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 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.

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