Recharging and Rebalancing for Your Bonus Years

‘It’s not about retiring, it’s about reordering

your priorities.’ -- Bill Gates

Shifting Popular Beliefs1998-2008

• Full Time Leisure to Encore Careers• Retirement to Sabbaticals• Financial Planning to Lifestyle Planning• Media: from Disasters to Possibilities • From getting feeble at 70 to ????? With

Exercise/Diet/Engagement factors• Our poor aging brain to our brain improves with age• Freedom from work to work on your own terms

A Balanced Portfolio

Money & Financial Planning

Volunteering Legacies,

Civic Engagement

Lifestyle Health & Wellness

Identity Life Meaning

Relationships

Work

Learning Leisure

Partner

Family

Friends

Why work?• It pays the bills• Work gives us a place to go, something to

do, people to see• An answer for “So what do you do?”• Self Expression

Why work? II

• What else pays you to learn?• Sense of belonging• Community: friends, colleagues and buddies• Staying healthy

Reworking Work • On your own terms• Free agents• “E-tirement”• Portable jobs for Snowbirds• Phased retirement – good for people, good for companies• Bridge Jobs

Civic Engagement

• Community Service – The Experience Dividend• Good work – Social Entrepreneurship • Addressing the Leadership Crunch• The Value of Volunteering

Travel & Leisure

“Travel is freedom. It’s recess, and we need it.” – Rick Steves, Europe Through the Back Door

The 2young2retire Course Series

• Get Community• Get Real• Get Focused• Get Going• Get Ongoing Support