Retirement fin planners presentation nov 2015
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Transcript of Retirement fin planners presentation nov 2015
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Retirement Planning Goal Quest
“Life Transition” 2016
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Rick Mason Goal Quest 2005 BA Psych Post Grad Group Work and Counselling TAAIV Training ACT Counsellor /Career Coach /Retirement Coach
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Overview Avoidance: Why do we make excuses that
prevent us from considering and setting goals? The Fear factor Values and why these matter so much Personality: MBTI: Know thyself! 6 core elements to consider for a successful
Retirement Setting Goals: why do this and how is it
helpful?
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Avoidance
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Fears & Blocks I’m a failure if I retire by…… Change in personal relationships Not enough money What will I do? How will I define myself? Loneliness Not be able to manage Health issues
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Living in the Moment
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Social Life
Contribution to Society
Creative Outlet
Love Relationships
Intellectual Growth
Health
Finances
Work
Family
Spirituality
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Values
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6 Primary Areas for Consideration
Future Work / Consultancy /Volunteering Health Finances Family / Relationships Leisure / Social Personal Growth
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Career Transition / Work
Ideal Work Work Benefits Work Options -Part time –Casual/ Contract -Consultancy -Volunteering
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HEALTH & WELLNESS
Health Practices Vitality Attitude / Mental Health
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FINANCE & INSURANCE
Knowledge Planning Confidence
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FAMILY & RELATIONSHIPS
Flexibility
Caregiving
Aging Parents Adult Children Grandchildren
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LEISURE & SOCIAL
Leisure Preferences Residence Travel Hobbies
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PERSONAL DEVELOPMENT / PURPOSE
Life Meaning Education Volunteering
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Personality Types - MBTI
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Which Simpsons Character are you aligned with?
JP Bundle
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Take the Test You have to select one letter from each of 4 pairs of
opposing personality type indicators
This will result in a 4 letter code
The code will be cross matched to one of 16 Simpsons characters with whom your personality is most closely aligned
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The first pair – Direction of your Energy Force
You prefer to direct your energy to deal with people, things,
situations
You prefer to direct your energy to study ideas, information,
explanations or beliefs
IE or
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The second pair – Information Processing
You prefer to deal with facts, what you
know, to have clarity, a realist in
the here & now – for you the force is a
tool - a fission screwdriver
You prefer to deal with ideas, look into
the unknown, to generate new
possibilities or to anticipate what isn't obvious, you seek the nature of the
force
NS or
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The third pair – Making Decisions
You prefer to decide on the basis of logic, using an analytic and detached approach
You prefer to make decisions using values and/or personal beliefs
FT or
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The fourth pair – Organizing your Life
You prefer your life to be planned in a stable and organised way
You prefer to go with the flow, to maintain flexibility and respond to events
PJ or
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The Scales
Extraversion (E) Introversion (I)Sensing (S) Intuition (N)Thinking (T) Feeling (F)Judging (J) Perceiving (P)
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You Should have a 4 letter code e.g. ENTP - Find your Simpson
character in the next 4 slides
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Type ESTJChief Wigam
ESFJNed Flanders
ISTJPrincipal Skinner
ISFJMarge Simpson
Character
Strength Enthusiastic people who are driven to fulfil their obligations and duties. They are committed to relationships which they consider to be lifelong & unalterable – Good in a tight spot
Warm hearted individuals who highly value their relationships. Customer focused with the ability to bring out the best of people.
Honour their commitments, Able to take constructive criticism well
Warm, friendly and affirming by nature, Excellent organizational capabilities
Weakness Tendency to always needing to be in charge and maybe controlling of friends & colleagues.
Can be self-sacrificing and may not pay enough attention to their own needs
Tendency to believe that they're always right, Their value for structure may seem rigid to others
Extreme dislike of conflict and criticism, , Unlikely to express their needs, which may cause pent-up frustrations
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ESTJ - Overseer ESFJ - Supporter ISTJ - Examiner ISFJ - Defender
Protectors (SJ)
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Type ESTPBart
ESFP Homer
ISTPSideshow Bob
ISFPSmithers
Character
Strength They love action and always seem to be doing something. Clear-headed when dealing with emergencies. Enjoy lavishing loved ones with big gifts. good to have on your side
Generous & will go out of their way to help a colleagues. Live for the moment & know how to make the most of each moment.
Usually self-confident, are not threatened by conflict or criticism
Flexible and laid-back, usually willing to defer to their mates, Warm, friendly and affirming by nature
Weakness Get bored easily. Enjoys lavishing loved ones with big gifts
Can take conflict personally. Resist relationships that require them to function on a high intuitive or thinking level
They thrive on action and excitement, and may stir things up to create it
Extreme dislike of conflict and criticism, Tendency to hold back their thoughts and feelings, unless drawn out
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ESTP - The Persuader ESFP - The Entertainer ISTP - The Craftsman ISFP - The Artist
Creators (SP)
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Type ENTJKrusty the Clown
ENTP Kent Brockman
INTJMr Burns
INTPProf Frink
Character
Strength Enjoys lively intellectual conversations - welcoming such interactions as a learning opportunity
Laid back and can get along with almost all other types of people. Enjoy discussing & debating theories and concepts that interests them.
Not threatened by conflict or criticism, Able to leave relationships which should be ended
Approach things which interest them very enthusiastically, Richly imaginative and creative ,
Weakness Can be direct & confrontational
Can initiate arguments because they enjoy the debate.
May be insensitive at times,Tendency to be unwilling or unable to accept blame
Tend to be suspicious and distrusting of others, Tend to "blow off" conflict situations by ignoring them, or else they "blow up" in heated anger
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ENTJ - The Chief ENTP - The Originator INTJ - The Strategist INTP - The Engineer
Intellectuals (NT)
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Type ENFJApu
ENFPBarney Grumble
INFJLisa Simpson
INFPRalph Wigam
Character
Strength Warm sociable people who are keenly in tune with other’s feeling & perspectives
See the best in people and likely to bring out the best in people. Put a lot of effort into making thing work out between people
Have very high expectations for themselves and others (both a strength and weakness) , Sensitive and concerned for others' feelings
Have Driven to meet other's needs, Strive for "win-win" situations
Weakness Well defined value systems can make them inflexible in some areas
May start things and not complete them, can be too experimental and blame others at times.
Extreme dislike of conflict and criticism
May tend to be shy and reserved , Perfectionist tendencies may cause them to not give themselves enough credit
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ENFJ - The Mentor ENFP - The Advocate INFJ - The Confidant INFP - The Dreamer
Visionaries (NF)
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What is personality?
A person’s preferred style of behaviour
We are “creatures of habit”
So, tend to be consistent over time and situations
If behaviour or personality wasn’t reliable, there’d be no point in measuring it
One measurement systems is the Myer Briggs Type Indicator – similar to the one just performed
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Myers-Briggs Type Indicator What the MBTI is:
• Measure of our dominant preferences for taking in information and making decisions
• May not be polarised clearly between scales• So, you can be “a little of both”• No profile is better or worse than another• Helps explain our working style preferences• Based on the theory of Carl Jung
What the MBTI isn’t:• A measure of abilities – it’s not a test• No right or wrong answers• Tool is an ‘indicator’ – you can agree or disagree
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UK Population
ISTJ13.7%
ISFJ12.7%
INFJ1.7%
INTJ1.4%
ISTP6.4%
ISFP6.1%
INFP3.2%
INTP2.4%
ESTP5.8%
ESFP8.7%
ENFP6.3%
ENTP2.8%
ESTJ10.4%
ESFJ12.6%
ENFJ2.8%
ENTJ2.9%
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Strengths and Areasfor Growth
What strengths or attributes from your MBTI code do you rely on the most?
What areas do you use infrequently that you could use more when considering retirement plans?
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Setting Goals
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Lets make a coffee!
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Work Goals: Continue as a Biodynamic Farming Inspector Part Time Actions By Date Outcomes Currently communicate with five farms including one on Kangaroo Island. Aug No reviews will occur until September 2013 Attend Biodynamic Farming Conference Merrigum VIC April Casual rouseabout and Vine work : up to one day per fortnight Spring Personal Goals .-Provide assistance to people within the community
- Increase reading - continue with table tennis - increase time for music - Ensure contact with friends inter-and intrastate - maintain home and garden - Stress management
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Coaching - Retention - Outplacement www.phrconsulting.com.au Grant Inverarity Actions By Date Outcomes Community: Assist the ”men in overalls” program to help older people in the community who need support / Needs basis around 5 times a year
Aug/Sept 2013
Consider Joining the Lions Club / Review Jan 2014
Reading : Fiction / Non-Fiction; Would like to read more Philosophy: Around 1 to 1.5 hours each morning Use internet to read News and Weather / Shares 1 hour /Day Investigate Fat Prophets on the internet
July 2013
Table tennis / Fitness: continue playing for Naracoorte once per week / all seasons Go for morning walks 4 days a week around 1 x hour
July 2013
Guitar: Play and practice acoustic guitar 5 times per week
July 2013
Socialisation /Recreation: Visit friends in Ceduna Darwin / Cairns Contact to make times to do this
By Xmas 2014
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Goal Setting What goals do you want to set around your retirement?
What actions and time frames do you want to set?
What areas are you needing to spend more time or research to establish a good retirement plan for you?
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Short Term Actions By Date Outcomes
Mid Term Actions By Date Outcomes
Long Term Actions By Date Outcomes
Retirement Action Plan
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Reason Giving It's too hard/it won't
work/it's impossible I'll screw it up/I'll do it
wrong/ I'll fail I've tried before and
failed I don't know how I'm too
anxious/depressed/ tired/scared
I don't have enough confidence/self-esteem/discipline/willpower
I'm too busy
Other things will get in the way
I'm not in the mood I don't deserve it I shouldn't have to;
he/she/they should make the changes
It'll go wrong I'll make a fool of myself Other people won't like
it/will try to stop me/will get angry
I have family commitments
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Feelings and thoughtsWhat came up for you as you worked on these goals? Avoidance / blocks?
Fear / Anxiety?
Excitement?
Optimism?
You can follow your “mind” or your values………..
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Consider……
What things will you consider next?
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A SMALL TRUTH TO MAKE LIFE
100 % Successful
Silly but fun!
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What Makes 100%? What does it mean to give MORE than 100%? Ever wonder about people who say they are giving more than 100%?
We have all been to meetings where someone wants you to give over 100%. How about achieving 103%?
What makes up 100% in life?
Here's a little mathematical formula that might help you answer these questions
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With no apologies at all to:
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With no apologies at all to:
Hard Work H+A+R+D+W+O+R+K8+1+18+4+23+15+18+11 = 98%KnowledgeK+N+O+W+L+E+D+G+E 11+14+15+23+12+5+4+7+5 = 96%
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With no apologies at all to:
LoveL+O+V+E12+15+22+5 = 54%
LuckL+U+C+K12+21+3+11 = 47%
( don't many of us think this is the most important ? )
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With no apologies at all to:
Then what makes 100% ?Money ? ... NO ! M+O+N+E+Y13+15+14+5+25 = 72%Leadership ? . NO ! L+E+A+D+E+R+S+H+I+P12+5+1+4+5+18+19+9+16 = 89%
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With no apologies at all to:
Every problem has a solution,
To go to the top, to that 100% what we really need to go further... a bit more...
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With no apologies at all to:
ATTITUDE A+T+T+I+T+U+D+E 1+20+20+9+20+21+4+5 = 100%It is OUR ATTITUDE towards Life and Work that makes OUR Life 100% !
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With no apologies at all to:
Change Your Attitude …And You Change Your Life !
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You might need a GPS or Directory
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Questions or Comments