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"Golden Years Ahead: Retirement Planning Survey 🌟" (Surveyswap)
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* Indicates required question
Name
*
Your answer
Age
*
Below 35
Option 5
35-50
50-60
60+
Phone number
*
Your answer
Email
*
Your answer
Occupation
*
working in a private company
working in a government company
self-employed(business)
unemployed
Marital status
*
Unmarried
Married
Widowed
Divorced
Household income
*
Below 5,00,000
5,00,000-10,00,000
10,00,000-20,00,000
20,00,000-50,00,000
Above 50,00,000
Have you started planning for your retirement?
*
Yes
No
Do you exactly/approximately know how much money will you require after your retirement?
*
Yes
No
If yes, then how much?
*
Your answer
What savings and investment options are you currently using for retirement planning?/ Primary source of income post retirement
*
stocks
Mutual Funds
Real Estate
Annuities
Fixed Deposits(FD)
Other:
Required
What does your retirement plan include?
*
financial goals
Retirement Needs Caluculation
Healthcare costs preparation
Other:
If you have accounted for inflation, how did you do so
*
No, I have not accounted for inflation
Adjusting savings rate
Investing in inflation protected securities
Regularly reviewing and updating plans
Other:
which of the following challenges are key in retirement planning?
*
Insufficient savings (pre retirement)
Lack of knowledge (pre retirement)
Healthcare (post retirement)
Outliving savings (post retirement)
Inflation impact (post retirement)
Required
Do you have any chronic illness
*
yes
no
How do you plan to handle unexpected expenses post retirement?
*
Emergency funds
Insurance
Downsizing
Liquidating assets
Other:
Bucket list (Select at least 3 important things you need when you retire)
*
Own House
Own Car
Charity
Travel and adventure
Live with the family
Health and wellness
Have a side hustle
Other:
Required
Would you be open to a follow-up discussion to explore your retirement planning in more detail and are you interested in receiving professional assistance for your retirement planning?
*
Yes
No
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