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Listen "53. Simplifying Retirement Planning with Bonnie Treichel "
Episode Synopsis
On this episode of The Wave Strength, Pacific Life’s Chris McGlynn interviews Bonnie Treichel, founder and Chief Solutions Officer of Endeavor Retirement. Bonnie shares her extensive experience and knowledge in the retirement plan industry, offering valuable insights and practical advice for advisors, consultants, and plan sponsors. Chris and Bonnie discuss the need to simplify complex topics and reframe intricate retirement concepts into more easily digestible information for advisors and participants. They also explore the importance of lifetime income solutions and how they benefit retirement plans. Chris and Bonnie also share insights into the Retirement Income for 401(k) Plans (RI(k)™) certification program, and its impact on the industry. Don’t miss this engaging and informative episode with one of the industry’s leading experts to help you enhance your retirement planning strategies!
Don’t forget to like, subscribe, and share your thoughts on how we can better prepare for a financially secure retirement.
Catch the wave!
🌊 The Wave Strength Playlist:
https://www.youtube.com/playlist?list=PLLoprQ4Cy36n6VvMebFQK9dDE4Zv14_ck
📺 Shorts Playlist:
https://www.youtube.com/playlist?list=PLLoprQ4Cy36nXZH-h3mntHiyfQshRyCbB
🎙 Spotify:
https://podcasters.spotify.com/pod/show/thewavestrength
💻 LinkedIn:
https://www.linkedin.com/showcase/pacific-life-institutional-business/
About Bonnie Treichel
Bonnie is the Founder and Chief Solutions Officer of Endeavor Retirement, and Founder and Partner at sister company, Endeavor Law. Bonnie’s passion is sharing her knowledge with financial advisors to help remove the weight of plan complexities and make retirement legislation easy to understand. Her goal is to empower advisors to teach their plan sponsor clients about governance and the importance of a sound process so advisors and consultants can help more people access their retirement savings. Bonnie keeps advisors current on the rules and regulations through her webinars, presentations, and consultation work.
About Christopher McGlynn
Chris is an Institutional Sales Director at Pacific Life. He has over 18 years of experience in the retirement industry, specializing in pension risk transfer and defined contribution lifetime income solutions. Chris holds a Business Finance degree from Central Connecticut State University and maintains multiple licenses and certifications, including CEBS®, CMS, and CRPS®.
In This Episode:
00:00 Introduction
00:51 Meet Bonnie Treichel: Background and Experience
03:32 Simplifying Complex Retirement Topics
06:37 Challenges in Retirement Income Solutions
11:39 Guidance for Advisors on Retirement Income
16:22 Educational Initiatives and Collaborations
20:20 Conclusion
#RetirementPlanning #FinancialWellness #PacificLife #EndeavorRetirement #RetirementIncome
Don’t forget to like, subscribe, and share your thoughts on how we can better prepare for a financially secure retirement.
Catch the wave!
🌊 The Wave Strength Playlist:
https://www.youtube.com/playlist?list=PLLoprQ4Cy36n6VvMebFQK9dDE4Zv14_ck
📺 Shorts Playlist:
https://www.youtube.com/playlist?list=PLLoprQ4Cy36nXZH-h3mntHiyfQshRyCbB
🎙 Spotify:
https://podcasters.spotify.com/pod/show/thewavestrength
💻 LinkedIn:
https://www.linkedin.com/showcase/pacific-life-institutional-business/
About Bonnie Treichel
Bonnie is the Founder and Chief Solutions Officer of Endeavor Retirement, and Founder and Partner at sister company, Endeavor Law. Bonnie’s passion is sharing her knowledge with financial advisors to help remove the weight of plan complexities and make retirement legislation easy to understand. Her goal is to empower advisors to teach their plan sponsor clients about governance and the importance of a sound process so advisors and consultants can help more people access their retirement savings. Bonnie keeps advisors current on the rules and regulations through her webinars, presentations, and consultation work.
About Christopher McGlynn
Chris is an Institutional Sales Director at Pacific Life. He has over 18 years of experience in the retirement industry, specializing in pension risk transfer and defined contribution lifetime income solutions. Chris holds a Business Finance degree from Central Connecticut State University and maintains multiple licenses and certifications, including CEBS®, CMS, and CRPS®.
In This Episode:
00:00 Introduction
00:51 Meet Bonnie Treichel: Background and Experience
03:32 Simplifying Complex Retirement Topics
06:37 Challenges in Retirement Income Solutions
11:39 Guidance for Advisors on Retirement Income
16:22 Educational Initiatives and Collaborations
20:20 Conclusion
#RetirementPlanning #FinancialWellness #PacificLife #EndeavorRetirement #RetirementIncome
In God we trust