You can always press Enter⏎ to continue
TEST Money Tree Quiz
28
Questions
START
1
Do you have control and access to your money without the restrictions of IRAs and 401(k)s?
*
This field is required.
YES
NO
Previous
Next
Submit
Press
Enter
2
Do you have a strategy to grow your wealth with a reasonable interest rate, while protecting your money from stock market crashes?
*
This field is required.
YES
NO
Previous
Next
Submit
Press
Enter
3
Are you deferring taxes through a 401(k) or an IRA hoping for lower taxes in the future?
*
This field is required.
YES
NO
Previous
Next
Submit
Press
Enter
4
If you died prematurely, would your current financial plan replace your income to cover all your family’s living expenses including your mortgage?
*
This field is required.
YES
NO
Previous
Next
Submit
Press
Enter
5
To protect yourself from increasing taxes, do you have your retirement diversified into tax-preferred strategies (non-taxable withdrawals)?
*
This field is required.
YES
NO
Previous
Next
Submit
Press
Enter
6
Are you following a clear, systematic plan giving you control of, and confidence in, your financial future?
*
This field is required.
YES
NO
Previous
Next
Submit
Press
Enter
7
To avoid paying interest to banks and credit cards, do you currently finance yourself in major purchases like cars, vacation, and college?
*
This field is required.
YES
NO
Previous
Next
Submit
Press
Enter
8
Is protecting principle a priority to growing your wealth?
*
This field is required.
YES
NO
Previous
Next
Submit
Press
Enter
9
Have you planned for higher income to cover rising healthcare costs during retirement?
*
This field is required.
YES
NO
Previous
Next
Submit
Press
Enter
10
Does your retirement strategy allow you to get potential double digit growth in good years and protection from market crashes?
*
This field is required.
YES
NO
Previous
Next
Submit
Press
Enter
11
Do your current investments include strategies that are protected from market loss yet still grow your money enough to outpace inflation?
*
This field is required.
YES
NO
Previous
Next
Submit
Press
Enter
12
Are you losing money to inflation because it’s sitting on the sidelines, in banks, CDs, or cash, earning very little interest?
*
This field is required.
YES
NO
Previous
Next
Submit
Press
Enter
13
Does your current plan protect you from the boom and bust cycle of market crashes?
*
This field is required.
YES
NO
Previous
Next
Submit
Press
Enter
14
Are you open to wealth strategies other than 401(k)s, IRAs, stocks, and mutual funds?
*
This field is required.
YES
NO
Previous
Next
Submit
Press
Enter
15
Do you know the amount of tax you’ll pay during retirement when taking income from IRA’s and 401(k)s?
*
This field is required.
YES
NO
Previous
Next
Submit
Press
Enter
16
Do you associate and invest with people who share your same beliefs about the future of the country taxes, and protection of your wealth?
*
This field is required.
YES
NO
Previous
Next
Submit
Press
Enter
17
Did you suffer losses in the crashes of 2001 and 2008?
Over $100,000
$40,000-$100,000
No Losses
Previous
Next
Submit
Press
Enter
18
Do you currently live the life of your choosing?
*
This field is required.
YES
NO
Previous
Next
Submit
Press
Enter
19
Based on your current financial plan, are you planning to live a lower standard of living during retirement?
*
This field is required.
YES
NO
Previous
Next
Submit
Press
Enter
20
Does your financial situation keep you away from home, family, and hobbies more than you would like?
*
This field is required.
YES
NO
Previous
Next
Submit
Press
Enter
21
Are you depending on social security to be available in its current form for your retirement income?
*
This field is required.
YES
NO
Previous
Next
Submit
Press
Enter
22
What is your compound rate of return on your IRA or 401(k) over the past 10 years, not including your additional contributions?
Negative
0% - 3%
4% - 7%
7% or more
I don't know
Previous
Next
Submit
Press
Enter
23
Are you confident that your current plan will allow you to reach your wealth goals?
*
This field is required.
YES
NO
Previous
Next
Submit
Press
Enter
24
How did you score?
50+ Points - If you scored over 50 points you are likely on track to achieve the retirement and wealth goals you have set. You may not be exposed to the four enemies of wealth. 26-49 Points - If you scored 26-49 you may be at risk for problems that could adversely affect your wealth, freedom, and personal lifestyle goals. Speak with a professional to discover strategies available to overcome these significant risks. 0-25 Points - If you scored 25 or less, the enemies of wealth are hurting your ability to achieve financial independence and enjoyment of life. Key indicators could include: lack of a clear plan to protect yourself from the next market crash; suffered past losses; have a majority of your retirement taxable at withdrawal; lack of access and control of your retirement savings or your money is earning very little return in bank accounts or CDs... thus losing value due to inflation
Previous
Next
Submit
Press
Enter
25
May we contact you with further information on how to best protect your retirement wealth?
*
This field is required.
YES
NO
Previous
Next
Submit
Press
Enter
26
Please select the best method of contact
*
This field is required.
Phone Call
Email
Phone Call
Email
Previous
Next
Submit
Press
Enter
27
Phone Number
*
This field is required.
Please enter a valid phone number.
Previous
Next
Submit
Press
Enter
28
Email
*
This field is required.
example@example.com
Previous
Next
Submit
Press
Enter
Should be Empty:
Question Label
1
of
28
See All
Go Back
Submit