Your Retirement Sketchbook. 125 Retirement Planning Lessons from Financial Experts

Par : Jamie P Hopkins, Bonnie Treichel
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E-book - ePub
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  • Nombre de pages256
  • FormatePub
  • ISBN978-1-80409-196-8
  • EAN9781804091968
  • Date de parution31/03/2026
  • Protection num.Adobe DRM
  • Infos supplémentairesepub
  • ÉditeurHarriman House

Résumé

'Practical, thoughtful, and full of heart.' - Dr. Daniel Crosby, Psychologist and Author, The Soul of Wealth'Your Retirement Sketchbook stands out in a sea of retirement-planning guides.' - Christine Benz, Director of Personal Finance and Retirement Planning, Morningstar, and Author, How to RetireWhen you picture retirement, what do you see?Imagine the moment you crest the final hill of a long hike, cross the finish line of a race, or step back to admire a painting you've poured your heart into.
That feeling - that deep sense of accomplishment and arrival - is what retirement can be. But retirement isn't one-size-fits-all. For some, it feels like stepping into a room with no clear purpose. For others, it's the joyful culmination of a meaningful journey. Wherever you are on that spectrum, Your Retirement Sketchbook is here to help you shape what comes next. This book is not a rigid plan - it's a flexible, creative guide to help you explore your unique vision for retirement.
Whether you're thinking about location, timing, activities, finances, health, or relationships, you are invited to reflect, imagine, and evolve your plans over time. Because retirement isn't the end - it's a new beginning. And your future deserves to be designed with intention. Retirement planning experts Jamie Hopkins and Bonnie Treichel explore 125 essential concepts for your journey, leaving space for you to reflect and journal on each one.
Whether you're just starting to save or nearing the finish line, Your Retirement Sketchbook will inspire you to craft a plan that achieves your retirement goals and builds financial confidence along the way. This isn't a textbook; it's a creative journey. Let's start exploring.'For readers looking for a broad, accessible starting point on retirement planning.' - Wade Pfau, Ph. D., CFA, RICP, Author, Retirement Planning Guidebook'A handy, valuable tool.' - Ric Edelman, Author, The Truth About College

A propos de Jamie P Hopkins

Jamie P. Hopkins, CFP(R), Esq., is the Chief Executive Officer of Bryn Mawr Trust Advisors and Chief Wealth Officer of WSFS. Jamie is a graduate of Temple University School of Law, where he received his LL. M., and Villanova University School of Law, where he earned his juris doctorate and his MBA. A Wall Street Journal best-selling author, educator, and executive speaker, Jamie serves on numerous advisory boards around the financial services industry and formerly as a national trustee member of NAIFA.
Jamie is also the founder and president of the 501(c)(3) non-profit, FinServ Foundation and was named as a top 10 Investopedia 100 Top Financial Advisor for 2023. 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.
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