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.

The Benefits of Positive Beliefs About Aging

In a previous post, I discussed the pervasive impact of negative beliefs about aging.  Highlighted in that discussion is the research evidence that negative age beliefs can impact every aspect of our aging process and our quality of life.  In that discussion, I drew on the work of Dr. Becca Levy, a pioneer in the area of successful aging and a world-renowned researcher and Yale Professor.  In her book, Breaking the Age Code: How Your Beliefs About Aging Will Determine How Long and Well You Live, she contends that it is critical that we address ageism in our society both as individuals and as a collective.  

Becca has a section in the book where she identifies the widespread influence of ageism and calls for “an end to structural ageism” in education, Governmental systems, medicine, mental health, advertising and media, science and the arts.  Ageism prevents people from effectively adapting to the aging process, from taking proactive action to maintain their quality of life, from achieving their potential both mentally and physically, and from realising the benefits that can accrue with age.

The benefits of positive beliefs about aging

In her book, Becca draws on her own research and that of researchers worldwide to demonstrate the numerous benefits of positive age beliefs and illustrates these benefits with stories of outstanding achievements by numerous people in multiple fields of endeavour.  Ageism is based on the assumption that all people who are old experience decline in mental and physical capacity at the same rate and that this decline is inevitable.  Becca’s research and stories of individual achievements demonstrate that each of us can arrest decline, or at least reduce the rate of decline, in our capabilities as we age.  Our beliefs about aging are a key determinant of the choices we make and how long and well we live.

In providing research-based claims about the benefits of positive age beliefs, Becca identifies a number of findings that challenge prevailing myths about the aging process.  Her research demonstrates the following benefits of this positivity:

  • Pattern recognition improves with age so much so that neuroscientist, Daniel Levitin, suggests that radiologists past 60-years old should be preferred to younger people for reading and interpreting X-Rays.  Daniel is the author of the book, Successful Aging: A Neuroscientist Explores the Power and Potential of Our Lives
  • Indigenous knowledge and memories held by elders in Indigenous communities that have been passed down in communities around the world to ensure the health and continuity of these communities such as in the Indigenous Australian culture.  This aspect of Indigenous aging was documented by anthropologist Margaret Mead in her book, Culture and Commitment: A Study of the Generation Gap.
  • Functional health is enhanced by positive aging beliefs.  Becca demonstrates that her research and that of her colleagues disprove the assumption of the “stereotype of debility and decline” as the natural outcome of the aging process.  She draws on the example of Sister Madonna Buder, who at the age of 52 undertook her first triathlon with borrowed running shoes – now, at over 90 years old, she continues to compete and has completed in excess of 350 triathlons.  Sister Madonna’s view of aging is that it represents “wisdom and grace” and “opportunity”.
  • Irreplaceable knowledge and understanding can accrue to anyone in a specialised field with experience developed as they age.  Becca illustrates this by discussing the experience of a 75-year-old paediatrician called Jonas who had retired from clinical practice “when he was most skilled”.   A young colleague asked him for his opinion on what was ailing a baby because he could not work it out.  Jonas figured it out “right away”.  His young colleague had an instant insight and asked, “Teach me Doc, how’d you do that?”  Jonas now teaches “medical diagnosis” at a university and participates in group diagnoses of patients in a teaching hospital.  Jonas’s career transition highlights the opportunity for older people to make a significant contribution to society even after retirement – all that it requires is a positive view of aging and a willingness to make adaptions in their career role. Jonas has also acquired new interests and hobbies such as cultivating rare orchards, French cooking, close-up photography and amateur aviation. 
  • Mental health growth – during a placement at a psychiatric hospital, Becca found (contrary to her expectations) that more younger, adult patients suffered from mental illness than older patients and that the latter “can be successfully treated”.  Her own research, confirmed by others around the world, also showed that age beliefs heavily impact the nature and quantity of stressors experienced psychosomatically.  She found that positive age beliefs helped to mitigate the impact of stressors (even in PTSD cases), while negative age beliefs acted as a “barrier to mental health”.
  • Longevity – in a significant research study, Becca found that participants who held positive age beliefs “lived an average of 7.5 years longer” than those who held negative age beliefs. ` Other research has demonstrated that non-biological factors such as age beliefs (and social/cultural environments) “determine as much as 75% of our longevity”.
  • Creativity – contrary to the prevailing stereotype, “creativity often continues and even increases in later life”.  Throughout the book, Becca mentions people who achieved “their most creative work at an older age”, e.g., Matisse, Hitchcock, Einstein, Picasso, Bernstein, Lerman and Dickens.  She also noted that 65 is the average age of a Nobel Prize winner.  Becca also reported the comment of actress Doris Roberts that actresses/actors “get better and better in their craft as they get older”.  Michael Caine CBE is just one example.  Starring in 160 films over 8 decades, he produced an outstanding performance at age 90 in his last film before retirement, The Great Escaper.

In the above discussion of the benefits of positive beliefs about aging, I have only “scratched the surface” of Becca’s research and findings.  However, it is very clear that positive age beliefs can impact us in multiple, beneficial ways – opening up opportunity and the realisation of our true potential.

Reflection

I can relate to Jonas’s experience (recounted above) when applied to a recreational context rather than a professional one.  I have continued to play social tennis in my late seventies and recently I played a half-volley, drop shot that left my much younger partner “gobsmacked”.  He responded, “Wow, how did you do that? Can you teach me to do that shot?”  At the time, I just shrugged but felt like saying:

I can’t teach you as I have never learnt to do that shot – it was purely instinctive, as I was caught “in no man’s land”.  When you have achieved in tennis what I have done – played 10,000 sets of tennis over more than 60 years, practised Tai Chi for years (for balance and coordination), and spent numerous hours doing tennis drills – you, too, will be able to do instinctive tennis shots that surprise others (as well as yourself).

Becca’s comment that creativity can increase in later years also resonates strongly with me.  I started this blog in 2016 (at the age of 70) and have now written more than 740 posts on this blog alone (my fifth blog).  I have reduced my output from three posts per week to one post to enable space and time to conduct manager development workshops (hybrid mode) and to co-author a book with my colleague of 16 years (as our legacy to younger managers and organisational consultants).  I am finding that connections and patterns come to me more rapidly and profusely  as I read and write and I now write an average of 1,000 words per post (compared to the 300 words per post, I started with in 2016).

In her book, Becca recounts the comments of 69 year old creative dancer Liz Lerman who observed that as we grow old we “don’t need  to make major life change to activate creativity’.  In her view, “expanding our connections to people” can create life changes for us and spark renewed creativity.  I have certainly found this with my active participation in the Creative Meetups hosted by the Health Story Collaborative.  

Additionally, I am finding (in terms of creativity) that, as I age and reflect, I am writing more poems that are longer and more complex in structure and scope.  In three days, inspired by Kim Rosen’s book Saved by a Poem,  I have written three poems – previously I wrote four short poems over five years.   One of my recent poems relates to the theme of this blog post and its predecessor about negative age beliefs:

Beliefs About Aging

To be positive, is to see opportunities

To be negative, is to deny potentiality.

Positive age beliefs open new horizons

Negative beliefs hold us captive and inert.

Positivity is openness to reality

Negativity is a closed mindset.

In being positive

Our full potential is possible.

With a grateful heart

I live my positive beliefs.

Reflecting and writing poetry enables us to grow in mindfulness. We come to realise that negative beliefs hold us back.  Through mindfulness practices, we can grow in self-awareness, concentration, creativity and resourcefulness – we can become increasingly aware of what is around us each day and what it is possible to achieve.

Photo Credit: The photo incorporated in this post was by Steve Buissinne, aged 74, from South Africa.  He joined Pixabay in 2014 and has had 556 photos accepted, 148 of which have been singled out as “Editor’s Choice” – a sign of excellence.  His photos have been viewed 32.83 million times, resulting in 19.39 million downloads. Steve’s comment on his Pixabay site demonstrates his mindful awareness of the beauty that surrounds us:

Everything has beauty – photography teaches you to see it

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Image by Steve Buissinne 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.

Grit: Realizing our Potential

Angela Duckworth describes “grit” as the “combination of passion and perseverance”.  According to Angela, high performers are separated from under-performers (as measured against natural talent) because they not only have determination but a direction inspired by a passion.  In her book, Grit: Why passion and persistence are the secrets to success, she provides substantial research and multiple examples that underpin her perspective on “the psychology of achievement”.  She argues exhaustively that talent is not the determinant of success – despite “the global war for talent”.

Talent is misleading

There are many people in numerous areas of endeavour who have what we call “natural talent” but who fail to realise their potential.  Angela argues that we often resort to the word “talent” as a way to explain high performance or what we see as exceptional achievement beyond what is perceived as the norm.  As I read this, I remembered an incident when I played social tennis recently  – I had produced a winning running, cross-court forehand shot which elicited the unexpected comment from my tennis partner, “That’s just natural talent”.  Little did he realise that I had been playing tennis for more than 65 years and that my brothers and I used to spend hours each week doing tennis drills, including practising endless cross-court shots.

Angela suggests that high performance or achievement is often described as “magical” because it serves to protect a person’s self-esteem and offers an excuse for not competing or attempting to match the seemingly unattainable level achieved by others.  She contends that more often than not, exceptional performance or achievement is the result of grit – the combination of consistent hard work and persistence in the face of setbacks.  She maintains that labelling high performance as “natural talent” can mislead us into not making an effort.  She gives the example from her own teaching career where she was mislead into thinking that effort had to go into the seemingly talented at the expense of the “strugglers”.   This absolved her and the strugglers from making the extra effort required to bring them up to speed.

Perseverance: the hard work behind exceptional performance or achievement

Angela gives many examples of people lacking natural talent who nonetheless are exceptional performers/achievers.  For example, she writes about John Irving, author of 12 exceptional books (half of which have been turned into movies) and his struggle with dyslexia.  In his school days, John was described as “lazy and stupid”.  He overcame his disability by reading with his finger slowly which resulted in his ability to pay attention to an exceptional degree and to realise that repeating something over and over enabled him to understand that through such repletion “something that was never natural becomes almost second nature”.  John indicated that his greatest ability as a writer is ”reworking” – having the willingness and stamina to do multiple redrafts of his novels.

Angela also highlighted the “work ethic” of Will Smith who claimed that he was “not to be outworked” – he would go so far as “to die on the treadmill”.  He claimed that he lacked the smarts, talent and sexual appeal of other actors, but understood that effort, not talent, determines results.  As Angela points out, there are many people who have a precocious level of talent who under-perform because they are not prepared “to put the work in” – it all comes too easy for them so they quickly plateau.

People often drop out before they realise their potential, whether they are attempting to achieve elite performance or just using their exercise bike, running track, weights or tennis practice.  The defining personal quality for excellence is “stick-to-itness” which is defined by the Oxford Dictionary as “the ability or capacity to see a course of action through to its completion” – which translates into “dogged perseverance”.  According to Angela’s research on excellent performance and achievement, “the highly accomplished were paragons of persistence”.   She maintains that we can overlook the persistent, consistent hard work involved because we “see the performance but not the training”.

There is a certain mundanity about the hard work involved – repetition of seemingly boring tasks done daily over an extended period.  Angela cites Dan Chambliss who studied Olympic Swimmers and wrote a report titled, The Mundanity of Excellence: An Ethnographic Report on Stratification and Olympic Swimmers.  Dan concludes, after three years of research, “Excellence is achieved by the doing of actions, ordinary in themselves, consistently and carefully.”  The actions are done with care to ensure they are “correct” but are repeated ad nauseum to enable them to become “habituated” and combined in performance to achieve excellence.  He stated that “superb performance is really a confluence of small skills or activities”.  

Passion: the driver of perseverance

Angela describes high performers and achievers in her research as people “chasing something of unparalleled interest and importance”.  Passion drives persistence.  A singular focus maintained over time requires an underlying passion.  I used to tell my PhD students not to start a thesis unless they are passionate about the topic – without the passion they will inevitably “run out of steam”.   As Dan points out in his report, ‘a dissertation is a mundane piece of work” and the real test is whether you can complete it to the point of submission (which explains why some doctoral attrition rates [dropping out] reach 50% or higher).

Angela cites the work of Francis Galton who undertook a longitudinal study of high achievement in fields such as law, science athletics and the arts.  He concluded that exceptional zeal and “the capacity for hard work” enabled the “outliers” to “demonstrate exceptional ability”.  Angela also notes that Charles Darwin, Francis’ cousin, agreed that zeal and hard work are “the eminently important difference” in high achievement, not intellect.  Darwin claimed that he was not so remarkably clever but his “industry” (application to observation and understanding) were exceptional.  He indicated that what drove this persistence and perseverance was a “love of natural science” that has been “steady and ardent”.   As Angela points out, it’s not just a love of, or passion for, an area of endeavour but the ability “to stay in love” with it that counts in the final analysis.

Angela describes the work of George Vaillant who persisted with following the Harvard Medical School’s Study of Adult Development (which was undertaken over 75 years).  George who was the director of the study for more than 30 years published key insights from the study in three books, the latter of which was Triumphs of Experience: The Men of the Harvard Grant Study.  He claimed that he was “not naturally persistent” but undertook the Harvard study on a consistent and persistent basis. He maintained that he was “totally fascinated by the Study” and stated that “there is nothing more interesting than watching people grow”.   His passion drove his perseverance.

Effort – the determinant of skill level and achievement

Angela contends that talent can determine how quickly skill is improved if you put in the effort.  However, effort builds skill and also enables us to make that skill productive.  As skill develops through hard work, we are better able and more willing to use our acquired skills.  Angela illustrates this theory of skill development and achievement through effort, with the work of Master potter Warren MacKenzie (considered an American Treasure).  Warren initially attempted with his wife Alix (Alixandra Kolesky) to try different arts such as jewellery and textile design and decided to focus on pottery.  He thought that excelling at one thing