Couples Quiz
When it comes to retirement, making sure you and your significant other are on the same page, or at least, in the same book is important to how well you make the transition together.
This quiz is designed to help you both begin to work through some of the challenges that often hold couples back from creating the retirement life they deserve. It is important that you both complete the short assessment and we encourage you to work with a certified retirement coach to process the information and develop a "win-win" retirement plan.
The quiz is set up to identify areas in which you both see eye-to-eye as well as those factors that still need to be worked on. On the next page you will be asked to enter in some basic information, including your partner's email address so an invitation can be sent to them to complete the same quiz.
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How It Works
The quiz looks at 28 key areas for couples to have a plan for as they transition into retirement and allows you to identify your progress on each of them. There are 4 possible answers to each question
- Thought about it:
It's a topic on your mind but you and your spouse have not discussed it yet. - Talked about it:
You and your spouse have broached the topic, but you are not in complete agreement yet. - Agree on it:
You are both in agreement about it after discussions, and are working on a plan. - Not applicable.
The topic doesn't apply to you and your partner.
Retirement date: Do you have a definitive date when one or both of you plan to retire? 
Thought About It
Talked About It
Agree On It
Not Applicable
Retirement budget: Do you have a specific dollar amount you plan to live on each month or year?
Thought About It
Talked About It
Agree On It
Not Applicable
Time spent with family: Do you agree on how much time you will spend with family?
Thought About It
Talked About It
Agree On It
Not Applicable
Time spent together and apart: Do you have specific days or times in which you will be apart from each other?
Thought About It
Talked About It
Agree On It
Not Applicable
Combined social network: Do you as a couple have friends you both enjoying spending time with?
Thought About It
Talked About It
Agree On It
Not Applicable
Your social network: Do you have friends that you spend time without your partner?
Thought About It
Talked About It
Agree On It
Not Applicable
Partner's social network: Does your partner have friends that he/she spends time with on his/her how own?
Thought About It
Talked About It
Agree On It
Not Applicable
Moving: Do you plan to move or stay in your current location?
Thought About It
Talked About It
Agree On It
Not Applicable
Spirituality: Do you share the same spiritual beliefs?
Thought About It
Talked About It
Agree On It
Not Applicable
Religious activities: Do you plan to participate in organized or other religious activities together?
Thought About It
Talked About It
Agree On It
Not Applicable
Legacy wealth: Is there a written estate plan in place (Will, trust, durable & medical powers of attorney)?
Thought About It
Talked About It
Agree On It
Not Applicable
Legacy Notebook: Are there written documents to pass on family values, wisdom, and more personal aspects of your legacy?
Thought About It
Talked About It
Agree On It
Not Applicable
Hobbies and passions: Do you have hobbies or passions you plan to participate in?
Thought About It
Talked About It
Agree On It
Not Applicable
Partner hobbies and passions: Do you and your partner have shared hobbies or passions you plan to participate in together?
Thought About It
Talked About It
Agree On It
Not Applicable
Volunteering: Do you intend to volunteer?
Thought About It
Talked About It
Agree On It
Not Applicable
Volunteering: Does your partner have a plan to volunteer?
Thought About It
Talked About It
Agree On It
Not Applicable
Work: Do you intend to work in retirement? (Part-time, seasonal, gig, entrepreneurship)
Thought About It
Talked About It
Agree On It
Not Applicable
Partner work: Does your partner intend to work in retirement?
Thought About It
Talked About It
Agree On It
Not Applicable
Cognitive engagement: Do you have a plan to stay mentally engaged?
Thought About It
Talked About It
Agree On It
Not Applicable
Physical health: Do you follow a current exercise and routine?
Thought About It
Talked About It
Agree On It
Not Applicable
Partner's physical health: Does your partner follow a current exercise routine?
Thought About It
Talked About It
Agree On It
Not Applicable
Nutritional health: Do you have a healthy / balanced diet?
Thought About It
Talked About It
Agree On It
Not Applicable
Partner's nutritional health: Does your partner have a healthy / balanced diet?
Thought About It
Talked About It
Agree On It
Not Applicable
Household chores: Will the division of household chores change in retirement?
Thought About It
Talked About It
Agree On It
Not Applicable
Travel: Is there a plan for how often you may travel each year?
Thought About It
Talked About It
Agree On It
Not Applicable
Travel budget: Is there a plan for how much money you will allocate for travel?
Thought About It
Talked About It
Agree On It
Not Applicable
Aging parent: Do you have an aging parent(s) that may impact your retirement?
Thought About It
Talked About It
Agree On It
Not Applicable
Family dynamics: Are there other family issues that may require additional planning (Children with/without special needs, grandchildren, blended family, siblings, health issues?
Thought About It
Talked About It
Agree On It
Not Applicable
That's it!
Thank you for taking the time to take this quiz. Your partner has been emailed a link that will take them to this quiz as well. Once both of you have completed the quiz, you can click here to view and compare your results