On today’s episode, we’re talking about what it takes to lead yourself well into retirement–and how to make that season of life filled with meaning and purpose. We’ve also included several great resources to consider here in the show notes, so take a look!

 

Guest Bio

My guest today is Sheryl Roy,  a Leadership and Transition Coach, an expert in Organizational Effectiveness and has a passion for Diversity & Inclusion.  She recently retired from ExxonMobil with over 31 years in Engineering, Project Management and Human Resources.  She spent her last 10+ years as a Global Organizational Effectiveness (OE) Consultant, including developing and mentoring hundreds in OE across the globe.  In her final few years, she helped drive ExxonMobil's D&I Strategy across businesses and ERGs.

Sheryl graduated from UT Austin in Mechanical Engineering, then later attained her HR Certification from Cornell University.  She also completed the Rice University CoachRice Leadership Coaching Program and achieved her coaching certification from the ICF (International Coaching Federation), coaching many leaders inside and outside of ExxonMobil over the years.  She is certified in many psychometric tools such as Core Strengths, Team Management Profile and more.  As you can see, she has a passion for continued learning and development.

Sheryl resides in Houston, Texas.  In retirement, she plans to continue her leadership and transition coaching practice, consult in OE areas, and dive deeper into her Artwork with hopes to one day have her own art exhibit.

 

On today’s episode you’ll learn:

• Why retirement transition is an important topic of discussion? 
• What the different phases we experience in retirement are
• How to discover meaning and purpose in retirement
• Other important considerations for retirement planning
• How to assess where you are versus where you want to be
• …and much more

 

 

Links for This Episode:

Social Links

• Connect on LinkedIn: Sheryl Roy | LinkedIn
• Interested in leadership or transitional coaching: Email me at [email protected]
• Interested in viewing my Art journey (one of Sheryl’s ‘big worthy goals’), let's connect on Instagram: Sheryl Roy (@sherylruns95) • Instagram photos and videos

Additional Resources

‌

Michael Bungay Stander (How to Begin, Start Doing Something That Matters)

• Thrilling - it lights you up, gets you excited, speaks to your values, it’s what you care about
•  Important - it gives more to the world than it takes from the world, worthy of your time
• Daunting - it challenges you, makes you delve down deep into your core to discover your unlimited potential and your creative abilities, it makes you stretch far beyond the boundaries of your known capabilities, knowledge, and resources in order to achieve it

 

Books/articles to consider:

• Designing your life How to Build a Well-Lived, Joyful Life (Bill Burnet and Dave Evans show us how Design Thinking can help us create a life that's meaningful and fulfilling)
• What Color Is Your Parachute? for Retirement
• Purposeful Retirement: How to Bring Happiness and Meaning to Your Retirement
• 120 Big Ideas for What to Do in Retirement (newretirement.com)

 

Retirement Wheel of Life:

How would you assess where you are in each area….choose a value between 1 (very dissatisfied) and 10 (fully satisfied):

• Family
• Friends
• Relationships/love
• Health
• Fitness
• Spirituality
• Joy in life

 

Self-esteem

• Money
• Investments
• Financial stability
• Recreation
• Relaxation
• Personal development and growth

 

Contribution to society

• Career/job/work (if you are still working)

Connect with Dr. Mike: 

• Website: https://www.drmikepatterson.com/
• Book: https://www.missionfirstpeoplealwaysbook.com
• LinkedIn: https://www.linkedin.com/in/drmichaellpatterson/
• Instagram: https://www.instagram.com/therealdrmikepatterson/
• Twitter: https://twitter.com/drmikepatterson
• Buy The Book!: Mission First People Always

Episode Minute By Minute:

• 0:02 What to expect on today’s show
• 2:41 Let’s design a retirement with meaning
• 3:51 Get to know Sheryl Roy
• 6:55 Why planning for retirement is key
• 9:50 Dealing with the feeling of being “unneeded” 
• 12:59 A look into the phases of retirement 
• 16:45 The number one question people ask about retirement 
• 20:13 What “daunting” task to tackle first
• 23:10 The power of giving yourself choices
• 28:51 Preparing for retirement at different ages
• 32:45 How to connect with Sheryl