Boomerangs Retirement Life Planning

Boomerangs Retirement Life Planning PDF

Author: Jeffrey Jans

Publisher: Createspace Independent Publishing Platform

Published: 2017-04-07

Total Pages: 114

ISBN-13: 9781545236123

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This Leader's Guide is used to help faciliate the activities in the Boomerangs Circle Back to Your Dreams Self-Coaching Workbook. Circle Back to Your Dreams is a coaching process designed by Jeffrey Jans and Mickie Schroeder which enables you to "let go" of your career or profession, reconnect with or determine your life's purpose, and find the method or vehicle that will fulfill that purpose. The result is a "retirement" where each day you are engaged in something meaningful and significant to you. When a small group of no more than 10-12 meet to help each other with the process, it is best to have a designated facilitator or 2. The goal for each member of your group is to find a direction or intention for their retirement and create multiple options for how to fulfill that intention. Even though everyone has the same goal, the needs, motivators, attitudes, strengths, fears, degree of openness or rigidity, vocabulary, resilience, etc., will be different. The magic a facilitator performs is to turn all those individual differences into assets that contribute to each group member's retirement plans. The Workbook includes 22 activities which individuals complete alone prior to each meeting. During the meetings facilitated discussions and other activities provide opportunities for the group to coach each other. The full wisdom of the group manifests in each member's retirement choices. The Leader's Guide has full descriptions for how to get the most out of each of these discussions and activities. When you stand up in front of a group of people no matter what the topic or type of presentation, it can be nerve wracking. Even though you believe bringing a group of people together to create a retirement plan is a great idea on multiple levels, the thought of taking on the role of facilitator could be enough to persuade you it isn't. The leader guide is meant to assuage those fears by providing you with a detailed "map" of your group's travels through Circle Back to Your Dreams. Here's something the leader guide provides to help you right away. As a facilitator, you are not the expert. The people who you stand in front of are the experts but they don't know it. Your job is to elicit the expertise that is, collectively, theirs. The leader's guide provides you with the "tools" for how to do this. Your role as facilitator is like a conductor of an orchestra. The musicians in an orchestra contribute to an overall sound they could not make alone. The conductor does not know how to play all those instruments. He or she has a score (like a Leader Guide) that provides all the various parts to the music. It is the conductors job to make it all coalesce. As a facilitator, you are the conductor of the Leader's Guide which enables your group members to make beautiful retirements together. One element that makes coaching so powerful is the accountability it provides the coachee. Knowing that others are counting on your contributions for their retirement success creates an obligation. When a facilitator communicates this to their group, the whole forum becomes a partnership. It transcends being a workshop. It's a beautiful thing to behold. The Leader's Guide uses theory and techniques from the book, Effective Group Coaching by Jennifer Britton. Jennifer writes, "Group coaching is often as important as the interaction with a coach. Many clients find the process "less on the spot," giving them more time to reflect and integrate their insights." A preview portion of the guide is available for you to read on our website at www.BOOMERangsRetirementtCoach.com. A free 30-minute consultation about the Leader's Guide is available by appointment upon purchase of the book.

Boomerangs Retirement Life Planning Self-coaching

Boomerangs Retirement Life Planning Self-coaching PDF

Author: Jeffrey Jans

Publisher: Createspace Independent Publishing Platform

Published: 2017-01-03

Total Pages: 68

ISBN-13: 9781539850267

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People say, "I'll never retire!" What they mean is they'll never stop working at something. Whether it is to keep making money and/or do something meaningful and significant, what that "something" is can be elusive. The goal of Circle Back to Your Dreams coaching is to help you find that which is uniquely yours to be and do. For those with only vague ideas of spending time with grandchildren, golfing, or traveling the retirement "honeymoon" can quickly evaporate into boredom and depression. Therefore, we encourage you to get as intentional about your Retirement Life as you are about your finances! Much more than income needs to be replaced when a person retires. Circle Back to Your Dreams is a retirement coaching process which enables you to "let go" of your career or profession, reconnect with or determine your life's purpose, and find the method or vehicle that will fulfill that purpose. The result is a "retirement" where each day you are engaged in something meaningful and significant to you. This 72 page, Self-Coaching Retirement Planning Workbook is filled with 22 activities designed to guide you through the process of circling back to your dreams and creating a retirement life that is uniquely yours. Millions of people have successfully retired in the past and did so without the benefit of coaching (either with an actual coach or from a workbook). Millions more have struggled. BOOMERangs Circle Back to Your Dreams does not prescribe what a successful retirement is. It is a process that leads you to create, discover, refine and implement a retirement that is right for you. Whether you are an individual, a couple or are part of a group of like-minded boomers, read and do the activities in each section of this coaching workbook and capture your responses on the pages provided. There are 4 sections to the workbook. 1.Introduction: The Shift to Retirement 2.Break from Career or Profession 3.Take a Productive Pause 4.Make a Fresh Start Within each section are activities that, when totally completed, will result in a direction or intention for your retirement and options for you to fulfill that self-chosen purpose. Four easy steps to a rewarding retirement! Really? Why, if it's that simple, are workbooks and coaching necessary? If you have the discipline combined with the imagination, determination and skill to ask yourself the right, hard questions, it may not be needed. Most people don't have all of these traits. So for the best results, we recommend you share your learnings and revelations from these activities with a coach or accountability partner such as a spouse, friend, family or colleague. Or create a group of like-minded individuals going through the same process as you. Your accountability partner(s) will help you to convert dreams into reality. When your "yeah, but" gets in your way, your accountability partner helps to keep you focused on your original dream and keeps your fire lit! Organizations and financial advisors will find this Retirement Life Planning workbook the perfect tool for helping employees and clients be intentional about their retirement life planning as they transition from career. With the purchase of this workbook, Jeffery Jans or Mickie Schroeder will provide a 30-minute complimentary coaching consultation. Visit www.BOOMERangsRetirementCoach.com to schedule your session.

Retirement Life Plan

Retirement Life Plan PDF

Author: Pauline Johnson-Zielonka

Publisher:

Published: 2018-01-10

Total Pages: 194

ISBN-13: 9781981150298

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So you're thinking about retirement or already retired. What does that mean anyway? What can you expect from retirement? Retirement represents a unique chapter in life. It promises many benefits, such as the freedom to do what you want, when you want. However, it may also pose some challenges as you exit the working life that you know so well. For those who have enjoyed a rewarding career, the prospect of retirement may come with mixed emotions. Is this really right for me? Will I get bored? Will I miss work? How will I fill my time? This book is about the personal, life changes that may be encountered as you contemplate, prepare for, and adjust to life in retirement. It will help you consider what a fulfilling retirement means to you, personally, and create a long-term vision for it. For instance, what will you do after traveling in the early part of retirement? The book explores four general aspects of the retirement transition, including identity-related adjustments, activities that provide a sense of meaning and reward, relationship and social network changes, and finding a balance between being overly busy or bored.

Getting Ready for Retirement

Getting Ready for Retirement PDF

Author: Tina Manion

Publisher: iUniverse

Published: 2008-02-19

Total Pages: 130

ISBN-13: 9781469763194

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Are You Ready to Retire? If you are in your 50's or 60's and approaching retirement, this book is a must for you! Within the next two decades, 75 million baby boomers are expected to retire. They are redefining retirement. They will live longer than previous generations. This book will help pre-retirees begin envisioning their retirement now. Getting Ready for Retirement will give you insight and answers to a multitude of frequently asked questions such as: When is the best time to retire? Should I relocate and if so, where is the best place to retire? Do I need or want to continue to work during retirement? What will give me meaning and purpose during retirement? What travel and senior discounts are available to me? How can I be assured of a reliable retirement income? This valuable resource guide will help you prepare in advance for a quality of life in this exciting new phase of your life for the rest of your life.

Retirement Planning with Purpose

Retirement Planning with Purpose PDF

Author: Tricia Snow

Publisher: Sourcebooks, Inc.

Published: 2021-05-04

Total Pages: 98

ISBN-13: 1647398991

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Your guide to personalized, purposeful retirement planning Preparing for retirement is so much more than just organizing your finances. With this unique workbook, you'll get in touch with your values and priorities so you can truly enjoy the freedom of retirement. Delve into your financial situation, interests, and personal goals, and take a look at how those may grow and change with you. With the practical retirement planning tools inside, you'll be able to retire in a way that gives you meaning and satisfaction. Know where you are—Take stock of your finances and dream big for the future with help from self-inventory exercises focused around your savings, schedule, hobbies, and more. Identify your values—Figure out what makes you feel fulfilled, and put that knowledge into action with retirement planning that takes into account the different paths you might take. Live your best life—Learn what gives you a sense of peace and belonging with the help of targeted quizzes, and create a detailed schedule to understand your day-to-day. Start making your retirement goals and dreams reality with this retirement planning guide.

Retire with a Mission

Retire with a Mission PDF

Author: Richard Wendel

Publisher: Sourcebooks, Inc.

Published: 2008-12-01

Total Pages: 322

ISBN-13: 1402250673

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Take on retirement with a new mission and fulfilled life! Retirement is not merely an end to a career; it's an entirely new phase of life that requires new activities, renewed relationships, and, most important, a way to find value and worth without going to work every day. Create a new mission for your retired life and discover a blueprint for health, happiness, and fulfillment. Retire with a Mission shows readers how to match the skills they used at work to new activities for a joyful and satisfactory retirement. As well as guiding readers through writing and evaluating their new mission, Dr. Wendel provides actionable and insightful information on: Fixed finances and maintaining a certain standard of living Renewing sexual intimacy Traveling Volunteer, mentoring, and consulting opportunities Using computers to communicate Enhancing family life Staying healthy and happy Estate planning and preparation Find the help you need navigating your retirement with purpose, perspective, and a renewed sense of joy!

The Retirement Rescue Plan

The Retirement Rescue Plan PDF

Author: Melissa Phipps

Publisher: Callisto Media, Inc.

Published: 2016-06-01

Total Pages: 199

ISBN-13: 1943451230

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"...fresh, realistic, and comprehensive solutions for the millions of Americans who haven't saved enough for retirement." —NANCY COLLAMER, Public Speaker, Career Coach, and Author of Second-Act Careers: 50+ Ways to Profit Your Passions During Semi-Retirement When financial planning expert Melissa Phipps decided to quit her 9-to-5 and start her own business, she told herself, "the time is now." It wasn't retirement, but it was the first step. Not long after, she found herself in the middle of a large and unanticipated financial dilemma. And in order to survive it, she had to make some major changes that ultimately came down to one thing: redefining retirement. The Retirement Rescue Plan will prepare you for retirement in a way that takes you into account—allowing you to define "retirement" in a new, realistic, and exciting way. The goals are simple: work less, earn enough, and be happier than ever. Are you ready to get planning? Assess what makes you happy—it sounds obvious, but when was the last time you took an honest look at what you really wanted? Gain control of your finances by reviewing your savings, expenses and budget with sample worksheets and exercises Generate ideas for continued earnings by considering your unique skills and interests; and find extra inspiration by reading real-life retirement success stories Ensure your security with five methods to avoid common retirement planning mistakes Nothing compares to the joy and relief you will feel when you find your way from financial despair to a fulfilling future, as you start to enjoy retirement in a way that works for YOU.

Ready to Retire?

Ready to Retire? PDF

Author: Dee Cascio

Publisher:

Published: 2017-07-18

Total Pages: 188

ISBN-13: 9781521867532

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Are you really ready to retire?Find out what is missing in your retirement planning before it is too late.* Explore the topics people seldom talk about* Separate retirement fact from fiction* Take a closer look at the key areas that will affect your retirement lifestyle* Identify common mistakes in retirement planning and learn how you can avoid them* Remember to replace the benefits that W-O-R-K P-R-O-V-I-D-E-S with this handy acronym* Understand how best to cope with change and transition to the retirement of your dreams* Learn more about recareering and encore careers* Discover how to create your own lasting legacyNewly updated version with more information than ever about replacing the benefits that work providesUse the Dig Deeper questions and the Retirement Resources to identify where you have planned well and where you still need to do some work before you can enjoy a truly successful retirement.These are the same questions and resources the author, a certified Retirement Coach, uses in private and group sessions. This book can help you achieve the same result--being ready for retirement. Retire ready to enjoy a new lifestyle, different experiences, and fresh opportunities to use your skills and wisdom for the good of humankind. Are you ready?

Wealth Regeneration at Retirement

Wealth Regeneration at Retirement PDF

Author: Kaycee W. Krysty

Publisher:

Published: 2012

Total Pages: 165

ISBN-13: 9781119205395

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"Tailoring a retirement planning strategy for baby boomers' needsTraditional retirement planning approaches fail to meet the needs of affluent baby boomers, particularly those who have been business leaders. There is no "one size fits all" answer for planning for retirement, but few financial advisors accept this reality. Wealth Regeneration at Retirement: Planning for a Lifetime of Leadership presents an alternative--wealth management firm Laird Norton Tyee's proprietary discipline, ReGenU--that acts more like a GPS, recalculating the route to retirement--and beyond--for those at the top. Describing ReGenU in a digestible, actionable format, the book provides the framework, tools, and techniques successful baby boomers and their advisors need in order to incorporate this novel approach to planning for a lifetime of leadership and legacy. Packed with learning aids, including graphics/diagrams, worksheets, and exercises, the book is designed to help readers to build their own unique plan that is about more than simply retirement. Presents a proprietary approach to retirement planning that changes seamlessly when times and circumstances change Employs a four component assessment--Where You Are; What You Want; What to Do; and Make It Happen--to ensure continuous feedback, accountability, and measurement of lifetime goals Brings wealth management firm Laird Norton Tyee's retirement planning expertise to readers everywhere Lavishly illustrated and filled with practical advice for wealthy baby boomers and the financial advisors and planners they rely on, Wealth Regeneration at Retirement explains exactly how to build a personalized and sustainable plan for retirement plan no matter where life may lead"--

Coaching for Retirement Planning

Coaching for Retirement Planning PDF

Author: Minghai Zheng

Publisher: Independently Published

Published: 2023-05-29

Total Pages: 0

ISBN-13:

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1. Preparing for retirement can be daunting, but 'Coaching for Retirement Planning' offers expert guidance on how to navigate this transition successfully. #retirementplanning #lifegoals #financialsecurity 2. Are you struggling to develop a retirement plan that meets your needs? 'Coaching for Retirement Planning' provides practical tips and tricks for making informed decisions about your financial future. #informeddecisions #financialplanning #retirementgoals 3. For those seeking to get the most out of their retirement years, 'Coaching for Retirement Planning' is a must-read. This book covers everything from creating effective budgets to planning for healthcare costs in retirement. #retirementgoals #budgetingtips #healthcarecosts 4. The key to a successful retirement lies in planning ahead and making informed decisions. 'Coaching for Retirement Planning' provides a comprehensive guide to mastering this skill and achieving financial security for the future. #financialsecurity #planningahead #retirementsuccess 5. In today's unpredictable world, it's essential to have a solid grasp of retirement planning principles. 'Coaching for Retirement Planning' offers expert advice on how to achieve this goal and prepare for life after work. #retirementplanningexpert #lifegoals #financialpreparation Retirement is a major milestone that many people eagerly look forward to after years of hard work and dedication. However, retirement planning can be complex and overwhelming, with many financial and lifestyle considerations to take into account. To make the most of your retirement years, it's important to have a solid plan in place that takes into account your personal goals, finances, and future aspirations. This is where coaching for retirement planning can play a vital role. Coaching provides personalized guidance and support to help individuals and couples navigate the challenges and opportunities of retirement planning. Coaching focuses not only on financial planning but also on personal fulfillment and well-being in retirement. In this book, we'll explore the benefits of coaching for retirement planning and provide insights and strategies to help you prepare for life after work. We'll cover topics such as: * Assessing your current financial situation and creating a retirement budget * Setting meaningful retirement goals and priorities * Developing a retirement income strategy that meets your needs and goals * Understanding and managing retirement risks * Creating a fulfilling post-retirement lifestyle * Navigating the emotional aspects of retirement * Establishing legacies and leaving meaningful contributions Throughout this book, we'll emphasize the importance of personalized guidance and support when it comes to retirement planning. With the right coaching and preparation, you can achieve a secure and fulfilling retirement that reflects your unique needs and goals. Whether you're just starting to think about retirement or already preparing for this next chapter in your life, this book provides valuable insights and practical tips to help you prepare for the road ahead. MingHai Zheng is a writer based in Wuhan, China, who focuses on writing articles about workplace and management topics. He has written hundreds of articles on these topics and is dedicated to sharing his insights and experiences with others who are interested in improving their careers and their businesses