Click on any of the below program components to learn more
The Perfect Retirement Resource Center inludes 6 components. Each has been designed as a stand alone and also to compliment one another.
Our exclusive Perfect Retirement Workshop focuses primarily on how to replace satisfactions lost from work. It is delivered through 10 videos covering the most important issues in the transition to retirement including, what will I do with myself?, what if my plans don’t work out?, when should I retire?, housing, marital and social relations, single in retirement, and more. The workshop modules can be completed alone or with your own group of friends, family, or associates.
As a sample, here is Unit 1. Advance manually when a written exercise appears.
Unit 1: The key to the perfect retirement
Unit 2: Fixing the “R” Word
Unit 3: Meet your retirement mentors
Unit 4: Plan your time and remain active
Unit 5: Evaluate current and create new plans
Unit 6: The decision to retire
Unit 7: Working and volunteering in retirement
Unit 8: Spousal relations, single in retirement, and housing
Unit 9: Life Goal and Financial planning
Unit 10: Aging and wrap up
“Very easy to understand. Relatable to those re-tired and those who have not quite re-tired.
Lots of information to continue looking over to better equip for re-tirement!”
The Perfect Retirement Workbook is an excellent resource to use alongside the e-learning modules, or as a stand alone tool. This will be your go-to guide as you transition into retirement. The workbook is full of resources, including the experiences and advice from the 2200 retirees in our survey. Your membership includes the complete 200 page workbook and it is available through an on-site flipbook, or downloadable epub and mobi formats. A softcover edition can be orderd through most online bookstores. You can sample the Introduction and Chapter 1, below.
TABLE OF CONTENTS
Part 1: The Key to Retirement Happiness
1. Fixing a Hole (The Beatles) Updating the image of retirement and introducing ‘re-tire’ with a dash.
2. Do You Want to Know a Secret? (The Beatles) Money alone will not guarantee retirement happiness. The secret lies in how you will be spending your time.
3. Ticket To Ride (The Beatles) Overview of Life Goal Planning.
4. A Hard Day’s Night (The Beatles) Working in Retirement. It’s not just about money.
5. (Money) Can’t Buy Me Love (The Beatles) Life Goal and financial planning complement and work in parallel with changes in one influencing changes in the other.
6. Did You Ever Have To Make Up Your Mind? (The Lovin’ Spoonful) The decision to retire involves more than money.
7. When I’m Sixty-Four (The Beatles) There is a commonly held but false connection between aging and retirement. This chapter includes a strong argument to redress this potentially self-fulfilling prophecy.
8. With A Little Help From My Friends (The Beatles) Spousal relationships and being single in the transition to retirement.
9. Our House (Graham Nash) This is not just a real estate issue, but a concern with replacing satisfactions lost from work in the context of the housing decision.
Part 2 / Self-Help Life Goal Planning Workshop
“The Perfect Retirement” is an easy read with exercises designed to help a person find and create new activities, based on skills, needs, and leisure habits. I have read it and am eagerly awaiting my retirement in a few short months”
Wouldn’t it be nice to talk to others who have gone through the retirement experience, about some of your concerns or questions? Or alternatively, if you are retired, wouldn’t it be nice to share your advice with others who are starting to think about retirement? Well now you can. When you join The Perfect Retirement, you will have exclusive access to our private Facebook community. Here, you can connect with others who are in the same transition, who have similar questions, concerns and ideas. We will be posting exclusive content, videos, facilitated discussions and more.
“I was in a Barnes and Noble store looking through the retirement section getting frustrated over nothing but money books, and money books written in the 90’s. I found your book and sat down and read a chapter in the store and said to myself, “this is it.” I took it home and have been reading it like a text book.”
We have spent years creating a database of articles focusing on the lifestyle side of retirement. These articles do not always agree with each other, nor do we necessarily think they tell the whole story, but they are selected because each adds an important voice to the discussion. You will receive the latest articles in your email, you can filter articles by catagory and leave comments.
Here is an example:
“I am so relieved to have found this. The Perfect Retirement workshop and workbook material has been an essential part of my retirement planning process and I refer to it on a regular basis.”
One of the best ways to learn about the retirement experience is from retirees. We have spent over 30 years collecting and mining qualitative and quantitative data from over 2000 retirees and counting to understand their experience. They have provided valuable advice, ideas and unique perspectives on the lifestyle side of retirement that will be shared with you in this program. Particular areas covered include:
- The main benefits and drawbacks
- What advice they would give other retirees
- The decision to retire
- Working in retirement
- Comparing life before to after retirement
- What is missed from work
- How satisfied they are with retirement
- + lots more!
“Very useful and encouraging to plan retirement, which will be worthwhile, enjoyable, and self-directed! Exciting!”
Though we have done the research and have the experience in the lifestyle side of retirement planning, we are firm believers in acknowledging and providing a platform for the skills within our community to be shared. We will encourage you to share your experiences, ideas or skills in the form of an online presentation. We will help facilitate this process to ensure all voices are heard.