Retirement is one of the most talked about financial milestones, but the concept of retirement itself, what it looks like, how it feels, and how to actually envision it, often goes unexplored. Melissa Joy, CFP® sits down with Jamie Hopkins, CEO of Bryn Mawr Trust, and Bonnie Treichel, CEO of Endeavor Retirement, to talk about their new book, Your Retirement Sketchbook. Equal parts workbook, coffee table book, and retirement roadmap, it covers 125 snackable concepts designed to help readers think about retirement in a whole new way.

From vision boards to estate planning, adaptive spending strategies to the emotional side of leaving a career behind, Jamie and Bonnie bring both the technical and the human side of retirement planning into focus. This is a conversation for anyone who wants to move beyond the spreadsheet and actually picture what retirement can look like for them.

What You'll Learn

• Why most people build their retirement vision from someone else's experience and why that creates problems
• How planning toward averages, including average life expectancy, can lead you astray
• What adaptive retirement planning is and why it better reflects how people actually live
• Why many retirees with significant savings actually underspend and how to give yourself permission to enjoy what you have built
• How retirement vision boards work and why putting yourself on the board changes everything
• Why your relationship with money follows you into retirement and how the book addresses that head on
• What the sketchbook concept means and how the book invites you to evolve your plan over time
• Why end of life planning remains the most overlooked piece of retirement and what to do about it
• How Jamie and Bonnie each updated their own estate plans while writing the book

Connect with Jamie: www.bmt.com

https://www.linkedin.com/in/jamiehopkinsfinancialservices

Connect with Bonnie: www.endeavor-retirement.com

IG: @retirementrisks

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