Thank you for taking my quiz! See below to learn how you compare to other retirees along with feedback that might help you tune up your money happiness quotient.
Question 1: Now that you are outside of the classroom, do you feel like you have a well-defined
understanding of your purpose in life?
Question 2: How many close social connections (people you would call on a very good and/or very bad day)
do you have? This goes beyond acquaintances you would occasionally chat with in the teachers’
lounge.
Question 3: How many activities and interests do you absolutely love to pursue? Whether you personally
identified more with the school athletes, the robotics team, the marching band, or maybe the sciences whizzes, retirement means you can really lean into your favorite hobbies and interests.
Question 4: What is the approximate value of your home?
Your Answer: “{What is the approximate value of your home?:5}”
Question 5: Are you married?
Question 6: How much do you financially support your adult children?
Question 7: How many years until you pay off your mortgage?
Question 8: Pop quiz! How many sources of income do you have in retirement? (Ex. social security, pension, income from investments, rental properties, part-time work, government benefits)
Question 9: How much time a month do you spend discussing your finances and planning for retirement (with a spouse/significant other or advisor)?
Question 10: How much do you (or do you plan to) have saved as a nest egg for retirement?
Question 11: What kind of car do you drive? Spoiler: school bus is no longer an option.
Question 12: Once you transition to an endless summer vacation in retirement, how often do you or will you go on group vacations or travel with friends/couples?
Question 13: After eating an apple a day for all these years, what type of diet do you follow now, if any?
Question 14: Quick math question: do you know how much income you have each month vs. how much you spend each month?