Retirement Worksheet
- bobchuckpatterson
- Aug 5
- 2 min read
To prepare for a meaningful and purposeful retirement, I began by creating a comprehensive list of potential retirement activities and lifestyle options.
From this list, I categorized the options into three groups: those I was most interested in, those I might consider, and those I had no interest in pursuing. This process wasn’t just about narrowing down choices.
It became an opportunity for self-reflection. I spent time thinking about why certain activities didn’t appeal to me, and what that revealed about my personality, preferences, and priorities.
In addition, I reviewed a list of core values often associated with retirement. These include areas such as financial security, personal fulfillment, social connection, and mental stimulation.
From that list, I identified the three that matter most to me moving forward. These values are now serving as a compass to help guide my retirement planning.
The main areas I considered include: Wellness & Health, Creative Pursuits, Lifelong Learning, Travel and Exploration, Social and Community Engagement, Part-Time Work or Entrepreneurship.
Others include Home-Based Activities, Family and Relationships, and Financial and Personal Planning. At first glance, this seems like an overwhelming amount to think about.
But when you take a step back and reflect, it’s not nearly as daunting. You’re not going to be active in all of these areas at once, and that’s okay. Often, focusing on just a few of them can lead to a deeply rewarding and legacy-building retirement experience.
Over the coming weeks, I plan to explore how involving yourself in just five or six of these areas can lead to a richer, more fulfilling retirement. I’ll start in a few days by diving into the first and arguably most important topic: Wellness and Health.