Dec 20, 2023
Bonnie Treichel is a nationally recognized retirement plan expert, speaker, and the Founder and Chief Solutions Officer of Endeavor Retirement, a consulting firm dedicated to solving problems for plan sponsors, advisors, and service providers in the retirement plan industry.
Bonnie wanted a scalable way for advisors to work with small business owners who want to offer retirement plans for their employees. It’s expensive to get access to an ERISA attorney. So Bonnie created a model so advisors could have affordable access through a consulting firm: Endeavor Retirement.
Bonnie works to make retirement legislation easy to understand. She keeps advisors up-to-date on the rules and regulations through webinars, presentations, and consultations. The result? Advisors and consultants help more people access retirement savings.
Listen in for some great takeaways about creating a retirement plan for you and your employees that will be compliant—and help them work toward their goals.
You will want to hear this episode if you are interested in...
- Learn more about Bonnie Treichel [3:09]
- Why Bonnie decided to start her own business [4:51]
- Bonnie is passionate about helping people save for retirement [7:21]
- Why it’s important to understand what a fiduciary is [10:45]
- Steps to take to get on the best path for retirement [15:12]
- Check out our book “Financial Planning Made Personal” [19:16]
- How to manage your retirement accounts once retired [20:01]
- Understand The SECURE Act and The SECURE Act 2.0 [23:29]
- Bonnie’s advice for small business owners and state retirement plans [29:06]
- The challenges business owners might face running retirement plans [32:55]
- What Bonnie did today that put her in the right mindset for success [35:29]
Resources & People Mentioned
Connect with Bonnie Treichel
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Guests on the Mitlin Money Mindset Show are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.
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