A Retirement Readiness Questionaire

A Retirement Readiness Questionnaire [1]

1.   Why are you thinking about retirement now? (You get one point if you think that someone who knows you well considers your answer good and clear.

2.   Do you want to retire? (One point if yes)

3.   Have you attended a retirement preparation program or seminar focused on financial planning?

4.   Have you attended a retirement preparation program or seminar focused on social planning/ (community activities and interpersonal endeavors?)

5.   How would your finances be if you retired now? (One point if yes)

6.   Have you developed any outside interests? Hobbies, volunteer activities or areas of new learning. (One point if yes)

7.   Have you planned new activities where you would interact with people on a regular basis offering opportunities for new friendships? (One point if yes)

8.   What do your family and friends say about your retiring? (One point if they think you are doing the right thing)

9.     Have you considered whether you want a complete or partial retirement?  In other words, have you considered  part time or temporary work, or even a less that full-time small business venture? Emphases here are on consideration. (One point if Yes, even if you choose not to go this route.)

10.                During retirement will the process of making at least a modest contribution helping out in various volunteer or other activities be sufficient for you or do you feel the need to make an immediate major difference in what you do?  (One point if yes to the first part of the question or to the second part if you feel you have lined up an activity where you can an immediate major contribution.)

11.                What is important and fulfilling for you?  How do your retirement plans relate to your thinking here? (One point if someone who is reliable and knows you, feels you give a straight answer and considers your answer Good and Clear)

12.                      What is it that gives you a sense of meaning and purpose in life?  How do your retirement plans relate to your thinking here? (One point if someone who is reliable and knows you, feels you give a straight answer and considers your answer good and clear.)

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[1]  It’s a good idea to answer these questions and then discuss them with someone.  This comes from a workshop I developed several years ago. Take some time to think about the questions and what about your thoughts on retirement. The less number of thoughts, the less you may be prepared,