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

 
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, May 9, 2026

Topic:  TODs, PODs, Beneficiary, Small Estates


Short Presentation by Jeanne Texeira
Q & A and Moderated Discussion

Presentation Slides are here.

 

Saturday, April 11, 2026

Topic:  Your Wealth Journey

Launch toward Financial Independence
Achieving Max Velocity
Slowing the Rate of Descent
Safe Landing / Splash Down

Moderated Group Discussion

 

Saturday, March 14, 2026

Topic:  Queries & Quandaries

Queries

Troublesome financial questions

Foundational supports (e.g., friction piles)

Quandaries

Paying the bills while accelerating investment contributions

Spending your retirement assets without anxiety

 

Saturday, February 14, 2026

Topic:  Heart & Mind

Common Sense Investing

Market Snapshot, Q & A followed by Financial Discussion.

 

Saturday, January 10, 2026

Topic:  The Four Pillars of Investing

Special Guest:  William J Bernstein

Introduction, followed by audience Q & A

2 hours of former neurologist and popular financial author, Bill Bernstein!