1.
How close are you to retirement?
2.
What is your main reason for retiring?
3.
Have you considered a gradual transition into retirement? e.g. part-time work, consulting, a phased exit
4.
How much of your identity is currently tied to your career or business?
5.
How much of your social life currently comes from work?
6.
How do you think you will feel about leaving your career or business behind?
7.
What do you think you will miss most about your career or business once you retire? (choose all that apply)
8.
When you think about retirement, how does it make you feel?
9.
How much thought have you given to what your daily life will look like in retirement?
10.
What concerns you most about retirement? (choose all that apply)
11.
What are you looking forward to in retirement? (choose all that apply)
12.
How confident are you that you'll know how to spend your time in retirement?
13.
How important will it be for you to have something meaningful to get up for each day?
14.
How satisfied are you with your social life outside of work right now?
15.
How important will it be for you to meet and connect with new people after retirement?
16.
Have you discussed retirement expectations with your partner or family?
17.
If you have a partner, are you worried your partner has different expectations for retirement?
18.
If you have a partner, how do you think retirement will affect your relationship with your partner?
19.
How confident are you that you'll maintain a healthy routine in retirement? e.g. exercise, diet, sleep, structure
20.
How often do your finances affect your sleep or mood right now?