Retirement Readiness Assessment Welcome to your Retirement Readiness Assessment Answer the questions below and click on the Submit button. 1) Is your retirement more than 5 years away? Yes No2) Have you created a “bucket list” of things to do in retirement? Yes No3) Is that bucket list part of a written plan for your first year of retirement? Yes No4) If you’re married or in a relationship, does your partner agree with your plan? Yes No5) Do you have a plan for what to do on your first day of retirement? Yes No6) Do you know why you need a written, weekly, schedule? Yes No7) Do you have more than five, non-work-related friendships? Yes No8) Are those friends retired? Yes No9) Are you more than 10 pounds overweight? Yes No10) Is your health “good to excellent”? Yes No11) Do you know what type of Medicare or other insurance your doctor accepts? Yes No12) Do you have a written plan to improve your health? Yes No13) Do you have an accountability partner (other than your spouse or SO) for that plan? Yes No14) Are you planning to move to another location? Yes No15) Will you downsize? Yes No16) Are you familiar with “aging in place”? Yes No17) Is your home aging in place ready? Yes No18) Do you have someone to talk to about emotions and feelings that may surface? Yes No19) If you’re married, is your relationship strong? Yes No20) Do you and your spouse have good communication skills? Yes No21) Do you have a tried and tried method of conflict resolution? Yes No22) Do you have a financial plan and budget for retirement? Yes No23) Have you created a list of ways to make additional money in retirement? Yes No24) Are you planning to work part-time in retirement? Yes No25) Will you start a business in retirement? Yes No
