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Posts tagged ‘bucket list’

Top 10 questions to ask yourself as you move toward retirement

We have been talking about retirement in the last few entries. The topics that were discussed are:

  • The old and new meaning of retirement.
  • The importance of finances – plus 14 other success factor that attribute to a successful retirement.
  • The Challenges and how this can and should be the best part of you life.

Here are 10 questions to ask yourself as you move toward retirement:

  1. Why am I retiring?
    Am I tired? Need a change? Need a year away from work? Want to travel?
  2. Do I really want to retire [not work]?
    Am I calling it retirement when, in fact, I’d rather keep working, but on a limiting basis?
  3. What haven’t I done yet that I’ve always wanted to do or try? [your bucket list]
    Travel extensively? Paint? Write? Volunteer? Be lazy? Read for pleasure? Watch TV? Be entertained? Take great care of my body? Etc.
  4. How much choice do I really have, financially?
    How much can I spend each month without worry? Are my investments safe enough for me? Do I need to work part time or in cycles [like every 6 months or every several years]? Do I need to move into a smaller home/condo? Etc.
  5. How good is my relationship with my children/family?
    Am I loved/wanted? Am I a drag? How often will I/we be seeing them?
  6. How good is my relationship with self and my spouse?
  7. How can I stay healthy for as long as possible?
  8. What are the traps that other retiree’s fall into that I wish avoid?
  9. How will I continue to feel vital and get all of my emotional, physical, intellectual, spiritual needs met?
  10. Do I truly realize that THIS is MY time – to do EXACTLY as I wish?

Most people spend more time planning their vacations than they do planning for their retirement. I would like to help you with your plan. I encourage anyone considering retirement to think about and answer these questions honestly. Feel free to contact me for further information or if you have any questions.