Retirement Planning Goal Quest

“Life Transition” 2016

Rick Mason Goal Quest 2005 BA Psych Post Grad Group Work and Counselling TAAIV Training ACT Counsellor /Career Coach /Retirement Coach   

Overview Avoidance: Why do we make excuses that

prevent us from considering and setting goals? The Fear factor Values and why these matter so much Personality: MBTI: Know thyself! 6 core elements to consider for a successful

Retirement Setting Goals: why do this and how is it

helpful?

Avoidance

Fears & Blocks I’m a failure if I retire by…… Change in personal relationships Not enough money What will I do? How will I define myself? Loneliness Not be able to manage Health issues

Living in the Moment

Social Life

Contribution to Society

Creative Outlet

Love Relationships

Intellectual Growth

Health

Finances

Work

Family

Spirituality

Values

6 Primary Areas for Consideration

Future Work / Consultancy /Volunteering Health Finances Family / Relationships Leisure / Social Personal Growth

Career Transition / Work

Ideal Work Work Benefits Work Options -Part time –Casual/ Contract -Consultancy -Volunteering

HEALTH & WELLNESS

Health Practices Vitality Attitude / Mental Health

FINANCE & INSURANCE

Knowledge Planning Confidence

FAMILY & RELATIONSHIPS

 Flexibility

Caregiving

Aging Parents Adult Children Grandchildren

LEISURE & SOCIAL

Leisure Preferences Residence Travel Hobbies

PERSONAL DEVELOPMENT / PURPOSE 

Life Meaning Education Volunteering

Personality Types - MBTI

Which Simpsons Character are you aligned with?

JP Bundle

Take the Test You have to select one letter from each of 4 pairs of

opposing personality type indicators

This will result in a 4 letter code

The code will be cross matched to one of 16 Simpsons characters with whom your personality is most closely aligned

The first pair – Direction of your Energy Force

You prefer to direct your energy to deal with people, things,

situations

You prefer to direct your energy to study ideas, information,

explanations or beliefs

IE or

The second pair – Information Processing

You prefer to deal with facts, what you

know, to have clarity, a realist in

the here & now – for you the force is a

tool - a fission screwdriver

You prefer to deal with ideas, look into

the unknown, to generate new

possibilities or to anticipate what isn't obvious, you seek the nature of the

force

NS or

The third pair – Making Decisions

You prefer to decide on the basis of logic, using an analytic and detached approach

You prefer to make decisions using values and/or personal beliefs

FT or

The fourth pair – Organizing your Life

You prefer your life to be planned in a stable and organised way

You prefer to go with the flow, to maintain flexibility and respond to events

PJ or

The Scales

Extraversion (E) Introversion (I)Sensing (S) Intuition (N)Thinking (T) Feeling (F)Judging (J) Perceiving (P)

You Should have a 4 letter code e.g. ENTP - Find your Simpson

character in the next 4 slides

Type ESTJChief Wigam

ESFJNed Flanders

ISTJPrincipal Skinner

ISFJMarge Simpson

Character

Strength Enthusiastic people who are driven to fulfil their obligations and duties. They are committed to relationships which they consider to be lifelong & unalterable – Good in a tight spot

Warm hearted individuals who highly value their relationships. Customer focused with the ability to bring out the best of people.

Honour their commitments, Able to take constructive criticism well

Warm, friendly and affirming by nature, Excellent organizational capabilities

Weakness Tendency to always needing to be in charge and maybe controlling of friends & colleagues.

Can be self-sacrificing and may not pay enough attention to their own needs

Tendency to believe that they're always right, Their value for structure may seem rigid to others

Extreme dislike of conflict and criticism, , Unlikely to express their needs, which may cause pent-up frustrations

Click for more Info

ESTJ - Overseer ESFJ - Supporter ISTJ - Examiner ISFJ - Defender

Protectors (SJ)

Type ESTPBart

ESFP Homer

ISTPSideshow Bob

ISFPSmithers

Character

Strength They love action and always seem to be doing something. Clear-headed when dealing with emergencies. Enjoy lavishing loved ones with big gifts. good to have on your side

Generous & will go out of their way to help a colleagues. Live for the moment & know how to make the most of each moment.

Usually self-confident, are not threatened by conflict or criticism

Flexible and laid-back, usually willing to defer to their mates, Warm, friendly and affirming by nature

Weakness Get bored easily. Enjoys lavishing loved ones with big gifts

Can take conflict personally. Resist relationships that require them to function on a high intuitive or thinking level

They thrive on action and excitement, and may stir things up to create it

Extreme dislike of conflict and criticism, Tendency to hold back their thoughts and feelings, unless drawn out

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ESTP - The Persuader ESFP - The Entertainer ISTP - The Craftsman ISFP - The Artist

Creators (SP)

Type ENTJKrusty the Clown

ENTP Kent Brockman

INTJMr Burns

INTPProf Frink

Character

Strength Enjoys lively intellectual conversations - welcoming such interactions as a learning opportunity

Laid back and can get along with almost all other types of people. Enjoy discussing & debating theories and concepts that interests them.

Not threatened by conflict or criticism, Able to leave relationships which should be ended

Approach things which interest them very enthusiastically, Richly imaginative and creative ,

Weakness Can be direct & confrontational

Can initiate arguments because they enjoy the debate.

May be insensitive at times,Tendency to be unwilling or unable to accept blame

Tend to be suspicious and distrusting of others, Tend to "blow off" conflict situations by ignoring them, or else they "blow up" in heated anger

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ENTJ - The Chief ENTP - The Originator INTJ - The Strategist INTP - The Engineer

Intellectuals (NT)

Type ENFJApu

ENFPBarney Grumble

INFJLisa Simpson

INFPRalph Wigam

Character

Strength Warm sociable people who are keenly in tune with other’s feeling & perspectives

See the best in people and likely to bring out the best in people. Put a lot of effort into making thing work out between people

Have very high expectations for themselves and others (both a strength and weakness) , Sensitive and concerned for others' feelings

Have Driven to meet other's needs, Strive for "win-win" situations

Weakness Well defined value systems can make them inflexible in some areas

May start things and not complete them, can be too experimental and blame others at times.

Extreme dislike of conflict and criticism

May tend to be shy and reserved , Perfectionist tendencies may cause them to not give themselves enough credit

Click for more Info

ENFJ - The Mentor ENFP - The Advocate INFJ - The Confidant INFP - The Dreamer

Visionaries (NF)

What is personality?

A person’s preferred style of behaviour

We are “creatures of habit”

So, tend to be consistent over time and situations

If behaviour or personality wasn’t reliable, there’d be no point in measuring it

One measurement systems is the Myer Briggs Type Indicator – similar to the one just performed

Myers-Briggs Type Indicator What the MBTI is:

• Measure of our dominant preferences for taking in information and making decisions

• May not be polarised clearly between scales• So, you can be “a little of both”• No profile is better or worse than another• Helps explain our working style preferences• Based on the theory of Carl Jung

What the MBTI isn’t:• A measure of abilities – it’s not a test• No right or wrong answers• Tool is an ‘indicator’ – you can agree or disagree

UK Population

ISTJ13.7%

ISFJ12.7%

INFJ1.7%

INTJ1.4%

ISTP6.4%

ISFP6.1%

INFP3.2%

INTP2.4%

ESTP5.8%

ESFP8.7%

ENFP6.3%

ENTP2.8%

ESTJ10.4%

ESFJ12.6%

ENFJ2.8%

ENTJ2.9%

Strengths and Areasfor Growth

What strengths or attributes from your MBTI code do you rely on the most?

What areas do you use infrequently that you could use more when considering retirement plans?

Setting Goals

Lets make a coffee!

Work Goals: Continue as a Biodynamic Farming Inspector Part Time Actions By Date Outcomes Currently communicate with five farms including one on Kangaroo Island. Aug No reviews will occur until September 2013 Attend Biodynamic Farming Conference Merrigum VIC April Casual rouseabout and Vine work : up to one day per fortnight Spring Personal Goals .-Provide assistance to people within the community

- Increase reading - continue with table tennis - increase time for music - Ensure contact with friends inter-and intrastate - maintain home and garden - Stress management

Coaching - Retention - Outplacement www.phrconsulting.com.au Grant Inverarity Actions By Date Outcomes Community: Assist the ”men in overalls” program to help older people in the community who need support / Needs basis around 5 times a year

Aug/Sept 2013

Consider Joining the Lions Club / Review Jan 2014

Reading : Fiction / Non-Fiction; Would like to read more Philosophy: Around 1 to 1.5 hours each morning Use internet to read News and Weather / Shares 1 hour /Day Investigate Fat Prophets on the internet

July 2013

Table tennis / Fitness: continue playing for Naracoorte once per week / all seasons Go for morning walks 4 days a week around 1 x hour

July 2013

Guitar: Play and practice acoustic guitar 5 times per week

July 2013

Socialisation /Recreation: Visit friends in Ceduna Darwin / Cairns Contact to make times to do this

By Xmas 2014

Goal Setting What goals do you want to set around your retirement?

What actions and time frames do you want to set?

What areas are you needing to spend more time or research to establish a good retirement plan for you?

Short Term Actions By Date Outcomes

                              Mid Term Actions By Date Outcomes

                         Long Term Actions By Date Outcomes

                         

Retirement Action Plan

Reason Giving It's too hard/it won't

work/it's impossible I'll screw it up/I'll do it

wrong/ I'll fail I've tried before and

failed I don't know how I'm too

anxious/depressed/ tired/scared

I don't have enough confidence/self-esteem/discipline/willpower

I'm too busy

Other things will get in the way

I'm not in the mood I don't deserve it I shouldn't have to;

he/she/they should make the changes

It'll go wrong I'll make a fool of myself Other people won't like

it/will try to stop me/will get angry

I have family commitments

Feelings and thoughtsWhat came up for you as you worked on these goals? Avoidance / blocks?

Fear / Anxiety?

Excitement?

Optimism?

You can follow your “mind” or your values………..

Consider……

What things will you consider next?

A SMALL TRUTH TO MAKE LIFE

100 % Successful

Silly but fun!

What Makes 100%? What does it mean to give MORE than 100%? Ever wonder about people who say they are giving more than 100%?

We have all been to meetings where someone wants you to give over 100%. How about achieving 103%?

What makes up 100% in life?

Here's a little mathematical formula that might help you answer these questions

With no apologies at all to:

With no apologies at all to:

Hard Work H+A+R+D+W+O+R+K8+1+18+4+23+15+18+11 = 98%KnowledgeK+N+O+W+L+E+D+G+E 11+14+15+23+12+5+4+7+5 = 96%

With no apologies at all to:

LoveL+O+V+E12+15+22+5 = 54%

LuckL+U+C+K12+21+3+11 = 47%

( don't many of us think this is the most important ? )

With no apologies at all to:

Then what makes 100% ?Money ? ... NO ! M+O+N+E+Y13+15+14+5+25 = 72%Leadership ? . NO ! L+E+A+D+E+R+S+H+I+P12+5+1+4+5+18+19+9+16 = 89%

With no apologies at all to:

Every problem has a solution,

To go to the top, to that 100% what we really need to go further... a bit more...

With no apologies at all to:

ATTITUDE A+T+T+I+T+U+D+E 1+20+20+9+20+21+4+5 = 100%It is OUR ATTITUDE towards Life and Work that makes OUR Life 100% !

With no apologies at all to:

Change Your Attitude …And You Change Your Life !

You might need a GPS or Directory

Questions or Comments