Financial Foundation Quiz

Your Name *

Your Email *

Your Rich Life Advisor's Name (if you have one)

Your Rich Life Advisors Email

1. Which of the following would you include as part of your definition of a Rich Life?*
Close relationship with your spouse and childrenA luxury car (e.g. Audi, BMW, Range Rover)Time to travel and take adventuresOwn the latest gadgetsFinancial freedomA career that you're passionate aboutThe ability to give generously

2. Would you say you've discovered your life purpose? If yes, what is it?*

3. Which Level of Investing are you currently focusing on?*
Level 3: Financial FreedomLevel 2: Investing for the FutureLevel 1: Earning and AccumulatingCore Level: Financial Foundations

4. Are you suffering from financial losses as a result of the recent economic downturn?*

5. True or false: if the market crashes, it's possible to avoid losing money in the stock market.*
TrueFalseI don't know

6. Do you worry about the following:*
Too many bills or debtsLack of savings or investments for retirement?Lack of preparation for your kids college educationNot having enough protection in the case of disability, long term illness or even death?

7. Do you have major financial responsibilities because of growing children or aging parents?*

8. Do you worry about your job security?*

9. Do you feel that financial terms such as investments, insurance, debt, inflation and tax are difficult to understand?*

10. Which would you rather have:*
Better return for your money?Better safety for your money?

11. Is it better pay off your home mortgage quickly or invest money for your retirement?*
Pay off home mortgageSave money for retirement

12. What is your ideal retirement age?* __________

13. True or False: 401K and 403B accounts are the best way to avoid paying taxes on your retirement savings.*
TrueFalseI don't know

14. Are you worried about how to pay for your children's college education, especially considering the skyrocketing costs of tuition?*

15. If you're over age 40, what is the likelihood of suffering one of the Big 3: cancer, heart attack, or stroke?*
1 in 41 in 23 in 4None of the above

16. If you survive a heart attack, how much on average will it cost your family in post-insurance medical fees and missed work?*
$200,000$250,000$300,000None of the above

17. True or False: One in Four Americans over the age of 65 will need long-term care this year.*
TrueFalseI don't know

18. Have you had a conversation with your family about what you would want to happen if you passed away today?*
YesNo If you have, what are your goals?

19. Are you worried that you might outlive your money?

20. Do you want to learn more about how money works and how to protect your financial future?*