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
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).
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