Financial planning keeps getting more complicated as the rules change, and this book will simplify financial concepts for advisors and their clients.
'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 book 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
