Active Retirees – Wealth on the Move

Retirement Rewirement: Why Most People Forget Why They Retired & How to Fix It w/ Bonnie Treichel (Episode 47)

By Wealth on the Move | April 16, 2026

Summary: In this episode of Wealth on the Move, host Will Hoffman engages with Bonnie Treichel, J.D., co-author of Your Retirement Sketchbook. They discuss the complexities of retirement planning, emphasizing the importance of visualization, the psychological shift required for retirement (termed ‘rewirement’), and the need for community and purpose in this new phase of life. The conversation also covers practical aspects like social security, the upcoming wave of retirements (Peak 65), and the often-overlooked topics of pets and digital footprints in retirement planning. The episode encourages proactive discussions about retirement and highlights the dynamic nature of financial planning.

Resources:

Takeaways:

Retirement can feel confusing and overwhelming for many people.
Visualization is a powerful tool in understanding financial concepts.
The concept of ‘rewirement’ emphasizes a mindset shift for retirement.
Community, purpose, and recreation are essential for a fulfilling retirement.
Retirement planning is not a one-time event but a dynamic process.
Social security decisions can significantly impact retirement finances.
The upcoming Peak 65 wave will see a large number of retirements.
Pets can provide companionship and purpose in retirement.
Planning for your digital footprint is increasingly important.

Connect with Will Hoffman:

Disclosure: Bonnie Treichel and Endeavor Law are not affiliated with Hoffman Wealth Management and Private Advisor Group.

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Welcome to Wealth on the Move- A Podcast with Will Hoffman on Keeping Your Wealth In Motion: Meet the Hosts

By Wealth on the Move | October 10, 2024

In the first ever episode of Wealth on the Move, hosts Will Hoffman and Brynn Tarbuck discuss the transition from Will’s previous podcast format to a new focus on wealth management for busy families and active retirees. They emphasize the importance of client-centric financial advice, the evolution of the wealth management industry, and the role of technology in enhancing client interactions. The conversation also touches on personal insights, future aspirations, and a light-hearted rapid-fire question segment that reveals more about the hosts’ personalities.

Takeaways

Wealth on the Move focuses on busy families and active retirees.
Client-centric wealth management is crucial for success.
The evolution of the wealth management industry has improved client outcomes.
Technology allows for more flexible client interactions.
Personal experiences shape the approach to wealth management.
Building relationships with clients is key to effective financial advice.
The podcast aims to simplify financial concepts for listeners.
Understanding clients’ goals is essential for effective planning.
The hosts share personal anecdotes to connect with the audience.
Continuous learning and adaptation are vital in the financial industry.

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