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Gen X Survey
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1.
How many years are you away from an ideal retirement exit?
(Required.)
0-2
3-5
6-8
9 or more
Prefer not to answer
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2.
Do you feel it’s more difficult for those in Gen X to retire at a traditional retirement age like 62 or 65 than it was for previous generations like baby boomers (born 1946-1964) or the silent generation (born 1928-1945)?
(Required.)
Yes
No
Unsure
Prefer not to answer
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3.
The two most challenging factors facing Gen X when compared to others are? (Select two)
(Required.)
Age discrimination in the workplace
No / few pensions
Social Security solvency
Health care costs
Longevity (needing more savings)
Caring for both children and aging parents
Maintaining a youthful appearance
Keeping up with technology
Cost of living
Retirement savings
Stock market volatility
Higher taxes
Prefer not to answer
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4.
The two biggest factors impacting my retirement decision / plan? (Select two)
(Required.)
Current employment
Retirement savings (want or need to save more)
Health care
Young child / children
Adult child / children
Caregiving role
Social Security eligibility
Debt
Cost of living / inflation
Cost of maintaining my youthful appearance
Prefer not to answer
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5.
What are two of the biggest mistakes you have seen previous generations or others make with retirement? (Select two)
(Required.)
No new identity
Are on a tight budget
Have to work part-time
Have few friends
Don't volunteer
No spiritual life
Don't exercise
Watch too much TV
Unhealthy diet
Limited family interaction
Alcoholism/addiction
Are pessmistic
Prefer not to answer
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6.
What are your two biggest non-financial fears? (Select two)
(Required.)
Staying connected to family and friends
Staying relevant, up-to-date, or savvy
Losing a loved one
Loss of purpose or direction
Deterioration of physical health
Deterioration of mental health
Cost of maintaining a youthful appearance
Life-altering medical diagnosis
Managing my time
Stress or Constraints associated with a caregiving role
Change in relationship status
Prefer not to answer
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7.
Once you leave your primary career do you intend to?
(Required.)
Completely stop working
Start a business
Work part-time
Work seasonally
Unsure
Prefer not to answer
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8.
Are you currently working with a financial professional?
(Required.)
Yes
No
Prefer not to answer
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9.
Would you prefer to work with a financial advisor or firm who can help you plan beyond the dollars and cents of retirement?
(Required.)
Yes
No
Prefer not to answer
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10.
How would you prefer to learn about planning beyond the dollars and cents of retirement including things like how to replace your work identity, fill your time, stay relevant and connected, as well as keep mentally and physically active? (Select two)
(Required.)
Read a book or series of guides
Watch a video or series of videos
Listen to a podcast about it
Have one-to-one coaching for yourself and/ or with a spouse
In person group workshop
Online group workshop
In person weekend retreat
Prefer not to answer
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11.
What non-financial factors do you expect to miss most from your primary career? (Select two)
(Required.)
Work role / identity
Social interaction
Mental stimulus
Structure / routine
Teamwork
Goals and accomplishments
Nothing
Prefer not to answer
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12.
We have all heard that people are living longer, how many years of declining health do you expect to experience in retirement?
(Required.)
0-2 years
3-5 years
6-9 years
10 or more?
Prefer not to answer
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13.
Is leaving a financial inheritance important to you?
(Required.)
Yes
No
Prefer not to answer
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14.
Do you have a passion or hobby you plan to reconnect with or continue with once you’re retired?
(Required.)
Yes
No
Prefer not to answer
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15.
When it comes to planning beyond the dollars and cents of retirement, which two of the following items would be most helpful to you? (Select two)
(Required.)
Exercise routine / classes
Nutrition / weight management
Navigating everyday life with a spouse / partner
Improving my social network
Improving my spiritual life
Encore career guidance
Starting a business
Ideas for part-time, seasonal, or gig work
Cost-effective ways of maintaining my appearance
Finding the right volunteer opportunity
Finding or refining my purpose
Going back to school
Career change
Options for phased retirement
Caregiving resources and/or tools
Charitable giving
Prefer not to answer