About The Retirement Series

The Retirement Series is for people navigating the space between what was and what comes next. It starts with the Identity Audit, a free reflective worksheet that invites you to explore a question financial planning rarely addresses: Who am I beyond work?

Retirement isn’t just a financial transition. It’s an identity transition. The structure, relationships and sense of purpose a long career provides can fall away, leaving a question that catches many people off guard. The Identity Audit gives you a quiet, structured space to reflect on how you see yourself now, what your career allowed to flourish, what had less space over the years, and who you want to become next.

The Retirement Series was created by Sarah Barry, a Certified Professional Retirement and Life Transition Coach and multi-award-winning author of 9 Habits of Happy Retirees. Her work focuses on the non-financial side of retirement: identity, structure, purpose and connection.