Throwback Thursday – Assess Your Options

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!

2 thoughts on “Throwback Thursday – Assess Your Options

  1. Another great selection of information. I especially loved the statement: “I value x, so I spend my time, energy and money on a, b, c”! Hopefully this will help me to avoid analysis paralysis 😉 I currently spend way too much time online…scrolling through social media, youtube, etc. I REALLY do not want to fall further into that trap after I retire so I need to focus on curbing that activity NOW! Thanks again Pat!!

    Liked by 1 person

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