentation/meeting

The format of the meeting is as follows:

A series of slides will be presented with a list of points on a subtopic. After each slide we will open a discussion on the subtopic presented and participants may (either live on video or written in the chat window) offer their input/personal experience/ideas/questions/etc on that subtopic.

This meeting is not meant to present definitive answers on how to document things, but rather to offer a list of points for participants to research/reflect upon and figure out the best way for them to handle each issue.

Targeted audience: Pre/Early Retirement Life Stage (but useful for all life stages, as you never know what could happen unexpectedly at any age.)

You can RSVP for the meeting and submit questions here...

Please use this RSVP link

All responses are anonymous.

Zoom link

Meeting ID: 892 9264 0248
Passcode: 794093
One tap mobile
+13462487799,,89292640248#,,,,*794093# US (Houston)
+12532158782,,89292640248#,,,,*794093# US (Tacoma)

Dial by your location
+1 346 248 7799 US (Houston)
+1 253 215 8782 US (Tacoma)
+1 669 900 6833 US (San Jose)
+1 301 715 8592 US (Washington DC)
+1 312 626 6799 US (Chicago)
+1 929 205 6099 US (New York)
Meeting ID: 892 9264 0248
Passcode: 794093
Find your local number: https://us06web.zoom.us/u/kbcWBz0tfi

The Pre/Early Retirement Life Stage Chapter Coordinators
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LadyGeek
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by LadyGeek »

The chapter series video is now on YouTube.

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

A concise summary of the chapters' meeting content is available in the blog: Virtual online chapter presentations
Wiki To some, the glass is half full. To others, the glass is half empty. To an engineer, it's twice the size it needs to be.
Topic Author
DFWBogleheads
Posts: 56
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by DFWBogleheads »

This next meeting hosted by the "Retired" Life Stage Zoom meeting is TOMORROW, Tue, April 12, starting 8 PM (Eastern)...

I know I'm looking forward to attending!

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

Format: Open Q&A session discussing a variety of topics, such as...
  • How are you dealing with inflation and increased market volatility?
  • Have you made (or contemplated) any changes in your portfolio/asset allocation?
  • What tools have you found most helpful for retirement planning?
  • Others (can suggest in our RSVP Form).
Targeted audience: "Retired" Life Stage (but others always welcome)

To encourage open discussion (preferably with video), and protect participants privacy, the meeting will NOT be recorded. You can RSVP for the meeting and suggest additional topics for discussion here (all responses are anonymous)... RSVP Link

The Zoom link has been posted in the BH Calendar of Events.
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by sleepysurf »

Thanks for sharing! BTW, there have been recent updates to Zoom, so if you plan to participate, make sure you're running the latest version for your device (whether laptop, tablet, or smartphone)... https://zoom.us/download
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by LadyGeek »

The chat from last night's meeting has been posted in the blog. See: Virtual online chapter presentations (4/12/2022)

All personally identifiable information has been removed.
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by island »

Stumbled on this thread first time today. Sounds great! Will definitely subscribe/bookmark this thread and try to attend going forward. Are the sessions held on a regular basis or just have to check the calendar periodically? Honestly never really noticed the blog, only peruse the threads and Wiki, but will expand my horizons. Thanks for organizing these sessions. Very timely for me.
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by DFWBogleheads »

island, welcome to the Pre/Early Retirement Life Stage group! The sessions are normally held every couple of months or so, but not on any particular schedule. Meetings will be announced on this thread approximately two weeks before each meeting, so since you subscribed to this thread, you will be notified. Tentative meetings will be put on the Bogleheads calendar before that, but those could potentially be subject to change.

Another way to be notified of these and meetings by other life stage groups (and some local chapters) is to sign up for the email notification list. To do this, go to the Bogleheads Calendar page here:

https://www.bogleheads.org/blog/calendar-of-events/

Scroll down to the "Subscribe by Email" section and follow those instructions.

We look forward to having you attend our next meeting which is set for May 18. The topic will be "Setting Your Children Up For Financial Success".

DFWBogleheads
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by island »

DFW Thanks for the info. Email notice works for me, will do that!
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by DFWBogleheads »

The Pre/Early Retirement Life Stage chapter will be hosting a meeting on Wednesday, May 18, 2022, on Zoom, starting 7 PM (Central).

5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern

Topic: "Setting Your Children Up For Financial Success"

There are many things parents or guardians can do to help set their children up for financial success in life. We will be presenting topics regarding the financial education of young children to young adults. Since there is often no one way to do things that works for every child, participants are encouraged to share what has worked with their family, along with any successes/failures/lessons along the way.

This will be a Zoom presentation/meeting

The format of the meeting is as follows:

A series of slides will be presented with a list of points on a subtopic. After each slide we will open a discussion on the subtopic presented and participants may (either live on video or written in the chat window) offer their input/personal experience/ideas/questions/etc on that subtopic.

This meeting is not meant to present definitive answers on how to handle things, but rather to offer a list of points for participants to research/reflect upon and figure out the best way for them to handle each issue in their own family.

Targeted audience: anyone with children or planning to have children, or who just wants to listen in.

You can RSVP for the meeting and submit questions here...

Please use this RSVP link

All responses are anonymous.

Please note that to enter the meeting, you may need the zoom passcode which is 338801

Zoom link

Meeting ID: 854 8414 7948
Passcode: 338801
One tap mobile
+13462487799,,85484147948#,,,,*338801# US (Houston)
+12532158782,,85484147948#,,,,*338801# US (Tacoma)

Dial by your location
+1 346 248 7799 US (Houston)
+1 253 215 8782 US (Tacoma)
+1 669 900 6833 US (San Jose)
+1 312 626 6799 US (Chicago)
+1 929 205 6099 US (New York)
+1 301 715 8592 US (Washington DC)
Meeting ID: 854 8414 7948
Passcode: 338801
Find your local number: https://us06web.zoom.us/u/kcfGwuf2Re

The Pre/Early Retirement Life Stage Chapter Coordinators
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by DFWBogleheads »

Reminder that the meeting is TOMORROW, Wednesday, May 18
DFWBogleheads wrote: Tue May 10, 2022 2:46 pm The Pre/Early Retirement Life Stage chapter will be hosting a meeting on Wednesday, May 18, 2022, on Zoom, starting 7 PM (Central).

5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern

Topic: "Setting Your Children Up For Financial Success"

There are many things parents or guardians can do to help set their children up for financial success in life. We will be presenting topics regarding the financial education of young children to young adults. Since there is often no one way to do things that works for every child, participants are encouraged to share what has worked with their family, along with any successes/failures/lessons along the way.

This will be a Zoom presentation/meeting

The format of the meeting is as follows:

A series of slides will be presented with a list of points on a subtopic. After each slide we will open a discussion on the subtopic presented and participants may (either live on video or written in the chat window) offer their input/personal experience/ideas/questions/etc on that subtopic.

This meeting is not meant to present definitive answers on how to handle things, but rather to offer a list of points for participants to research/reflect upon and figure out the best way for them to handle each issue in their own family.

Targeted audience: anyone with children or planning to have children, or who just wants to listen in.

You can RSVP for the meeting and submit questions here...

Please use this RSVP link

All responses are anonymous.

Please note that to enter the meeting, you may need the zoom passcode which is 338801

Zoom link

Meeting ID: 854 8414 7948
Passcode: 338801
One tap mobile
+13462487799,,85484147948#,,,,*338801# US (Houston)
+12532158782,,85484147948#,,,,*338801# US (Tacoma)

Dial by your location
+1 346 248 7799 US (Houston)
+1 253 215 8782 US (Tacoma)
+1 669 900 6833 US (San Jose)
+1 312 626 6799 US (Chicago)
+1 929 205 6099 US (New York)
+1 301 715 8592 US (Washington DC)
Meeting ID: 854 8414 7948
Passcode: 338801
Find your local number: https://us06web.zoom.us/u/kcfGwuf2Re

The Pre/Early Retirement Life Stage Chapter Coordinators
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by HoosierJim »

Reminder that the meeting is TONIGHT, Wednesday, May 18
DFWBogleheads wrote: Tue May 10, 2022 2:46 pm The Pre/Early Retirement Life Stage chapter will be hosting a meeting on Wednesday, May 18, 2022, on Zoom, starting 7 PM (Central).

5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern

Topic: "Setting Your Children Up For Financial Success"

There are many things parents or guardians can do to help set their children up for financial success in life. We will be presenting topics regarding the financial education of young children to young adults. Since there is often no one way to do things that works for every child, participants are encouraged to share what has worked with their family, along with any successes/failures/lessons along the way.

This will be a Zoom presentation/meeting

The format of the meeting is as follows:

A series of slides will be presented with a list of points on a subtopic. After each slide we will open a discussion on the subtopic presented and participants may (either live on video or written in the chat window) offer their input/personal experience/ideas/questions/etc on that subtopic.

This meeting is not meant to present definitive answers on how to handle things, but rather to offer a list of points for participants to research/reflect upon and figure out the best way for them to handle each issue in their own family.

Targeted audience: anyone with children or planning to have children, or who just wants to listen in.

You can RSVP for the meeting and submit questions here...

Please use this RSVP link

All responses are anonymous.

Please note that to enter the meeting, you may need the zoom passcode which is 338801

Zoom link

Meeting ID: 854 8414 7948
Passcode: 338801
One tap mobile
+13462487799,,85484147948#,,,,*338801# US (Houston)
+12532158782,,85484147948#,,,,*338801# US (Tacoma)

Dial by your location
+1 346 248 7799 US (Houston)
+1 253 215 8782 US (Tacoma)
+1 669 900 6833 US (San Jose)
+1 312 626 6799 US (Chicago)
+1 929 205 6099 US (New York)
+1 301 715 8592 US (Washington DC)
Meeting ID: 854 8414 7948
Passcode: 338801
Find your local number: https://us06web.zoom.us/u/kcfGwuf2Re

The Pre/Early Retirement Life Stage Chapter Coordinators
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by LadyGeek »

The chapter series video is now on YouTube. See: Bogleheads® Chapter Series – Setting Your Children Up for Financial Success

Links to the slides and chat are in the show notes.

A concise summary of the chapters' meeting content is available in the blog: Virtual online chapter presentations

(Production of the Chapter Series videos is a group effort by several forum members. I only upload and publish the video on YouTube.)
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by DFWBogleheads »

Here's a meeting hosted by two other LIfe Stage groups that you may be interested in. Don't forget to submit your questions for JL Collins ahead of time so he can answer them during the meeting!

"There are many things money can buy, but the most valuable of all is freedom. Freedom to do what you want and to work for whom you respect."
-- JL Collins

Image


The "Starting Out" and "Mid-Career Accumulators" Life Stage Chapters are delighted to host JL (Jim) Collins, author of "The Simple Path to Wealth," for exciting conversation and Q&A at the next zoom meeting on Wed. June 15, 2022, at 8:00 pm ET :D

This will be an enjoyable interactive meeting featuring well-known and delightfully engaging personal finance author JL Collins on creating your own road map to financial independence and a rich, free life.
"Life choices are not always about the money, but you should always be clear about the financial impact of the choices you make."
JL Collins' first book, "The Simple Path to Wealth," was published in 2016 and has been an international best-seller and a Bogleheads favorite. JL's latest book is "How I Lost Money in Real Estate Before it Was Fashionable." :mrgreen: He blogs about financial and other matters at www.JLCollinsnh.com.

Although this program is designed for novice investors and those starting out in their investing career and mid-career accumulators, all Bogleheads are welcome to join and ask Qs 8-)

You can submit Qs ahead of time HERE. All responses are anonymous. The meeting is open to all Bogleheads and you don't need to RSVP to attend.

Here is the Zoom link - and the link is also posted on the Bogleheads Blog Calendar of Events. Please jot down the meeting ID and passcode in case Zoom asks for it.

"If you understand money, life is easier.
If you don't understand money, life is incredibly difficult."

-- JL Collins
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by sleepysurf »

FYI, those of you "on the cusp" of Retirement (early or traditional age) might be interested in the next "Retired" Life Stage virtual meeting on Wed, July 20, starting 5 PM Pacific | 6 PM Mountain | 7 PM Central | 8 PM Eastern

Format: Open Q&A among participants discussing whatever is on your minds

Targeted audience: "Retired" Life Stage (but others always welcome)

To encourage open discussion (preferably with video), and protect participants privacy, the meeting will NOT be recorded. You can RSVP for the meeting and pre-submit questions/topics here (all responses are anonymous)... RSVP Link

The Zoom link will be posted in the BH Calendar of Events at least one week prior to the meeting.
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by sleepysurf »

Bumping the "Retired" Life Stage meeting announcement. See post above for full details, including the link to RSVP and pre-submit questions/topics. The Zoom link has been posted in the BH Calendar of Events and the BH Chapter Series Google Email Group. Instructions for subscribing to the latter can also be found on the BH Calendar of Events page.

BTW, folks in all Life Stages, but particularly near/current retirees, might be interested in Rob Berger's recent YouTube interviews with two investing "luminaries"... Lots of good information there, and even some surprises (especially from Bill Bengen).
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by sleepysurf »

Final reminder for tomorrow's "Retired" Life Stage meeting. See details in post above. If attending, make sure you've installed the latest Zoom update for your platform... https://zoom.us/download

Looking forward to a great Q&A session!
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by LadyGeek »

The anonymized chat from last night's meeting, along with a concise summary of the chapters' meeting content is available in the blog: Virtual online chapter presentations
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by sleepysurf »

Thank you LG for editing the chat and helping as moderator, along with my Co-Coordinators Robert and Henry, and everybody else. Special thanks to Carol from the "Pre/Early" Retirement Chapter for assisting. Looking forward to watching all these Life Stage Chapters grow!
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by sleepysurf »

Those of you in/nearing retirement might be interested in the next "Retired" Life Stage Chapter Zoom meeting on Wed, Oct 19, from 8 - 10 PM (Eastern)
5 PM Pacific | 6 PM Mountain | 7 PM Central | 8 PM Eastern

Format: Open Q&A session discussing a variety of topics, such as...
-Dealing with the current "Bear" market, inflation, rising interest rates, etc.
-Sharing "takeaways" from those who attended the prior weeks Bogleheads Conference in Chicago
-Whatever else is on participants minds!

Targeted audience: "Retired" Life Stage (but others always welcome)

To encourage open discussion (preferably with video), and protect participants privacy, the meeting will NOT be recorded.

The Zoom link will be posted in the BH Calendar of Events at least one week prior to the meeting.
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by Kendall »

.....
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by Silentnight »

Do we need to register in advance?
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by sleepysurf »

Silentnight wrote: Mon Oct 10, 2022 4:25 pm Do we need to register in advance?
Not this time. Just show up :D. Zoom link has been posted in the BH Calendar of Events.
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by DFWBogleheads »

The Pre/Early Retirement Life Stage chapter will be hosting a meeting on Saturday, October 29, 2022, on Zoom, starting 2 PM (Central).

12 noon Pacific
1 pm Mountain
2 pm Central
3 pm Eastern

Topic: Medicare

This will be a Zoom presentation/meeting.

A slide presentation on the basics of Medicare will be presented by Lonnie Thibodeaux, Medicare agent.

Topics covered will include (but are not limited to) Medicare eligibility/enrollment periods/deadlines for signup and changes, the different parts of Medicare, Medigap insurance, Medicare Advantage, what is/isn't covered under Medicare, the costs of Medicare, and IRMAA.

After the slide presentation we will open it up for Q&A. Questions can be submitted via the RSVP form, via the chat window during the presentation, or live during the Q&A.

Targeted audience: anyone who wants to learn about Medicare

The Meeting and the Q&A will be recorded and the recording will be made available at a later date. If you want to ask a live question during the Q&A portion but prefer not to be recorded on video, you may turn off your video.

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 before the meeting here on this discussion thread and will also be posted in the Bogleheads calendar entry.

Hope to see you there!
The Pre/Early Retirement Life Stage Chapter Coordinators
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by sleepysurf »

Just a quickie reminder about the "Retired Life Stage" Chapter meeting on Zoom, Wed 10/19, starting 8 PM (Eastern). These are challenging times for near/current retirees (those in accumulation stage too :D ), so lots to discuss!

Zoom link has been posted in the BH Calendar of Events.

If attending, make sure you've installed the latest Zoom update for your platform... https://zoom.us/download
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by LadyGeek »

The anonymized chat is now available in the Bogleheads blog: Virtual online chapter presentations
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by DFWBogleheads »

Reminder: this meeting is coming up in three days!
The Pre/Early Retirement Life Stage chapter will be hosting a meeting on Saturday, October 29, 2022, on Zoom, starting 2 PM (Central).

12 noon Pacific
1 pm Mountain
2 pm Central
3 pm Eastern

Topic: Medicare

This will be a Zoom presentation/meeting.

A slide presentation on the basics of Medicare will be presented by Lonnie Thibodeaux, Medicare agent.

Topics covered will include (but are not limited to) Medicare eligibility/enrollment periods/deadlines for signup and changes, the different parts of Medicare, Medigap insurance, Medicare Advantage, what is/isn't covered under Medicare, the costs of Medicare, and IRMAA.

After the slide presentation we will open it up for Q&A. Questions can be submitted via the RSVP form, via the chat window during the presentation, or live during the Q&A.

Targeted audience: anyone who wants to learn about Medicare

The Meeting and the Q&A will be recorded and the recording will be made available at a later date. If you want to ask a live question during the Q&A portion but prefer not to be recorded on video, you may turn off your video.

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.

Zoom information:

Topic: Medicare hosted by the Pre/Early-Retirement Life Stage Chapter
Time: Oct 29, 2022 02:00 PM Central Time (US and Canada)

Join Zoom Meeting
https://us06web.zoom.us/j/85350941604?p ... RMVFpOUT09

Meeting ID: 853 5094 1604
Passcode: 508556

Hope to see you there!
The Pre/Early Retirement Life Stage Chapter Coordinators
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Re: "Pre-Retirement/Early Retirement" Life Stage Virtual Chapter "Master Thread"

Post by DFWBogleheads »

The Pre/Early Retirement Life Stage chapter will be hosting a meeting on Wednesday, December 7, 2022, on Zoom, starting 7 PM (Central).

5 pm Pacific
6 pm Mountain
7 pm Central
8 pm Eastern

Topic: One More Year Syndrome

This will be a Zoom presentation/meeting. It will be an open discussion of people sharing their experiences with "one more year" syndrome and how they handled this. This will be an informal meeting (no presenter/no slides)

"One More Year Syndrome" is the temptation to work just one more year past your planned retirement date.

Targeted audience: anyone who is thinking of retiring or has retired.

You can RSVP for the meeting here...

https://docs.google.com/forms/d/e/1FAIp ... sp=sf_link

All responses are anonymous.

The Zoom link to join the meeting is here (you may need the passcode which is 830090)

https://us06web.zoom.us/j/87605679534?p ... YvWjlsQT09

Hope to see you there!
The Pre/Early Retirement Life Stage Chapter Coordinators
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