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Retirement Coaching Course Final Exam
You'll need to correctly answer at least 35 of the 50 questions below (at least 70%) to progress to the next unit.
Question #1: What is Retirement Coaching? (Select all that apply)
Question #2: Baby Boomers are? (Select all that apply)
Question #3: The Dark Side of retirement suggests that: (Select all that apply)
Question #4: Social Security was created with the anticipation that people would typically live 20 years, or longer, beyond their retirement age.
Question #5: One reason for the so called retirement savings crisis is the seismic shift from company-sponsored pension plans to individual retirement savings plans that took place in the 1980s
Question #6: Which is the correct description of PERMA?
Question #7: Research indicates that loneliness can be lethal because 40% of Americans don’t feel close to others and a recent Canadian Association of Retired People poll, revealed that 16% of Canadians lack companionship, 15% had nobody to talk to, and 15% are unhappy doing things alone.
Question #8: A transition is defined as:
Question #9: James O. Prochaska suggests using the four S’s to help clients understand a transition and include:
Question #10: What are the five key areas of retirement, in their proper order?
Question #11: A coach can tell rapport is established when a client schedules the next six appointments in advance.
Question #12: What are some Level 1 coaching techniques?
Question #13: "Pocket coaching" uses simple, easy-to-use questions and answers that they can insert into unique, uncomfortable, and even unexpected situations.
Question #14: The role of a coach is to
Question #15: Internal Spirituality is about living in alignment with one’s with personal values. It does not contain any religious connotations or require a belief in a higher power.
Question #16: The No Regrets Retirement Plan is designed to
Question #17: It’s important to point out that your goal as a Retirement Coach is to
Question #18: Which of the following are examples of values
Question #19: The benefits of a spiritual life can include
Question #20: Having a great house, respected career, family membership at the country club, and plenty of money saved, is all that is necessary for a successful retirement.
Question #21: A sudden inability to equate what one does with who one is can cause some retirees to lose their sense of purpose and stability.
Question #22: The Retirement Perception Quiz aims to
Question #23: According to the Employee Benefit Research Institute, what was the primary reason retirees stopped working earlier than they expected due to
Question #24: Which of the following would be considered forms of disenfranchised grief?
Question #25: According to Maslow’s hierarchy of human needs, the desire to belong comes right after our need for food and water and the desire to feel safe.
Question #26: While a client is working they can have up to 22 high quality (face-to-face) interactions with people each day. Once they retire that number
Question #27: As clients make the transition into retirement, we define four categories of relationships for clients and coaches to examine.
Question #28: A coach’s role in situations where differences (in a couple) are very apparent is to help clients figure it all out and get things nailed down.
Question #29: One popular coaching tactic for coaches to consider in working with couples is to ask them to use “You” statements to identify blame and then steps to rectify it.
Question #30: Which of the following are true about the reality of natural aging?
Question #31: Which of the following is not included in the four factors of physical health?
Question #32: If a person’s body and soul are filled with fear, resentment, worry, guilt, anger, or other emotional issues, it will show up in physical appearance and behavior.
Question #33: The three most common health-care costs that are not covered by Medicare are those related
Question #34: Many of the factors that contribute to sexuality and intimacy issues in retirement are the same factors that affect people of all ages.
Question #35: What concepts will empower clients when they consider their finances in relation to retirement? (Select all that apply.)
Question #36: Offering clients a suite of free financial tools can go a long way in helping them achieve their retirement goals.
Question #37: All or most Social Security benefit payments will stop in 2033 and generations seeking Social Security after the Baby Boomers will be out of luck, having paid into a system they can’t get anything from.
Question #38: Sue begins to take her Social Security benefits at age 62, while her friend, Carla, decides to wait until the full retirement age of 66. About how many years will Sue earn more than Carla?
Question #39: Which guidelines are part of a common-sense approach to investing and removing emotions from investment decisions?
Question #40: The Retirement Wellness Plan will become a client's personal reference point for guidance on the spiritual, mental, social, physical, and financial aspects of retirement.
Question #41: Which of these are included in the three key coaching skills that enhance the retirement coaching model?
Question #42: How would you describe the features and benefits of the Retirement Perceptions Quiz?
Question #43: How would you describe the features and benefits of the Retirement Well-Being?
Question #44: How would you describe the features and benefits of the Curious List?
Question #45: How would you describe the features and benefits of the Friend List?
Question #46: How would you describe the features and benefits of the Retirement Wellness Plan?
Question #47: As a client, which exercise had the biggest impact on your own view and plans for retirement and why?
Question #48: How do you see yourself using these worksheets to help clients make a successful transition into retirement?
Question #49: How has your view of retirement been changed or validated as you went through the modules?
Question #50: What are the goals of retirement coaching and a successful client relationship?
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