Your Retirement Sketchbook

Jamie P. Hopkins, Bonnie Treichel

Pre-order now

31 March 2026

Imprint: Harriman House

Synopsis

Are you overwhelmed by the thought of retirement planning? Unsure where to start—or afraid it’s already too late?

Retirement planning is something we often leave for the future because we all have more pressing matters to deal with today: The kids are sick. The dog needs to go to the vet. A parent needs a new care facility.

We think retirement can wait. But can it?

In Your Retirement Sketchbook, financial professionals specializing in retirement planning, Jamie Hopkins and Bonnie Treichel offer a fresh, creative approach to planning for your future. Unlike traditional financial guides, this book breaks down retirement into manageable sections. Inside, you'll explore 125 unique topics that could impact your retirement and discover practical strategies for saving, investing, and managing income. Build your plan step-by-step and reflect on your financial future.

Whether you're just starting to save or nearing the finish line, Your Retirement Sketchbook will inspire you to craft a plan to achieve your retirement goals, and find financial confidence along the way.

This isn't a textbook; it's a creative journey

323 minutes

9781804091975

Details

31 March 2026

323 minutes

9781804091975

Imprint: Harriman House

About the author

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.

Reviews

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

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®, RICP® CEO, Stockbridge Private Wealth Management

Media enquiries

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