Bonnie Treichel
Founder and Chief Solutions Officer of Endeavor Retirement, providing consulting for plan sponsors, advisors, and service providers with deep expertise in retirement plans and participant solutions.
Best podcasts with Bonnie Treichel
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Mar 10, 2026 • 44min
Jamie Hopkins and Bonnie Treichel: Why You Can’t Set and Forget a Retirement Plan
Bonnie Treichel, founder of Endeavor Retirement with deep retirement-plan expertise, and Jamie Hopkins, CEO and retirement educator, discuss retirement planning. They explore shifting to a retirement mindset, in-plan annuities and creating retirement paychecks. They cover bucketing assets, managing sequence-of-returns risk, Social Security funding risks, and how advisors address emotional and lifestyle planning.
