Recap and Highlights
- Bart expresses his view about retirement relative to “second adulthood”. Not sure that the traditional concept of retirement is still relevant.
- Explains that his book AARP’s Roadmap for the Rest of Your Life was inspired by author Gail Sheehy’s who when very ill was asked by his doctor “what are your objectives for this stage of your life”? Bart realized that like a lot of people, he did not have any goals but should!
- The book is primarily written for the over 50 demographic but Bart has received comments from people in their 70s and 80s.
- When it comes to setting goals, he says that it is important to observe what you are doing so that you don’t confuse a means (what or how you’re doing with why you’re doing it)
- In addition to observing yourself when setting goals, it also helps to learn from others. And by doing so, we become a composite. No one person “owns” any way of being. We are free to take what we want.
- When it comes to finances, as long as your basic needs are met, Bart replaces the standard budget categories of “fixed vs. discretionary”, with fixed vs. mandatory. The example he uses is of his wife’s gym dues. For her this is not a discretionary expense. Therefore it must be included in their spend plan.
- When asked to share his lessons learned Bart used an example of giving a commencement address. His message is just 2 words long – pay attention. If we call pay better attention to what is going on around us, we will be able to enjoy life and ensure that our energies are focused on the right issues.
Links and References
- AARP’s Roadmap for the Rest of Your Life
- Bart’s blog on Forbes.com
- Rich Eisenberg on NextAvenue
- Kerry Hannon