Phased Retirement: Book Smart

As I’ve been writing and thinking about this different approach to retirement – a phased approach where there’s a blended time of working and more personal time – there are some books that have been very helpful.  Other resources like articles are helpful, as is talking with people and hearing their perspectives and insights.  But, there’s something about a full-length book where the author can really expand their thoughts and share examples that offers new perspectives.

Today I’ll highlight three of these that stand out for me…for different reasons. Each offers a mix of theory and practicality.  Some of the content may resonate with you and some may not.  But as you think of and design your own journey from full-time work through phasing to full-time retirement (if you ever do) I’d suggest that you invest some time in these three books and others and generate your own thoughts and actions.

First up is “From Strength to Strength; Finding Success, Happiness, and Deep Purpose in the Second Half of Life” by Arthur C. Brooks. This book explores how to navigate the challenges and opportunities of the second half of life. Brooks draws on research, personal experiences, and historical examples to provide a framework for finding happiness, meaning, and purpose as abilities diminish and careers evolve. The book introduces the concept of the “second curve,” where individuals can leverage their accumulated wisdom and knowledge to create a fulfilling life beyond traditionally defined success. It emphasizes resilience, self-improvement, and the importance of embracing change. Brooks encourages readers to break free from their old routines and cultivate a sense of purpose in their next phase.

Next up is “Die With Zero,” by Bill Perkins.  While it’s a little more geared towards affluent readers, Perkins emphasizes spending our wealth on life experiences at times we’ll appreciate it more. The book advocates for timely generosity and active living. The goal is to ensure a life lived to the fullest without regrets. He encourages readers to invest in timeless memories and remarkable experiences, rather than merely accumulating cash. The main idea is to live a fulfilling life today while also securing a meaningful future. Don’t postpone your happiness – invest in memories when you’re relatively young. As the author aptly puts it, “We all get one ride on this roller coaster of life. Let’s make it the most exciting, exhilarating, and satisfying ride it can be.”

Finally, I’d suggest “Halftime: Changing Your Game Plan from Success to Significance” by Bob Buford.  This book explores the concept of a mid-life transition and suggests that as individuals approach middle age (and beyond), they have an opportunity to move beyond the first half of life, which is often focused on achieving success. The second half of life, according to Buford, should be about creating a meaningful impact, finding purpose, and leaving a legacy. He encourages readers to reflect on their deepest desires, regain control, and redirect their time, talents, and treasures toward something significant. The book shares examples, including Buford’s own journey, and puts an emphasis on faith and introspection.

Check out these resources and others, and along the way record your own thoughts and dreams about how to structure your life after a full-time career.

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