Blog Archives

2020 podcasts

The following podcasts were broadcast in 2020.

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Chicagoland Virtual meetings

The Chicagoland Virtual meetings Chapter held its first meeting on August 7, 2019. The chapter intends to meet on the first Wednesday of each month. The meetings are held at 8:00 pm Central Time

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The International Boglebot

Designed for non-US investors, your Boglebot financial advisor will help collect your thoughts on asset allocations and provide some options as to what you could consider for your retirement portfolio.

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Calculating personal returns

Some investors like to calculate their personal returns. This page provides a spreadsheet for Bogleheads to calculate their personal returns in a uniform manner.

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Retiree Portfolio Model

The Retiree Portfolio Model is a downloadable Excel spreadsheet created by a retiree for retirees. It models the most common financial aspects of a retiree and their spouse’s lives, including pensions, Social Security benefits, living expenses, IRA Required Minimum Distributions, purchase of an annuity, sale of a house, and many other items including Federal and state income taxes. All of this data is used to create a model of their accounts over a period of 1 to 40 years.

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Variable percentage withdrawal

Variable percentage withdrawal (VPW) is a withdrawal method that adapts to the retiree’s retirement horizon, asset allocation, and portfolio returns during retirement. It combines the best ideas of the constant-dollar, constant-percentage, and 1/N withdrawal methods to allow the retiree to spend most of the portfolio using return-adjusted withdrawals. By adapting withdrawals to market returns, VPW will never prematurely deplete the portfolio.

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Open Social Security

Open Social Security is a free, open-source Social Security strategy calculator. The tool is developed by Mike Piper, who blogs at Oblivious Investor.

The calculator runs the math for each possible claiming age (or, if you’re married, each possible combination of claiming ages) and reports back, telling you which strategy is expected to provide the most total spendable dollars over your lifetime.

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Orange County CA Local Chapter

The Orange County CA Local Chapter was formed on July 18, 2019.  The chapter held its first meeting on September 21, 2019 and plans to hold quarterly meetings.

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Central NJ Bogleheads®

The Central New Jersey Bogleheads® local chapter was formed on May 5, 2019. The chapter held its first meeting on June 15, 2019. Meeting venues The group holds its meeting at Panera Bread in Princeton. Contact Contact – For

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San Fran Mid-Pen Bogleheads®

The San Francisco Mid Peninsula Bogleheads ® Local Chapter held its first meeting on January 17, 2019 at the Paris-Baguette in Millbrae, California. The group subsequently holds monthly meetings, which have taken place at the Burlington Public Library. The chapter was officially recognized on April, 20, 2019.

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Oklahoma City Bogleheads® Local Chapter

The Oklahoma City Bogleheads® Local Chapter was formed on April 18, 2019. The chapter held its first meeting on May 4, 2019.

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Western NY Bogleheads®

The Western NY Bogleheads® local chapter was officially recognized on April 15, 2019. The chapter launched its first meeting on May 11, 2019.

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Wiki Bogleheads® España

La Wiki Bogleheads® España  is a resource of investment and financial information for residents of Spain. The wiki is a collaborative enterprise by the members of the Bogleheads® España forum. Esta wiki como todas se nutre de la colaboración. De esta

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Foro Bogleheads® en español

Bogleheads® España is our brother forum in Spain. According to the forum’s Primera visita: “Welcome to the Bogleheads forum in Spanish. We are sure that you will find very valuable information in order to optimize and simplify your investments. If

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Bogleheads® España

Bogleheads® España is our official affiliate investment site in Spain, where Spanish investors meet for financial education and empowerment. The site consists of two collaborative elements: an investment forum, Bogleheads® España and a financial wiki, La Wiki Bogleheads® España. The

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