by BECCA KATZ

July 3, 2022

When I semiretired from my healthcare career in 2010, I was thrilled at the thought of all the free time I would have for doing the fun things I had put off. No more annoying alarm clocks. No more work nights or working weekends. No more meetings.

I planned to travel, garden, go to shows, see all the movies. Could I do it? What if my retirement savings and social security are not enough to keep me out of poverty? Right now, 11% of women over 65 live in poverty and almost 9% of men over 65. So my number 1 goal became ”maintain enough cash to stay out of the poorhouse

What are your important goals in retirement life? Think: “Am I living the life I want to live? What is most important to me? Who is most important to me? “

Are you overwhelmed with the possibilities? And the dangers? Here are some tips for prioritizing:

  • Make a list of all the goals that you are considering. I call this the brain dump. List every goal that comes to mind.
  • Divide the goals into categories – I use Financial, Personal Development, Professional, Health & Fitness and Leisure as my categories.  
  • Choose a goal from each category. These are your 5 goals.
  • How will you achieve them? Spend some time planning the steps you will take. Set a reasonable deadline for each step to help you stay on track.
  • Get started.
  • Track your progress.

Here's the planner I use to choose my goals, action steps and deadlines and track my progress.

Remember, the most successful people in retirement look to use their talents and passions to make a contribution.

Figure out how you will make a contribution. What really matters to you?

About the author 

beccak - Becca Katz

Becca Katz is the owner of Becca Katz Printables, a shop specializing in paper products that can be downloaded and printed. These include calendars, planners, kids educational materials and games, party goods, and puzzles.
She also designs clothing to sell in the Katnovations Etsy shop, birthday shirts sold in the It's Your Birthday Etsy shop, books on Amazon KDP and a wide range of other products on Redbubble and Amazon.

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