Form RTA – Book Assessment

Retirement Time Analysis (RTA) from Infinity Lifestyle Design

Retirement usually signifies a significant change in lifestyle. Typically, there is a lot of time invested in a financial strategy to achieve a level of comfort and security.

The Retirement Time Analysis (RTA) tool is an assessment of how you plan to live your life in retirement. There are 36 statements or questions to complete to help you evaluate and understand your views on retirement and how you can affirm, develop or change your approach to this next season of life.

After submitting the responses, within 48 hours your personal RTA report will be sent to the email you provided.

Thank you for your participation.

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Step 1 of 2

First Name

Last Name

Email

What is the first and last name of your spouse or significant other?

Note: you only need to answer this question if they are completing their own assessment. Both sets of answers will be used to create the Couples Retirement Time Analysis (CRTA) report.

I currently consider myself retired.

Please choose Yes or No

What is your current age?

Please provide a numeric answer. Example: 59

At what age do you plan to or did you retire?

Please provide a numeric answer. Example: 66

What do you anticipate will be your life expectancy?

How many years do you think you will live? Please provide a numeric answer. Example: 85

What is your current employment status?

Please select one of the choices that best describes your current situation.

A job/career is important to me and provides me with a significant amount of personal value, worth and satisfaction.

Please select one of the choices that best describes your current viewpoint.

A job/career provides me with one of my main fulfillments in life, without one I lack aim and direction and purpose.

Please select one of the choices that best describes your current viewpoint.

If working now, I feel I am ready to leave my current job/career to free up time to pursue other personal interests and have more of a retirement lifestyle.

Please select one of the choices that best describes your current viewpoint.

Whether retired or not and removing any influence of a job/career, I have a purpose in life right now, defined and written, that I can articulate and share with others.

Please select one of the choices that best describes your current viewpoint.

Taking away the structure of a job/career, I have the ability to manage my time well, feel I know how to control where I spend my time, and do not have to wonder about how I will fill the time each day.

Please select one of the choices that best describes your current viewpoint.

Beyond work/career, I have a set of formal short and long term personal goals and have written them down. I can review and update on a periodic basis.

Please select one of the choices that best describes your current viewpoint.

Not including work or career, I am an organized person who is prepared, planned, systematic, and structured in my daily life. I do this through a series of formalized processes and/or tools.

Please select one of the choices that best describes your current viewpoint.

Whether retired or not, I repetitively reflect about what my life will or should be like in retirement and I have created an outline or written ideas on that life.

Please select one of the choices that best describes your current viewpoint.

I believe I will enjoy my retirement because I have already invested time in understanding how I will live my life, or I am retired and I enjoy it because I understand how I want to live my life.

Please select one of the choices that best describes your current viewpoint.

Whether retired or not, the balance of professional work versus the personal leisure I do right now is exactly what I want to continue doing for as long as possible.

Please select one of the choices that best describes your current viewpoint.

Based on self-deliberation, I believe my personal life in retirement will provide me with both optimal contentment and the aspirations to do new things. **OR** I am retired, and through current experiences and personal deliberation, my personal life provides me now with both optimal contentment and the aspirations to do new things.

Please select one of the choices that best describes your current viewpoint.

I am financially ready for retirement because I have a formal retirement plan that allows me to have a good understanding of my income and expenditures. **OR** I am retired and I am financially confident because I have a formal retirement plan that allows me to have a good understanding of my income and expenditures.

Please select one of the choices that best describes your current viewpoint.

Based on your current economic retirement understanding, being financially ready for retirement means I will need to work during part of or all of my retirement.

Please select one of the choices that best describes your current viewpoint.

I have developed a formal and detailed retirement budget from my financial retirement plan that I am confident will allow me to live a purposeful, meaningful, active and satisfying life.

Please select one of the choices that best describes your current viewpoint.

Because of the uncertainness of my health as I get older, I have accounted for my health costs both now and in the future and is reflected in my financial retirement plan and budget.

Please select one of the choices that best describes your current viewpoint.

I am physically active now and I will continue to plan to be physically active. **OR** I am physically active in retirement and I am taking steps to remain that way. Note: Physically active is defined by having a desire to be mobile, based on what are you are able to do personally.

Please select one of the choices that best describes your current viewpoint.

It is very important to me that I actively work to stay connected with other people and have a personal network that I can engage with at any time.

Please select one of the choices that best describes your current viewpoint.

I will or currently have an active social life in retirement that includes meeting frequently with friends and family, attending activities outside the home, and engaging with people around me.

Please select one of the choices that best describes your current viewpoint.

My personal calendar will show that I am committed to have structure in my life because I actively plan short and long term activities that enhance my life.

Please select one of the choices that best describes your current viewpoint.

I have a formalized long-term detailed plan on where I will be living or residing in retirement with contingencies to adapt if needed that is written down and shared with others.

Please select one of the choices that best describes your current viewpoint.

I plan to travel in retirement.

Please select one of the choices that best describes your current viewpoint.

I intend to or have invested in continuing education after I retire. Note: Continuing Education is defined as additional formal learning activities that are generally not focused on a college degree outcome.

Please select one of the choices that best describes your current viewpoint.

It is important to me invest or schedule time for a hobby or hobbies in retirement.

Please select one of the choices that best describes your current viewpoint.

It is important to me to arrange time to do volunteer activities in retirement.

Please select one of the choices that best describes your current viewpoint.

I have created and I am working through a formal written bucket list (a number of experiences that a person hopes to in their lifetime).

Please select one of the choices that best describes your current viewpoint.

It is important to me that I exercise now and ensure I exercise in retirement because I have a formal plan in place.

Please select one of the choices that best describes your current viewpoint.

I will or have dedicated time to TV, computer, tablet and other electronic devices in retirement.

Please select one of the choices that best describes your current viewpoint.

It is important to me that I will reserve or have reserved time to read in retirement.

Please select one of the choices that best describes your current viewpoint.

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