You planned for retirement. But did you practice for it?
We spend decades preparing financially for retirement. We save. We invest. We plan for taxes, Social Security, Medicare, healthcare, and the unexpected.
What happens when the financial plan works?
Retirement Practice offers a practical framework for preparing not simply to afford retirement, but to live it well.
We practice for almost everything important. Pilots use simulators. Athletes train. Navy Seals rehearse critical missions.
Retirement is something you can practice.
THE RETIREMENT PRACTICE WHEEL™
A fulfilling retirement is built from more than financial security.
The Retirement Practice Wheel provides a simple framework for periodically examining eight dimensions of life. Rate each area from 1 — Needs Attention to 10 — Thriving. Revisit the Wheel quarterly. Set intentions. Take action. Keep practicing. The goal is balance, not perfection.
Through personal stories, practical exercises, local adventures, the Retirement Practice Wheel, and quarterly assessments, the book helps readers begin designing retirement before they retire—and continue refining it afterward.
For individuals, couples, wealth advisors, employers, and organizations helping people transition into retirement, the Retirement Practice framework complements traditional financial planning by addressing the personal side of what comes next. It doesn’t replace financial planning. It completes the conversation.
Clients may spend years preparing financially for retirement only to encounter entirely different questions afterward. The Retirement Practice Wheel offers a simple framework for beginning those conversations.
How will I spend my time?
Where will I find purpose?
How do I replace the structure and relationships of work?
How do I measure success?
For financial institutions, wealth advisors, employers, and retirement organizations, Retirement Practice may provide a complementary educational resource for helping people prepare for the transition from retirement planning to retirement living.
Retirement is something you should practice.
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