So,
Are You Ready?
Are
You Prepared to Manage Your Transition into Retirement? Have You Developed a Strategy for a Rewarding Future
Lifestyle? Check out the following
checklist to discover ‘What Matters’ to you in thinking of retirement and
lifestyle changes.
Seven
Point Checklist—What Matters?
Mostly Partially No
1.
I am
clear about who I am, what
motivates
me, and my attitudes: ____ ____ ____
q I know
the major accomplishments in my
retirement/work life, civic, and
family life. ____ ____ ____
q I know
my primary capabilities—skills,
talents, and expertise. ____ ____ ____
q I know
the priorities that interest me in
the areas of
work, learning, and leisure ____
____ ____
q I know
what qualities characterize my
behavior.
____ ____ ____
q I’m
aware of my most important values
and beliefs. ____
____ ____
q I love
and value myself.
____ ____ ____
q I have
a positive outlook on life. ____ ____ ____
q I try
to learn from my mistakes. ____ ____ ____
q I have
a sense of humor and know how
to have fun in my life. ____ ____ ____
2.
My
relationships with family, friends, and
associates are clear and prioritized: ____ ____ ____
q I know
how I innately learn and process
data, and how I reach decisions.
____ ____ ____
q I know
how to ask for what I want. ____ ____ ____
q I pay
attention to emotional needs.
____ ____ ____
q I have
nurturing relationships.
____ ____ ____
Mostly Partially No
q I
continually develop my communication
and
listening skills.
____ ____ ____
q I
belong to a positive support group.
____ ____ ____
q I know
how to ask for what I want.
____ ____ ____
3.
I am
clear on my retirement and/or
work plans, and intend to continue
“making a difference:” ____ ____ ____
q I have
an entrepreneurial attitude. ____ ____ ____
q I have
an interest in civic leadership. ____
____ ____
q I have
an interest in mentoring,
teaching, or consulting. ____ ____ ____
q I have
a small business interest. ____ ____ ____
q I want
to work part-time. ____ ____ ____
4. My
financial plans are in order: ____ ____ ____
q I can
forecast my annual expenses. ____ ____ ____
q I can
forecast my monthly income.
____ ____ ____
q My
assets and investments are allocated
to my satisfaction. ____
____ ____
q My
estate and tax plans are set.
____ ____ ____
5. My learning and leisure priorities
are clear:
q I know
how to relax. ____
____ ____
q I know
how I want to continue my education,
formally and/or experientially. ____ ____ ____
q I know
how and where I want to travel. ____
____ ____
q I’m
clear on which leisure and recreational
activities I wish to continue or develop.
____ ____ ____
q I am
interested in learning new things . ____
____ ____
6. I have decided where I want to live
in order to implement my plans and
achieve my goals: ____
____ ____
q My
relationship priorities will be met.
____ ____ ____
q My
lifework priorities will be met.
____ ____ ____
q My
finances will support my plans.
____ ____ ____
q My educational
priorities will be met.
____ ____ ____
Mostly Partially No
q My
leisure priorities will be met. ____ ____ ____
q The geographic
area will fit my needs.
____ ____ ____
7.
My
commitments to my health and
wellness standards are clear: ____
____ ____
q I do
not smoke.
____ ____ ____
q I drink
moderately, if at all.
____ ____ ____
q I am
eating nourishing foods. ____
____ ____
q I am
exercising.
____ ____ ____
q I have
annual checkups.
____ ____ ____
q I
handle stress effectively. ____ ____ ____
Your Scores for the Retirement Questionnaire
80
Plus Yes Answers 60 to 70 Yes
Answers 0 to 59 Yes’s
Mostly Partially No’s
83%
to 100% 62% to
82% 0 to 61 %
Congratulations! You
You have some introspective You are NOT clear
are
definitely prepared work to complete in order to or ready to retire.
effectively plan your
retirement. It
is imperative that
you start preparing
NOW.
If you have reached the later years and
cannot say “yes” to these questions, it is time to ACT. Reflecting on these issues and accomplishing
new goals will pay you handsome dividends, have profound positive effects on
you, your health, the way you approach your life and your world in retirement.
If too many of your marks fell in the
partially or not ready columns, you have some serious work and planning to
do. Start planning the goals you need to
work on NOW to get started on the
road to a satisfying and meaningful retirement lifestyle:
Call
us and we will coach you on how to make the appropriate choices about what you
want to do with your life in retirement and get what you really want. We can help you “Design Your Future
Lifestyle”.
It is important to know that you have
choices about what you want to do with your lives. You can choose to take a positive attitude or
a negative one. Why not choose how you want your life to be…and ACT on your
choices!
Note: If you decide to participate in the “What’s
Next? Design Your Future Lifestyle 55+ Years and Growing, you will understand
how to define where you want to be tomorrow, decide and understand what makes
you happy, identify your short and long term goals, and develop a realistic
plans to achieve those goals. Good Luck!
Magic
Morsel: When
you change the way you look at things, the things you look at change. J
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WITH US.
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me your
letters, inquiries; Let me know your opinions, let’s have your suggestions and
ask your questions. If you’re ready to feel good
about yourself, then connect now!
Help is
here: Contact me Powers for a free
consultation (see contact information below). Would you please call between
3:00 p.m. and 5:00 p.m.? Note: If I am with a client, I do not answer the
phone, so please leave a message and I’ll get back to you as soon as
possible. Thanks. ‘Magic’ Powers J
I have written many eBooks in how
to improve your lifestyle, career plans, job search activities and/or
retirement issues. These books may be reviewed or purchased on her website.
WINNING WAYS is a Career and Life
Coaching firm. We help you
bridge the gap between where you are and where you want to be so you can reclaim your power, build your confidence,
commit to your destiny and keep your dignity.
Our mission: A strong commitment
to bringing about real practical changes with huge results in your life.
Note: To be
eligible for Winning Ways coaching, please know that I only work with people who can benefit most
from my coaching; such as those who are in transition, open minded, interested
in growing and viewing their world as an opportunity full of possibilities. I enjoy working with people who are committed
and motivated to ‘win’ and want to be satisfied in a life that actually works
and fits who they are!
Good
thoughts and Best Wishes!
WINNING WAYS
Career and Master NLP Life Learning Advisor
209.785.2042
