When approaching retirement the focus is predictably on the numbers. But a huge part of retirement planning has nothing to do with the math.

How much do I need? Will I run out of money? What kind of income can I reasonably expect? What tax will I pay? What is the right investment strategy for me?

These are very important questions and top of mind for a reason.

And I run a workshop which takes people through a good foundational overview of the retirement process, aimed at helping individuals answer these very questions.

But transitioning into less work or no work is by definition life altering.

I have been privileged to work with people who are making, and have made, this transition. I get to learn and understand first hand from them.

It is clear that there is an element to the transition which no spreadsheet or model in the world could answer. Because it is not about the math.

What will make for a fulfilled life after work?

In my experience the stories are as diversified as the individuals themselves.

I came across this TED Talk some time ago that in my opinion does a really good job of explaining what I see people work through or express to me.

The non-financial considerations of retirement.

The speaker talks about the 4 PHASES of retirement. It is a great watch and not just for those approaching retirement in my opinion.

Give it a go:
How to squeeze all the juice out of retirement.

#orderpurposeprogress

#RetirementPlanningSA