How do you envision your retirement years?

How long is your bucket list?

If you’re like most of the baby boomer generation, your list is long and your dreams are big. There are things you want to experience and accomplish, places you want to go and people you want to spend time with. You look forward to setting your own schedule and filling your days with all the things that bring meaning and enjoyment to your life.

For many of you, people and place may also fit under your passions. In this article, we’re going to ask you to set them aside for a moment. We will address those aspects of your retirement roadmap in future articles. Instead, let’s focus on the things you have been looking forward to experiencing or accomplishing once you have the time and freedom from responsibilities to do so.

Here’s a list of some items that may or may not be on your personal passion list:

  1. Pursuit of creative arts: painting, pottery, mixed-media, theater, music, writing, etc.
  2. Travel: Exploration of places near or far.
  3. Community service: This may be hands-on volunteering or serving on the board of one or more non-profits.
  4. Athletics/fitness: Do you have fitness or athletic goals for this next leg of your journey? Are there golf courses you have yet to conquer?
  5. Education: Now may be the time you choose to take classes or college courses that aren’t career focused, but simply for the joy of learning.

What about you? Make a list of all the personal passion items that you would like included in your vision for the future. Don’t leave anything out, even if you have no idea how it would fit in with all the rest. If you have a partner in your life, ask them to create their own list. You might be surprised at some of the things you didn’t know existed as a dream within the other person’s heart.

Fulfilling Your Passions and Retirement Dreams

Once you’ve outlined the “what” of your dreams. The next question is always “how” can I make this happen? Often, the solution you need may be simple, but not easy. A financial advisor can serve as a coach to help you set out a game plan and, more importantly, support you in implementing it.

We’d love to hear about your dreams for your retirement years and share in assisting you in creating a plan to help make them come true.

Look for our next article in our Roadmap to a Rewarding Retirement series where we will focus on the people and relationships you want to share time with during these years. Or download our Reaping a Rewarding Retirement Workbook today.


About Chip Munn

Managing Partner, SWS Senior Wealth Advisor, RJFS Chip is a Magna Cum Laude graduate of Clemson University, where he earned a degree in education and was selected as an Academic All American by USA Today. He began his career in finance as a financial consultant with Wheat First Union in 1998. He specializes in retirement and education planning and the transfer of wealth among generations. Chip lives in Florence with his family. Follow Chip on LinkedIn.