phase of retirement

1. Life Transitions
Retirement

2. There are some who start their
retirement long before they stop
working.
Robert Half

3. Phases of retirement
• There are six phases of retirement

4. Pre-retirement
• 1. Disengagement from
the workplace
• 2. Planning for
retirement
• (Can be stressful and
hopeful simultaneously)

5. Retirement: Three Paths
• Honeymoon
• Immediate retirement routine
• Rest and relaxation

6. People May or May Not Experience
Honeymoon
• Feeling and acting as if
– On vacation forever
– Very busy doing things
they had no time to do
• Travel
• Joining clubs
• “Feel great”
• Doesn’t last

7. Immediate retirement
• Those who already had an
active schedule while
working, may continue-just
dropping work.
• Some may simply “step-
down” and continue
working but at lower level.
• Some may simply “veg” for
awhile. (See rest &
relaxation)

8. Rest and relaxation retirement
• Very low activity –
usually by folks who
had very busy careers
• Tend to increase activity
after a few years or few
months

9. Phase Three: Disenchantment
• Disappointed
• Uncertain
• Miss feeling productive
• Aggravated by
disruptions

10. Phase Four: Reorientation
• Take an inventory of life
and
– outline ways to improve

11. Phase Five: Retirement Routine
• This is the ultimate goal
and implies a
satisfactory manner of
living after having gone
through the adjustment
phases
• Lasts for many years

12. Phase Six: Disabled elder
• A time when because of
circumstances,
retirement becomes
less relevant.

13. Retirement phases
• Where are you in the
phases?
• Where do you see
yourself in a year?
• 2 years?

14. Retirement
• How do you think
retiring will impact
– Family relationships?
– Personal
development?
– Self-esteem?
– Other?

15. What are your goals for this next stage
of life?

16. What…
• Are your strengths? • Are your concerns?

17. Now,
• Create a symbol for
your family in this
next stage of life….`

18. Now…
What new information did you learn about the retirement phases?
What new insights did you have?
Other?