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Mentioned in 1 episodes
Your Retirement Sketchbook
Your Retirement Sketchbook
Book • 2025
Your Retirement Sketchbook is a visually oriented, practical guide co-authored by Jamie Hopkins and Bonnie Treichel that uses sketches and simple frameworks to help readers navigate retirement planning.
The book focuses on behavioral aspects of retirement—what the authors call 'rewirement'—and offers actionable approaches for spending, income layering, bucket strategies, and advisor-client dynamics.
It is designed to be usable by advisers for client conversations and by individuals to better visualize and plan retirement choices.
The authors draw on experience in both wealth and retirement-plan sides of the industry to bridge complex technical topics into accessible visuals and guidance.
The book aims to promote regular review and adaptation rather than a set-and-forget retirement plan.
The book focuses on behavioral aspects of retirement—what the authors call 'rewirement'—and offers actionable approaches for spending, income layering, bucket strategies, and advisor-client dynamics.
It is designed to be usable by advisers for client conversations and by individuals to better visualize and plan retirement choices.
The authors draw on experience in both wealth and retirement-plan sides of the industry to bridge complex technical topics into accessible visuals and guidance.
The book aims to promote regular review and adaptation rather than a set-and-forget retirement plan.
Mentioned by
Mentioned in 1 episodes
Mentioned by ![undefined]()

as his recent book offering guidance and lessons on retirement planning.

Jamie Hopkins

42 snips
What Retirement Planning Gets Wrong, with Jamie Hopkins
Mentioned by ![undefined]()

and discussed by ![undefined]()

as a new retirement-planning sketchbook with 125 lessons and sketches.

Jeremy Schwartz

Jamie Hopkins
Tech Turbulence Today, A Retirement Sketchbook for Tomorrow
Mentioned by the hosts as the guests' new, co-authored practical, illustrated guide to retirement planning.

Jamie Hopkins and Bonnie Treichel: Why You Can’t Set and Forget a Retirement Plan


