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

Healthy, Effective Teams

In the short term, an unhealthy team may be able to get things done. But there will be a time when they can no longer hold it together. When that happens, any progress made is lost. Here are 5 qualities of healthy, effective teams and how to coach your leader to build them. 

The Volunteers Pastors Need

Volunteers are at the core of getting ministry done and moving vision forward. Recruiting and training volunteers can be a full time job… and everything can still fall apart. Here’s how to coach your ministry leaders to spot, train, and mobilize volunteers that get the job done and come back to serve again. 

Is your client working with an unhealthy team?

Recruiting volunteers has always been a touchy ministry subject. But since the pandemic recruiting and keeping volunteers and lay leaders necessary to run a ministry has become increasingly difficult. Here’s 5 reasons why. 

Coaching through Scandal

If you stay in the coaching game long enough, at some point you will coach leaders on how to deal with division in the body, disciplinary issues, and, well, scandal. Sadly, these issues are a part of life. As a coach, you have an opportunity to help leaders rise above the problem and take the higher ground.

Getting revitalization right 

Your client’s church is in a slump. Whether it’s just a feeling or a steadying decline in attendance the word that is in the back of your head is revitalization. It’s clearly time to do something new. Here are 4 revitalization strategies to help your client make the right changes.

Set effective—and reachable—goals 

Your client has a big vision. To help them see that vision become reality means strategically breaking up that vision into manageable goals. Easier said than done…

Is your board functioning well?

Being stuck with a dysfunctional board can feel like a being out to sea, alone on a sailboat, without wind. You can’t get anywhere and it feels like there is nothing you can do about it. But there is!

Is timidity in the way? 

Timidity can feel like a major obstacle to overcome. The good news is that assertiveness is a skill that can be learned. Here’s a good place to start.

Level Up To Transformational Learning 

Your goal as a coach is greater than the tasks at hand. Excellent coaching moves a client through reflection to action to transformational learning. 

How good are you at time management… really? 

You’ve thought it. You might even recall (with a pit in your stomach) of a time you’ve been told to “get your priorities straight”. We’ve all been there. Either way, it’s a red flag that you aren’t managing your time well. The good news is, prioritizing is the first step in the right direction.