Helping clients navigate retirement
Not everyone looks ahead at retirement with excitement. There’s a lot to process. Finances, aging, and identity are a few big topics that are really intimidating, especially if you aren’t prepared. 

Written By Gary Reinecke

ICF Master Certified Coach, Resource Designer, Mission Strategist : InFocus
Navigating your final years in vocational ministry can be tricky. It’s a unique phase of life: serving in the same role for a couple of years prior to retirement is one thing; serving in the same role for a decade or two (or three!) is a different thing altogether! There is a sense of finality that has not occurred during other life transitions. It can be an exciting time. For others, however, it can be a frightening season full of unknowns.

It is possible to walk through the final years of vocational ministry and into retirement with peace. Whether you’re navigating your own transition to retirement or still have several decades, there are ways you can prepare for a peaceful move into retirement.

5 Keys to Discovering Peace Leading into Retirement

peace leading into retirement

1. The Lord is intimately involved

It’s an interesting phenomena that it is easier to trust the Lord for others than for yourself. Retirement is a time of releasing control and trusting God. It’s a time of finding purpose, identity, and contentment wholly in Christ. The more deeply you understand that the Lord is with you in this season, the greater your peace.

Your eyes saw my unformed body; all the days ordained for me were written in your book before one of them came to be.” —Psalm 139: 16

2. Experiencing love and support 

Ministry is weird in that caring for your friends and family is a big part of the job. Allowing your inner circle to celebrate you for your years of hard work and contribution is important. And so is creating new rhythms for connecting with your loved ones. 

3. Post-retirement service

Society tells you are “over the hill”, “your best years are behind you” and “you don’t have a voice”. However, in the Kingdom of God you are entering your most significant years because of the experience and wisdom you have that can be passed onto the next generation.

4. Financial Confidence

Having a plan that will support your standard of living will give you peace moving into your retirement years.

5. Answering “What’s next?”

In retirement, some leaders envision unplugging altogether. Others want to continue their ministry in some capacity. Others, still, will pivot into an entirely new focus. The best path for you will likely be different from the path chosen by your peers and colleagues.

Coaching leaders into retirement can be a life-giving exercise, particularly for the leader who may not have another forum to process their thinking.

Coaching Leaders Through Retirement

Imagine this scenario: you are a lead pastor or a denominational leader. You have been serving in your role for more than two decades! Now, you are contemplating life after your transition off of ministry staff. If you have planned carefully, you have created a financial pathway that will meet your needs for the near and long-term future. Relationally, you have established healthy relationships or have a community you will be involved with once the grind of your working life slows. You might feel called into a new season of ministry that allows you to put your ministry experience to good use, empowering the next generation of emerging leaders to continue the work of making disciples, developing leaders, and investing in new works.

There is also another, less predictable scenario. The financial pathway is not as clear.  You may not have many established healthy relationships and will need to invest the effort into developing a community that will benefit you during the next season. And, you may or may not have a desire to continue in a ministry context but still need to earn money to meet your financial obligations.

Whatever your situation, here is a list of questions leaders face when considering retirement. If these hit at the core of the issues you face or have seen others face–keep reading!

3 Challenges leaders face when considering retirement:

1. Identity

Who am I apart from my ministry role?

The role in which you have served bleeds into your identity and you might need to establish who you are apart from what you do. A healthier narrative is rediscovering that you are valuable apart from what you do. Making that shift can be difficult; asking the right questions can help shift your perspective and help you rediscover your true identity.Significance

2. Purpose

What will I do to make a difference?

After you have transitioned out of vocational ministry, it can be a challenge to find ways to still make a difference in people’s lives. The answer to this might be engaging in things that you love but have put aside for a season and need to reactivate. Hobbies, volunteering, or recreational activities can serve as ways you can add value to people’s lives

3. Convergence

How can I leverage my experience to bless others?

This is where many leaders I coach into retirement focus their energies. No longer are they serving out of obligation to a job but simply to bless others.  Imagine taking the lifetime of experience you have garnered and now using that experience in a very focused way, doing only those things you enjoy doing, like writing, preaching, or training leaders.

Finishing well!

This is a wonderful time for a coach to help ensure leaders finish well! Coming alongside a leader through the season leading up to retirement and post-retirement is an honor and privilege. It is a unique opportunity to help a leader reflect on his or her life and prepare for an unprecedented transition, capturing learnings while they are still fresh in the mind of the leader.

During this season, celebrate the “wins” that God has accomplished along the journey!

The theme of Bobby Clinton’s work on Leadership Emergence Theory in “The Making of a Leader” is that few leaders finish well!  It is evident when a leader is finishing well–that leader is more in love with Jesus now than when he or she began their journey of faith, has a lifetime of life and ministry fruit to show for it, and is still going strong even until the end of their life.

The road to retirement can be rich and full of future opportunities–the right coach can help navigate that journey and walk alongside leaders in any situation to finish their journey well!

Photo by Diana Parkhouse on Unsplash

Cover Photo by Aaron Burden on Unsplash

7 Questions to Boost Creativity

Has your client been doing the same events for years even though they are getting diminishing results? They are in a ministry rut. Here are 7 questions you can ask to boost creativity for more effective ministry. 

When Your Coaching Client is Wounded

Sometimes new—or old—wounds hold clients back. Here is what you can do to help and what to do when you can’t.

Coaching Through Decision Fatigue

The world is changing at breakneck speed. For many ministry leaders, new innovations are seen as roadblocks to their mission and vision. Constantly navigating around them is exhausting. Here is how you help those leaders keep moving forward.

Drilling down for insight

Giving feedback is a learned skill.  Helping someone grow in this area can be a game changer. But you must slow down and remain present and ask reflective questions.

Is Coaching Still Relevant?

The way ministry is done has changed a lot recently. Your coaching ministry is losing steam. People just aren’t engaging like they used to. Is coaching no longer relevant? Is there another system out there that is more effective?

Building Cultural Awareness for Effective Coaching

If you are working to make your coaching client list more diverse, the best place to start is with a refresher in cultural sensitivity

Coaching for Resourcing 

Fighting a scarcity mindset by helping clients see God’s provision.

A Military Strategy for Coaching Ministries?

Big changes are needed to halt the decline of the Church in America. However, even small changes can be met with heavy resistance. Many pastors have tried to implement healthy changes and admit that it feels almost impossible. Here is a strategy that might help.

The Organized Coach

If you are coaching more than a handful of people, you know it can get hard to track all the moving parts. Here’s how you can keep it all organized.

2 Areas of Your Coaching Business to Consider

You’ve got the basics of your coaching practice in order. You are a trained coach and you have a business plan in motion. But things are moving slower than you hoped. Here are some intangibles and nonessentials that, with some attention, might be just what you need.