125 Retirement Planning Lessons from Financial Experts
This isn't a textbook: it's a creative journey. Let's start exploring.
COMING MARCH 31, 2026.
Meet the Authors
Bonnie Treichel, JD
Bonnie Treichel 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.
Jamie Hopkins, CFP(R), JD
Jamie Hopkins 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.
What They're Saying
"Retirement isn’t an equation to be solved. It’s a story to be lived. This book reminds us that life after work is not an end, but rather the beginning of something deeply human. Your Retirement Sketchbook helps readers align their finances with their values and their time with what truly matters. Practical, thoughtful, and full of heart, it transforms retirement from a financial finish line into a meaningful new chapter." Dr. Daniel Crosby, Psychologist and Author, The Soul of Wealth
"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
"Your Retirement Sketchbook offers readers a useful overview of the many interconnected decisions retirees face—from Social Security timing to healthcare, taxes, legacy planning, and finding your passion. For readers looking for a broad, accessible starting point on retirement planning, this book will introduce you to the key issues to explore." Wade Pfau, Ph.D., CFA, RICP, Author, Retirement Planning Guidebook
"This book brings the human side of retirement planning to life. Hopkins and Treichel use behavioral insight and hands-on exercises to help readers connect financial goals with personal meaning." Eric Ludwig, PhD, CFP®, RICP® CEO, Stockbridge Private Wealth Management
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