Retirement Answer Man

Over the past month, we have been exploring an important topic in creating your retirement. We have been discussing you. Retirement is another giant life change that can be compared with ending school or beginning a career. This momentous occasion is...

Show Notes

Over the past month, we have been exploring an important topic in creating your retirement. We have been discussing you. Retirement is another giant life change that can be compared with ending school or beginning a career. This momentous occasion is a great time to give pause and think about who you really are. If you haven’t listened to the previous episodes in this series, you’ll want to go back and listen to episodes 285, 286, and 287. On this episode, you’ll learn 5 steps for creating your retirement identity. 

Steps for creating your identity in retirement

Retirement is a long time. You’re starting an entirely new step in life and walking away from the life you once had. This is a great time to think about who you really are and who you want to become. Here are steps you can take to help you create your new identity

  1. Acknowledge who you currently are. What is your current identity?
  2. Reconnect with who you really are via self-examination. Discover what makes you tick.
  3. Examine the past and all the things you built up. Decide what to keep and what to let go.
  4. Begin to test. Play with new ideas and hobbies to discover which ones are a good fit.
  5. Choose. Lean into a new reality that revolves around your interests. 
  6. Enjoy the process. Don’t put pressure on yourself to choose, this isn't a race. 
What are you going to be when you grow up? 

We are asked from the youngest age, what are you going to be when you grow up? People have been focused on their career for so long that once they come to retirement they don’t really know what to do. If you have focused solely on your career then retirement will really be a challenge. It’s time to start focusing on the right things and becoming more self-aware. Get to know yourself better and find your passions so that you know what you want to do when work isn’t there anymore. 

How can we become intentional about finding our passions?

Most people aren’t proactive about discovering themselves. Life moves quickly and work, family, and other things get in the way of discovering who you really are. Think beyond money. What motivates you, what makes you tick? What are your drivers? Do you want to belong, to be valued, to be recognized? Start thinking about how you can lead the life that you really want.

How do you build your tomorrow today?

Once you discover what motivates you then you can start to fulfill yourself. Take some time to sit down and analyze your life. Use today to build your tomorrow. Think about how you want to fill your time. Doing the prework of understanding yourself will lead to a fulfilling retirement where you retire towards something, rather than away. 

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN HOT TOPIC SEGMENT
  • [3:49] A framework for navigating the new you in retirement
PRACTICAL PLANNING SEGMENT
  • [10:00] People don’t focus on the right things
  • [18:49] What kind of framework can we use to become intentional about passions?
  • [26:20] Where are you going to get your fulfillment in retirement?
THE HAPPY LAB SEGMENT
  • [36:56] Fall is coming!
TODAY’S SMART SPRINT SEGMENT
  • [38:58] Part A: Use the framework to figure out who you will be in retirement   
    • Part B: Sign up for 6 Shot Saturday
Resources Mentioned In This Episode

APP - Carrot Weather

BOOK - Atomic Habits by James Clear

BOOK - Love Does by Bob Goff

BOOK - The Book of Mistakes by Skip Prichard

BOOK - Necessary Endings by Henry Cloud

PODCAST - The Enneagram in Your ReaLife with Teresa McCloy

BOOK - The Longevity Economy by Dr. Joe Coughlin

BOOK - Don’t Retire, Rewire by Jeri Sedler

Rock Retirement Club

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement  by Roger Whitney

Work with Roger

Roger’s Retirement Learning Center

What is Retirement Answer Man?

A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management in retirement as well as retirement travel and other non-financial issues you'll need to address to rock retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. Join the rock retirement community at www.rogerwhitney.com