Workbook

The Retirement Identity Workbook

You Worked for 40 Years. Who Are You Now.

The career ended. The person did not. This workbook helps you figure out what comes next.

This is for:

For the person who built a career, identity, and sense of purpose around their work and is now facing the first chapter of life where none of that shows up on a calendar.

You'll produce:your The Retirement Identity Agreement

The Name It First Experience

You did not retire from your career. You retired from the version of yourself that was organized around it. Most retirement planning addresses the financial transition and stops there — leaving people with savings, time, and no framework for who they are now. This workbook gives recently retired professionals a structured process for examining what work gave them beyond a paycheck, what they want to carry forward, and what a life built on intention looks like. The output is not a bucket list. It is a signed Retirement Identity Agreement.

You can opt into 30-, 60-, and 90-day check-ins from your account. We recommend you do — the point is to see what changed.

Sample questions

  1. Who were you at work — and how much of that was you, versus the role?
  2. What do you do with the identity that used to live in your job title?
  3. What does a meaningful day look like when work is no longer the answer to that question?

Research basis

Career Construction Theory (Savickas) treats retirement as a major career transition requiring active narrative reconstruction rather than passive cessation. Professional Identity Formation research (Cruess, Cruess, Steinert) shows that professional identity is not voluntary — it is deeply embedded and requires deliberate renegotiation, not just removal. Positive Psychology research (Seligman) on meaning and engagement identifies the loss of role-based purpose as a primary driver of post-retirement depression. Stages of Change research (Prochaska, DiClemente) provides the framework for understanding why identity change requires more than intention.

Choose your format.

Every format asks the same questions and produces the same document.

Print Paperbackpersonalize

A real book and a pen. Write in the margins. The most permanent version of you on a page.

$22.99

eBook + journal

The full guide on any screen, with a companion journal to write your answers by hand.

Not available

Audiobook

We read every question and every scenario aloud. For the commute, the walk, the dishes.

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Hardcoverpersonalize

The keepsake edition — sewn, ribboned, made to sit on a shelf and be returned to.

Not available

Digital Fill + membership+membership

Answer on screen. Your responses save as you go and assemble into your finished document.

$12.99

Hands-Free Interactive + membership+membership

Listen to each question and speak your answer. We capture it. You never touch a keyboard.

Not available

Everything packages

The Paperback Everything Package

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The Hardcover Everything Package

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The Premium Hardcover Everything Package

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Choose your pace.

The Essential path takes you to your finished document by the questions that matter most. The Full-depth path walks every question, every scenario, every angle. Both produce the same signed document — one just goes deeper on the way there.

Essential path

Shorter sessions. The questions that go directly to the document.

Full depth

Every question. Every scenario, every angle.

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