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OBJECTIVE: The purpose of this study was to conduct a mixed methods research study on retired individuals and identifying their occupational identity throughout their retired experience.

METHODS: Using survey methods, a demographic questionnaire was sent out to individuals who signed up to participate in the study. To participate, individuals had to be in the age range of 50-80 years with a minimum of 2 years post retirement. A total of 15 participants initially signed up with a 93% survey response rate (n=14) and 86% (n=13) response rate for completion of the study with an interview.

RESULTS: Most participants reported dealing with adaptations as best as they could to continue through their retirement. The research results supported themes found in the literature.

CONCLUSIONS: This mixed methods study suggests that there continues to be a missing gap in literature about a potential resource to assist in facilitating the transitions into and throughout retirement.

Publication Date

Summer 2023


University of St. Augustine for Health Sciences


Occupational Therapy, retirement, health, resources, experiences, challenges


Finance and Financial Management | Occupational Therapy


Poster presented at the Summer 2023 Virtual OTD Capstone Symposium held online at the University of St. Augustine for Health Sciences on August 2-9, 2023

Plan for Retirement versus the Occupational Impact Throughout Retirement: The Significance of Identity and Role Transitions