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Thank You
Your Personalized Analysis Is On The Way
Based on your quiz responses, we're preparing a personalized video analysis of your retirement readiness—both the financial and life planning aspects. You'll receive this within 24-48 hours.
In your personalized video, we'll cover:
-
Whether you're on track financially for your target retirement date
-
Potential gaps in your current strategy
-
Life planning considerations specific to your timeline
-
Next steps to optimize both your financial and retirement lifestyle plan
Questions in the meantime? Feel free to reply to any email from us—we personally read and respond to every message.
Follow us here: (insert Pod, Newsletter, etc icons/links)
P.S. The most successful people we work with started planning the life side of their financial life just as intentionally as the financial side. These three areas—purpose, health, and relationships—determine whether your retirement feels like freedom or feels empty, regardless of your account balance.
1. Your Identity Beyond Your Career Matters More Than Your Portfolio
The Reality: According to the Employee Benefit Research Institute's Retirement Confidence Survey, while 67% of workers feel confident about having enough money for retirement, only 48% report feeling emotionally prepared for this life change. Research consistently shows that the emotional and psychological adjustments of retirement can prove equally challenging, if not more so, than the financial aspects.
Set Yourself Up for Success:
-
Start exploring interests and hobbies NOW!
-
Volunteer in areas you're passionate about while still working
-
Develop social connections outside of work
-
Test drive retirement with weeks off and sabbaticals to see how it feels and if what you envisioned is what you really want
Life Planning Tip: Ask yourself "Who am I / Who do I want to be when I'm not at work?" The answer to that question determines retirement happiness more than your account balance.
2. Health Is Your Most Important Asset (And It Can't Be Bought Later)
The Reality: According to Fidelity's 2023 Retiree Health Care Cost Estimate, the average couple retiring in 2023 will need $315,000 to cover healthcare expenses in retirement. But the real cost is losing independence due to preventable health decline. Note: Fidelity's 2025 estimate shows costs have risen to $172,500 for an individual retiree.
Set Yourself Up for Success:
-
Treat preventive healthcare like a retirement contribution
-
Build movement and strength training into your life
-
Address stress management practices before you retire (retirement doesn't automatically reduce stress)
Life Planning Tip: Your 60s and 70s will be as healthy as you make your 50s. Start investing in your physical and mental health with the same discipline you invest financially.
3. Your Relationships Need as Much Planning as Your Finances
The Reality: Studies on retirement adjustment show that in the first two years of retirement, a significant proportion of couples experience greater marital conflict and lower marital satisfaction. Additional research confirms that marital stress increases during the initial two years of retirement, with relationship conflicts becoming the primary source of retirement stress for many couples.
Set Yourself Up for Success:
-
Have regular "retirement vision" conversations with your spouse and financial life planner
-
Discuss daily routines, travel expectations, and personal space needs
-
Plan for different retirement timelines, if both spouses work
-
Address family expectations (adult children, aging parents) before retiring
Life Planning Tip: Schedule monthly "retirement dreaming" conversations with your partner. Talk about the lifestyle, not just the numbers.
Thank You
Thank you for completing our retirement quiz! While we review your responses and prepare your personalized analysis, here are three crucial life lessons that can transform your retirement experience:
1. Your Identity Beyond Your Career Matters More Than Your Portfolio
The Reality: According to the Employee Benefit Research Institute's Retirement Confidence Survey, while 67% of workers feel confident about having enough money for retirement, only 48% report feeling emotionally prepared for this life change. Research consistently shows that the emotional and psychological adjustments of retirement can prove equally challenging, if not more so, than the financial aspects.
Set Yourself Up for Success:
-
Start exploring interests and hobbies NOW!
-
Volunteer in areas you're passionate about while still working
-
Develop social connections outside of work
-
Test drive retirement with weeks off and sabbaticals to see how it feels and if what you envisioned is what you really want
Life Planning Tip: Ask yourself "Who am I / Who do I want to be when I'm not at work?" The answer to that question determines retirement happiness more than your account balance.
2. Health Is Your Most Important Asset (And It Can't Be Bought Later)
The Reality: According to Fidelity's 2023 Retiree Health Care Cost Estimate, the average couple retiring in 2023 will need $315,000 to cover healthcare expenses in retirement. But the real cost is losing independence due to preventable health decline. Note: Fidelity's 2025 estimate shows costs have risen to $172,500 for an individual retiree ($345,000 for a couple).
Set Yourself Up for Success:
-
Treat preventive healthcare like a retirement contribution
-
Build movement and strength training into your life
-
Address stress management practices before you retire (retirement doesn't automatically reduce stress)
Life Planning Tip: Your 60s and 70s will be as healthy as you make your 50s. Start investing in your physical and mental health with the same discipline you invest financially.
3. Your Relationships Need as Much Planning as Your Finances
The Reality: Studies on retirement adjustment show that in the first two years of retirement, a significant proportion of couples experience greater marital conflict and lower marital satisfaction. Additional research confirms that marital stress increases during the initial two years of retirement, with relationship conflicts becoming the primary source of retirement stress for many couples.
Set Yourself Up for Success:
-
Have regular "retirement vision" conversations with your spouse and financial life planner
-
Discuss daily routines, travel expectations, and personal space needs
-
Plan for different retirement timelines, if both spouses work
-
Address family expectations (adult children, aging parents) before retiring
Life Planning Tip: Schedule monthly "retirement dreaming" conversations with your partner. Talk about the lifestyle, not just the numbers.
Thank You
Thank you for completing our retirement quiz! While we review your responses and prepare your personalized analysis, here are three crucial life lessons that can transform your retirement experience:
1. Your Identity Beyond Your Career Matters More Than Your Portfolio
The Reality: According to the Employee Benefit Research Institute's Retirement Confidence Survey, while 67% of workers feel confident about having enough money for retirement, only 48% report feeling emotionally prepared for this life change. Research consistently shows that the emotional and psychological adjustments of retirement can prove equally challenging, if not more so, than the financial aspects.
Set Yourself Up for Success:
-
Start exploring interests and hobbies NOW!
-
Volunteer in areas you're passionate about while still working
-
Develop social connections outside of work
-
Test drive retirement with weeks off and sabbaticals to see how it feels and if what you envisioned is what you really want
Life Planning Tip: Ask yourself "Who am I / Who do I want to be when I'm not at work?" The answer to that question determines retirement happiness more than your account balance.
2. Health Is Your Most Important Asset (And It Can't Be Bought Later)
The Reality: According to Fidelity's 2023 Retiree Health Care Cost Estimate, the average couple retiring in 2023 will need $315,000 to cover healthcare expenses in retirement. But the real cost is losing independence due to preventable health decline. Note: Fidelity's 2025 estimate shows costs have risen to $172,500 for an individual retiree.
Set Yourself Up for Success:
-
Treat preventive healthcare like a retirement contribution
-
Build movement and strength training into your life
-
Address stress management practices before you retire (retirement doesn't automatically reduce stress)
Life Planning Tip: Your 60s and 70s will be as healthy as you make your 50s. Start investing in your physical and mental health with the same discipline you invest financially.
3. Your Relationships Need as Much Planning as Your Finances
The Reality: Studies on retirement adjustment show that in the first two years of retirement, a significant proportion of couples experience greater marital conflict and lower marital satisfaction. Additional research confirms that marital stress increases during the initial two years of retirement, with relationship conflicts becoming the primary source of retirement stress for many couples.
Set Yourself Up for Success:
-
Have regular "retirement vision" conversations with your spouse and financial life planner
-
Discuss daily routines, travel expectations, and personal space needs
-
Plan for different retirement timelines, if both spouses work
-
Address family expectations (adult children, aging parents) before retiring
Life Planning Tip: Schedule monthly "retirement dreaming" conversations with your partner. Talk about the lifestyle, not just the numbers.
Your Personalized Analysis Is On The Way
Based on your quiz responses, we're preparing a personalized video analysis of your retirement readiness—both the financial and life planning aspects. You'll receive this within 24-48 hours.
In your personalized video, we'll cover:
-
Whether you're on track financially for your target retirement date
-
Potential gaps in your current strategy
-
Life planning considerations specific to your timeline
-
Next steps to optimize both your financial and retirement lifestyle plan
Questions in the meantime? Feel free to reply to any email from us—we personally read and respond to every message.
Follow us here:
Podcast
Videos
P.S. The most successful people we work with started planning the life side of their financial life just as intentionally as the financial side. These three areas—purpose, health, and relationships—determine whether your retirement feels like freedom or feels empty, regardless of your account balance.
1. Your Identity Beyond Your Career Matters More Than Your Portfolio
The Reality: According to the Employee Benefit Research Institute's Retirement Confidence Survey, while 67% of workers feel confident about having enough money for retirement, only 48% report feeling emotionally prepared for this life change. Research consistently shows that the emotional and psychological adjustments of retirement can prove equally challenging, if not more so, than the financial aspects.
Set Yourself Up for Success:
-
Start exploring interests and hobbies NOW!
-
Volunteer in areas you're passionate about while still working
-
Develop social connections outside of work
-
Test drive retirement with weeks off and sabbaticals to see how it feels and if what you envisioned is what you really want
Life Planning Tip: Ask yourself "Who am I / Who do I want to be when I'm not at work?" The answer to that question determines retirement happiness more than your account balance.
3. Your Relationships Need as Much Planning as Your Finances
Your Personalized Analysis Is On The Way
Based on your quiz responses, we're preparing a personalized video analysis of your retirement readiness—both the financial and life planning aspects. You'll receive this within 24-48 hours.
In your personalized video, we'll cover:
-
Whether you're on track financially for your target retirement date
-
Potential gaps in your current strategy
-
Life planning considerations specific to your timeline
-
Next steps to optimize both your financial and retirement lifestyle plan
Questions in the meantime? Feel free to reply to any email from us—we personally read and respond to every message.
Follow us here: (insert Pod, Newsletter, etc icons/links)
P.S. The most successful people we work with started planning the life side of their financial life just as intentionally as the financial side. These three areas—purpose, health, and relationships—determine whether your retirement feels like freedom or feels empty, regardless of your account balance.
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