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Your Retirement Sketchbook

125 Retirement Planning Lessons from Financial Experts
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Your Retirement Sketchbook

Auteur(s): Jamie P. Hopkins, Bonnie Treichel
Narrateur(s): Jamie P. Hopkins, Bonnie Treichel
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À propos de cet audio

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

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Ce que les critiques en disent

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)
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)
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)
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