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The Couple's Retirement Puzzle: 10 Must-Have Conversations for Creating an Amazing New Life Together Paperback – August 5, 2014

3.8 out of 5 stars 39 ratings

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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.

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Editorial Reviews

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 www.revolutionizeretirement.com and www.couplesretirementpuzzle.com.

Product details

  • Publisher ‏ : ‎ Sourcebooks; Reprint edition (August 5, 2014)
  • Language ‏ : ‎ English
  • Paperback ‏ : ‎ 368 pages
  • ISBN-10 ‏ : ‎ 1402295901
  • ISBN-13 ‏ : ‎ 978-1402295904
  • Item Weight ‏ : ‎ 0.035 ounces
  • Dimensions ‏ : ‎ 0.04 x 0.04 x 0.04 inches
  • Customer Reviews:
    3.8 out of 5 stars 39 ratings

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3.8 out of 5 stars
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Top reviews from the United States

  • Reviewed in the United States on January 15, 2015
    there is tons of encouraging information to think about and talk about and different conversatios that we would have never thought about. Great counseling and guidance. Truly enjoyed. Would recommend.
    4 people found this helpful
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  • Reviewed in the United States on December 24, 2022
    The book was okay, but I didn't really pick up anything new that I hadn't already learned from other retirement books or magazines articles.
  • Reviewed in the United States on November 2, 2014
    Thought provoking and insightful. Starts conversations by asking questions that need answering before embarking on the next stage of life --- retirement!!
    4 people found this helpful
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  • Reviewed in the United States on May 31, 2015
    I read this cover to cover and worked the questions with my spouse. A very helpful way to crystalize your retirement plans.
    One person found this helpful
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  • Reviewed in the United States on June 8, 2015
    Information hasn't been very engaging or helpful, but perhaps could be helpful to couples who never talk with each other.
    2 people found this helpful
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  • Reviewed in the United States on April 2, 2015
    We use this for as client gifts. Love it.
    3 people found this helpful
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  • Reviewed in the United States on January 10, 2015
    I acquired this book because my wife and I are talking about retirement and not getting very far. I will ask her to read it because it does have some good suggestions, and offers a structure for conversation. I think it tends to favor solutions that are politically liberal and more suited for educated professionals. The prose flows smoothly but its readability relies on extensive use of cliches. I did not think it was profound
    12 people found this helpful
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  • Reviewed in the United States on September 3, 2014
    Retirement is something couples look forward to long before it arrives. But often after retirement arrives the couples find themselves in situations that they didn’t anticipate. Retirement isn’t just about quitting your job. It is about a complete lifestyle change. This book will take couples looking at retirement through 10 questions that will start conversations and help prepare the couples for what is ahead.
    I was impressed with the depth and thought put into the questions and presentation of this book. The questions are all across the board and are about topics such as financial, health, family, new hobbies, and downsizing. Each chapter begins with a story that illustrates the question that will be discussed. The chapter is then filled with stories, advice, and thoughts surrounding the question. Each chapter ends with a special section designed to make the chapter more personal. It starts with “talking it out”, has several exercises, and ends with a puzzle piece and fun work. While I am quite a few years from retirement, I enjoyed reading the book and learned a lot. I will be keeping this book for the future and think everyone nearing retirement should read it.

    I received this book free of charge from Goodreads in exchange for my honest review.
    14 people found this helpful
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