Retirement IQ Quiz

Retirement IQ Quiz

There is no right or wrong response for this Retirement IQ Quiz. The questions are designed to get you thinking of the steps that you might want to take regarding retirement.

1. How often do you and your partner spend over five consecutive hours together in a week?

Never or seldom - Frequently

1 2 3 4 5

2. To what degree do you welcome your retirement?

Very little - Can hardly wait

1 2 3 4 5

3. To what degree do you welcome your partner’s retirement? (If single score 5)

Very little - Can hardly wait

1 2 3 4 5

4. How many new activities or adventures have you planned to do after retirement by yourself?

None - 5 or more

1 2 3 4 5

5. How many new activities or adventures have you planned to do after retirement with your partner? ( If single, score based on activities you plan to do with others)

None - 5 or more

1 2 3 4 5

6. How many new skills are you going to learn by doing these activities?

None - 5 or more

1 2 3 4 5

7. How many of your current friends are retired?

None - 5 or more

1 2 3 4 5

8. How long have you been doing your current type of work?

Over 20 years - 2 years or less

1 2 3 4 5

9. How many people do you supervise?

5 or more - None

1 2 3 4 5

10. How long did your father live beyond retirement?

He didn’t - over 20 years

1 2 3 4 5

11. How long did your mother live beyond retirement?

She didn’t - over 20 years

1 2 3 4 5

12. How often do you meet new people?

Seldom - Several times a day

1 2 3 4 5

13. How comfortable are you meeting new people?

It’s difficult - It’s fun

1 2 3 4 5

14. Does work require you or your partner to travel away from home? (If single, mark 5)

Frequently - Seldom if ever

1 2 3 4 5

15. How often because of work or other requirements, do you and your partner spend a night apart? (If single, mark 5)

Frequently - Seldom if ever

1 2 3 4 5

16. What is the longest holiday you and your partner have spent together in the last five years? (If single, mark 5)

1 week or less - 5 weeks or more

1 2 3 4 5

17. How often do you visit your children or other relatives?

Seldom - Frequently

1 2 3 4 5

18. How often do you share kitchen duties including cooking with your partner? (If single, mark 5)

Seldom - Frequently

1 2 3 4 5

19. How often do you share outside and mechanical household duties with your partner? (If single, mark 5)

Seldom - Frequently

1 2 3 4 5

20. How often do you spend over an hour in the evening just visiting with your partner without other distractions, including TV? (If single, mark 5)

Seldom - Frequently

1 2 3 4 5

21. How many of your current friends have you met or are connected with your work?

Most - Few if any

1 2 3 4 5

22. How often do you and your partner attend activities such as sports, theatres or other outside activities together?

Seldom - Frequently

1 2 3 4 5

23. How recently have you taken a self-improvement or new skill development course that is not related to work?

Over 2 years ago - Several in last year

1 2 3 4 5

24. How financially prepared are you for retirement?

Not at all - Very prepared

1 2 3 4 5

25. How easily do you and your partner resolve conflict? (If single, mark 5)

Very difficult - Easy

1 2 3 4 5

26. When resolving conflict with your partner, how often do you feel you give in to keep the peace? (If single, mark 5)

Most of the time - Less than half the time

1 2 3 4 5

27. How easy is it to share your dreams with your partner? (If single, mark 5)

Very difficult - Easy

1 2 3 4 5

28. How similar are your spending habits to your partner? (If single, mark 5)

Very different - Very similar

1 2 3 4 5

29. What is the longest period of time that you have not worked or attended school in the last 20 years?

2 months or less - over 1 year

1 2 3 4 5

30. How often have you and your partner completed work projects together? (If single, mark 5)

Seldom - We share careers (work together)

1 2 3 4 5

Rating:

The ease with which you retire is a function of many things and not just finances.

If you scored 90 or more: You will adjust to retirement more easily.

60 to 90: Look at the areas where you scored low and consider making changes in your lifestyle.

For example, communication skill building courses, learning new activities together, discovering what you enjoy. Below 60: Give some thought to using the ideas above, including spending more time with your partner before retirement. See retirement as an adventure.

Becoming more active, doing what you enjoy is the key to making retirement the “golden years.”

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