The Couple's Retirement Puzzle Quotes

“Exercise 1 Go it solo: Things to think about on your own 1. How do I feel about my relationships with family members? 2. What obligations and responsibilities do I currently have for family members? How might this change in the future? 3. How do my family relationships and current or anticipated obligations and responsibilities impact my partner and our relationship?”
― Roberta Taylor RNCS M.Ed, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“Instructions: Put a T before any of the statements below you believe are true. Notice the areas that you may want to talk more about. Do the quiz separately”
― Roberta Taylor RNCS M.Ed, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“Durett”
― Roberta Taylor RNCS M.Ed, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“Corcoran”
― Roberta Taylor RNCS M.Ed, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“Klinger”
― Roberta Taylor RNCS M.Ed, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“Gottman”
― Roberta Taylor RNCS M.Ed, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“What do you most want to accomplish in your life?”
― Roberta Taylor RNCS M.Ed, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“What do you need to let go of to have more of what you want in your life? 16.   What would enhance your relationship with your partner? 17.   What resources and supports do you need to successfully navigate retirement transition?”
― Roberta Taylor RNCS M.Ed, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“How would you define “aging well”? What role models do you have for aging well? 14.   What”
― Roberta Taylor RNCS M.Ed, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“What skills do you have that you would like to be able to use more often? 10.   What”
― Roberta Taylor RNCS M.Ed, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“What are your hopes and dreams for the future? How similar or different are they from your partner’s hopes and dreams? 7.   What have you always wanted to do but never had time for? 8.   How do you envision what’s next? Do you plan to travel”
― Roberta Taylor RNCS M.Ed, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“In retrospect”
― Roberta Taylor RNCS M.Ed, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“What does the word “retirement” mean to you? 2. What are your fears about retirement?”
― Roberta Taylor RNCS M.Ed, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“A Vision List is a list of the goals you want to achieve”
― Roberta Taylor RNCS M.Ed, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“If you did not have to worry about finances”
― Roberta Taylor RNCS M.Ed, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“3. Take time to question anything that was not clear. 4. Make a list of the things that you agree on. 5. Set a time for your next conversation. Remember”
― Roberta Taylor RNCS M.Ed, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“5. What criteria are important to me regarding where and how to live? Exercise 2 Couple time: Things to talk about together 1. Take turns sharing your responses to each question in Exercise 1”
― Roberta Taylor RNCS M.Ed, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“Exercise 1 Go it solo: Things to think about on your own 1. Do I want to explore a different lifestyle? 2. What options do I want to consider? 3. What kind of community would I want to be part of? 4. Would I be willing to relocate?”
― Roberta Taylor RNCS M.Ed, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“Estate-Planning Checklist (for each of you) • Up-to-date will • Healthcare proxy • Power of attorney • Living will • HIPAA form •  List of what you are bequeathing • Legacy requests •  Where your important documents are kept • What assets you have • Where your accounts are located • Account numbers”
― Roberta Taylor RNCS M.Ed, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“7-9  Sounds like you’re in sync. Ongoing communication is important as you plan for “what’s next.” 4-6  You’re on the right track. Practice listening to each other and sharing what’s important to you. 1-3  You’re not alone. Many couples need help being able to talk about important issues related to retirement and “what’s next.”
― Roberta Taylor RNCS M.Ed, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“—   We have shared values and know what’s important to each other. Where do you fall on the scale below? How many T’s do you have in common? Remember”
― Roberta Taylor RNCS M.Ed, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“—   Intimacy and affection are an important part of our relationship. —   We agree on our obligations and responsibilities to family. —   We have planned for future medical and healthcare needs. —   We talk about lifestyle and where we may want to live. —   Social and community connections are a satisfying part of our lives.”
― Roberta Taylor RNCS M.Ed, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“—   We have talked about our timetable for retirement. — We make financial decisions together. —   We know that our roles may change as we go through transition. —   Having time together and time apart is important to both of us.”
― Roberta Taylor RNCS M.Ed, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“complete the Couple’s Quiz: Are You Ready for Retirement? on page xxxi and then spend time talking about what you learned.”
― Roberta Taylor RNCS M.Ed, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“Estate-Planning Checklist (for each of you) • Up-to-date will • Healthcare proxy • Power of attorney • Living will • HIPAA form •  List of what you are bequeathing • Legacy requests •  Where your important documents are kept • What assets you have • Where your accounts are located • Account numbers, PINs, and passwords •  Names of trusted people who know where your car keys, house keys, and safe deposit box keys are kept • Important names and contact information: ○ Attorney/financial adviser/CPA ○ Insurance broker ○ Healthcare providers ○ Estate attorney ○ Bank name and branch office location ○ Safe deposit box location and number”
― Roberta K. Taylor, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“Although Belinda and Clive continue to live under the same roof, their lives are separate and they rarely spend time together. They have agreed to a lifestyle where security is more important than love.”
― Roberta K. Taylor, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“—   We have shared values and know what’s important to each other. Where do you fall on the scale below? How many T’s do you have in common? Remember, this is meant to be a helpful tool for opening up communication. It’s not a measure of your relationship. Scoring 10   Give each other a big hug. You’re ready to write the “how-to” book for couples.”
― Roberta K. Taylor, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“—   We have talked about our timetable for retirement. — We make financial decisions together. —   We know that our roles may change as we go through transition. —   Having time together and time apart is important to both of us. —   Intimacy and affection are an important part of our relationship. —   We agree on our obligations and responsibilities to family. —   We have planned for future medical and healthcare needs. —   We talk about lifestyle and where we may want to live. —   Social and community connections are a satisfying part of our lives.”
― Roberta K. Taylor, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“Brainstorm suggestions that might help to resolve what is not working, and try them out one at a time. Remember that you are on the same team, with the goal of improving your communication and your relationship. Compromise is a great way to get unstuck and reach your goals together.”
― Roberta K. Taylor, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

“life can bring changes that affect decision making.”
― Roberta K. Taylor, The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together