"I help men aged 55-68 who are approaching or in early retirement to navigate the identity, purpose, and financial uncertainty of the transition, so they can build a retirement they are genuinely proud of. I know how important this is, because I have been exactly where they are."

Hi everyone, I’m Patrick. I’m a young professional working in the fintech space here in NYC, and while I’m clearly on the younger side of this group, I’m building toward a goal of early financial independence by my mid 30s. I’ve joined to learn from the collective wisdom of those who have already crossed the finish line, and more specifically, what you wish you had understood about retirement while you were still in the thick of your professional careers. Nice to meet you all!

📋 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. 🔗 [https://review-rhythm-planner.netlify.app] --- 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. --- 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

How prepared are you for retirement - run my Retirement Clarity Diagnostic Tool to generate a report showing what areas you need to work on. Click on the link to go to the diagnostic https://retirement-clarity-diagnostic.netlify.app/

I’ll be honest with you: retirement came for me a little sooner than I’d planned. And when it did, the finances weren’t quite where I had expected them to be - mainly due to a little property misadventure, which is another story in itself. But what really caught me out was the loss of routine. The odd sense that I had somehow become invisible. The nagging voice asking, ‘Is this really it?’ - even though I was the one who was supposed to have it all figured out. Nobody really talks about that bit. And that is exactly why I built this. I’m Roger. I spent my professional career as an accountant, so I’m pretty comfortable with the numbers, but I was definitely underprepared on the emotional front. This community exists because I went looking for support during that transition and couldn’t find anything that felt like it was written for men like me. This is a space for us to all learn from each other - about retirement money (not investment advice or pension plans), about identity, about purpose, and about what you actually want the next 20 to 30 years to look like. No cheerleading and pretending it’s all plain sailing. Just honest conversation and practical tools to help you find your footing. The starting point is the free Explorer membership, which lays the foundation with 2 free courses and other resources to get you started. Here's How it All Works: 🏛️ The Classroom - Here is where you will find the free courses and some resources to get you started. There are also free introductory sessions introducing you to the Navigator and Compass programmes should you wish to go deeper. 🙂 The Community - this is the hub for news, chat and mutual support on all things retirement. If you have any worries, concerns or suggestions for adding content to this site, raise them here. Let's make this a welcoming place for anyone who is worried about retiring or finding the transition to retirement difficult. ❓ Getting Help - Have you got a question? Raise it here in the community - I'm here every day, and I promise you an answer within 24 hours. Let me know if you get stuck on anything or are not sure how to progress.