Assess Your Existing Conversations
“Your first task is to assess your existing conversations and their impact on your retirement.”
The list below offers suggestions for which conversations to include — select those relevant to your issues.
Conversations to consider are those you have with:
Partners
Colleagues
Friends
Bosses
Family
Professionals, such as coaches, therapists or mentors
Acquaintances
Social and cultural representatives, such as teachers, community and spiritual figures
Artificial interfaces, such as apps
Remember: the questionnaires cover the qualities — based on more than two decades of study and practice — required for successful retirement. For every conversation, choose a number between 1 and 10 (1 = all you need, 10 = none at all). You will be able to access your completed Questionnaires once you have finished.