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

If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com.

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