Pre and Early ( -12 months till + 18 months) Retirement Experience Survey

Retirement Dreams & Realities Survey

Your next chapter deserves to be your crowning glory. Let’s see what the run up looks like

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* 1. What does your dream retirement look like? (Give us your best vision — tropical islands, bestselling novels or something better)

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* 2. How confident are you in your retirement plans?

Extremely confident — I’ve got this!

Feeling good but wouldn’t mind a nudge in the right direction

A little unsure. I’ve got ideas but need a plan

Uncertain and starting to think “winging it” might not be the best approach

Help! I don’t even know where to begin

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* 3. What’s on your post-retirement bucket list? (Check all that light you up)

Traveling to places I’ve always dreamed of

Starting a creative project

Volunteering or giving back (it’s my turn to make a difference!)

Spending more time with family — beyond grandparent-sitting duties

Learning exciting new skills

Focusing on health and wellness so I can climb that mountain I keep talking about

Something else

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* 4. Which statement best captures your vision for retirement?

“I want to have new experiences, live forgotten dreams, try new activities”

"It's a great opportunity to go traveling and dive into my interests"

"Relaxed, fulfilled and occasionally sipping something tropical”

"A new chapter filled with meaningful pursuits so I can finally make my mark”

“Eager for a better balance among work, family and personal interests”

"Still deciding, but I know it won’t include more meetings”

“Que sera sera!”

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* 5. Where do you turn for retirement inspiration or advice? (Check all that apply)

My financial advisor — they seem to know everything

Books, blogs and podcasts — I’m a lifelong learner

Family or friends who’ve already figured this out

Online communities (yes, I’ve Googled “best ways to retire”)

A coach or guide to keep me on track

Still looking!

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* 6. What kind of support would make this chapter truly incredible? (Check all that apply)

Continued work possibilities with my company

A personalized transition plan that fits my life like a glove

A coach to remind me it’s okay to take risks and dream big

an online course

A community of like-minded retirees who get it

Practical tools like planners and guides to keep me organized and inspired

I’m good for now, but who doesn’t like extra inspiration?

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* 7. What’s still on your “to-accomplish” list? (Check all that spark your curiosity or ignite your passion)

Making a difference in my community or beyond

Traveling to places I’ve only seen on TV

Leaving a legacy

Deepening relationships and creating moments that matter

Diving into hobbies (because I finally have the time!)

Finding balance between excitement and relaxation

I have achieved a lot, I would rather consider retirement as downtime

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* 8. What concerns you most about retirement? (Check all that apply)

Finances; will they stretch far enough?

Losing my sense of purpose or identity

Feeling isolated without my usual social circle

Total lack of structure and routine

Staying physically and mentally sharp (Crossword puzzles can only do so much)

Facing it all alone

Too many choices — how do I know what’s best for me?

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* 9. Who’s in your corner as you navigate retirement? (Check all the supporters who’ve got your back)

My partner — we’re figuring this out together

Family is offering encouragement and advice

Friends cheering me on with wine and wisdom

Workplace resources or HR pointing me in the right direction

Professional advisors or coaches keeping me focused

Nobody yet—but hey, every great adventure starts somewhere, right?

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* 10. As a valued participant of this survey, we'd love to stay connected with you. Please share your email address with us, and join our community of insightful voices shaping the future of retirement.