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

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

March 10, 2026 · 44 min · Episode 362

About this episode

Two retirement specialists discuss best practices in retirement-income planning and the role of various financial instruments.

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.

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