Strategies for Successful Retirement: 7 Things Recent Retirees Excel at

by | Mar 29, 2024 | Qualified Retirement Plan | 6 comments

Strategies for Successful Retirement: 7 Things Recent Retirees Excel at




Here are the common traits and actions of the happiest, most content retirees we know.
-Dave Zoller, CFP®

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Retirement is often seen as a time of leisure and relaxation, a time to finally do all the things you’ve been putting off for years. But what sets happy retirees apart from those who struggle to find purpose and fulfillment in this new chapter of their lives? We spoke with recent retirees to find out the key habits and practices that contribute to a happy retirement.

1. Staying Active: Happy retirees make physical activity a priority in their daily routine. Whether it’s going for a walk, practicing yoga, or hitting the gym, staying active not only keeps them physically fit but also helps boost their mood and overall well-being.

2. Pursuing Hobbies and Passions: Retiring gives you the time to finally focus on the things you love. Happy retirees make sure to indulge in their hobbies and passions, whether it’s gardening, painting, cooking, or playing a musical instrument. Engaging in activities that bring joy and fulfillment is key to a happy retirement.

3. Connecting with Others: Retirement can sometimes lead to feelings of isolation and loneliness. Happy retirees make an effort to stay connected with friends, family, and their community. Whether it’s joining a book club, volunteering, or attending social events, building and maintaining relationships is important for a fulfilling retirement.

4. Taking Care of Their Health: Health is wealth, especially in retirement. Happy retirees prioritize their physical and mental health by eating well, exercising regularly, getting regular check-ups, and taking time for self-care. Taking care of their health allows them to enjoy their retirement to the fullest.

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5. Planning and Budgeting: Financial security is a major concern for retirees. Happy retirees plan and budget carefully to ensure they can maintain their desired lifestyle in retirement. They seek professional advice, monitor their expenses, and make informed decisions about their finances.

6. Traveling and Exploring: Retirement is the perfect time to travel and explore new places. Happy retirees take advantage of this opportunity to see the world, whether it’s embarking on a cruise, visiting exotic locations, or simply exploring their own backyard. Traveling keeps them engaged, curious, and excited about life.

7. Embracing Change and New Challenges: Retirement is a major life transition, and happy retirees embrace this change with an open mind and a positive attitude. They see retirement as a new chapter in life, full of opportunities for growth, learning, and personal development. They welcome new challenges and experiences with enthusiasm and curiosity.

In conclusion, happy retirees do well by staying active, pursuing hobbies, connecting with others, taking care of their health, planning and budgeting, traveling, and embracing change. By incorporating these habits and practices into their daily lives, retirees can enjoy a fulfilling and happy retirement.

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6 Comments

  1. @markgriswold1807

    Very nice point to describe liking the video as an act of kindness to others.

  2. @kellykersten8828

    I retired a year ago and it took me about six months to adjust but I am with the program now. I still have to do EVERYTHING there is to do around a home only now I don't have to work also. Love it❤!

  3. @mindcache5650

    I don’t understand how Americans waste their best years with an employer where you get next to zero vacation time for 35 years. It’s nonsense.

  4. @jameschaves5723

    Dave, I’m a 53 y/o nurse with $1.5 million saved in retirement. I recently cut back to 24 hours/week to spend time with my 90 y/o mother. It’s always been my plan to retire at 55. However after thinking about your question “what can I do in retirement that I can’t do today”? I have reconsidered. The answer is NOTHING!! Currently work is very manageable and enjoyable. I think this may be called “semi-retirement”? I find time to run two marathons per year, meet with friends, spend time with my special needs son and even get along with an ex-wife!!! Maybe all I needed was to cut my hours down?

  5. @RohitGupta-mk2be

    Very good talk, covering many aspects of life to lead in retirement.

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