So Money Enters Midlife
Share what midlife money feels like for you so we can shape future episodes and conversations.
About You
Age
*
Under 35
35–39
40–44
45–49
50–54
55–59
60–64
65+
Prefer not to say
Relationship status
*
Single
Married or partnered
Divorced or separated
Widowed
Dating or in a relationship but not partnered financially
Prefer not to say
Something else
Do you have children?
*
Yes, children under 18
Yes, adult children
Yes, both
No
Prefer not to say
Which of these life situations are part of your life right now?
*
Raising young children
Raising tweens or teens
Launching young-adult children
Empty nest
Caring for aging parents or relatives
Returning to work after time away
Considering a career change
Starting or growing a business
Recently divorced or separated
Rebuilding financially after a relationship
Navigating menopause, perimenopause or another health transition
Supporting adult children financially
Thinking seriously about retirement
Planning for aging without children
Something else
Your Money Right Now
What is your number one concern right now?
*
Retirement and long-term savings
Career and income
Divorce, separation, or being financially independent on my own
Supporting my children or aging parents
Housing, debt, or everyday expenses
Health and long-term care costs
Estate planning and building wealth
Something else
How confident do you feel about your finances right now?
*
Not confident at all
1
2
3
4
Extremely confident
5
1 is Not confident at all, 5 is Extremely confident
Compared with five years ago, my financial security feels...
*
Much more secure
Somewhat more secure
About the same
Somewhat less secure
Much less secure
Which statement best matches your life right now?
*
My financial plan is mostly working for the life I have.
My financial plan needs some adjustments.
My life has changed significantly and my financial plan hasn't caught up.
I don't really have a financial plan.
I'm not sure.
What has changed in your life that your old financial plan never accounted for?
The Stuff We Don't Talk About Enough
What money question is taking up the most space in your brain right now?
*
What do you wish people talked about more honestly when it comes to money in midlife?
*
I thought by this age I would…
What I didn't expect about money at this age was…
Help Me Build the Next So Money
Who would you love to hear interviewed?
Is there a story, dilemma, or question from your own life you'd be open to sharing on So Money?
Would you potentially be willing to participate in the show?
*
Yes — on camera
Yes — audio only
Yes — but anonymously
Maybe, tell me more
No, I'd just like to share my thoughts
First name
Email
example@example.com
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