How Do You Plan to Generate Income from Your Portfolio?

I have a well-thought-out plan that provides steady income

I have some investments, but no real withdrawal strategy

I plan to just withdraw money when needed

My plan is to stretch every dollar and hope it lasts

Do You Know How Much You’ll Need to Cover Expenses in Retirement?

Yes! I’ve budgeted everything down to the last dime

I have a rough estimate but nothing concrete

I hope my savings last, but I haven’t run the numbers

I’ll figure it out when I get there

When Do You Plan to Retire?

I have a set date and a financial plan to match

I have a target age but no formal plan

I’d like to retire soon, but I don’t know if I can afford it

I’m working until I physically can’t anymore

What’s Your Plan for Healthcare Costs in Retirement?

I have a solid Medicare and supplemental insurance plan

I have some coverage, but I’m not sure it’s enough

I know I’ll have healthcare costs, but I haven’t planned for them yet

I haven’t even thought about it

How Confident Are You That Your Savings Will Last 20+ Years?

Very confident—I have a long-term investment and withdrawal strategy

Somewhat confident—I think my savings will last

Not very confident—I worry about outliving my money

I have no idea if my money will last

Do You Have a Tax Strategy for Retirement Withdrawals?

Yes! I know exactly how to minimize taxes on my withdrawals

I’ve thought about it but don’t fully understand my options

I just withdraw and hope taxes don’t take too much

Wait… I have to pay taxes in retirement?!

Have You Worked with a Retirement Planner?

Yes, I have a solid retirement plan and feel confident

I spoke with someone, but I still have questions

I’ve considered it but never actually sat down with a professional

Nope! I’ve been figuring it out on my own

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Biggest Retirement Concern?

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