Retirement Personality Types

  • Man running across rope bridge in the mountains

    The Enthusiast

    You are excited and optimistic about the next chapter of your life. You embrace retirement as an opportunity for new adventures, personal growth, and pursuing passions that were put on hold during your career. The Enthusiast eagerly explores different possibilities and approaches retirement with a sense of curiosity and wonder.

  • Two women at a table sharing report

    The Planner

    You are methodical and organized when it comes to preparing for retirement. You have carefully considered your financial situation, set clear goals, and created a detailed plan for your post-work life. The Planner values structure and enjoys having a roadmap to follow, ensuring a smooth transition into retirement.

  • man and woman high fiving over laptop and paperwork

    The Reluctant Retiree

    You may feel apprehensive or uncertain about retiring. You may have concerns about losing your identity tied to your career or worry about feeling unproductive. The Reluctant Retiree may need support in navigating this transition and finding fulfillment outside of work.

  • Older woman with small child and chickens

    The Carefree Spirit

    You embrace retirement with a carefree and laid-back attitude. You prioritize relaxation, leisure activities, and enjoying the simple pleasures of life. The Carefree Spirit values freedom from responsibilities and seeks to create a retirement lifestyle focused on joy, spontaneity, and relaxation.

  • women and man on construction site

    The Legacy Builder

    You are driven by a strong sense of purpose and a desire to leave a meaningful legacy during retirement. You actively seek out opportunities to contribute to your community, support causes you are passionate about, and leave a lasting impact on future generations. The Legacy Builder finds fulfillment in creating positive change, nurturing relationships, and leaving behind a legacy that reflects their values and ideals.

  • man and two women talking on a park bench

    The Balanced Retiree

    You approach the next chapter of your life with a harmonious blend of excitement and calm assurance. You see retirement as a multifaceted opportunity to enjoy new adventures, maintain a sense of stability, and pursue a variety of interests. The Balanced Retiree is enthusiastic about exploring new possibilities while appreciating the comfort of familiar routines.