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Risk Management: How do you feel about market volatility?
It makes me anxious that I’ll run out of money.
It worries me sometimes, but not always.
I feel secure no matter what the market does
Optimization of Income: How secure do you feel about sustaining your income?
I’m worried I’ll outlive my money.
I think I’ll be okay, but I’m not fully certain.
I’m confident my income will last.
Unexpected Expenses: If you faced a major medical expense today, what would happen?
It would devastate my finances.
It would hurt, but I could manage.
I’d be covered without stress.
Tax Efficiency: How prepared are you for taxes on withdrawals, RMDs, and Medicare penalties?
I haven’t planned for them at all.
I know about them, but I don’t have a strategy.
I’ve implemented tax strategies to help reduce their impact.
Estate Planning: How updated is your estate plan?
I don’t have one.
It exists, but it needs updates.
It’s current and clearly protectsmy wishes.
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