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Your Retirement Sketchbook

125 Retirement Planning Lessons from Financial Experts

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Your Retirement Sketchbook

Di: Jamie P. Hopkins, Bonnie Treichel
Letto da: Jamie P. Hopkins, Bonnie Treichel
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A proposito di questo titolo

This audiobook is read by the authors, Jamie P. Hopkins and Bonnie Treichel

'Practical, thoughtful, and full of heart.' – Dr. Daniel Crosby, Psychologist and Author, The Soul of Wealth

'Your Retirement Sketchbook stands out in a sea of retirement-planning guides.' – Christine Benz, Director of Personal Finance and Retirement Planning, Morningstar, and Author, How to Retire


When you picture retirement, what do you see?

Imagine the moment you crest the final hill of a long hike, cross the finish line of a race, or step back to admire a painting you’ve poured your heart into.

That feeling – that deep sense of accomplishment and arrival – is what retirement can be.

But retirement isn’t one-size-fits-all. For some, it feels like stepping into a room with no clear purpose. For others, it’s the joyful culmination of a meaningful journey. Wherever you are on that spectrum, Your Retirement Sketchbook is here to help you shape what comes next.

This audiobook is not a rigid plan – it’s a flexible, creative guide to help you explore your unique vision for retirement. Whether you’re thinking about location, timing, activities, finances, health, or relationships, you are invited to reflect, imagine, and evolve your plans over time.

Because retirement isn’t the end – it’s a new beginning. And your future deserves to be designed with intention.

Retirement planning experts Jamie Hopkins and Bonnie Treichel explore 125 essential concepts for your journey, leaving space for you to reflect and journal on each one. Whether you’re just starting to save or nearing the finish line, Your Retirement Sketchbook will inspire you to craft a plan that achieves your retirement goals and builds financial confidence along the way.

This isn’t a textbook; it’s a creative journey. Let’s start exploring.


'For readers looking for a broad, accessible starting point on retirement planning.' – Wade Pfau, Ph.D., CFA, RICP, Author, Retirement Planning Guidebook

'A handy, valuable tool.' – Ric Edelman, Author, The Truth About College

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Recensioni della critica

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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