Planning My Retirement Future — Jack Lack's Listening Chair

Step 1 of 10 Beginning

What I already know is coming

What do I already know for certain about the years ahead — my own age, family milestones, costs or dates already fixed?

My retirement vision

What do I want my retirement to look like — not next year, but five or ten years from now?

Why now

What has changed, or is likely to change in the near future, that makes this worth thinking about today?

My priorities

Which of these matter most to the retirement I want? Choose up to three.

What this really involves

Thinking about a change I am considering — what would I be gaining, what would I be giving up, and what would it commit me to going forward?

My independence

What will help me go on making my own choices? What might make that harder?

What I could start now

Is there one thing worth beginning, or one thing worth learning more about, while there is time to do it well?

Who should know

Who should I talk this through with? Who needs to understand what I want, in case a decision has to be made and I am not able to make it myself?

My first step

What is the first small thing I will actually do — and when?

My review

When will I come back to this and look at it again?

Before I finish — is there someone I trust, by name, not just "someone," who should hear about this before I act on it? Jack Lack's Listening Chair can help me think. It cannot know me, or stand in for the people who do.

There is no need to complete this in one sitting, and no need to answer every question fully.

Jack Lack's Listening Chair is always here, as is your welcome.