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.