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The What Matters 

Retirement Life Plan

Retirement Life Planning doesn’t just happen. As one of the biggest transitions of our lives, retirement both needs and deserves exploration in three major categories—body, mind and spirit. To draft a written plan, we’ll prioritize specifics about:

  • BODY

    • Health and Wellness

    • Sports

    • Leisure

    • Grooming

    • Home - as a reflection of you

  • MIND

    • Personal Development

    • Reading for Pleasure

    • Reading for Learning

    • Lessons/Classes

    • Work/Volunteer Work


    • Faith/Beliefs

    • Celebrations

    • Family and Friends

    • Social Experiences

    • Communications

Betsy Buckley

It's been a blessing to have a varied career path — from teaching, to strategic planning for the MN Department of Corrections, to sales management and community development for Control Data/City Venture, to what's now RBC Dain and hosting a daily after-market, public radio show with Cathy Wurzer), to business development, PR and speaking.  

I finally realized my greatest gifts involved helping leaders get growth (personal AND professional) when they needed change. After one of my clients complimented me on my coaching, I realized learning was a must, so I immediately enrolled at the Hudson Institute of Santa Barbara. 

Fast forward to 2017. As my own hair began turning grey, I realized I wanted to coach executive retirees and about-to-be  retirees, while also providing employers and not-profit leaders both 1:1 and Group Sessions for their about-to-retire members. What Matters is not about 'do we have enough,' but instead, encouragement about planning an authentic retirement life full of fun and growth.