Take the Retirement Ready Scorecard

About five minutes. You answer twelve yes-or-no questions, and your score appears when you finish.

Four areas: your Social Security claiming decision, what a 10 to 30% market drop in your first year of retirement would do to your plan, how much of your spending depends on selling shares when markets are down, and a year-by-year map of where your retirement income comes from.

ScoreApp hosts the Scorecard, so your name, email and answers go to ScoreApp and to Robert. ScoreApp handles them under its own privacy policy, and ours says how we use them.

Your result explains the score and names the areas that need work. To go through it with Robert, book a complimentary 30-minute Zoom call. You do not need a call to see your score.

The Readiness Assessment on our calculators page is six questions and asks for no email. The Scorecard asks twelve, across four areas, and its result names the areas of your plan that need work.