Retirement Lifestyle Quiz

Take this quick 5-question quiz to uncover your ideal retirement lifestyle. I’ll follow up with personalized income strategy recommendations based on your answers.

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Current retirement. How

Your Name *

Enter individually or as a couple if you wish like, “John & Jane Doe”

Email Address *

We’ll use this to send your personalized Retirement Income Strategy insights.

Current Age

…roughly…

What activities are you most looking forward to in retirement? *

• Traveling and exploring new places
• Pursuing hobbies or creative projects
• Spending quality time with family and friends
• Volunteering or giving back to the community
• Continuing part-time work or consulting
• Relaxing and enjoying a slower pace of life

Select the one that best describes your vision.

How would you describe your ideal retirement pace? *

• Active and adventurous (e.g., frequent travel or new experiences)
• Balanced with some structure (e.g., part-time pursuits and routine)
• Relaxed and low-key (e.g., minimal commitments, focus on rest and health)

Select the one that best describes your vision.

What is your primary financial goal in retirement? *

• Maximize growth to fund exciting experiences and flexibility
• Ensure steady, reliable income to cover essentials and maintain lifestyle
• Preserve capital for longevity, healthcare, and leaving a legacy

Select the one that best describes your vision.

How concerned are you about market volatility impacting your retirement savings? *

• Not very concerned – I’m comfortable with some risk for potential growth
• Somewhat concerned – I prefer a balanced approach to minimize swings
• Very concerned – I want stability and protection above all

Select the one that best describes your vision.

How prepared do you feel for potential healthcare or long-term care costs in retirement? *

• Well-prepared – I have coverage and buffers in place
• Somewhat prepared – It’s on my mind, but I could use guidance
• Not prepared – This is a major worry for me

Select the one that best describes your vision.

What is your ideal retirement destination?Stay in current homeMove closer to familyRelocate to a new city or countryRetirement community

Describe your perfect day in retirement.

Submit Quiz & Get Your Insights