Bliss English Club

<Bliss Meeting Notice: No Meetings on May 5 May 12, 2018>

Recap of “The Retirement Plan by Patrick on Apr. 28, 2018>

Date: Apr.28.2018

Host: Patrick

Topic: “The Retirement Plan”

Participants: Mahathama Ellen, Naishin, Emily, Laura, Winnie, Athena,Daniel Yang, Patrick, Alan, Angel, Emma, Annie, Willy

Meeting Photo Link: https://photos.app.goo.gl/3iPeODYKtlHQGhCs2

New Blisser: Alan  https://photos.app.goo.gl/7v7mTSSFiGlne8MC2

A “Fan Group Meeting “of Patrick!

A very remarkable sight ever in Bliss history! Many people lined up at the venue    before and during the meeting. People from Yilan, Taichung, NTU baseball field, only to name just a few!

With Blissers’ warm applause, Patrick started and proceeded the meeting as scheduled:

Dream Retiring Life

First, Patrick showed us the basics of the retirement: you enjoy the money till the last moment of your life and leave the rest to the tax and heirs, not other ways around which living frugally but leavig all for the others.

Dream and Reality

Then, Patrick led us to talk about our current situation and dream retiring lives.  Whether most of us enjoyed or endured the reality, we shared our dream like being freelancers, artists, traveling around the world, owing two apartments, being volunteers, cultivating new hobbies while healthy and wealthy alive!

Some Concerns While Planning!

Followingly, Patrick invited us to deliver these down-to-earth questions:

1. When to start
2. How far away from now: How many years later
3. How much of income to be saved
4. How much expense to be spent (single, family)…
5. How to reach the goal

Golden Rules While Planning!

Most importantly, Patrick and some senior investors kept reminding us:  

1. Start earlier
2. Long-term scale
3. Diversified portfolio-don’t put all the eggs in one basket
4. Self-Appraisal –Know your own personality and adapt all the rules in your need
5. Disciplined-set up the stop-loss and take profit points

Useful Links & Videos Reference:

 (A) 3 link reference from Patrick's meeting,

https://youtu.be/vE_H6wZewNs

 https://youtu.be/MfvyS7SVnO0

 https://youtu.be/UcAWPLSrA0E

(B)Investment: 綠角 財經筆記 的網站

(C) Self-appraisal: https://www.moneydj.com/funddj/yb/yp503003.djhtm

Reflections:

We really enjoyed the meeting with fluent conducting flow, humorous interaction, sincere advice and sharing for which we appreciated Host Patrick’s well-prepared information and attendee’s feedbacks. So, keep yourself updated for his next Meeting!

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