the long weekend: transition and growth in retirement
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THE LONG WEEKEND: TRANSITION AND GROWTH IN RETIREMENT
M Cecil Smith
Department of Educational Psychology, Counseling, & Special EducationNorthern Illinois University
Talk presented at the NIU Annuitants Association meeting
April 26, 1990
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THE LONG WEEKEND: TRANSITION AND GROWTH IN RETIREMENT
Id like to talk to you this evening about retirement and the preparation for retirement,
from the perspective of a developmental psychologist. Psychologists such as myself, who
study developmental events occurring across the life span, are interested in the process of
retirement because it is one of the hallmark passages in the life of the individual. I speak
of- retirement as a process, rather than a single event, because retirement occurs not only
at that moment when the individual receives his or her gold watch from the company.
Retirement occurs, rather, over a lengthy period of time and the process of retiring is
marked by several developmental tasks. These tasks must be recognized, negotiated, and
resolved in order for the individual to find personal fulfillment.
Id like to begin by asking you to respond to a couple of questions. First of all, for those
of you who are thinking about, or actually planning for, impending retirement: What are
your ideas about what your retirement is going to be like? For those of you who have
been retired for some time:Have your retirement experiences thus far met your
expectations of what retirement is supposed to be?
Nancy Datan, a prominent psychologist in the study of adult development, refers to
retirement as the long weekend (Datan & Thomas, 1984). This metaphor suggests
several views of retirement. Id like to elaborate on each of these views for a few minutes
to set the stage for the ideas that I wish to discuss concerning what I refer to as transition
and growth in retirement. While transitions or changes are inevitable throughout our
lives, growth can only occur through the resolution of various developmental tasks.
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What images come to mind when we think of retirement as a long weekend? Just as the
arrival of the weekend signals the end of the workweek, so retirement signals the end of
the worklife. This metaphor strongly suggests that the end of one s working life is also
the end of ones life.
Unfortunately, in my view, this is how retirement is generally perceived in our society. It
is this aspect of retirement which psychologists and social gerontologists have devoted
most of their efforts in examining and attempting to understand.
The long weekend metaphor also symbolizes the transition from working, from being
productive and making a contribution to society, to inactivity, inertia, and stagnation.
Retirement is seen as a sort of less than condition: the retiree is less productive than
when he or she was working, and so, is considered to be less important and less valuable
than the worker (Miller, 1965). This view, like the first, is obviously a quite negative
attitude about retirement. Perhaps this mind-set has something to do with the mythic
Protestant work ethic under which most of us toil throughout our productive years
(Weber, 1958). This attitude assumes that the retired individual will be inactive, or will--
at best--lead a life of nondirected leisure activity.
This transitional aspect of retirement, from full time productivity to relative inactivity in
the economic marketplace, has also been the focus of much research by both
psychologists and sociologists. The questions of interest are: what effects does retirement
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have on the selfconcept and selfesteem of the retiree? How well do most adults
adjust to retirement? And, how satisfied are they with their lives as retirees?
Finally, the third dimension of the metaphor suggested by Datan is that of a transition
from one kind of activitywork--to another kind of activity, self-development. It is this
dimension of the long weekend metaphor that has the most positive, health-enhancing
and health-sustaining implications for us to consider. Retirement presents the mature
adult with many opportunities for growth and self-renewal.
Id like to focus on this positive dimension of Datans metaphor. Keeping this metaphor
in mind--the transition from one kind of activity to another--Id like also to talk about
how this transitional process affects several developmental tasks in the retiring persons
life. These tasks have to do with achieving selfacceptance and, in some cases self-
esteem, reexamining the role of social and family relationships during the retirement
process, and deciding how one will live ones life in retirement. These tasks are not
merely a replacement for the loss of work-related tasks. More important, the successful
resolution of these tasks improves the quality of ones life in retirement.
The loss of a work role in our work-oriented society may, in some cases, be damaging to
the retirees self-esteem. The person may say, Who am I without my work? I have no
identity. I do not want to place too much emphasis on this point. There is little evidence
that retirement negatively affects the self-concept or self-esteem of most people (Cottrell
& Atchley, 1969). In fact, retirement seems to have little impact on ones self-concept or
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self-esteem (George, 1980). What is important is that the end of one s work life results in
a certain discontinuity of experience. Again, the image of a shift from productivity to
inactivity comes to mind. Those who adjust best to retirement are individuals who
develop a life style that provides continuity with their past working lives and which meets
their long-term needs (Reichard, Livson, & Peterson, 1968)
Retirement does not mean that the retired person must adopt a completely new identity:
that of a retired person. While no longer a teacher, a secretary, or a railroad conductor,
the individual often continues to view him or herself in terms of their former work life
(e.g., Im a retired investment banker). Gerontologist Robert Atchley (1977) suggests,
however, that very few people rest their identity on a single role. The social roles of
spouse, parent, grandparent, church deacon, or volunteer still exist for the person, despite
the fact that he or she has retired. No doubt these roles are equally important as our work
role in providing us with a sense of self-esteem and identity.
Erik Erikson describes eight ages in the life course of individuals. Each age has particular
developmental tasks associated with it. The resolution of these tasks serves to shape ones
personality within a social context. The two ages relevant to mature adulthood are
described by Erikson as periods for achieving generativity and ego integrity.
Generativity occurs at midlife and is the concern one has in establishing and guiding the
next generation. The developmental task at hand is to make a contribution to future
generations through ones productivity and creativity. Thus, a legacy of oneself is left to
successive generations. Generativity includes personal renewal (Schlossberg, 1984), and
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the retirement process creates many opportunities for the individual to renew him or
herself in terms of creative works, personal development, and achieving intimacy with
others. In doing so, many of the needs of adult life can be met over the course of the
long weekend.
Achieving intimacy means to attain satisfying relationships with other people. These
relationships are marked by affection, mutual trust, empathy and understanding. The most
logical place for the mature adult to form such intimate relationships is in the context of
his or her family: spouse, adult children, and grandchildren. Our close interpersonal
relationships can be a source of support in times of stress, as the transition to retirement
may be.
The retired adult can now turn attention to the intimate aspects of his or her marital
relationship. By this I mean seeking ways to improve communication with a partner,
renewing commitments that have been unspoken over the years, and openly expressing
care for one another. These tasks are particularly important because retirement offers the
couple the opportunity to devote their energies to the creation of a new marital
relationship. In fact, the retirement of one or both spouses will have serious consequences
for the relationship, and so the marriage must be renegotiated.
If we examine more closely some of the particulars of retirement for the couple, we can
see how the development of a renewed and stronger relationship can be adaptive during
the retirement process. The timing of retirement is an important factor. Many spouses
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retire together. This allows them to enjoy their free time together, share new interests and
activities, travel together and so on. When husbands retire first, problems may arise if the
husband becomes bored with his retirement activities. Another problem occurs when the
husband is envious of his still-working wife who is active and has many social contacts
through her work.
So, retirement can have different effects on spouses. Wives are often more satisfied with
their retirement than are their husbands. Wives may, however, find their husbands
retirement, to be a source of difficulty--particularly if the husband is dissatisfied with his
retirement status. The husband who fails to develop a plan for his own self-development
may become overly dependent upon his wife for emotional support. Indeed, she may no
his only regular social contact. The burden of such responsibility may be too much for the
wife.
Retirement of the wife seems to result in fewer adjustment problems for the couple.
Couples usually do not have to renegotiate the allocation of household tasks, having a
long-established division of labor. A typical difficulty is that household tasks do not
compensate for the loss of work, and are usually much less fulfilling. So, new activities
and routines must be developed. A further difficulty that often accompanies retirement is
the loss of regular social contacts.
Retirement, of course, does provide time to spend with ones adult children,
grandchildren, and aging parents. This can be both a blessing and a curse, depending
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upon the quality of relationships within the family, geographic proximity, and the health
status of family members. Unresolved conflicts with adult children may come to the fore
again, and so retirement may be a time for reestablishing the intimate bonds that marked
the early years of parenting. Also, there is more time for grandchildren. The retired adult
can pass along knowledge, skills, and wisdom to yet another generation. Eriksons task of
qenerativity reemerges in retirement. The retired adult may find him or herself helping
not only members of the younger generation, but also caring for aging parents. So, the
retirement years offer opportunities for self-development through learning how to
become more intimate, working on communication skills, improving ones relationships,
and providing care for others.
By ego integrity Erikson was referring to the sense of wholeness achieved by looking
back on ones life with a sense of satisfaction. The retiree may ask questions such as:
what have I accomplished? What have I yet to do with the time I have left? What can I
realistically hope to accomplish? And finally, can I live with the limitations of my life?
This last question, and how it is answered, seems to be the key to establishing a sense of
integrity.
Achieving ego integrity means that one has adapted to the realities of ones own life and
can preserve a sense of self. Self-acceptance is thereby achieved. This task of achieving
ego integrity is a mostly unconscious process that can be greatly nurtured by the activities
of the retired individual. Among these activities is the creation and acceptance of new
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roles in life that provide a sense of continuity, satisfaction, and stability over the course
of the long weekend.
In looking at these roles, we turn to the theme of establishing new relationships and
nurturing old ones. With the end of the work life, there exists the threat of an ending to
ones friendship network-particularly if this network consists of fellow workers. There
is little evidence that retirement in and of itself has a negative influence on the quality of
ones friendships, associations, or family life (Atchley, 1976). Nonetheless, questions
may arise for the retiree: how can I maintain the friendships that I have? To what extent
do I want to remain a social person? Can I establish new friendships? Do I wantto
establish new friendships? These questions may be particularly salient if the retiree plans
to relocate, for example moving from northern Illinois to sunny Florida.
Friendships tend to be based on common interests and similarity in terms of age, sex,
race, and social class. Consequently, moving to a new location with a high percentage of
persons of your same age facilitates the development of new friendships. While you may
not yet be ready for Sun City, such environments do ensure that one has ready access to
people with similar interests and values. However, other factors such as cost and loss of
physical proximity to family, have to be considered before relocating.
Summary
In summary, I have only a few final comments. Ive attempted to emphasize that
retirement is a process, rather than a single occasion in the life of the adult. Throughout
the process of considering, approaching, accepting, and living in retirement, several
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developmental tasks emerge which call for action and resolution if the person is to lead a
happy and fulfilling life after one s work is done.
Retiring from work does not mean retiring from life. There are many opportunities for
growth, renewal, and self-development during ones retirement years. The individual who
looks forward to the challenge of meeting these opportunities head on and working
through the accompanying developmental tasks will be happier and healthier. Such a
person is likely to achieve ego integrity.
Finally, two important factors in ones preparation for, and entry into, retirement are
having accurate preconceptions about what retirement is like, and having a good attitude
toward retirement. I hope that Ive helped you to clarify some of your perceptions about
retirement this evening. Further, I think that you are all here because you do look forward
to your retirement years. You have a positive view of retirement, and the evidence
strongly suggests that your lives in retirement will be satisfying because you recognize
the potential you have for personal growth in this era of your lives.