| name | plan-retirement-lifestyle |
| description | Comprehensive retirement lifestyle planning workflow covering vision creation, location selection, financial sustainability, health optimization, and social engagement for a fulfilling and well-prepared transition into retirement.
Use when the user wants to plan retirement lifestyle or needs a structured multi-step process for this goal.
Do NOT use when the request is a single-step task or requires professional advice beyond educational guidance. |
| license | Apache-2.0 |
| type | workflow |
| skills | life-coach goal-setter retirement-planner habit-tracker |
| trigger_phrases | I want to plan my retirement help me plan for retirement retirement lifestyle planning what to do in retirement preparing for retirement retirement transition plan |
| metadata | {"author":"foundry-skills","version":"1.0.0","tags":"retirement-planning habits personal-finance health-wellness step-by-step planning","category":"life-event","depends":"life-coach goal-setter retirement-planner habit-tracker","disclaimer":"educational-finance","difficulty":"intermediate"} |
Plan Retirement Lifestyle
This workflow references financial information for educational purposes only. It is not financial advice. Consult a qualified financial advisor before making major financial decisions.
Estimated time: 3-12 months planning
Retirement is not just a financial event -- it is a complete lifestyle
redesign. Most retirement planning focuses exclusively on money, neglecting
the equally important questions of purpose, location, health, and social
connection. People who retire without a lifestyle plan often face an identity
crisis, social isolation, and declining health despite having adequate savings.
This workflow addresses all five pillars of retirement: vision (what do you
want your days to look like), location (where to live), finances (can you
afford it sustainably), health (maintaining physical and mental wellness),
and social life (staying connected and purposeful).
By the end of this workflow you will have: a clear retirement vision, a
chosen location, a sustainable financial plan, a health optimization strategy,
and an active social and purpose-driven lifestyle plan.
DISCLAIMER: This workflow provides general information for educational
purposes only. It is not personalized financial, legal, or medical advice.
Consult qualified professionals (financial advisor, estate attorney, physician)
for guidance specific to your situation. Retirement planning involves complex
financial decisions that depend on your individual circumstances.
When to Use
- User wants to plan retirement lifestyle
- User needs a structured, step-by-step process for plan retirement lifestyle
- User wants to plan my retirement
- User wants to plan for retirement
- retirement lifestyle planning
- Do NOT use when: the request is outside the scope of plan retirement lifestyle or requires professional advice beyond educational guidance
- Do NOT use for single-step tasks that one atomic skill can handle independently
Prerequisites
Before starting this workflow, ensure:
- Within 1-10 years of intended retirement (or recently retired)
- Basic awareness of current retirement savings and income sources
- Willingness to think about retirement beyond just finances
- Openness to making lifestyle changes for health and social wellness
- Partner alignment (if applicable -- retirement affects both people)
Steps
Step 1: Create Your Retirement Vision (uses: life-coach)
help the user envision their ideal retirement
beyond the financial question.
- Input: Current age and intended retirement age, Current daily routine and what the user enjoys vs. tolerates, Interests, hobbies, and activities they want to pursue
