Elevator Systems - Bowen Family Systems Theory

S3 Ep15 Retirement with Kathleen Kerr

Oct 14, 2025
Kathleen Kerr, a clinical nurse specialist and Bowen Theory expert, delves into the complexities of retirement as a systems event rather than just an individual transition. She shares insights on the impact of family history and societal trends on retirement expectations. The discussion also touches on common assumptions between spouses, the importance of differentiation of self, and leadership succession in families and organizations, illustrated through examples from the TV show 'Succession'. Kathleen encourages thoughtful planning to navigate these significant changes.
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INSIGHT

Retirement Is A Systems Event

  • Retirement is a systems event, not just an individual milestone.
  • Expect ripple effects across family, work, and community when one person retires.
ADVICE

Plan Succession And Discuss Cutoff

  • Do consider how cutoff patterns across life affect your readiness for retirement.
  • Try discussing openness about leaving work and grooming successors early with colleagues and family.
INSIGHT

Equilibrium Shifts With Retirement

  • Retirement disturbs a system's equilibrium like adding or losing a member.
  • The disruption depends on the retiring person's importance and function in that system.
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