The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together

by Roberta Taylor, Dorian Mintzer


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The essential retirement planning book, including the ten key conversations couples should have to create a happy, healthy, and successful retirement!

Retirement can be the best time of your life, but for couples, there's far more to it than cashing in on your 401(k). The most important asset you have during retirement is each other, yet many couples aren't sure where to begin or how to plan for retirement. The Couple's Retirement Puzzle reveals the ten key conversations couples should tackle before retirement to ensure a rewarding second half of life together, including:

  • Do we have enough money to support the lifestyle we want?
  • Should we retire simultaneously or separately?
  • Do we stay put or explore new frontiers?
  • How will we balance time together and time apart?
  • And more!

Filled with smart practical advice, engaging anecdotes, and helpful exercises, The Couple's Retirement Puzzle is a marriage book for couples that will guide you and your partner to a fulfilling, happy retirement you can enjoy and celebrate together.

Product Details

ISBN-13: 9781402295904
Publisher: Sourcebooks
Publication date: 08/05/2014
Pages: 368
Sales rank: 541,196
Product dimensions: 8.40(w) x 5.40(h) x 1.00(d)

About the Author

Roberta Taylor is a Board Certified Coach, experienced psychotherapist, consultant, author and speaker. Her career spans over forty years in both the public and private sector. She is Principal of Pathmaking for Life specializing in working with couples in retirement transition and single women 60 and over. She delivers seminars and facilitates workshops related to retirement transition for professional, educational and community organizations. She works with financial professionals to bring Holistic Life Planning to their organizations and clients. She received her BS in nursing from the State University of New York and her Master's in Developmental Psychology from Rollins College. She serves on the board of the New England Chapter of the National Speaker's Association where she co-ordinates the Fast Track Speaker's School. She is a member of The Life Planning Network, American Society on Aging, International Women's Writer's Guild and co-chair of The Boston Chapter of The Transition Network. Roberta is working on her next book for and about single women 60 and over. She resides in Waltham, MA with her husband Bruce.

Dorian Mintzer, M.S.W., Ph.D., and Board Certified Coach is a licensed Psychologist, Life and Retirement Transition Coach, Money and Couples Relationship Coach and Executive Coach. She is also a Speaker, Consultant, Writer and Teacher. She facilitates workshops and speaks to community and professional groups on topics related to Retirement Transition Planning, Positive Psychology, Mid-Life Issues and Finding Purpose and Meaning in Life. She facilitates groups for individuals and for couples and consults with professionals. She is founder of the Boomers and Beyond Special Interest Group for Interdisciplinary Professionals and the "Revolutionize your Retirement" interview series for professionals and the public. She utilizes her life experiences, clinical work and expertise in adult development, life and retirement planning and positive psychology in her work to help individuals and couples navigate the second half of life. She has contributed to 70 Things to do When you Turn 70, 65 Things to Do When you Retire and its sequel Travel; Live Smart After 50! and The 6 Secrets to a Happy Retirement. She is a member of The National Speakers Association and the Life Planning Network. Learn more about Dorian at and

What People are Saying About This


"What an achievement! Your ten upbeat conversation starters hit all of my buttons! After living separately for the last fifteen years, my life partner and I have just moved together into a shared home across the country from familiar faces and places. Old attitudes and differences plus new needs and issues have shown up quickly and caused me to wonder where we could find a counselor to help us ‘get to yes.' With your book in hand, we don't need a counselor! We hope to create a fertile environment for both personal freedom and sustained togetherness. Thanks for your help in guiding our transition." --(Janet M. Hively, Ph.D., gerontologist, educator and co-founder of the Vital Aging Network, the Minnesota Creative Arts and Aging Network, and the SHIFT Transition Network)


"If you and your partner are questioning how you can experience a fulfilling life in retirement, then here is the book you've been waiting for. Your journey forward in the second half of life is not a solitary venture. Couples need to support each other's growth with mutual understanding and encouragement. Dorian Mintzer and Roberta Taylor have drawn on years of professional practice, personal experience, and research in shaping exercises that will launch you on new adventures together." --(William Sadler, Ph.D., author The Third Age: Six Principles of Growth and Renewal After Forty, Director of Research for the Center for Third Age Leadership, and Professor of Sociology and Business at Holy Names University)


"The Couple's Retirement Puzzle is a much-needed and eloquent addition to a growing field that has tended to ignore the importance of couples working together to plan and create the post-midlife they want. Roberta Taylor's and Dori Mintzer's wise advice, compelling stories, and practical exercises will help to improve your communication, sharpen your individual and joint decision-making, and ease your transitions into this promising life chapter." --(Margaret (Meg) L. Newhouse, Ph.D., Principal, Passion and Purpose LifeCrafting and founder of the Life Planning Network)

Harry R. Moody

"We spend a large fraction of our lives in retirement, but, unlike career or marriage, we don't prepare for it, except by saving money. The Couple's Retirement Puzzle helps us all make retirement less of a puzzle and more of an opportunity." --(Harry R. Moody, Director of Academic Affairs, AARP )

Jeri Sedlar

"There is nothing easy about figuring out the future, and when you're a couple, it's twice as challenging. Roberta Taylor and Dorian Mintzer offer practical, thought-provoking advice as they help you put the puzzle together. Read it before you retire and save yourself some pain!" --(Jeri Sedlar, co-author, Don't Retire, REWIRE! )

Chuck Yanikoski

The Couple's Retirement Puzzle reveals that, in the context of married lives, the traditional issues related to retirement are far more complex and difficult than is generally recognized. But Roberta Taylor and Dorian Mintzer also show us that satisfactory resolutions are possible once the issues are properly understood. In five years, there will be a dozen books imitating The Couple's Retirement Puzzle, because it is such a critically important and highly useful guide. Although other books may appear, this is the book we will surely want to use and recommend to others." --(Chuck Yanikoski, President of RetirementWORKS, Inc., and founder of the Association for Integrative Financial and Life)

Lin Schreiber

"Every baby boomer couple should own this terrific, couple-friendly guide to successfully navigate the retirement transition. Filled with must-have conversations, real-life examples and a boatload of invaluable tips and techniques for productive communication, this is the book I wish I had written." --(Lin Schreiber, Encore Career Coach and Speaker )

Carleen MacKay

"The Couple's Retirement Puzzle offers both a clear glimpse of the challenges we all face in our ever-longer lifetimes and a blueprint for a successful quality of shared life and relationships in retirement. The authors are among a very few experts on the subject. If you read one book about the subject, let it be The Couple's Retirement Puzzle." --(Carleen MacKay, author of Plan "B" for Boomers and The 50,000 Mile CareerCheckup, co-author of Boom or Bust and Return of the Boomers)

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