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Morningstar, Inc. · March 11, 2026
The Long View: Jamie Hopkins and Bonnie Treichel - Why You Can’t Set and Forget a Retirement Plan
Hosted byChristine Aino
CA
- Views
- 3K0.2× the show's usual
- Length
- 44mshow usual ~47m
- Participants
- 4
- Topics
- 5
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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. 00:00:00 The FinServ Foundation and Your Retirement Sketchbook 00:10:06 Understanding “Rewirement,” Mindset Shifts, and Behavioral Biases in Retirement 00:18:15 Why In‑Plan Annuities Are Emerging Inside 401(k) Plans 00:20:57 Retirement Bucket, Private Assets, and Reducing Sequence‑of‑Returns Risk 00:31:21 Risks to Social Security Benefits 00:33:17 Advisor-Client Dynamics in Retirement Planning 00:38:03 Retirement Planning Books and Podcasts
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