Online Workbooks

Instructions

Just as the right mindset, training, and actions make for better athletes, business leaders, and performers, there's an undeniable opportunity to get into a “zone” that fosters the right mindset for a successful transition.

We all want to enter retirement with the "right stuff." The best way to accomplish this is by making sure your perceptions line up with reality. Below is an exercise that is designed to challenge your perceptions about the five key areas of retirement and a few related factors.

Read the question and then select one of the answer choices. Following the quiz, we will explain the purpose behind each question and provide some examples to help you get a better idea of what life in retirement may hold for you.

1. On your retirement cruise, you're left stranded on a deserted island. This is a big relief because you no longer have to deal with? Family Member(s)

Friend/Relationship

Money

A Specific Commitment

An impending decision you've been hesitant to make

2. A local organization is in desperate need of help. You're touched and call to offer one of the following items. Which one are you most likely to provide? Money, food and clothing

Knowledge and other informational resources

Personal skill

Physical labor

3. To claim a $10,000 prize you must do one of the following. Which would you avoid at all costs? Eat vegan for an entire year

Run a half-marathon

Step onto a scale, in your swimsuit, on national TV

Reveal an unhealthy habit or behavior on Dr. Phil

I wouldn't avoid any - I'm a step above

4. A friend invites you to a party and upon arrival you realize your friend isn't there and you dont know a single soul. Do you? Scurry back to your car to wait for your friend

Hide in a corner until your friend arrives

Grab a plate and ask to sit with some strangers

Seek out the host and introduce yourself

5. Some colleagues are talking about investments. Which would you suggest? High-yield dividend stocks, covered calls, and sector bets with Exchange Traded Funds

They talk to your financial advisor

Put half their money in CDs and the rest under their mattress

Excuse yourself claiming a sudden need to use the restroom

Retirement Perceptions Quiz

Instructions