Your Retirement Sketchbook - by Jamie P Hopkins & Bonnie Treichel (Paperback)

About the Book

Book Synopsis

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.

Review Quotes

"It's been said that a picture is worth a thousand words, and in this visual "sketchbook" Jamie and Bonnie have crafted more than a hundred (125, to be exact) images of a wide array of retirement-related topics and perspectives; visual insights that can both clarify and demystify the complexities that too often stand between "regular" folks and a workable plan for a comfortable retirement. Both interactive and instructive, in these pages you'll find dozens of valuable touchpoints that can help you make sense of the nonsense from two of the industry's most relatable experts."
- Nevin Adams, Former Chief Content Officer for the American Retirement Association

About the Author

Jamie Hopkins is a best selling author, solutions builder, runner and financial professional. Jamie is the Chief Wealth Officer, WSFS Bank and president of FinServ Foundation. He is a professor at Creighton University and previously was a professor of retirement planning at The American College and the Director of the New York Life Center for Retirement Income. He is a contributor to Forbes and has been elected to the Fellows of the American Bar Foundation. He also was selected as one of the top 40 financial service professionals under the age of 40 by InvestmentNews and one of the top 40 young attorneys by The American Bar Association. Jamie was also named as the RIA thought leader of the year by WealthManagement.com. 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.