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At Hobart Financial Group, our goal is to help you design a retirement strategy as unique as you are.

Everyone has a different vision for the “ideal” retirement. And there’s no such thing as the “right” approach when it comes to building your own. We understand that financial planning is never one-size-fits-all or just about the money. It’s about pursuing your passions, dreams and goals. It’s about painting the picture for your best life – both now and in retirement.

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Retirement Personality Quiz

Everyone has a unique style when it comes to creating the “perfect” retirement. Will you be a homebody or a world traveler? Does your ideal retirement include a set schedule, or will you be more of a “go-with-the-flow” retiree? Take the quiz to find out your retirement personality!

When it comes to my daily routine, I like:

Structure. You can set your clock by my daily tasks.

Flexibility. I like to do things about the same time every day, but a little variety is nice now and then.

Spontaneity. I love not knowing what each day will bring!

In retirement, I’m most looking forward to spending time with:

My spouse and/or my immediate family.

Mostly family and old friends.

Family, friends and all the new people that I meet through new activities.

I like to travel:

To the local coffeehouse.

Around my state, seeing the sites nearby.

To new and foreign places!

My exercise style is:

Walking to the mailbox.

I have certain activities I like and attend regularly.

Yoga? Hiking? Pickleball? I’m always up for something new and different.

I use my mobile phone for:

Making phone calls. Does it do anything else?

Texting friends and family, posting on social media, playing Candy Crush.

Everything I do is on my phone – I would be lost without it.

Friends would say I:

Enjoy doing things in my own time and at my own pace.

Am usually willing to go along with whatever everyone else wants to do.

Like leading others into new adventures.

I plan to work in retirement:

Because I like the routine.

Only if it fits in my social calendar.

Maybe – I don’t want to commit to anything.

When I’m at a party or social gathering:

I usually wait until someone else approaches me.

I’ll talk to people I know and maybe meet a few others.

I’ve talked to everyone in the room by the end of the event.

My financial plan for the early years of retirement is:

To spend as little money as possible. I’m going to need it later.

Spend some of it, save some of it, and try to pass some on to my heirs.

Spend as much as I can! I’ve worked hard for this money – I’m going to enjoy it.

I check my financial accounts:

Every day. I know exactly how much I own.

Regularly. I balance my checkbook and look at my account values to make sure everything is on plan.

Every now and then.

Retirement Personality Quiz

Your Retirement Personality Type: The Analyst

You like structure and routine, and it may take you a while to come around to new ideas and ways of doing things. You pay attention to details, no matter how small. In retirement, you may be more likely to choose hobbies and activities that keep you close to home. Your loved ones know they can always depend on you when it counts. You’ve got a plan for retirement and you’re likely to stick with that plan. We can help you design the perfect retirement for your personality type! Call us at 888.553.0122 or send us an email to schedule your free introductory consultation.

Your Retirement Personality Type: The Socialite

You’re able to easily shift between alone time and social time, and you probably have an extended circle of family and friends. You like some structure in your daily routine, as long as it allows time to do the things you really want to do. You like seeing new places, but you’re always happy to come back home. In retirement, you want to strike a balance between enjoying the now and preparing for the future. We can help you design the perfect retirement for your personality type! Call us at 888.553.0122 or send us an email to schedule your free introductory consultation.

Your Retirement Personality Type: The Go-Getter

You’re always up for the next big adventure, ready to explore the world around you and all it has to offer. You enjoy meeting people from all backgrounds and walks of life, and you’re always open to tackling new challenges. Your ideal day in retirement is one that’s different from all the other days. When it comes to financial planning, you may have a “cross that bridge when I come to it” approach. We can help you design the perfect retirement for your personality! Call us at 888.553.0122 or send us an email to schedule your free introductory consultation.

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                    You should consult your financial adviser prior to making any decision based on any specific information contained herein.
                

            
	                        
                
	                
    
    


    
		    

	

	        
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