Saturday, November 7, 2026
Topic: TO BE ANNOUNCED
All are welcome to attend. This meeting will be held on Zoom.
Non-members: RSVP is required to attend this meeting
For more info, send your First/Last Name, City and State to:
E-mail Sacramento.Bogleheads@gmail.com
Saturday, October 10, 2026
Topic: How To Grow Your HSA To Over $100k
(And Clever Ways To Spend It Down)
Presentation on Health Savings Accounts
by author Jackie Cummings Koski, CFP®
Moderated Q & A and Discussion follows
We’ll cover:
Recent HSAs Updates from 2025 OBBB Act
The rise of HSAs and high deductible plans
Underutilized strategies
Hacks & Hidden Benefits
Spending down HSAs
Using HSAs in Early and Traditional Retirement
Intersection of HSAs and Medicare
Succession Planning for your HSA
A look inside Jackie’s HSA and how it grew to over $300k
Case Studies & Scenarios that push the limit of HSAs
Ask Me Anything about HSAs
Presentation Slides are here
Saturday, September 12, 2026
Topic: You Are Rich. Stop Worrying!
3 Superpowers for Retirees
Presentation by blogger Harry Sit (aka “The Finance Buff”)
Moderated Q & A and Discussion follows
Saturday, August 8, 2026
Topic: Inspired Tales
Your Vacation Travels
and Toughest Questions
Saturday, July 11, 2026
Topic: Are you rich?
The arbiters and what they say.
The constituents of wealth.
The consequences of wealth.
Moderated group discussion
Saturday, Jun 13, 2026
Topic: The BIG D – Decumulation after Financial Independence
Safe Withdrawal Rates in retirement & more
Moderated group discussion
Recommended Reading / Watching
Sequence of Returns Risk
Ben Felix Mar 16, 2025
YouTube video 16 mins
Bogleheads Wiki Article – Withdrawal Methods
https://www.bogleheads.org/wiki/Withdrawal_methods
The Safe Withdrawal Rate: Evidence from a Broad Sample of Developed Markets
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4227132
Beyond the Status Quo: A Critical Assessment of Lifecycle Investment Advice
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4590406
Saturday, May 9, 2026
Topic: TODs, PODs, Beneficiary, Small Estates
Short Presentation by Jeanne Texeira
Q & A and Moderated Discussion