Many
Procter & Gamble
employees approach retirement with a clear vision—financial projections, target dates, and detailed account balances.
But real retirement readiness isn’t just about account balances—it’s about emotional readiness.
“The odds of having a fulfilling retirement increase when planning is done in open conversation with your spouse, partner, adult children, aging parents, and close friends.” –
Your Retirement Quest by Keith Lawrence and Alan Spector
Inspired by
Your Retirement Quest, I’m sharing a powerful framework from Keith Lawrence: 10 crucial conversations that every couple or family should consider having well before the retirement party.
10 Crucial Conversations for a Fulfilling Retirement
(Originally developed by Keith Lawrence, co-author of Your Retirement Quest)*
Relationship Check-In
What’s the honest state of our relationship—and how can we strengthen it before retirement?
Where Will We Live?
Will we stay local? Relocate? Maintain a second home?
Retirement Timing
When do I plan to retire? When do you?
Daily Routine
How will we spend our days—and divide responsibilities—once we’re both home?
Life & Bucket List Planning
What do I want in retirement? What do we want?
Financial Alignment
Do we both understand the plan? Can either of us manage it alone if needed?
Family Dialogue
Who do we need to talk to—children, parents, close friends—and when?
Well-Being
What should we be doing now to improve our health and energy?
Family Commitments
Will there be caregiving or financial support roles in retirement?
Practicing Retirement
How are we simulating or testing parts of retirement now?
Take the First Step: Talk About It
You don’t need to answer all 10 questions today—but you do need to start talking. These aren’t just “planning” questions; they’re invitations to build a more intentional, connected, and fulfilling life.
We help P&G professionals navigate retirement holistically—through financial strategy, yes, but also through the conversations that make the numbers matter.
Special thanks to my good friend and mentor,
Keith Lawrence, for his leadership in guiding families through these essential conversations. Learn more at
YourRetirementQuest.com
