Retirement Reflection Worksheet

January often encourages us to move quickly — setting goals and making plans.

For professionals thinking about retirement in the next few years, I’ve found that pausing to reflect before planning can create much more clarity later.

One question I often encourage people to sit with is this: What do I want more of in my next chapter — and what am I ready to let go of?

Reflection like this isn’t about slowing down — it’s about being intentional.

I’ve created a short Retirement Reflection Worksheet for anyone who would like a simple way to think through these questions.

Get The Worksheet