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'The Joy Is Trying New Things and Being Surprised by What Works'

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James Conole, CFP®

Chris has been retired for a little over a year while his wife has continued to work. Now that Chris has “tried on” retirement and found the fit good, his wife will likely join him within the year. In his conversation with James, Chris, who could be described as goaloriented and one who likes to be prepared, talks about the pros and cons of retirement. He’s found that by staying flexible, maintaining an adventuresome spirit, and focusing on giving back, retirement can be quite fulfilling. And he’s paved the way for his wife to retire with confidence.

Questions answered:
What sort of conversations could spouses be having before and during retirement about goals and expectations?

How will relationships with colleagues shift and change in retirement?

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⏱Timestamps:⏱
0:00 Meet Chris
3:50 Impressions regarding retirement
6:17 Preparatory conversations
9:09 Decompressing and adjusting
12:24 Purpose and mystery
15:59 Exploring and serving
21:19 Missing colleagues
25:57 One spouse retiring first
29:41 What’s next and final advice


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