Retirement Isn’t Just About Money.

It’s About What Comes Next.

You’ve worked hard, saved, and planned for the financial side of retirement. But have you thought about how life will feel when work no longer provides structure, identity, relationship and purpose?

It’s time to take the Retirement Time Analysis (RTA) – a simple, guided self-assessment that helps you uncover how ready you are for this next chapter.

Work no longer defines your day

Relationships change after retirement.

Purpose doesn’t always replace a career.

Don’t just retire. Transition with clarity and confidence.

Design the Life You Want Beyond the Career You’ve Had

Start my Free RTA

Takes just a few minutes | Completely free | No obligation

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Fewer than 4 in 10 respondents feel confident managing time without the structure of work.

Source: Retirement Time Analysis

retirement purpose, clarity, and time management

Respond to 36 Everyday Scenarios

Thought-provoking questions about your time, purpose, relationships and readiness.

Uncover Your Readiness Blueprint

See how your current mindset and habits may impact your retirement experience.

See Your Personalized Results Quickly

Get a custom summary report with your strengths, gaps, and next steps forward.

Understand What May Be Missing From Your Retirement Plan.

Complete the assessment and receive your personalized RTA report designed to uncover retirement identity gaps, strengthen lifestyle planning, and help you build a future with purpose and direction

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 longevity (total years of life)?

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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Ready to Go Deeper?

The cover page of the Retirement Time Analysis with other page reports behind it.

Your free RTA results give you a starting point. The Full Retirement Time Analysis Report takes a deeper look at how your mindset, time, purpose, lifestyle and activities may shape the retirement you are preparing to live.

Your personalized report explores all six RTA categories, helping you see your strengths, opportunities and areas that may deserve more attention as you prepare for life beyond your career.

We’ll use the results you just submitted.

Get Your Full RTA Report | $49

GET MY FULL RTA REPORT

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The transition to retirement can trigger both a looking back at one’s life and a looking forward to its last chapter.

Source: Retirement Confidence Survey from the National Institutes of Health

Nice Work! You’ve Just Taken the First Step Toward a Time-Optimized Life.

The Time Optimized Life reframes the reactive nature of time management and replaces it with a proactive method of time optimization. Drawing from exclusive data captured by the Time Management Analysis (TMA), the book walks the reader through a comprehensive system that is easily adaptable to a particular personality or experience level.

Get instant access to Chapter 1 and start your journey toward a time-optimized life.