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

The Long View

Morningstar

Morningstar, Financial Services, Careers, Investing Leaders, Investors, Jeff Ptak, Investing, Amy Arnott, Business, Christine Benz, Long-term Investing, Influential Investors, Entrepreneurship, Dan Lefkovitz, Finance

4.6 • 915 Ratings

🗓️ 10 March 2026

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

Two retirement specialists discuss best practices in retirement-income planning, harnessing mental accounting for the good, and the role of annuities and alternative assets in defined-contribution plans.

Transcript

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0:00.0	Please stay tuned for important disclosure information at the conclusion of this episode.
0:06.2	Hi, and welcome to the Longview. I'm Amy Arnott, portfolio strategist for Morning Star.
0:11.8	And I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morning Star.
0:16.6	Our guests on the podcast today are Jamie Hopkins and Bonnie Trikel, who are co-authors of a new book,
0:22.7	Your Retirement Sketchbook.
0:25.3	Jamie is the CEO of Bryn-Mar Trust Advisors, chief wealth officer of WSFSF Bank, and founder of the Finnser Foundation.
0:35.9	He's a professor of practice at Crichton University and the American
0:39.7	College of Financial Services. He's also a contributor to Forbes and has been elected to the
0:45.6	fellows of the American Bar Foundation. Bonnie is the founder and chief solutions officer of
0:52.0	Endeavor Retirement, a consulting firm dedicated to solving problems for
0:56.8	plans, sponsors, advisors, and service providers in the retirement plan industry. She also serves as
1:03.6	treasurer for the Finnserve Foundation. Jamie and Bonnie, welcome to the Longview. Thanks for having us.
1:10.6	Thanks for having us on.
1:12.1	Well, it's great to have you here.
1:13.9	Both of you are involved with the FinServe Foundation.
1:18.2	And to start out, I was wondering if you could talk a little bit about the mission for that organization and what it does.
1:26.9	Yeah, well, thanks for bringing it up.
1:29.3	I love FinCIR Foundation.
1:31.0	It's definitely my passion give back in life.
1:34.5	And it's a 501C3 nonprofit organization that works with the next generation of financial
1:41.6	service leaders.
1:43.1	And the whole reason it was built was to become a bridge
	...

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