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Family retirement discussion guide

Talking about retirement

Retirement can open up a world of possibilities. Leaving the working world behind and launching into retired life brings the freedom and time to do what you want.

It’s a major life change — and not just for the person retiring, but for the rest of the family, too. Before the big day arrives, bringing the family together to talk about the future can help get retired life off to a smooth start.

Get started today

We’ve created a guide to help you plan and have a family discussion about retirement. Our step-by-step guides have everything you need to get started.

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Retiree’s guidebook

Your step-by-step guide to sketching out your retirement and how to share your plans with your family.

Download retiree’s guide
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Family member’s guidebook

If your loved one is retiring soon, use this book to jot down some thoughts and feelings you have before your family’s conversation.

Download family member’s guide

Why talk about retirement as a family?

Every big transition in life can reshape family dynamics and expectations, and retirement is no different. One person’s retirement doesn’t happen in a vacuum — it will send ripple effects through the whole family.

As a newly minted retiree, you may have already planned out your vision for how and where you want to spend your newfound freedom — or you may have no idea what you want to do yet.

Or as a family member, you may have preconceptions about what your loved one’s retirement could mean for you, too. Does it mean more or less time together? And what does that relationship look like as a result?

An open dialogue helps everyone understand each other’s plans, hopes, emotions and expectations surrounding this big change and move ahead together.

DOFU 11-2021