Meetings – Sacramento Area Bogleheads

Upcoming meetings:

Saturday, October 14, 2023 at 10:30am Pacific Time

Topic: The Clear Path to Investing Success

Sucker Bets

Things We Wish Were True

True Things We Wish Were Not

Moderator: Greg Dietrich

All are welcome to attend. This meeting will be held on Zoom. To join us, send your first and last name, city, and email address to sacramento.bogleheads@gmail.com

Past meetings:

Saturday, October 11, 2023 at 10:30 AM

Topic: Talking Money: The Dos and Don'ts of Communicating About Finances

Presenter: Chris Goslow

Chris is a composer, pianist, and piano teacher. He and his wife have lived happily in Sacramento since 2012. Chris is an advocate for index fund investing and financial literacy.

The presentation slides are here.

Saturday, July 8th, 2023

Double Header

Presenter: Nancy Williamson, Four Season Estate Planning

Topic: Nancy returned to talk with the Bogleheads about "Planning for the Future: 8 Commonly Overlooked Items" from her new book, Wrapping Up Loose Ends: 8 Simple Action Steps.

After Nancy's presentation, a mystery speaker talked about what to expect in one's first year as an investor.

Saturday, June 10

Topic: Making better decisions about when to retire. Presentation

Presenters: Stephen Chen and Nancy Gates, CEO and education coach of NewRetirement.com

Saturday, May 13

Topic: The Investor's Toolkit--Ideas to help you invest with confidence

Presenter: Greg D.

The presentation slides are here. The presentation links are here.

Saturday, April 15

Open forum--investing plans and questions

Saturday, March 11

Topic: Tax Loss Harvesting

Presenter: Ravinder B. He is a Corporate Finance professional and has been a Boglehead for over two decades. He has learned over that period that while keeping investments simple leads to best performance (a 3-fund portfolio works amazingly well), taxes can sometimes require a little complexity for best outcomes.

Ravinder's slides are here. Huey T's Roth IRA Distribution Rules are here.

Saturday, February 25, 2023 at 10:30am Pacific Time

Topic: The Rudiments of Retirement: Developing a Distribution Plan

Presenter: Steve Shaffer

Steve is a Health Physicist for the US Nuclear Regulatory Commission. He has been a member of the Philadelphia Bogleheads for the past 6 years. His knowledge is self taught through reading dozens of books on financial planning and retirement. He has given numerous presentations to his local Bogleheads chapter and to colleagues at work.

Steve's slides are here. His fact sheet is here. The meeting video is here.

Saturday, February 11, 2023

Topic: Driving Electric: An Electric Car Primer--Viability, Performance, and Cost

Californians are embracing electric cars. Sales here have doubled in the past two years and 16% of all cars sold in California last year were electric. Topics include costs, performance, maintenance, charging logistics, and overcoming range anxiety.

Presenter: Alan Baker

Alan was a Senior Information Technology Specialist at IBM and in his earlier days he was a C-130 pilot. He and Jim Cosgrove founded the South Bay Bogleheads.

The presentation slides are here. The video of the meeting is here.

Earlier meetings are here.