AUDIOBOOK
About
Are you overwhelmed by the thought of retirement planning? Unsure where to start-or afraid it's already too late?
Retirement planning is something we often leave for the future because we all have more pressing matters to deal with today: The kids are sick. The dog needs to go to the vet. A parent needs a new care facility.
We think retirement can wait. But can it?
In Your Retirement Sketchbook, financial professionals specializing in retirement planning, Jamie Hopkins and Bonnie Treichel offer a fresh, creative approach to planning for your future. Unlike traditional financial guides, this book breaks down retirement into manageable sections. Inside, you'll explore 125 unique topics that could impact your retirement and discover practical strategies for saving, investing, and managing income. Build your plan step-by-step and reflect on your financial future.
Whether you're just starting to save or nearing the finish line, Your Retirement Sketchbook will inspire you to craft a plan to achieve your retirement goals, and find financial confidence along the way.
This isn't a textbook; it's a creative journey A handy guide to planning for retirement, simplifying key financial concepts to help you make the most of your future.
Jamie Hopkins is a best selling author, solutions builder, runner and financial professional. Jamie is the Chief Wealth Officer, WSFS Bank and president of FinServ Foundation. He is a professor at Creighton University and previously was a professor of retirement planning at The American College and the Director of the New York Life Center for Retirement Income. He is a contributor to Forbes and has been elected to the Fellows of the American Bar Foundation. He also was selected as one of the top 40 financial service professionals under the age of 40 by InvestmentNews and one of the top 40 young attorneys by The American Bar Association. Jamie was also named as the RIA thought leader of the year by WealthManagement.com. He is the author of bestselling Rewirement and the co-author of Your Retirement Sketchbook alongside Bonnie Treichel.
Bonnie Treichel, Esq. is the Founder of Endeavor Law and the Founder and Chief Solutions Officer of Endeavor Retirement, a consulting firm dedicated to solving problems for plan sponsors, advisors, and service providers in the retirement plan industry. She is a nationally recognized speaker and thought leader on retirement plan governance and best practices. Bonnie serves on the Board of the FinServ Foundation and has been honored with several national awards, including InvestmentNews 40 Under 40 (2023) and the ABA's On the Rise – Top 40 Young Lawyers Award (2022). Outside of work, Bonnie enjoys traveling, running, cycling, volunteering with Make-A-Wish, and spending time with her golden retrievers, Sadie and Sunny. Bonnie is the co-author of Your Retirement Sketchbook alongside Jamie P. Hopkins. It's been said that a picture is worth a thousand words, and in this visual "sketchbook" Jamie and Bonnie have crafted more than a hundred (125, to be exact) images of a wide array of retirement-related topics and perspectives; visual insights that can both clarify and demystify the complexities that too often stand between "regular" folks and a workable plan for a comfortable retirement. Both interactive and instructive, in these pages you'll find dozens of valuable touchpoints that can help you make sense of the nonsense from two of the industry's most relatable experts.
Retirement planning is something we often leave for the future because we all have more pressing matters to deal with today: The kids are sick. The dog needs to go to the vet. A parent needs a new care facility.
We think retirement can wait. But can it?
In Your Retirement Sketchbook, financial professionals specializing in retirement planning, Jamie Hopkins and Bonnie Treichel offer a fresh, creative approach to planning for your future. Unlike traditional financial guides, this book breaks down retirement into manageable sections. Inside, you'll explore 125 unique topics that could impact your retirement and discover practical strategies for saving, investing, and managing income. Build your plan step-by-step and reflect on your financial future.
Whether you're just starting to save or nearing the finish line, Your Retirement Sketchbook will inspire you to craft a plan to achieve your retirement goals, and find financial confidence along the way.
This isn't a textbook; it's a creative journey A handy guide to planning for retirement, simplifying key financial concepts to help you make the most of your future.
Jamie Hopkins is a best selling author, solutions builder, runner and financial professional. Jamie is the Chief Wealth Officer, WSFS Bank and president of FinServ Foundation. He is a professor at Creighton University and previously was a professor of retirement planning at The American College and the Director of the New York Life Center for Retirement Income. He is a contributor to Forbes and has been elected to the Fellows of the American Bar Foundation. He also was selected as one of the top 40 financial service professionals under the age of 40 by InvestmentNews and one of the top 40 young attorneys by The American Bar Association. Jamie was also named as the RIA thought leader of the year by WealthManagement.com. He is the author of bestselling Rewirement and the co-author of Your Retirement Sketchbook alongside Bonnie Treichel.
Bonnie Treichel, Esq. is the Founder of Endeavor Law and the Founder and Chief Solutions Officer of Endeavor Retirement, a consulting firm dedicated to solving problems for plan sponsors, advisors, and service providers in the retirement plan industry. She is a nationally recognized speaker and thought leader on retirement plan governance and best practices. Bonnie serves on the Board of the FinServ Foundation and has been honored with several national awards, including InvestmentNews 40 Under 40 (2023) and the ABA's On the Rise – Top 40 Young Lawyers Award (2022). Outside of work, Bonnie enjoys traveling, running, cycling, volunteering with Make-A-Wish, and spending time with her golden retrievers, Sadie and Sunny. Bonnie is the co-author of Your Retirement Sketchbook alongside Jamie P. Hopkins. It's been said that a picture is worth a thousand words, and in this visual "sketchbook" Jamie and Bonnie have crafted more than a hundred (125, to be exact) images of a wide array of retirement-related topics and perspectives; visual insights that can both clarify and demystify the complexities that too often stand between "regular" folks and a workable plan for a comfortable retirement. Both interactive and instructive, in these pages you'll find dozens of valuable touchpoints that can help you make sense of the nonsense from two of the industry's most relatable experts.