Articles

 [feed link] Retirement and Good Living
  • Relentless Pursuit - January 23, 2017
    I have been asked to speak to a group of aspiring authors about lessons I have learned since I began my writing journey over a decade ago. The mistakes made and a few successes while researching, writing, publishing, and marketing five books, four nonfiction and one novel, have taught me a lot. And I have ...more
  • Finding the Magic - October 20, 2016
    How should we decide how we should be best spending our time in retirement, either as we look forward to or travel through it? Here’s one model that has worked well for many—see how it works for you.   The simple idea is   to identify what you are passionate about, those things you love ...more
  • Crucial Conversations— We’re Still in This Together (continued) - August 1, 2016
    In a previous post (“Retirement and Good Living” March 15, 2016) entitled Crucial Conversations—We’re All in this Together, I made the case for the importance of discussing your retirement plans with those closest to you. The elevator speech about why this matters goes something like this.   “I’m going to retire. What I decide to ...more
  • What is on Your Written Bucket List? - May 6, 2016
    Before we get started, go get your bucket list. No, not the one in your head—the one you have written down. Oh, you don’t have one? Then let’s start in a different place. Why would you want a bucket list and why should it be written down?   Most people are familiar with the concept ...more
  • Crucial Conversations, We’re All in This Together - March 15, 2016
    Almost a decade ago, I was in a retirement life planning workshop. Everyone was asked to share their name and why they were attending the workshop. When it came his turn, one gentleman stood and said, “Hi, my name is Joe Smith. I’m here because I’m retiring in three months and I want to get ...more
  • Prehab: We’re Going to Need It - January 29, 2016
    The inevitable came to pass for me in 2013. After struggling with arthritis in my hips for over a decade, it was finally time to replace them, which I did, one at a time. So that was the bad news. There were three pieces of good news. The surgeries and rehabs went well—I was immediately ...more
  • Get Out of Your Comfort Zone - December 16, 2015
    I’m pretty sure we know what the answer to the following question should be, “Are you merely satisfied with your life, or would you prefer to be flourishing?”   Many retirees we talk to say they are satisfied. And that’s great. It beats the alternative of being dissatisfied. But simply being satisfied is not nearly ...more
  • When to Retire—the Big Decision - November 16, 2015
    So, you’re not yet retired, but you’re trying to decide if and when. How are you going to make that decision? What if I told you there were four simple, yet profound, questions to ask yourself, and when the answer to all four of them is “Yes,” it’s time to retire?   How powerful are ...more
  • What Did You Love to Do When You Were 10? - October 22, 2015
    Why is this a critical question? It, and others like it, can help you shape a meaningful retirement life plan. Here’s how.   In my previous post, I suggested there were three P’s to prepare for a successful retirement, Plan, Practice, and Partner. Let me suggest another—Passions.   As we did our research to understand ...more
  • Plan, Practice, and Partner: 3-P’s to Preparing for Retirement Life - September 18, 2015
    A woman approached us after a recent retirement life planning workshop. With slumped shoulders, drawn face, and sad voice, she told us that her husband had retired ten years earlier, and although they were financially secure, he had spent most of his time sitting on the couch watching reruns. “It has been a lost decade ...more

 

 [feed link] St. Louis Jewish Light
  • Could your inner 10-year-old help define your retirement goals? - October 1, 2018
    When my friend and coauthor, Keith Lawrence, and I were doing the research for our book, Your Retirement Quest, we identified what we came to call, the “10 key elements of a fulfilling retirement.” Having read every retirement book we…
  • The power of a bucket list - July 19, 2018
    Ann and I recently checked off a big bucket list item. Several years ago, we realized that we had visited 48 states together. We were only missing Hawaii and Idaho and put both on our bucket list. We immediately made…
  • The retirement playing field - April 4, 2018
    In my most recent Jewish Light blog post, “After the Cheering Stops,” I suggested that one way to think about creating a winning retirement is to reapply the approach athletes use to create a winning game plan.
  • After the cheering stops - March 7, 2018
    What do Baby Boomers and elite athletes have in common? Yes, they enjoy sports, albeit from a very different perspective. And they both retire from their careers. But one of the many things they do not have in common is…
  • Taking it for granted - January 26, 2018
    About 20 years ago, nearly five years before I retired, I began investigating what retirement might be like and what I could do to make it what I wanted it to be. My friend, Keith Lawrence, and I joined forces…
  • Your ideal week and year - December 7, 2017
    In a previous blog post, “Your Ideal Day,” I suggested that one good way to plan the non-financial aspects of your retirement is to identify what your ideal day would look like and then continually strive toward living that day.…
  • Best day versus ideal day - November 24, 2017
    In my last blog post, “Your Ideal Day,” I suggested that one good way to plan the non-financial aspects of retirement is to identify what your ideal day would look like and then continually strive toward living that day. I…
  • Your ideal day - November 7, 2017
    If you were to design your ideal retirement day, what would it be? There’s value in this exercise, whether you are already retired or still working but thinking about retirement. Try this. Create a table with two columns. In the…
  • Jewish Book Festival: A key to retirement fulfillment - October 26, 2017
    When I was preparing to retire, I asked former colleagues who had previously made the leap, “What has surprised you in retirement?”
  • The last minute - October 11, 2017
    When was the last time you did something on a whim—just for the fun of it? Well, one of the ten key elements of a fulfilling retirement is “Fun.” And one way to have fun is to be spontaneous.
  • Retirement According to…Rick Hitt - August 24, 2017
    In previous blog posts, I’ve had the opportunity to share examples of retirees who have succeeded in “Finding the Magic,” and in doing so have enhanced the satisfaction they derive from retirement. Following their example involves asking three questions and…
  • Working in retirement - July 18, 2017
    In 2002, I retired from a 33-year career with the Procter & Gamble Company, and I’ve been working ever since. Wait! What? Retired? Working?
  • What’s Draining Your Energy? - June 19, 2017
    How many conversations have you been in recently that start something like, “I can’t stand all of the divisiveness on the news, but I can’t stop watching.”
  • Retirement/aging according to Will Rogers - May 18, 2017
    Recently, the following two things happened to me on the same day. I celebrated the 15-year anniversary of my retirement, and I received a note from a cousin listing some of the things that Will Rogers, the great American humorist,…
  • Two-Day Trippin’ - May 1, 2017
    Do you love to travel? Explore history? Find fun new places to eat? Enjoy a relaxing atmosphere? Take in a winery or two or more? Stay in a special B&B? Relish spectacular views? What do you love to do and…
  • Retirement according to Bob Brauer - April 14, 2017
    Whether you are already retired or thinking about the possibility, can you envision a full and fulfilling retirement, that retirement you have worked so hard for all your life, that retirement you deserve? Bob Brauer can.
  • Sun City Center - March 5, 2017
    We just returned from a two-plus-week Florida trip to get a break from St. Louis winter—never mind that while we were gone, temperatures at home were in the 70’s. One of our stops on the trip was to visit friends…
  • Retirement According to…Howard Bly - January 13, 2017
    Some people retire by choice, while for others, the choice is made for them for health or other reasons. Regardless of why we transition into retirement, a key question is what are each of us going to do with the…
  • Retirement According to…Grumpy - December 14, 2016
    Do you recall the 1937 Disney classic, Snow White and the Seven Dwarfs? Who was your favorite dwarf? Tough pick, but you have to adore Grumpy, at least the movie character who acted that way. Grumpy—permanent scowl, never satisfied—and always…
  • Jewish Book Festival: A key to retirement fulfillment - November 15, 2016
    When I was preparing to retire, I asked former colleagues who had previously made the leap, “What has surprised you in retirement?”
  • Pursuing Passions…with a Vengeance - November 4, 2016
    I’m sitting across the table in the St. Louis Bread Company (for those of you outside St. Louis, think Panera) from my friend Rick Rovak, and having not had a chance to talk with him for awhile, I ask, “So…
  • What’s Next? - October 13, 2016
    I recently got a call from a high school classmate, “I’m thinking about retiring, but I have no idea what I want to do.”
  • How will you know when it’s time to go? - September 11, 2016
    You sit at your desk, stand in front of your class,
  • Screen time to people time - July 26, 2016
    In a previous blog post entitled “2 a.m. Friends,” I shared a concept that attendees of our retirement life-planning workshops have found compelling. Each of us should have a substantial number of the 2 a.m. friends, those people in our…
  • Retirement According to…Stuart Zimmerman: Phase Four - June 2, 2016
    Stuart Zimmerman is fully immersed in the time of life that he refers to as “Phase Four.” Some might call it retirement, but not Stuart.
  • Leaps of faith - May 12, 2016
    Or the subtitle, “Get Out of Your Comfort Zone.”
  • Can We Talk? - March 29, 2016
    This past week, two friends approached me:
  • Attitude is not hard-wired - February 17, 2016
    In a recent post, I shared the results of one study that proved that your attitude can make a significant difference in your longevity. Other research has shown that a positive attitude helps aging retirees deal better with chronic illness,…
  • Major leaguers and high school seniors - January 7, 2016
    Did you know that there are ten key elements that can help you create and live a full and fulfilling retirement? We’ll talk about each of them in future posts, but for now, here’s one that can have perhaps the…
  • Prehab: We’re Going to Need It - December 8, 2015
    Okay, let’s face reality—as we age into and through retirement, it is likely that at some point, we will be dealing with a serious health issue, injury, surgery… Anybody surprised at this? So, what are we doing about it?
  • Turn passions into actions - November 6, 2015
    What did you love to do when you were 10 years old? What do you love to do now? What do you do that makes you lose track of time or skip a meal or wake up in the middle…
  • Volunteering — let’s talk about it - October 13, 2015
    I’m often asked in my retirement life-planning workshops, “What’s the best way to get started on creating a fulfilling retirement life?”
  • 2 a.m. friends - September 30, 2015
    How many 2 a.m. friends do you have? And what is a 2 a.m. friend?
  • Retirement According to…Mr. Mayor - August 27, 2015
    In my last post, I opened up a conversation about “practicing retirement.” Do you want a great example? Here’s one I know of. If you have others, feel free to comment.
  • Practicing retirement -- Why wait? - August 2, 2015
    What do Sam Snead, Mahatma Gandhi, Yogi Berra and Arnold Palmer have in common? They each understood the value of practice.
  • Crucial conversations - July 10, 2015
    In one of our first retirement life planning workshops, we asked the attendees to share why they were at the session. When it was one gentleman’s turn, he said, “Hi, my name is Jim Smith, and I’m here because I’m…
  • Retirement According to…Satchel Paige - June 18, 2015
    Satchel Paige, perhaps the greatest Negro League and, arguably, the greatest any-league pitcher in baseball history, was once asked his age, a statistic that was frequently debated. Satch, who was a major league rookie in his early 40s and pitched…
  • What can I do? - May 28, 2015
    A woman approached us after a recent life planning workshop. It was clear she was distraught. With a sadness on her face and in her voice, she told us that her husband had retired 10 years earlier, he had spent…
  • Retirement According to…Vivian Kline - April 30, 2015
    Imagine you are approaching your 90th birthday. What else might be on your list of recent and upcoming activities?
  • Retirement According to…Winnie the Pooh - April 9, 2015
    There’s a concept that helps people live a fulfilling retirement that goes something like this: Recall what you loved to do when you were young. Then, when you retire, figure out how to bring those things into your life.
  • When should I retire? - March 26, 2015
    One of the most frequently asked questions I get when traveling around the country speaking to people about retirement is, “When should I retire?” Because very few of the audiences I speak to are Jewish, they don’t get the irony…
  • 'Retirement' is the wrong word - March 6, 2015
    Are you thinking about retiring? Or have you already retired? I’ve been retired since 2002, but I began studying and practicing retirement well before that. And I get a chance to discuss retirement with thousands each year. What I’ve learned…