One Year Into Retirement: A Progress Report – Part I

July 13, 2024

Click Here for Podcast Version

I’m not a big fan of report cards. They are so . . . final. A progress report is much more helpful – it’s a check in on how it’s going, and guidance on how to be more successful. As a teacher, one of my favorite projects was the five to ten page research paper, where the first draft was due two or three weeks before the final draft was due. I would spend hours commenting on those drafts. There was no grade. There were only recommendations for what needed to be changed, improved, deleted, or added. Then there was the conversation about my recommendations. It was not long, five to ten minutes, but when it worked, the student left with a clear vision of what needed to be improved. In some cases, where the quality was lacking, I recommended a second or even third draft that I could review. The whole project was a process. If students did what I asked, it was hard not to earn an A or a B on the final grade. 

I’m taking a similar attitude as I reflect on finishing my first official year of retirement. I’m not giving myself grades, but I am going to take the time to reflect on how it’s going, what I’m doing well, and what I need to work on. Sounds kind of funny, doesn’t it? Working on retirement? But I don’t think that living your best life in retirement is one bit easy. And, spoiler alert, there are many things I could be doing a lot better. I’ve written this before, but many of my posts are intended to give me the kick in the a** I need to make the most of however many more days I have left on our crazy and beautiful planet. This one certainly fits that mold.

One thing I did right was taking a practice run. Back in August of 2021, I stopped working for about eight months. My main reasons were that I had been in the same job, the same GREAT job, for eleven years, and it felt like time for a change. But I’d be lying if I didn’t say that COVID was soul-crushing for most educational leaders. Dealing with all of the regulations, the fears of parents and employees, and the anger of too many people, all mixed in with incredible uncertainty, left many of us exhausted, less healthy than ever (my blood pressure was high for the first time in my life), and beaten down. So I took eight months and did nothing. No commute, no consulting, no nothing. I played golf twice a week, went to museums with retired friends, cooked more, and wrote more. What I learned was that I liked it just fine. And by “just fine,” I mean that it was wonderful.

Our financial advisor told me that we could afford to have me retire, but she also said, rather directly, “BUT IT WOULDN’T HURT YOU AT ALL TO WORK ONE MORE YEAR.” That led to me taking the superintendent job in Placentia – Yorba Linda, and having one of the most enjoyable work experiences of my life. I was inspired by the kindness and high quality efforts of almost everyone I met. I officially retired at the end of that year, with my first day of retirement being July 1, 2023.

So in terms of my preparation for retirement, that practice run was super helpful. If you can manage it, I highly advise it.

And now, one year in, I have zero regrets about retiring. My only focus on this progress report is not on whether I should have retired, but how I am doing in making the most of it. Although I do not have a retirement progress report form (yet!), I will be organizing this by analyzing via a few categories. I may change them over time, but for now, I’m going to look at how I’m doing in the areas of (1) Health and Fitness, (2) Enjoying my Hobbies, (3) Sharpening the Saw (Steven Covey’s term for always working to improve yourself), (4) Relationships, and (5) Purpose. 

Section 1: Health and Fitness:

I’ve written a lot about health and fitness in my blog posts. It’s important to me, and it’s important if I’m going to enjoy a long retirement. Here are some quotes I’ve been writing about and apply to this part of the progress report:

  • From Michael Easter’s, The Comfort Crisis:
    • “Most people today rarely step outside their comfort zones. We are living progressively sheltered, sterile, temperature-controlled, overfed, underchallenged, safety-netted lives. And it’s limiting the degree to which we experience our ‘one wild and precious life,’ as poet Mary Oliver put it.”
    • “A radical new body of evidence shows that people are at their best—physically harder, mentally tougher, and spiritually sounder—after experiencing the same discomforts our early ancestors were exposed to every day. Scientists are finding that certain discomforts protect us from physical and psychological problems like obesity, heart disease, cancers, diabetes, depression, and anxiety, and even more fundamental issues like feeling a lack of meaning and purpose.
    • “Are you not important enough to do it for you?” 
  • From Chris Crowley and Henry Lodge’s Younger Next Year:
    • “Exercise hard six days a week,”
    • “Aerobic exercise does more to stop actual death, but strength training can make your life worthwhile.”
  • And the general message from the Noom diet, the Mediterranean Diet, and a gazillion other reasonable diets:
    • Lots of fruits and vegetables, plenty of lean proteins, some healthy carbs, and as little sugar and processed foods as possible

I would not call myself a good sleeper yet, but I’m better than I was while I was working. I still get up super early at least twice a week to swim in my masters workout that starts at 5:55 AM. And between pickleball, my Peloton, and swimming, I exercise hard four to six days a week. That’s pretty good, but the reality is that it’s not different from what I was doing when I worked 60 hours a week. Almost every retired person I talk with says something like, “My days are so full. I can’t believe I did so much when I was working.”  I have so much more time now, yet it’s still challenging to get things done. I thought I would significantly up my health and fitness game in retirement, but so far, that’s not the case. I am debating whether I can be healthier without a more rigid schedule, or without some kind of commitment to make my life a little less comfortable.

In terms of diet, I wrote about being on the Noom diet two years ago. It was highly effective. Turns out eating fewer calories and eating healthier foods is good for you. Who knew!!!! I stopped recording all of my food intake, just because it’s kind of a crazy, obsessive lifestyle that I did not want to continue. The result? I’ve gained back some of that Noom weight loss, and I don’t love it. Again, I am questioning whether I should reduce my looking at retirement as a comfortable lifestyle, and whether I should be mixing in more discomfort so that I can fully enjoy retirement life for the long term.

Finally, in terms of health and fitness, my left knee is not cooperating. I have a full replacement scheduled for early December, and I’m looking forward to it. Kind of. If I wanted to delay the replacement, I would stop playing golf and pickleball. My friend and awesome-across-the-street-neighbor Jack saw me limping back after playing two hours of pickleball, and said, “Don’t you have a doctorate degree?” Yes, Jack, I do. And yes, a more intelligent person would avoid this bone on bone knee pain by not playing golf or pickleball. But I love both of them, and that’s not the lifestyle I want to lead. I am hoping that getting that surgery will give me twenty years of fully enjoying not just golf and pickleball, but also plain old walking. My knee pain is a discomfort I would like to live without. I have a plan!

So in terms of overall health and fitness, I have some work to do. My teacher feedback after this one year first draft effort might be, “You know what you have to do. Just do it.” Easily said, Teacher Mike. Also – that’s not very helpful.  I would hope that progress report conversation would congratulate me on sleeping better. I’ve been a crappy sleeper for a long time, and every bit of research says that’s detrimental. We would then move into what I could do to push myself and be less comfortable, at least some of the time. Maybe it’s creating a more rigid schedule. Maybe it’s a different mindset. And maybe I’m making too much of the whole thing. As I write that, I can hear my sister Martha saying sweetly, yet sternly, “Mike, just calm the hell down and relax. You’re doing just fine.” Thanks, Martha.

Section 2: Enjoying My Hobbies 

I’ve always loved pursuing hobbies outside of work. In fact, it’s one of the questions I would ask colleagues when they started thinking about retirement. I would ask, “Outside of work, what do you love doing?” Sometimes, I would get a blank stare. Other times, the answer kept going and going. I heard so many answers: grandchildren, gardening, music, sports, reading, cooking, artistic endeavors, and many, many more. For those colleagues who gave me the blank stare, I worried about their retirement. For people who define themselves mostly by their positions in their work, I worried about how they could be happy and healthy in their retirement. I will look at these same questions on a deeper level when I get into the Purpose section, but what is it that makes you interesting to yourself? What are the things you enjoy doing that make you want to get up in the morning and seize the day?

My hobbies are familiar to those who read my posts: writing, cooking, golf, pickleball, music, organizing/tidying up, travel, and swimming. The hobby I’ve added is gardening. I am enjoying taking care of about ten potted plants in our yard that add color and flavor (my basil plants are THRIVING!) to our lives. I make a big deal of the fact that I am a member of Armstrong’s Garden Center, though I admit there was not a stringent vetting process. I simply gave them my name and email address – kind of similar to my application to become a minister in the Universal Life Church. I’ve been telling Jill that my membership should earn me a little more respect around the house. So far, she’s not impressed by the membership, but she does appreciate the efforts to add color and flavor.

After one year of retirement, I continue to enjoy all of these hobbies, old and new. Going to Japan in what would have been the middle of the school year, going to spring training Dodger baseball in Arizona, and taking four trips to visit family in Little Rock were all a step up in my travel game. And my Dad says that my writing continues to improve, and believe me, he would tell me if it weren’t. I don’t know that I’m improving, but I’m enjoying the heck out of all of my hobbies. The only hobby/passion I’m not pursuing as much as I would like is my music. My guitar sits in the corner of our living room, calling out to me.  I need to answer the call more. 

In our progress report conference, I would hope that teacher Mike would ask what the point of these hobbies is. Is it to get better in all of them? Is it to dominate in golf and pickleball and win awards as a writer and chef? Or is it just to spend time enjoyably with friends, and to experience flow doing the things I love? Even writing this down gives me the slap in the face I need to think correctly. I can hear my sister’s voice again here. And maybe the conversation would close with teacher Mike asking me what in the world is stopping you from picking up that guitar a few times a week? 

Paraphrasing Diondre Cole from Saturday Night Live, we are out of time! A full blog post, and only two of the five progress report criteria have been covered! You know what that means. This is now Part One of a Two-Part series. I will hit (3) Sharpening the Saw, (4) Relationships, and (5) Purpose in my next post. For those of you enjoying this topic, what great news! For those of you bored beyond belief, first of all, thanks for getting this far, and I secondly, apologize in advance for the next post!

Looking forward to your comments, and thanks for reading.

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Post #112 on www.drmdmatthews.com

NOTES

Great quotes on being ready to retire from Fritz Gilbert’s Keys to a Successful Retirement: Staying Happy, Active, and Productive in your Retired Years. (Buy it on Amazon here)

  • “If you are what you do, who are you when you don’t?”
    • Richard J. Leider and Alan M. Webber (from Life Reimagined: Discovering Your New Life Possibilities)
  • If you look up the definition of “retire,” you’ll find “to withdraw from action or danger.” I prefer to think of it as “re-tire,” an act in which we put new tires on our vehicles for the changing road conditions ahead.

When Jill was reading the post, and she was about halfway done, she was worried that she had already been reading for a long time, and she was only on criteria one of five. She said she was beginning to despair that it would never end. And while she was relieved when she finally learned this was part one of two, she said it might have been helpful to know that earlier. What’s the fun in that, Jill? The way I did it, you were at the edge of despair, just like the hero in a good rom-com, then all of the sudden, a glimmer of hope changed everything!

I like the teacher/progress report idea, and I have experience with it, so that analogy makes some sense to me. But I also like the idea of having a life caddie walking around with us and helping us make our decisions – both big and small. Thinking about what to eat? Ask your caddie. Need a push to add discomfort to your workout? Your caddie is there for you. Seinfeld’s Cosmo Kramer had a life caddie – and it helped him tremendously – at least for a while. Short clip here.

And if you have not had the pleasure of watching “What Up With That” on Saturday Night Live, and if you’re sense of humor is as warped as mine is, I highly recommend it. Longtime SNL star Kenan Thompson plays talk show host Diondre Cole. In each and every episode, Diondre brings in three stars, but somehow, time slips away before he can get to the in depth interviews he hopes for. You can see some of the early episodes here, and if you want, there’s more. You may think it gets less funny as the same joke gets played out in every episode, or . . . like me, you may think it gets more and more hilarious.

Here’s the link to my review of The Comfort Crisis.

And here’s the link to my review of Younger Next Year.


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21 Comments

  1. John "Jack" Loose says:

    Great post, Mike. One correction. I questioned your thinking ability when I saw you limping on your way to play 2 hours of pickleball having already played golf that morning. Really smart!

    1. Mike Matthews says:

      When you put it that way, it doesn’t sound smart at all. But . . . it sure was fun! Was my knee stupid sore for the next three days – yes! Thanks for reading, Jack!

  2. Kevin Skelly says:

    Good stuff.

    COVID was so tough. It drove me out of the work, as I reflect on that time.

    Yikes about the knee. Good luck with the surgery.

    I like the format. Tell Jill I think your writing is ALWAYS super interesting!

  3. Chris says:

    I look forward to part 2 because, coincidentally I have also reached the one year anniversary of my retirement. I quite like the idea of giving myself a progress report and plan to incorporate it in my journal. Thanks for the idea.

    1. Mike Matthews says:

      So nice to hear from you, Chris! I imagine your progress report will be very interesting and thoughtful, and I’m glad to hear you’ll be doing it. All the best.

  4. Rick Bagley says:

    Good luck with the TKR in December, Mike. I’ve had two of them and I wish I’d done it ten years ago. Just follow your doc’s recovery plan, don’t try to rush it and work with a great PT. You’ll be good as new in no time. Congrats on completing year one of your official retirement!

    1. Mike Matthews says:

      Thanks, Rick! As usual, learning from you. but I’m still way behind in the grandkids thing. Thanks for the knee encouragement. I’m not looking forward to the recovery, but I am hoping for great things after. Thanks for reading, Rick! It’s always nice to hear from you!

  5. Rhonda Steinberg says:

    Was this written just for me? I didn’t realize we retired on the exact same day and to say I was petrified is an understatement. As you know getting an A ( maybe an A plus) on any test, including retirement would be very important to me. And lo and behold, retirement doesn’t suck. I play Pickleball five times a week for three and a half hours a day and LOVE it. I did just have an MRI on my knee but so far it’s just from overuse and knee surgery is not in my future ( thank goodness) since I have enough fake joints. I will power through the slight pain since I’m not giving up the sport. The five grandkids with one on the way does bring so much joy (you’ll join the grandparents club and love it I’m sure). Surprisingly my husband and I are not killing each other and actually are enjoying this laid back time more than I would have guessed. I do have a set of unused brand new golf clubs that I will use as soon as my husband recuperates from his shoulder surgery. And ironically I make more money from STRS than I did when I worked so, all in all, I’m giving myself a strong A on my first year! I love reading your reflections.

    1. Mike Matthews says:

      Rhonda. You got me. It was absolutely written just for you. Actually, I did think of you while writing it. I think you timed your retirement perfectly and I’m so happy you’re loving it. Glad you’ve earned an A. I knew you would not be able to withhold from giving a grade. And I am not at all shocked that you have earned that A. Let’s play pickleball sometime!

      1. Rhonda L Steinberg says:

        Would love to play pickleball. Actually two of the MBUSD board members play at the Manhattan Heights courts where I play. It’s open play Monday through Friday from 8 to 12. I’m sure you’re better than me but I’ll keep the ball in play🤪

  6. Paul says:

    Loved the “What’s up with that” reference. Great bit and very musical. It’s been fun working with you as a Consultant to the City and seeing you apply your considerable intellect and experience to the School Separation problem.

    1. Mike Matthews says:

      Thanks, Paul. It’s been fantastic working with you as well, and I look forward to doing great things together.

  7. Bill Sampson says:

    Although I’m far from expert in the subjunctive I think your Dad would tell you if it weren’t.

    Nice to know you’re a fellow man of the cloth. The pandemic prevented me from being the officiant at a 50th wedding anniversary celebration for some woodie friends, but, the marriage I performed after the Santa Barbara show more than ten years ago is, I am proud to say, going strong.

    I’m sure we share kind thoughts from Kirby J. Hensley,

    Blessedly,

    Reverend Moon(er) – that IS the name on my Certificate of Ordination in the ULC

    1. Mike Matthews says:

      You are correct about the use of weren’t instead of wasn’t. I’m making the change, but i don’t like it. Sometimes, I think our language forces us to say things that might get us hit in the face for being pretentious. That being said, it’s the correct usage, so . . . end of story. Thanks for the correction. I’m impressed you also passed the stringent ULC requirements, though your alter ego name may have made it easier for you. Thanks as always for reading.

      1. Bill Sampson says:

        I would only “subjunctively” correct a fellow pedant – and then only while grinning. Best.

        Bill

  8. Ben Dale says:

    Stay strong, stay retired!

    1. Mike Matthews says:

      No plans to do otherwise, my newly unretired friend.

  9. Gisele Nguyen says:

    We were fortunate you decided to return to work for one year at PYLUSD, Mike! What a positive lasting impact you made in one very short year. Thank you. 😊

    Love reading your posts! I agree with your dad. Your writing is getting better. Looking forward to your next post.

    1. Mike Matthews says:

      Thank you, Gisele! Your positive and strong character will always make PYLUSD (and everything you touch!) a better place.

  10. Melissa says:

    Your timing is impeccable Mike.
    As a new member of “Club Retiree” I intend to soak it all up from the wisdom of those who went before me. Be sure to pass on any other recommended reads my way on this topic. Feeling lighter these days!

    1. Mike Matthews says:

      I bet you are feeling lighter my friend, and you’re only a few weeks in. I hope it gets better and better.

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