Retirement Transition Plan: Don't Leave Work (for Retirement) Without These 3 Plans in Place

Copyright (c) 2008 Lin Schreibershe'd been wanting to do for years. She cleaned out
Okay, so you can't wait to get out of the day-to-dayher basement and garage, fixed everything that
work grind. You're not alone. A lot of the US workingneeded to be fixed, redecorated a number of rooms in
population can't wait to retire. But before you pockether home, caught up on her reading, created an herb
that gold watch and run gleefully from your work placegarden, and turned the boxes of photographs in her
into the great unknown, make sure you've created ancloset into scrapbooks - all in the first 5 months. By the
infrastructure that will support you in thriving, not merelyend of the next 5 months, she found herself taking a
surviving, this next stage of life. If you're panning towhole day to pick up the cleaning and buy a few
start a business, or launch a new career, then nogroceries. Some days she didn't even get dressed. On
problem. Your goal for what's next automaticallyone such day, she caught a glimpse of herself in the
incorporates these three must-needs. If you're lookinghall mirror and realized that this was NOT what she
forward to no timetables and nothing definite planned,had dreamed of in retirement.
you could be headed for real trouble. You won't wantFive months seemed to be the major number for
to leave work without:Jessie, because after five months of coaching she
1. A Money Plan. Of course, everyone knows this one,had identified her top values, uncovered a long-buried
so if you're set, great. Did you know, though, that onedream, and had begun crafting a life that fit her
of the biggest regrets many women have is aroundperfectly. While she had given up her dream of
money and retirement? They regret not startingbecoming an artist in high school, she was finally free
sooner, saving more, and being better informed aboutto express herself creatively. Now, she spends five
finances. Yes, even women with high-poweredmornings a week painting, two afternoons as a docent
careers, making buckets of money. Many of theseat the local art museum, and is mounting her first art
women have hidden their heads in the sand aroundshow. Oddly, Jessie finds that her schedule, rather than
money and haven't planned for the future theyconfining her, gives her a sense of freedom she didn't
deserve. It's not too late to start, so if you're not setthink possible.
financially, get creative and go for it.3. A Purpose Plan. Admit it. Whether or not your love
My friend Sarah, divorced in her 50s, had a successfulyour career, it's given you a purpose. A reason to get
business on the West coast and a very handsomeout of bed each day; a place to be where people are
settlement from her ex. She moved to the East coast,counting on you; a focus for your skills, abilities, and
started a new business, and ten years later foundenergy. Listen up then. If you can find a purpose for
herself with no retirement and in debt up to her youthis next stage of your life, one that ignites your
know what. Did she throw in the towel because it waspassion and literally pulls you out of bed in the morning,
too late to start? NO! She found a terrific financialyou'll be golden.
adviser who helped her create a plan to first erase herHelen's purpose found her, and while in a million years
debt, and then refocus her business by doing more ofshe would never have guessed her retirement would
what she loves doing. Today in her mid-70s she ownslook like this, she has a purpose that literally lights her
her own apartment in Boston and has accumulatedup from the inside out. Sixty-eight and never married,
enough wealth to take care of herself for the rest ofshe has taken in her late sister's 13-year-old
her life. P.S. She's having the time of her life.granddaughter and is bringing everything she has to
2. A Time Management Plan. Yes, I know one of theraising this young woman. Has it been easy? No.
lures of retirement is not having to have a schedule.Would she trade it for anything? Absolutely not.
Beware, though, for therein lies one of the biggestWork provides money in the form of income you can
traps of retirement. Without a framework for yourcount on, time management in the form of a
days, weeks, months and years, you can slip into aframework for your life, and purpose in the form of
deadening non-routine. My client Jessie retired from angetting you out of bed in the morning for something
executive director position with a national non-profitthat brings meaning to your life. As you design what's
organization at the age of 63. She didn't have a plan,next for you, make sure you provide each of these
but couldn't wait to dive into the laundry list of projectsfor yourself.