Happiness and Fulfillment in Retirement

In the previous post I explored aging and retirement planning.  In that post I drew on the work of Bec Wilson, creator of the Epic Retirement Flagship Course and the author of the book, How to have an Epic Retirement.  In the current post, I want to focus on Bec’s discussion of happiness and fulfillment in retirement while drawing on the writings on the topic by other authors.  At the outset, Bec debunks the image of a retired person who is spending their days in a lazy chair on the beach while drinking wine – research highlights the fact that this portrayal is a recipe for boredom and a shortened life span.

Ways to achieve happiness and fulfillment in retirement

Bec offers a series of suggestions for how we might go about achieving these retirement goals:

Examining your personal stories for sources of happiness and fulfillment

In her Epic Retirement Workbook (that accompanies the Course), Bec offers a way to examine our personal stories including recording our key experiences and challenges, triumphs and passions.  She also offers some probing questions to identify themes in our responses such as resilience, creativity, and sources of happiness.  This approach to recording personal stories is consistent with the research supporting the use of storytelling to manage life transitions.  Such storytelling is often described as narrative therapy – an emerging area for university-level study.

Identifying your purpose and source of happiness by exploring your curiosity

Bec’s Workbook has a series of questions designed to elicit your level of curiosity about your future options, friendships, challenging pursuits, and what you might do with your time in retirement.  She maintains that without a degree of curiosity in your retirement years, “you might find yourself isolated, bored and even becoming stale”.    Frank Ostaseski, author of The Five Invitations: Discovering What Death Can Teach Us About Living Fully, encourages us to cultivate openness and curiosity to achieve intimacy with ourselves, live life fully, develop self-forgiveness and “a deep sense of belonging”.

Creating meaning in your life as a retiree

Bec discusses various ways to create meaning because research confirms that a meaningful life can lead to happiness and a sense of fulfillment.  She encourages retirees to volunteer to contribute to a cause beyond ourselves and lists multiple arenas in which to volunteer, including volunteering for charity shops, aged care residents and sporting clubs.  A psychologically-rich life can generate a meaningful life and a sense of fulfillment. Pursuits such as the following can create meaning in our retirement years:

  • Collaborating with others in learning
  • Exploring part-time work options
  • Pursuing new sporting challenges and social relationships
  • Expressing gratitude and kindness which are contagious and cultivate health and happiness in others and ourselves.
Identifying your skills and strengths to develop your sense of purpose

Bec suggests that developing a happy and fulfilling life as a retiree depends largely on having a sense of purpose.  She draws on the work of Richard Leider and Mihaly Csikszentmihalyi to maintain that developing a sense of purpose involves employing your skills and strengths in areas that you are passionate about, are congruent with your values and contribute to something beyond yourself (such as a charity or other  organisation pursuing social goals).  In her Workbook, Bec offers a columnar chart to assist us to identify the relationships amongst our skills, passions, values and purpose.

Exploring your courage

Bec points out that it takes courage to move beyond our comfort zone, to pursue “endings” to the way we do things and to try new things that are challenging.  She encourages us to tell ourselves the truth about our life, our happiness and sense of fulfillment; to make difficult decisions that will present challenges to our self-concept and our comfort zone; to make mistakes as we try out new things; to dream big; and to say ‘no” or “yes” when it is appropriate for self-preservation or to achieve our potential.

Engaging in epic pursuits

Bec draws on research to show that to achieve an “engaged, curious and happy life” as a retiree we need to adopt three or more pursuits  that we enjoy and that ideally engage us physically, cognitively and socially.  To this end, she lists (on pages 280-281 of her 2025 Book) epic pursuits that “active and engaged retirees” have adopted to pursue their passions.  This can serve as a  stimulus and checklist to help us to identify epic pursuits that might interest us.  Home swapping can also bring excitement and a change of location (either domestically or overseas).

Exploring different types of work that may be compatible with semi-retirement

Bec suggests that this work could provide supplementary income and draw on existing knowledge and skills (such as lecturing, tutoring, consulting or training) or , alternatively, provide the opportunity to learn new skills (such as starting a small business built on a hobby or a special interest area).   Her other suggestions include roles such as driving for rideshare services such as Uber, baby-sitting, pet-sitting, carer/helper, or landlord.  The opportunities are numerous and include having a hobby farm, house-sitting, or developing bed and breakfast accommodation. 

Developing a new daily routine

It is important that this is developed over time as you become more accustomed to life beyond full-time work or being a home-parent.  Research in this area suggests that a daily routine enhances longevity and meaningful living.  A retirement routine is very individual and takes some planning and acknowledgement of your own “circadian rhythms”.  Bec offers suggestions for rebuilding our morning routine and creating purposeful evenings.  Penny Pennington Weeks shares her comprehensive retirement routine to encourage us to plan our own “to enjoy a retired life”.

Practising mindfulness for a happy and fulfilling retirement

Throughout her Epic Retirement Book and Course, Bec strongly encourages cultivating  openness, curiosity and reflection – key components of mindfulness practices.  Research and personal experience confirm the multiple benefits of mindfulness that accrue from regular mindfulness practices such as Tai Chi, mindful eating, and engaging with nature.  Mindfulness practice has been shown to enhance happiness, improve health, strengthen our sense of self-efficacy and enable fulfillment by helping us to realise our potential.

Reflection

I identify as a Morning Person, so in retirement I tend to do creative pursuits such as writing in the mornings and the more routine activities in the afternoons or evenings.  As we grow in mindfulness, we can increase our self-awareness, self-compassion, and perception of options.  We can also reduce negativity and self-limiting beliefs to enable us to achieve happiness and fulfillment in retirement.

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Image by Ahmet Yüksek from Pixabay

By Ron Passfield – Copyright (Creative Commons license, Attribution–Non Commercial–No Derivatives)

Disclosure: If you purchase a product through this site, I may earn a commission which will help to pay for the site, the associated Meetup group, and the resources to support the blog.

Creative Meetups: Action Learning for Health and Healing

Creative Meetups are provided by the Health Story Collaborative (HSC) to enable participants to reflect, connect and gain support from other people who are also living with chronic illness or disability or are carers.  The free Meetups, currently facilitated by Jennifer Harris on the Zoom platform, provide a stimulus for writing “to access and release emotions, personal stories and creative spirits”.  They form an avenue for healing through the mechanism of narrative therapy.

Alice Morgan, author of What Is Narrative Therapy?, maintains that narrative therapy can take many forms.  For instance, she suggests that it can involve “particular ways of talking with people about their lives and the problems they are experiencing”.  In essence, it involves people sharing their stories orally and/or in writing to gain insight into the meanings they ascribe to events, experiences and current situations (such as a physical or mental health condition).  Jodi Clarke points out that we carry multiple self-stories including those related to “self-esteem, abilities, relationships and work.”  She maintains that the process of “putting your narrative together” (however, this is created) enables an individual “to find their voice” as they explore  their life experiences and the meanings they attribute to them.

What is action learning?

Action learning can be described in simple terms as a cycle – planning, taking action and reflecting on the outcomes (intended and unintended).  It is used worldwide in public, private and not-for profit organisations and communities to create positive change and empower people to be the best they can be.  It can be undertaken by an individual by themselves (as I have done with my tennis playing over the years) or, more often, as part of a group or “action learning set”.

Creative Meetups and Action Learning

Creative Meetups and action learning have a core assumption in common.  Alice Morgan expressed this well when she maintained that narrative therapy assumes that “people have many skills, competencies, beliefs, values, commitments and abilities” to resolve their own challenging situations – an assumption that underpins the process of Creative Meetups.  This is also a fundamental assumption of action learning (AL).  

Reg Revans, the “Father of Action Learning”, charged with improving the mining industry in the UK, got mining managers together to solve their “here and now problems” in the mines.    He also got nurses in Intensive Care Units together to work on their challenging situations.  In an action learning context, participants are often described as “personal scientists”.  Some academics in universities, tied to the concept of universities as the sole repository of “expert knowledge”, had great difficulty accepting this core assumption and would actively oppose the uptake of action learning – it challenged their firmly held beliefs about knowledge creation and dissemination.

Creative Meetups and action learning have a number of other elements in common and, in the final analysis, both seek to create positive change in a situation (either individual or collective).  Some of the shared elements are as follows:

  1. Peer support – a fundamental principle is to treat each other as peers – with no acknowledged hierarchical difference.  There is a recognition that we are “all in the same boat” – each facing challenging situations.  Reg described this element as “comrades in adversity”; more recently, people have termed it “comrades in opportunity”.  In essence, it involves providing mutual support irrespective of our work role, status, social position or experience level.
  2. Collaboration – participants work together towards a common goal (e.g. health and healing or team improvement) and willingly share stores, resources, and insights for mutual benefit.  People are unstinting in their sharing – often recommending or loaning books, highlighting helpful websites or identifying relevant expert people.
  3. Don’t know mind – participants adopt a “don’t know mind”, not presuming to know and understand another person’s situation.  Reg suggests that if you think you understand something fully, you are not only going to get yourself into trouble but other people as well.   Adopting a don’t know mind – not jumping to conclusions or interrupting another’s story with your own (erroneously assuming they are same or similar) – enables a person to tell their story in an unfettered way, opening up the path to healing and recovery. 
  4. Honesty – the conscious exploration of what it means to be honest with oneself (owning up) and with others.  This opens the way for improvement and change.  The process of writing in Creative Meetups helps participants to identify false self-stories and unearth truer and richer stories that open up new avenues for their lives and their relationships. Action learning, too, enables the development of honesty.  Reg, for example, recounts an action learning program involving industrial executives in Belgium who, after 18 months of action learning, identified “What is an honest man and what do I need to become one?” (they were all men) as the most significant question they wished they had asked at the start of the program.  He maintained that the pathway to learning and change involves “admitting what you do not know”.  Reg also maintained that if you are going to do “something significant about something imperative”, you will come up against how you define yourself and your role.
  5. Reflection – reflection is assisted by writing and sharing.  The more we reflect, the more it becomes a way of life.  Frequent reflection-on-action can result in the ability to reflect-in-action.  Reg suggests that reflection is best done in a group because when we reflect alone we can tend to reinforce our existing assumptions and maintain our blindspots.  He argues for diversity in the reflective group – diversity of culture, nationality, profession and orientation (business/not-for-profit/community).  The Creative Meetups provide a rich diversity in terms of location (participants are from different countries and cultures) and health/caring situation.   Participants can gain insight gratuitously when others share their reflections from their different perspectives.
  6. Questioning – the willingness and ability to ask “fresh question” to open upinsight into a challenging situation.  Reg describes this as “questioning insight”.  This approach involves “supportive challenge” – challenging assumptions to enable a person to be the best they can be.  Alice Morgan highlights the role of questioning in narrative therapy because we can often develop negative self-stories.  Both action learning and Creative Meetups (narrative therapy) cultivate curiosity.
  7. Action taking – action learning involves learning through action undertaken with others where possible.  Creative Meetups promote writing as taking action to become open to  the healing power of storytelling.   The writing can take any form, e.g. prose, poetry, dot points.  Action is also reflected in the changes in behaviour undertaken by participants as a result of insights gained through writing and sharing.
  8. Facilitation – to design and manage the process of sharing.  In Creative Meetups, the facilitator provides stimulus material (e.g., a story, music or poem) to enable participants to write and share.  In action learning, the facilitator guides the process of planning, acting, reflecting and sharing.  In both situations, the facilitator is not a teacher.  Their role is to create an environment that promotes safety, trust, openness and sharing – their metaprocess goal is to develop a learning community.   

Creative Meetups, in promoting writing and reflection, are helping participants to grow in mindfulness which is described by MARC (UCLA) as “paying attention to present moment experiences with openness, curiosity and a willingness to be with what is”.   Both action learning and mindfulness contribute to positive mental health because they increase self-awareness and heighten a sense of agency (belief in the capacity to have some control over our inner and outer environment).  In cultivating mindfulness, both approaches help people to develop resilience, compassion and creativity. 

Reflection

I initially joined the Meetups with a view to writing my stories in prose but have found that the stimulus provided by the discussions and my recent reading of Kim Rosen’s book,  Saved by a Poem: The Transformative Power of Words, has led me to write several poems about my health story and the process of the Meetups.  Kim’s identification of the transformative elements of a poem continues to provide a pathway for my poetic expression.   I used her elements to analyse a poem I had written called For the Love of Tennis that enabled me to express my gratitude for being able to continue to play tennis despite a diagnosis of “multiple-level spinal degeneration”.

Following a recent Meetup, I unearthed my feelings about my chronic condition of food sensitivity/allergy resulting from Long Covid-induced Mast Cell Activation Syndrome.   I was surprised about the intensity of my feelings of frustration and alienation that I had not previously given voice to.   The poem, The Inflammatory Thread in My Life, provided a creative outlet and release for emotions I had kept “under wraps” and not expressed to anyone, including myself.

In a previous post, I shared a poem, Compassionate Listening, that I wrote following a Creative Meetup where the stimulus input included an excerpt from Joni Mitchell’s performance of Both Sides Now at the 2024 Grammy Awards.  To me the poem reflects the stance of participants of the Creative Meetup in being able to engage in deep listening, provide active support of the storyteller and reflect back not only the feelings expressed but also the intensity of those feelings. 

Compassionate listening strongly reflects the ethos of HSC where Healing Story Principals (such as Micheal Bischoff) sought to support people “to tell and listen to stories in ways that are healing, connected and empowering”.  The support and connection underpinning Creative Meetups and action learning promote health and healing.

Reflecting on the process of Creative Meetups and my long-standing experience with action learning in multiple contexts, I was inspired to write the following poem:

Where is “There”?

When you share your innermost secrets

and I say, “I’ve been there!”,

where is “there”?

It’s not where you have been

with your unique experience and perception.

I’m not inside you looking out,

I’m outside you looking in.

It’s like the glimpse of the Bay

that I get from my back deck.

It’s not the Bay!

It’s only a tiny window

on a complex ecosystem.

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Image by Xavier Lavin Pino from Pixabay

By Ron Passfield – Copyright (Creative Commons license, Attribution–Non Commercial–No Derivatives)

Disclosure: If you purchase a product through this site, I may earn a commission which will help to pay for the site and the resources to support the blog.

Fearlessly Sharing Your Story: Jelena Dokic’s Exhortation

Jelena Dokic shared her story of paternal abuse in the second of her memoirs, Fearless: Finding the Power to Thrive.  Her no holds barred account is disarmingly honest but replete with positivity and gratitude. 

Jelena indicated that she first gave a glimpse of her family situation in an interview with journalist Jessica Halloran, who subsequently co-authored her two memoirs.  The first memoir, Unbreakable, told of her challenges as a refugee from Yugoslavia, her life of poverty and the brutality of her father, Damir Dokic.

The first physical abuse she suffered at the hands of her father was when she was six years old.  He slapped her hard in the face three times because she had laughed and joked with her tennis coach.  In Damir’s view, tennis was not for enjoyment but sheer hard work that had to be taken seriously.  Beyond that first abuse, she suffered continuous beatings as a teenager, especially when she lost a game.  Jelena often played with bruises all over her body.  On one occasion he beat her unconscious with a shoe.

Jelena highlighted in her memoirs the fear and physical suffering she experienced at the hands of her father.  She explained in detail how his behaviour diminished her self-esteem and intensified her sense of shame. Despite her trauma from this physical abuse, Jelena became one of the greatest Australian female tennis players, reaching the rank of number 4 in the world in singles.  She was noted for her nerve and fearlessness on court and her ability to fight back when behind in a match – a resilience born of combating her trauma.

The power of storytelling

Jelena discussed her personal battle with shame when trying to share her story.  From the interview with Jessica to her Fearless memoir, she had progressively revealed more about her life and personal challenges. In the process she has become a very strong advocate for the healing power of storytelling.  Jelena indicated that not only was she able to heal from her trauma through storytelling but she found that other people drew inspiration and healing from her personal battles and her capacity to rise above them.

Jelena used her memoirs to tell her story with increasing levels of disclosure.  She found too that her book tours and public presentations enabled her to share more about her life and how she dealt with her trauma, which often left her feeling helpless, anxious, depressed and exhausted.

Jelena has continued to do public presentations to share her story and the positive value of her storytelling  has been reinforced by the number of people who have expressed gratitude for her talks.  She strongly advocates for people to share their stories of sexual abuse and domestic violence.

In Fearless, Jelena has a section on the “the power of story” and reinforces the positive changes that can accrue from narrative therapy (offered by her psychologist).  She states that through storytelling she moved from a victim mindset to “survivor”.  Her story suggests that she became a “victor”.  Jelena continuously encourages people experiencing trauma to speak up:

I have said it many times in this book speaking up creates change, saves lives.

The healing effects of social support

In a section on “having the right people around you”, Jelena highlighted the importance of supportive people (social support) for the process of healing from trauma.  Her earliest positive experience was being coached by Australian tennis great, Lesley Bowrey, who she described as a “no-nonsense, fair, tough coach with the warmest heart”.  Jelena appreciated Lesley’s strong work ethic, a shared trait that was a source of mutual admiration. 

Lesley showed kindness and an unshakeable belief in Jelena which became a profound source of happiness for her.  While Lesley was her coach, she won the Junior US Open, reached World Number 1 Junior and won the Hoffman Cup with Mark Philippoussis

Jelena waxes lyrical about the unconditional support provided by Tod Woodbridge in her transition from tennis retirement to commentator.  He had encouraged her to write the Unbreakable memoir and mentored her “tirelessly” about the process of commentating tennis matches.

Jelena also mentioned the very positive influence of her psychologist who helped her explore the impact of her trauma on her thoughts and behaviour and to challenge false beliefs about herself.  Her psychologist supported her to progressively make changes in her life to initiate and sustain the healing process.

Reflection

The physical abuse Jelena experienced was demoralising and exhausting.  Jelena showed tremendous courage to share her story, seek social support, work with a therapist and eventually overcome her fears and loss of self-esteem.  She is now very much a role model for dealing with trauma and an encouragement to many people worldwide.

As we grow in mindfulness through our own efforts to increase our awareness of the impact of significant events in our life, we can develop deeper personal insight and the courage to take the actions necessary to achieve personal healing.

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Image by brian teh from Pixabay

By Ron Passfield – Copyright (Creative Commons license, Attribution–Non Commercial–No Derivatives)

Disclosure: If you purchase a product through this site, I may earn a commission which will help to pay for the site and the resources to support the blog.