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

"Your Retirement Sketchbook stands out in a sea of retirement-planning guides because it treats retirement as the beginning of the journey, not the end. I was inspired by its approach and readers will be, too."
--Christine Benz, Director of Personal Finance and Retirement Planning, Morningstar, and Author, How to Retire

"Your Retirement Sketchbook is aptly named--it provides a very brief, and therefore very accessible, introductory overview of everything you need to consider as you approach retirement. The book's breezy, informal style shows you the topics--giving you just enough depth to let you pursue each topic with everyone from your spouse to your financial advisor to your therapist. It's a handy, valuable tool."
--Ric Edelman, Author, The Truth About College

"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

"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(R), RICP(R) CEO, Stockbridge Private Wealth Management

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.