10 Questions to prompt the Retirement Thinking conversation...

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10 Questions to prompt the Retirement Thinking conversation...

Published
August 2015

10 Questions to prompt the Retirement Thinking conversation...

  1. If you retired last month, how would you spend your day today?

  2. How are you going to keep your mind engaged and happy and your body active and healthy?

  3. In the last 10 years, have you ever been unexpectedly off work for more than four weeks?

  4. Are you married or in a common-law relationship? If so, have you ever asked your spouse what they want out of retirement?

  5. What is your biggest fear about living in retirement?

  6. Family – parents, children and spouse – do you support any of them financially or physically? Do you anticipate supporting them in the future during retirement?

  7. Rank your top three financial priorities today. Rank your top three financial expenses.

  8. What was the most significant, unexpected expenditure you faced in the last 12 months?

  9. Do you know how much you spend on medical, health and dental services on average in a year?

  10. What are you willing to sacrifice or trade off to fulfill your retirement vision?

Publish date: 
August, 2015