Continuing with Part 4 of my Throwback Thursday series, which is all about linking back to some of the core Retirement Transition How-to’s, today looks at ASSESS. ASSESS is the third phase of the Retirement Transition process (detailed in my book – link here ), but includes tools that I continue to use as I sort through my retirement life options.
The Assess phase is about comparing top possibilities (Possibilities List – the output of Imagine phase) back to foundational insights (who you want to be) and your lifestyle vision (from Reflect phase) to make (initial) choices in creating a Life Portfolio Plan. This step is not necessarily about committing the rest of your retirement! It can be as simple as picking something to do for a month (see my month of yoga post below) or taking a class in an area of interest. Also note that everything does not need to “work out” (see filling the void post below), but making some choices allows movement forward (not analysis paralysis).
Here are some throwback posts on making choices:
I hope you are enjoying this Throwback series!