Our guests on the podcast today are Jamie Hopkins and Bonnie Treichel, who are co-authors of a new book, Your Retirement Sketchbook. Jamie is the CEO of Bryn Mawr Trust Advisors, Chief Wealth Officer of WSFS Bank, and founder of the FinServ Foundation. He’s a professor of practice at Creighton University and the American College of Financial Services. He’s also a contributor to Forbes and has been elected to the Fellows of the American Bar Foundation. Bonnie is 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 also serves as treasurer for the FinServ Foundation.
Episode Highlights
00:00:00 The FinServ Foundation and Your Retirement Sketchbook
00:10:06 Understanding “Rewirement,” Mindset Shifts, and Behavioral Biases in Retirement
00:18:15 Why In‑Plan Annuities Are Emerging Inside 401(k) Plans
00:20:57 Retirement Bucket, Private Assets, and Reducing Sequence‑of‑Returns Risk
00:31:21 Risks to Social Security Benefits
00:33:17 Advisor-Client Dynamics in Retirement Planning
00:38:03 Retirement Planning Books and Podcasts
Retirement Resources Mentioned
Your Retirement Sketchbook
Retirement Planning Guidebook
Safety-First Retirement Planning
Ikigai: The Japanese Secret to a Long and Happy Life
Retiring Minds Podcast
More From Morningstar
Retirement Withdrawal Sequencing Rules of the Road
Here’s How You Can Spend More During Retirement
Jamie Hopkins: A Framework for Financial Freedom
If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com.
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