Retirement Wheel of Life

The idea of a “wheel of life” is a well-established approach in life coaching. It’s a simple but profound tool that gives clients the opportunity to look across the different areas of life and take a temperature check of how they are doing though using a simple scoring system.

There are always different areas we could use to review, but I chose areas that I thought people considering or in retirement would respond to coming into to a huge transition in their lives.

The idea of this coaching tool is that it would invariably used by someone thinking about retirement as a prelude to a conversation with a trusted other or a Coach.

 

The areas I have suggested are:

AREA	QUESTIONS
Close Family	Is there close family around or people who feel like family?
Wider social networks; hobbies and friendships	The social networks and hobbies and interests you as an individual have and friendship groups; e.g., sports, social clubs, hobbies like sailing or walking
Finance	Sufficient income to support your retirement and plans in place to manage this
Wider social networks; hobbies and activities	The social networks and hobbies and interests you as an individual have; e.g., sports, social clubs, hobbies like sailing or walking
Personal growth and learning	What changes might be required in the actions the you take in your day-to-day life; the level of flexibility you have to change and your ongoing growth; e.g. maintaining IT skills
Work re-orientation	How you might have re-orientated from a normal work pattern to perhaps doing some work/paid or unpaid and things like volunteering
Health and planning ahead	Awareness of your own and significant others aging and plans/ideas in terms of handling frailty as you get older
Having time out	How much you have time out to replenish the batteries and space for yourself

The wheel of retirement exercise is here: Healthy wheel of life for Retirement final