Jamie Hopkins and Bonnie Treichel: Why You Can’t Set and Forget a Retirement Plan

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 Your Retirement Sketchbook Retirement Planning Guidebook Safety-First Retirement Planning Ikigai: The Japanese Secret to a Long and Happy Life Retiring Minds Podcast More From Morningstar Retirement Withdrawal Sequencing Rules of the Road Here’s How You Can Spend More During Retirement Jamie Hopkins: A Framework for Financial Freedom If you have a comment or a guest idea, please email us at TheLongView@Morningstar.com . Follow Christine Benz ( @christine_benz ) and Ben Johnson ( @MstarBenJohnson ) on X, and Christine Benz , Amy Arnott , and Ben Johnson on LinkedIn. Visit Morningstar.com for new research and insights from Christine , Ben , and Amy.

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Jamie Hopkins and Bonnie Treichel: Why You Can’t Set and Forget a Retirement Plan is an episode from The Long View by Morningstar.

This episode is 00:44:02 long.

This episode was published on Mar 10, 2026.

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