Dollars and Cents Score


Your Results

You're right, you need more balance.

Personal Sense Score


Your highest unmet needs start with resolving the personal side of your retirement plan. I know everyone is talking about the financial stuff including how much you need to save and how long it will last but let me share something that most important retirement truth that I have come to know and understand intimately. Running out of money is nothing compared to running out of family, friends, health and other personal factors. Put another way, if you don't have the body, mind, spirit stuff right, the amount of money you have won't matter.

Please email me a copy of these full results and other recommendations plus one of the free guides below.

Three Things No One Tells You About Retirement How To Prepare Your Marriage For Retirement

Here's the steps you need to take & my advice on how to do it:

  1. Be true to yourself. One of the biggest regrets people have in life is not being true to who they are and what's important to them. They spend their lives trying to please others or meet their expectations. You need to take some time out for yourself and figure out what's most important to you about retirement: Hint - it's not money.
  2. You need a written plan that will help guide you in everyday life in retirement. One of the most funny things about retirement is that all the stuff you said you would do once you retire and have more time suddenly disappear from your memory. Our Naked Retirement Plan is designed to keep you active and engaged in the things that are most important to you.
  3. Start talking. With retirement approaching quickly, you have to start talking about your thoughts and feelings, especially if you're married. Everyone has different thoughts and assumptions about retirement, whether it's your spouse, kids, or co-workers, things get messy real quick if you aren't upfront about what it means to you and what you hope to get out of it. If you're married check out this latest blog.
  4. Start focusing more on your mental and physical health. That means feeling good about yourself by staying active and energized by what you're eating... and more importantly, addressing what's eating at you in terms of stress and relationships. You won't be able to please everyone in retirement, so it's important to identify and start resolving emotional stresses now instead of hoping they just go away (read: How To Practice Being Happy In Retirement).
  5. Surround yourself with the right people. The people you include in your retirement plans play a major role in your overall well-being. Who can you count on, who is happy, vibrant, and interested in some of the fun and cool things you desire to do in retirement? Have you written their names down and reached out to them with your plans for retirement? (see: Chapter 5 in Naked Retirement).

Fortunately, you're not alone in needing to strike a balance with your retirement plans. Your answers are in line with many other people for the simple fact that many people just haven't been told they need to do this type of work and how big of an impact it can have on how they feel about retirement.

Next Steps: Use the form above to receive an email copy of these recommendations and one of our free guides to help you balance out your retirement. It's a simple decision that will put you in an exclusive club of people and help ensure you don't end up alone, out-of-touch, bored, unhealthy, or insecure in retirement.