In this engaging conversation, Jamie Hopkins and Bonnie Treichel dive into the inspiration behind Your Retirement Sketchbook and challenge the traditional way we think about retirement planning. Moving beyond spreadsheets and savings targets, they explore how retirement is really about designing a meaningful life—one rooted in purpose, creativity, and personal fulfillment.

Through stories, practical insights, and thought-provoking prompts from the book, Jamie and Bonnie unpack how individuals can start “sketching” their ideal future today—whether they’re years away from retirement or already living it. This episode is a fresh take on retirement, helping listeners rethink what they’re working toward and how to build a life they won’t want to retire from.

Connect with us below!

• Bonnie Treichel on LinkedIn
• Endeavor Retirement
• Jamie Hopkins on LinkedIn
• FinServ Foundation

If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.

>>FinServ Foundation Website

Everyone tells you to “just apply online” and hope for the best. Then you apply to 100 roles, hear nothing back, and start wondering what you’re missing.

In this episode, Jamie sits down with Victoria O’Tool, Executive Director of the FinServ Foundation, to talk honestly about how people actually stand out in the job search. They get into what works, what doesn’t, and why relationships, preparation, and showing up like a real human still matter more than most resumes. From internships and referrals to coffee chats and handwritten notes, this conversation feels like advice you’d get from someone who’s been there recently and learned the hard way.

If you’re trying to break into financial services or level up early in your career, this one will save you time, stress, and a lot of bad applications.

Connect with us below!

• Victoria O’Tool on LinkedIn
• Jamie Hopkins on LinkedIn
• FinServ Foundation

If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.

>>FinServ Foundation Website

In this episode, Jamie sits down with David Benskin, Founder and CEO of Wealth Access, to talk about what it takes to build a fintech company that people trust, and why relationships matter more now than ever.

David shares how he went from private banking to launching a fintech startup, why “fifty-year relationships” guide every decision he makes, and how culture and clarity shape the way his team works. They dive into hiring people who genuinely care and why doing the right thing is still the most underrated leadership strategy in financial services.

It’s two people talking about work, people, trust, and how to build something that lasts in an industry where everyone eventually crosses paths again.

Connect with us below!

• David Benskin on LinkedIn
• Wealth Access
• Jamie Hopkins on LinkedIn
• FinServ Foundation

If you want more information on the FinServ Foundation, be sure to check out our website by clicking on the link below.

>>FinServ Foundation Website