Retirement Wellness Plan

The first part of your final exercise is to create a retirement bumper sticker, or a mantra, that summarizes your new thoughts and feelings about retirement. Construct it using keywords, memorable phrase, or acronym that reflects something that stuck with you after completing one of the exercises.

It might be something from your curious list, friends list, or simply a top-of-mind impression you have. For example, create a catchphrase such as Free at last! or No more alarm clock! Make it an acronym such as NRR! for No Regrets Retirement, or use your favorite Bible verse.

1: Retirement Bumper Sticker

Next, imagine for a moment that you were asked to tell a room full of people what you believe about retirement. What would you say or compare it to? Record 3-5 core beliefs in the space provided.

2: What I believe About Retirement

1)
2)
3)
4)
5)

Review your entire curious list and select your top five. List them in order of interest.

3: Top Five Curious List Items

1)
2)
3)
4)
5)

Think about the people with whom you should discuss your retirement situation and plans. They could include a spouse, adult children, co-workers, employer, aging parent, extended family, or friends. Write down the most important conversations you need to have and list them along with the target timeframe in which you plan to have each conversation (the sooner the better).

4: Retirement Conversations
Person(s)
Time Frame

We didn’t spend much time on the topic of money, but the financial component is important to retirement. Therefore, take some time to write down your biggest financial concerns

5: Wealth Concerns and Opportunities

1)
2)
3)

Similar to the top five curious list items, list 3-5 health habits, opportunities, or concerns that you want to address immediately.

6: Health Habits, Opportunities and Issues

1)
2)
3)
4)
5)

Make a real and lasting commitment to do something with all the work you've done. Take a moment to listen to what’s on your heart and in your mind. Then write down a minimum of three to five actions you will take in the next week … and commit to them.

7: Action Plan

1)
2)
3)
4)
5)