A Retirement ‘Health Check’ for doctors considering retirement within the next 5 years
1. What does retirement mean to you?
• What are your first thoughts or feelings when you think about retiring?
• Are you moving toward something, or just away from work?
• What do you imagine your ideal day, week and year might look like (map each)?
Write 2-3 ideas or images that come to mind when you picture your post-medicine life:
2. Are you retirement ready?
Rate yourself (1 = not at all, 5 = very confident):
I’ve explored different retirement models (e.g. staged exit, portfolio)
Question |
Rating (1–5) |
I’ve considered when I’d ideally like to retire |
|
I’ve explored different retirement models (e.g. staged exit, portfolio) |
|
I’ve thought about the emotional and identity aspects of retiring |
|
I have hobbies, interests or goals outside medicine |
|
I’ve discussed retirement with close family, friends or colleagues |
|
3. Common considerations to explore further:
Tick the areas you’d like to understand or develop more:
Shifting professional identity
Financial readiness and planning
Social networks and connection
Health and wellbeing in retirement
Leaving a legacy or continuing contribution
Navigating a phased or portfolio retirement
Family dynamics and expectations
4. Next steps
Reflect on one small action you could take this month to begin preparing: For example: book a financial check-in, talk to a colleague who has recently retired, explore a new interest, or schedule a ‘retirement ready’ coaching conversation.
To explore these ideas further, consider booking a complimentary 15-minute retirement ready chat with our Career Development team. Learn more about our 1:1 coaching support for doctors planning to retire well.