Welcome to Part 1 of episode #45 of the Fiduciary U™ Podcast.    My guest today is Bonnie Treichel from Endeavour Retirement.  I’ve been a fan of Bonnie’s for some time and she is seemingly everyone these days sharing her thought leadership as well as her practice management tools and resources for advisors.  She’s one of the voices in the retirement industry that I greatly admire, and listeners will glean a lot of wisdom from this episode. Bonnie has a unique background, as both an ERISA attorney and former advisors, and it shows in how she communicates her ideas philosophies, and methodologies.   On the show we do a deep dive into hot fiduciary topics like ESG, guaranteed income, an implementation framework for SECURE 2.0, the benefit of developing what she calls a “partnership wheel, the highs and lows of the startup journey, and more.

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