Mar 30 (edited) • General discussion
Your Review Rhythm Planner
📋 New Member Resource - Your Review Rhythm Planner
When I was working, I had appraisals, targets, and end-of-year reviews whether I wanted them or not.
Retirement took all of that away. And for a while, I thought that was a good thing.
It wasn't.
Without any kind of rhythm for stepping back and asking "how am I actually doing?" - weeks blurred into months. Financial decisions got deferred. The stuff I kept meaning to sort never got sorted. And if I'm honest, I drifted more than I'd like to admit.
So I built a review system for myself. Nothing complicated - just a set of questions at four different intervals that force me to look up from the day-to-day and take stock.
I've turned it into a proper interactive planner for you.
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Inside, you'll find four review cadences:
⚡ Weekly (15–20 mins) - a simple pulse check. How's your energy? What needs attention? What are you committing to this week?
📋 Monthly (45–60 mins) - a proper look at the four Identity Reset dimensions, plus a Three-Pot financial sense-check.
🧭 Quarterly (2–3 hrs) - are you actually heading in the right direction? Wins, lessons, and a direction check against what you originally wanted from retirement.
🌅 Annual (half a day) - the big one. A full life and finance review, including a letter to your future self.
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Your notes save automatically as you type. Nothing leaves your device - it's entirely private.
You can also print any review as a paper copy if you prefer to write by hand.
I'd suggest starting with the weekly check-in this Sunday evening or Monday morning. See how it feels. It takes less time than you'd think - and it's a better use of 20 minutes than most things I can think of.
Let me know in the comments how you get on.
Roger
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Your Review Rhythm Planner
skool.com/the-retirement-mentor
I help men 55–68 navigate retirement's identity, purpose & financial shifts — stepping into the next chapter with clarity and confidence."
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