Why retirement planning requires visualization, not just calculation

Bonnie Treichel, founder and chief solutions officer at Endeavor Retirement, sits down with InvestmentNews anchor Gregg Greenberg to highlight her new book “Your Retirement Sketchbook,” as well as explain how preparing for retirement requires visualization and emphasizing personal values.
  • Mar 31, 2026

Bonnie Treichel, founder and chief solutions officer at Endeavor Retirement, sits down with InvestmentNews anchor Gregg Greenberg to highlight her new book “Your Retirement Sketchbook,” as well as explain how preparing for retirement requires visualization and emphasizing personal values.

Read next: Best books on retirement planning: essential reads for advisors and their clients

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