Retirement Wellness Quiz

Will you make a successful transition from work-life to home-life? Are you prepared for everything that comes with retirement including the mental, social, physical, financial, and spiritual aspects? Take the quiz to find out.

I know what my life purpose is and I am living it or working toward it.

Yes

No

I look on the bright side of things and am known as a person with an optimistic attitude.

Yes

No

I make wise choices about where to invest my time in worthwhile activities and don't worry about things that are beyond my control.

Yes

No

I am able to cope with feelings of sadness and worry and have healthy habits to cope with stress (e.g. exercise, relaxation, social support).

Yes

No

I learn from my mistakes and don't dwell on them.

Yes

No

I am satisfied with my social life and maintain a network of supportive friends/family/social contacts.

Yes

No

I appreciate my friendships and participate in them to keep them strong.

Yes

No

I contribute time and/or money to at least one organization that strives to better the community where I live.

Yes

No

I seek opportunities to learn and experience new things by visiting museums, exhibits, and zoos, or attending plays and concerts.

Yes

No

I keep informed about social, political and/or current issues from more than one media source.

Yes

No

I have a written retirement plan, budget, and have no unsecured debt (credit cards, loans).

Yes

No

I feel confident that my savings and other income sources will allow me to maintain my lifestyle throughout retirement.

Yes

No

I spend time each month or quarter reviewing my investment fees, expenses, and performance to make sure they are in line with my expectations and my goals.

Yes

No

I meet with family, friends, and/or professionals to discuss my financial situation and feel comfortable bringing up any issues and concerns with them.

Yes

No

I am protected against major personal and financial issues with the right insurances including auto, home, health, umbrella, life, long-term care, etc.

Yes

No

I have a belief system and/or relationship with a higher power.

Yes

No

I feel and express gratitude for my life.

Yes

No

I spend a portion of every day in prayer, meditation, and/or personal reflection.

Yes

No

I belong to a spiritual community that allows me to grow in my spiritual beliefs.

Yes

No

I do not hold onto bad feelings when I have been hurt by someone, can easily forgive friends, and try to make amends with them.

Yes

No

I utilize annual health exams and am aware of health related numbers such as blood pressure and cholesterol.

Yes

No

I am comfortable with my current weight, eating habits, and exercise routine.

Yes

No

I participate in aerobic activity 3-5 times per week.

Yes

No

I am active with a group or team of people on a monthly basis.

Yes

No

I am conscious of how outside factors including family, friends, and the four seasons impact my energy.

Yes

No

Please enter your first name and email to receive your quiz results.



Receive a free copy of this guide with your results.