What are your thoughts about money?

Interview Questions for the Retirement Psychology Project

Question 1: What are your thoughts about money?

(Ask a follow-up question if needed)

Question 2: Do you have a plan for how you spend your money today?

Question 3: What are your short-term financial goals?

Question 4: What are your long-term financial goals?

Question 5: When you hear the word “retirement” what is the first word that comes to mind?

Question 6: What is your hope for retirement?

Question 7: Do you have a plan to get there?

Question 8: What is your current plan?

Question 9: How would you feel if you could achieve this goal?

(The goal of this question is to get to underlying emotions. You should follow up this question with “Why?”.)

Question 10: How would you feel if you did NOT achieve this goal?

(The goal of this question is to get to underlying emotions. You should follow up this question with “Why?”.)