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What Is Your “Retirement Style”?
Discover your ideal retirement lifestyle based on your unique personality traits. This quiz will help you understand your preferences, goals, and concerns as you plan for your golden years. Are you a driven achiever, a social butterfly, a stability seeker, or a meticulous planner? Take this quiz to find out!
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1. When you think about retirement, what excites you the most?
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A. Taking on new challenges and setting ambitious goals
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Add RecommendationAdd TagsView All Assigned TagsB. Having the freedom to enjoy life’s pleasures with family and friends
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Add RecommendationAdd TagsView All Assigned TagsC. Enjoying a peaceful and predictable routine
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Add RecommendationAdd TagsView All Assigned TagsD. Having everything meticulously planned and under control
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2.
How do you prefer to make major life decisions, such as when to retire or where to live?Enter any additional information about the quiz
A. I make decisions quickly and confidently, focusing on what I want
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Add RecommendationAdd TagsView All Assigned TagsB. I talk it over with friends and family to get their input
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Add RecommendationAdd TagsView All Assigned TagsC. I take my time, considering how the decision will affect everyone involved
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Add RecommendationAdd TagsView All Assigned TagsD. I research extensively and weigh all options before deciding
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3. What’s your ideal way to spend a typical day in retirement?
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A. Working on a personal project or pursuing a goal
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Add RecommendationAdd TagsView All Assigned TagsB. Socializing, exploring new activities, and having fun
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Add RecommendationAdd TagsView All Assigned TagsC. Relaxing at home or enjoying quiet activities with loved ones
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Add RecommendationAdd TagsView All Assigned TagsD. Organizing, planning, or perfecting something around the house
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4. When it comes to planning for retirement, how do you approach your financial goals?
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A. I set clear financial targets and work aggressively to meet them
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Add RecommendationAdd TagsView All Assigned TagsB. I focus on ensuring I have enough to enjoy my lifestyle with loved ones
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Add RecommendationAdd TagsView All Assigned TagsC. I prefer a steady and secure approach, avoiding unnecessary risks
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Add RecommendationAdd TagsView All Assigned TagsD. I analyze every detail and create a comprehensive financial plan
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5. How do you envision your social life in retirement?
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A. I’ll be selective with my time, focusing on meaningful connections
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Add RecommendationAdd TagsView All Assigned TagsB. I’ll be active and involved, constantly meeting new people
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Add RecommendationAdd TagsView All Assigned TagsC. I’ll enjoy spending time with a close-knit group of friends and family
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Add RecommendationAdd TagsView All Assigned TagsD. I’ll maintain a small circle, but stay in touch with those who matter
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6. What’s your biggest concern about retirement?
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A. Not achieving everything I want or becoming complacent
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Add RecommendationAdd TagsView All Assigned TagsB. Losing touch with friends or not having enough social interaction
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Add RecommendationAdd TagsView All Assigned TagsC. Disrupting the stability and comfort I’m used to
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Add RecommendationAdd TagsView All Assigned TagsD. Facing unexpected changes or financial uncertainties
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7. How do you handle unexpected changes or challenges in your plans?
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A. I adapt quickly and find new ways to achieve my goals
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Add RecommendationAdd TagsView All Assigned TagsB. I talk it out with friends and look for the silver lining
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Add RecommendationAdd TagsView All Assigned TagsC. I prefer to stick to the plan and adjust as little as possible
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Add RecommendationAdd TagsView All Assigned TagsD. I analyze the situation thoroughly and create a new plan
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8. What role do you see yourself playing in your community or family during retirement?
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A. A leader who continues to drive results and make an impact
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Add RecommendationAdd TagsView All Assigned TagsB. social connector, bringing people together for fun and activities
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Add RecommendationAdd TagsView All Assigned TagsC. A supportive presence, ensuring everyone feels comfortable and cared for
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Add RecommendationAdd TagsView All Assigned TagsD. A reliable advisor, helping others with planning and decision-making
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9. How do you feel about having a structured routine versus a flexible schedule in retirement?
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A. I prefer a routine that helps me stay focused on my goals
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Add RecommendationAdd TagsView All Assigned TagsB. I enjoy flexibility to go with the flow and have fun
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Add RecommendationAdd TagsView All Assigned TagsC. I like a balanced routine that provides comfort and stability
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Add RecommendationAdd TagsView All Assigned TagsD. I need structure to stay organized and ensure everything runs smoothly
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10. What do you want your legacy to be when you reflect on your retirement years?
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A. That I accomplished something meaningful and left a lasting impact
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Add RecommendationAdd TagsView All Assigned TagsB. That I brought joy and connection to those around me
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Add RecommendationAdd TagsView All Assigned TagsC. That I created a peaceful, loving environment for my family and friends
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Add RecommendationAdd TagsView All Assigned TagsD. That I managed everything efficiently and left nothing to chance
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You are a “D”!
The Driven Achiever
The Driven Achiever
As a "D," your retirement is all about making a lasting impact. You're driven to set ambitious goals and achieve them with unwavering determination. Your retirement will be marked by challenge, accomplishment, and a sense of fulfillment that comes from pushing your limits.
How you approach retirement:
As a "D," you're the kind of person who takes charge and sets your sights on exactly what you want for your retirement. Once you've got your goal in mind—whether it's traveling the world, starting a new venture, or something entirely unique—you zero in on it with laser-like focus. You're not one to be swayed by others' opinions; you know what you want, and you go for it.
What will make you feel fulfilled:
You thrive on achieving what others might see as impossible. For you, retirement isn't about slowing down—it's about tackling new challenges and setting even bigger goals. Accomplishing something extraordinary, something most people wouldn't dare to try, is what will make you feel truly fulfilled.
What you should be aware of:
While your determination is a strength, be mindful of not running over others in your pursuit of your goals. Also, learning to relax and enjoy the fruits of your labor without always needing to be in control might be one of your biggest challenges in retirement.
Your retirement style:
You're all about making a difference and getting results, even in retirement. Whether it's leading a cause, starting a project no one else has tackled, or simply excelling in a way others haven’t, you're here to leave your mark.
Your retirement in one word:
Impactful.
What would make a D want to hire a Retirement Coach?
They can help you get results, get what you want, quicker than going it alone. You’re doing something that few other people do. (Competitive).
Intrigued by your retirement personality style? Book a call with me if you want to learn more!
How you approach retirement:
As a "D," you're the kind of person who takes charge and sets your sights on exactly what you want for your retirement. Once you've got your goal in mind—whether it's traveling the world, starting a new venture, or something entirely unique—you zero in on it with laser-like focus. You're not one to be swayed by others' opinions; you know what you want, and you go for it.
What will make you feel fulfilled:
You thrive on achieving what others might see as impossible. For you, retirement isn't about slowing down—it's about tackling new challenges and setting even bigger goals. Accomplishing something extraordinary, something most people wouldn't dare to try, is what will make you feel truly fulfilled.
What you should be aware of:
While your determination is a strength, be mindful of not running over others in your pursuit of your goals. Also, learning to relax and enjoy the fruits of your labor without always needing to be in control might be one of your biggest challenges in retirement.
Your retirement style:
You're all about making a difference and getting results, even in retirement. Whether it's leading a cause, starting a project no one else has tackled, or simply excelling in a way others haven’t, you're here to leave your mark.
Your retirement in one word:
Impactful.
What would make a D want to hire a Retirement Coach?
They can help you get results, get what you want, quicker than going it alone. You’re doing something that few other people do. (Competitive).
Intrigued by your retirement personality style? Book a call with me if you want to learn more!
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You are an “I”!
The Social Butterfly
The Social Butterfly
As an "I," your retirement is synonymous with fun and connection. You'll thrive in social environments and find joy in building relationships, exploring new activities, and creating lasting memories. Your retirement will be filled with laughter, excitement, and a sense of belonging.
How you approach retirement:
As an "I," you see retirement as the ultimate opportunity for fun and connection. For you, it's all about how much enjoyment you can squeeze out of every moment. You're likely to involve family and friends in your planning, and you're probably dreaming of living in a vibrant community where social opportunities abound.
What will make you feel fulfilled:
For you, fulfillment comes from the excitement and anticipation of the good times ahead. Retirement is the biggest, most fun-filled chapter of your life, and you're ready to embrace it with open arms. The more social, the better!
What you should be aware of:
While you're a social butterfly, remember that some of your existing friends might not be on the same page about retirement. You might need to make new connections and adapt to new social circles—but hey, that's what you do best!
Your retirement style:
Your retirement is all about having fun and staying light-hearted. Whether you're connecting with old friends, making new ones, or simply brightening someone's day with a smile, your happiness is contagious.
Your retirement in one word:
Joyful.
What would make an I want to hire a Retirement Coach?
Everybody is doing it, don’t be left out, make your friends take notice, join a community of other people who use coaching to improve their lives.
Intrigued by your retirement personality style? Book a call with me if you want to learn more!
How you approach retirement:
As an "I," you see retirement as the ultimate opportunity for fun and connection. For you, it's all about how much enjoyment you can squeeze out of every moment. You're likely to involve family and friends in your planning, and you're probably dreaming of living in a vibrant community where social opportunities abound.
What will make you feel fulfilled:
For you, fulfillment comes from the excitement and anticipation of the good times ahead. Retirement is the biggest, most fun-filled chapter of your life, and you're ready to embrace it with open arms. The more social, the better!
What you should be aware of:
While you're a social butterfly, remember that some of your existing friends might not be on the same page about retirement. You might need to make new connections and adapt to new social circles—but hey, that's what you do best!
Your retirement style:
Your retirement is all about having fun and staying light-hearted. Whether you're connecting with old friends, making new ones, or simply brightening someone's day with a smile, your happiness is contagious.
Your retirement in one word:
Joyful.
What would make an I want to hire a Retirement Coach?
Everybody is doing it, don’t be left out, make your friends take notice, join a community of other people who use coaching to improve their lives.
Intrigued by your retirement personality style? Book a call with me if you want to learn more!
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You are an “S”!
The Stability Seeker
The Stability Seeker
As an "S," your retirement is about creating a peaceful and comfortable environment. You'll find fulfillment in stability, routine, and the appreciation of those around you. Your retirement will be marked by tranquility, contentment, and a sense of security.
How you approach retirement:
As an "S," you're the planner who’s been thinking about this retirement thing for a long time. You’re not one to make snap decisions; instead, you give plenty of notice and make sure everything is just right before you transition. Your focus is on making the process as smooth as possible for everyone involved.
What will make you feel fulfilled:
You find fulfillment in knowing you're appreciated. It’s the little things, like a heartfelt thank-you or a small, personal gift, that mean the most to you. A big party might be overwhelming, but those personal touches? They’re everything.
What you should be aware of:
You might stress over finding the perfect replacement at work or ensuring everything goes off without a hitch. Remember, it's okay if things aren't perfect—sometimes, good enough is exactly that.
Your retirement style:
You're all about serenity. For you, a worry-free environment where you know everything is in order is the ultimate retirement goal. You seek peace and contentment, knowing you’ve done your best.
Your retirement in one word:
Tranquil.
What would make a S want to hire a Retirement Coach?
Hire a coach to walk through this transition with you. Retirement can be a natural step, it can be easier than you realize. We can keep the security of your hard-earned investments, yet you can ease into the security of retired life. A coach can make the whole process smoother.
Intrigued by your retirement personality style? Book a call with me if you want to learn more!
How you approach retirement:
As an "S," you're the planner who’s been thinking about this retirement thing for a long time. You’re not one to make snap decisions; instead, you give plenty of notice and make sure everything is just right before you transition. Your focus is on making the process as smooth as possible for everyone involved.
What will make you feel fulfilled:
You find fulfillment in knowing you're appreciated. It’s the little things, like a heartfelt thank-you or a small, personal gift, that mean the most to you. A big party might be overwhelming, but those personal touches? They’re everything.
What you should be aware of:
You might stress over finding the perfect replacement at work or ensuring everything goes off without a hitch. Remember, it's okay if things aren't perfect—sometimes, good enough is exactly that.
Your retirement style:
You're all about serenity. For you, a worry-free environment where you know everything is in order is the ultimate retirement goal. You seek peace and contentment, knowing you’ve done your best.
Your retirement in one word:
Tranquil.
What would make a S want to hire a Retirement Coach?
Hire a coach to walk through this transition with you. Retirement can be a natural step, it can be easier than you realize. We can keep the security of your hard-earned investments, yet you can ease into the security of retired life. A coach can make the whole process smoother.
Intrigued by your retirement personality style? Book a call with me if you want to learn more!
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You are a “C”!
The Meticulous Planner
The Meticulous Planner
As a "C," your retirement is a carefully crafted masterpiece. You'll find fulfillment in planning, organizing, and ensuring every detail is in place. Your retirement will be marked by precision, control, and a sense of accomplishment.
How you approach retirement:
As a "C," you're the master planner. Retirement, for you, is all about having multiple contingency plans and making sure everything is meticulously organized. You've explored every possible scenario and have a backup plan (or two) for each.
What will make you feel fulfilled:
Nothing feels better than when everything goes according to plan. Your fulfillment comes from seeing your well-thought-out retirement strategy unfold exactly as you envisioned. Precision and accuracy are your comfort zones.
What you should be aware of:
Unexpected changes can be unsettling for you, whether it’s a sudden shift in the market or a last-minute alteration to your retirement timeline. Learning to relax and enjoy the moment without needing to monitor every detail is something you might need to work on.
Your retirement style:
Your retirement is all about problem-solving and perfection. Whether it’s keeping your home in tip-top shape or fine-tuning a hobby, you're happiest when everything is just right.
Your retirement in one word:
Meticulous.
What would make a C want to hire a Retirement Coach?
Let’s work together for you to have the retirement that you’ve planned. Together we can ensure your plan is executed correctly. Let me help you prepare for any contingency giving you the valued retirement you’ve worked so hard and planned for.
Intrigued by your retirement personality style? Book a call with me if you want to learn more!
How you approach retirement:
As a "C," you're the master planner. Retirement, for you, is all about having multiple contingency plans and making sure everything is meticulously organized. You've explored every possible scenario and have a backup plan (or two) for each.
What will make you feel fulfilled:
Nothing feels better than when everything goes according to plan. Your fulfillment comes from seeing your well-thought-out retirement strategy unfold exactly as you envisioned. Precision and accuracy are your comfort zones.
What you should be aware of:
Unexpected changes can be unsettling for you, whether it’s a sudden shift in the market or a last-minute alteration to your retirement timeline. Learning to relax and enjoy the moment without needing to monitor every detail is something you might need to work on.
Your retirement style:
Your retirement is all about problem-solving and perfection. Whether it’s keeping your home in tip-top shape or fine-tuning a hobby, you're happiest when everything is just right.
Your retirement in one word:
Meticulous.
What would make a C want to hire a Retirement Coach?
Let’s work together for you to have the retirement that you’ve planned. Together we can ensure your plan is executed correctly. Let me help you prepare for any contingency giving you the valued retirement you’ve worked so hard and planned for.
Intrigued by your retirement personality style? Book a call with me if you want to learn more!
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