Saturday, December 6, 2025
Topic: Uh, yeah… thanks
1. Thank You for Lowering Your Expectations
2. Thanks . . . for All That You Do! (The Upside of Gratitude)
3. Maslow’s Hierarchy of Needs / Hedonic Adaptation
Saturday, November 8, 2025
Topic: How to Think About Financial Decisions
Many financial decisions involve multiple considerations, such as risk, return, and several potential scenarios. Examples are the
decision whether to pay down a mortgage or invest, or when to claim
Social Security. You can often simplify the decision by choosing the
right comparison. Reduce the number of variables, such as a
comparison of two options with the same risk to make it easier to
compare potential value. Some decisions now reduce to simple
mathematics, but even when there are other factors (for example, your
lifespan when claiming Social Security), simplifying the comparison
makes it easier to weigh these considerations.
How to Think about Financial Decisions – Slides
Saturday, October 11, 2025
Topic: Fall Forum
Questions will be posted here soon.
Saturday, September 20, 2025
Topic: Upgrading to Windows 11
Special Presentation by Alan Baker
Q&A moderated discussion
There is a critical need to upgrade from Windows 10 to Windows 11 due to security vulnerabilities, as Microsoft will cease support for Windows 10 on October 14th, 2025. While Windows 11 offers similar functionality, its key advantage is ongoing security updates, protecting users from “bad guys” who exploit vulnerabilities in unsupported operating systems. Several upgrade pathways were discussed, ranging from straightforward in-place upgrades to more technical solutions for incompatible systems, as well as alternative operating systems and purchasing new hardware.
Retired from a senior information technology position at IBM, Alan enjoys helping nonprofits with their technology needs, volunteering for AARP, SIR and other worthy organizations.
Upgrading to Windows 11 – Slides
Saturday, September 13, 2025
Topic: Your Financial Life (as a series of payments)
– Paying yourself first
– Paying it down
– Paying it forward
Short Presentations by members; discussion plus Q&A
Saturday, August 16, 2025
Topic: The Right Stuff
Moderated Discussion plus Q&A
Constituents of a great portfolio • Behavior Components
Stock & bond mutual funds and ETFs • International investing
Saturday, July 12, 2025
Topic: Happy Hour
Discussion
Markets • Dollar Cost Averaging • Tracking Your Assets
Dream Now, Don’t Wait! • Too Young? Too Old? • Contentment
Slides – Soft Side of Retirement July 2025 – Jeanne T.pdf
Saturday, June 21, 2025
Book Review: “How to Retire” – What you need to know before you leap.
Presentation by Jeanne Texeira, South Bay Bogleheads
Book: “How To Retire – 20 Lessons for a Happy, Successful and Wealthy Retirement” by Christine Benz
Q&A and Discussion follows
Book Review ‘How to Retire’ Slides by Jeanne Texeira
Retirement Planning Software Tools by Jeanne Texeira
Book Review ‘How to Retire’ Supplemental Notes by Jeanne Texeira
Saturday, May 17, 2025
Topic: Think Really, Really BIG / To Win, Don’t Lose
Saturday, April 12, 2025
Topic: 10 Year Anniversary – “Negotiating the Swamp”
The S&P 500 is down nearly 14% since January and lost 2.69% year over year.
The CBOE Volatility Index (VIX) has recently zoomed from 12-20 to a high of 47.
Predicting the future is hard… that’s why investing can be a Risky Business.
On Saturday, April 12, we discussed how to negotiate the morass and provided
recommendations to achieve a good financial outcome in the face of current
market conditions and deleterious macro economic factors.
Saturday, March 8, 2025
Topic: OPEN FORUM
Saturday, February 15, 2025
Topic: 3 Discussion Topics
VTI and Chill…?
Defensive Investing
Memes & Misnomers
Saturday, January 25, 2025
Topic: F.I.R.E. for Dummies
