What are your perceptions and expectations about retirement?

1. Do I (did I) see this time of life as exciting and a place to do more with my life?

2. Do I (did I) have a clear idea of what retirement means today?

3. Am I (was I) aware of the many surprises in store for me?

What is your understanding of your retirement transitions?

1. Am I patient with myself knowing it takes time to adapt to change?

2. Am I confident that I'll be able to (already have) establish new rules, routines, relationships, and assumptions?

3. Do I have strategies to create and improve my resources?

4. Can I deal with the ambiguity surrounding any transition?

Are you aware of your retirement “cornerstones”?

1. Do I know what is important to me and believe I matter and add value in the world?

2. Am I able to handle my financial and health situations?

3. Can I fill my time with meaningful tasks and contributions?

4. Do I have enough stimulating friends and interests?

How satisfied are you with your retirement journey?

1. What is a “successful “retirement for me?

2. What will I regret not doing at this time?

3. Do I realize that my path will shift over time?

Do you feel retirement is the time of your life?

1. Do I have dreams still possible to fulfill?

2. Do I believe I can meet, at least halfway, whatever the future brings?

3. And I looking forward to retirement or, if retired am I embracing it?

4. To create a happy future, am I willing to spend time learning about retirement and doing some “homework” to prepare for retirement issues?

REFLECT & CONNECT

• What did you notice about your scores?

• What are 3 things you can do to turn your #1s into #3s?

• Who can you partner with to brainstorm ideas, plans and hold you accountable to implementing them?