Retirement will be most successful if you take some time and do some planning. This is true whether you stop working completely or adjust responsibilities to have more flexibility.
Like every phase of life, big decision, or major transition, planning helps navigate the expected and provide the flexibility to negotiate the unexpected.
What is Retirement Planning?
When you search using terms like ‘retirement planning’ the items listed are almost solely about financial planning. There are numerous large companies, small companies, and individuals offering assistance in making financial decisions that will enable the retirement you desire.
Financial planning includes amount of funds available, timing of fund use, anticipated monthly budgets, and a diversified portfolio. (And more I’m sure; this is definitely not my area of expertise).
Succession planning is a key part of preparation to leave or reduce time at your workplace. You want to be sure what you have worked so hard to build or support will be left in capable hands.
Family care is another element of retirement planning. You are assuring the house, the car(s), the major purchases are updated and ready for the days of a more ‘fixed’ income. Legally, this is a good time to assure wills, estates, powers of attorney, and other legal documents are updated.
What ELSE is Retirement Planning?
At Retirement Wellness Strategies we are focused on your health and wellness as you approach retirement.
‘My doctor already does that,’ you might be saying. Your doctor is certainly doing some of that. Your doctor also has a very limited time with you and is frequently using that time to address issues of the moment. Healthcare in general is mostly reactive. We want to be proactive!
Retirement Wellness Strategies is
- PROACTIVE
- RISK REDUCING
- As interested in your MENTAL, EMOTIONAL, SPIRITUAL, and SOCIAL health as your PHYSICAL health.
Retirement is a major life transition. Far too many men in leadership positions are stumbling as they leap the chasm from a very full, rewarding, consuming work life to retirement.
These stumbles are leading to rapid health decline, failed marriages, and suicide. This DOES NOT need to happen.
Let’s plan these critical elements of your retirement today.
Call us at 410-472-5078, e-mail michelle@retirewellness.com, or learn more at www.retirewellness.com.
You can learn further application at my personal blog.