A reader in Chicago
Hello,
I serendipitously found Bedside Business Plan on a recent trip to Toronto. I've been intentionally planning - my retirement.
After reading Phil Saylor's "Retire To...Not From," in which he emphasizes the importance of applying a detailed business-plan approach to retirement, including a carefully-planned budget, I began looking at business plan templates - and was overwhelmed. (I'm a professor of community psychology, not a business person.) I put the business-plan approach on the back burner while I began to seriously contemplate the next chapter of my life.
What resonated with me, specifically, is Saylor's wisdom about a focus on accomplishment and continued work on legacy - not just planning "to-do's." That launched my planning.
Bedside Business Plan intrigued me as I went through it in the Toronto bookstore. I'm not a journaler per se, but I was drawn into the prompts to address and believed that I could apply them to my retirement planning with that focus on accomplishment, service to others, and my legacy, which Saylor points out does not end with retirement.
I began writing in the journal on the plane ride back home to Chicago. In the past 7 weeks, I've completed the first 4 sections with a great sense of accomplishment. I have approximately a year before my planned retirement date, and I am having a great time working through the prompts. This approach helps me "unpack" the planning in a non-stressful way.
So, the purpose of this email is to encourage Jana and Brad to consider the development of Bedside Retirement Plan, based on the existing plan. I think it could easily be adjusted to fit a retirement plan - with all of the prompts. I would be happy to provide suggestions as needed!
Sincerely,