Freebies

Your Guide to a Happy Retirement — Beyond the money

Use this guide to create a clear picture of your new life. It summarizes the fundamental difference between what retirement used to look like and how it is today. It shows you how to create your Happiness Portfolio – a valuable tool to answer the haunting question, “What now?”

3 Secrets to a Successful Retirement – money isn’t one of them

Learn what you can do to overcome three key challenges to your happiness. This recording of one of my most popular speeches can help you enjoy a fun and fulfilling life.

The Purpose Checkup

Use this to assess where you are now so you can make meaningful changes. This short assessment will give you a feel for whether you have a sense of purpose in your life.

Transitions: Thriving in the Midst of Change

You will learn why change is often so hard. Transitions: Thriving in the Midst of Change describes what happens when a significant change occurs in your life. It can be a change you have been looking forward to – like retirement – or one you did not want. Most of us are not aware of the process that unfolds once the change occurs. We go through three phases much like a butterfly does before it emerges from its cocoon.

Navigating The New Landscape Of Retirement

Having a clear road map will make it easier to see what is ahead as you move into this new phase of your life. Navigating The New Landscape Of Retirement describes the four phases of retirement. The old paradigm had two phase – pre-retirement and leisure. But today the experience is very different. In fact, most of us agree that the word “retirement” should be retired. It just doesn’t apply any more.

Uncovering Assumptions

This exercise will help you avoid some dangerous pitfalls. One of the biggest mistakes a couple can make as they move into the post-career time of their lives is not discuss their assumptions about how their new life will work.

Resource Guide for a Successful Retirement

Use this to assess where you are now so you can make meaningful changes. This short assessment will give you a feel for whether you have a sense of purpose in your life.