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

The Long View by Morningstar

Mar 10, 202600:44:02Business

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 , an...

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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. Our guests on the podcast today are Jamie Hopkins and Bonnie Treichel , who are co-authors of a new book, You...

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Published Mar 10, 2026, 00:44:02 long, audio available.

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