How much will you need to retire?

1

Are you planning for yourself, or you and a spouse?

Myself

Me and my spouse

2

How old are you?

3

How old is your spouse?

4

What age do you hope to retire?

5

Do you own or rent your home?

Own

Rent

6

How much is your monthly rent or mortgage?

7

If you own, how much longer on your mortgage?

8

Do you have savings/investments that could be used for retirement income?

YESNO

9

About how much do you have saved/invested?

$0 - $500k

$500k - 1M

$1M - $5M

$5M +

10

List the amounts in the type of accounts you have.If you don't know, put the full amount in the "I don't know" box.

Amount

Pre-tax (Traditional)

Tax Free (Roth)

Taxable

I don't know

Pre-tax (Traditional)

Tax Free (Roth)

Taxable

I don't know

Amount

11

How much did you lose in the last big market crash?

12

What is your household annual income?

13

How much do you save on a monthly basis for retirement?

14

What are your total monthly household expenses?How much would it take to keep you comfortably retired? No not include mortgage/rent payment.

15

How much will your social security be at full retirement age?This can be found at www.ssa.gov

16

How much will your spouse's social security be at full retirement age?This can be found at www.ssa.gov

17

Name* This field is required.

First Name

Last Name

18

What is keeping you from having 100% financial peace?

19

Great job! We'll record a video with your results.* This field is required.Where would you like us to email your results?

example@example.com