Chapter 12

Moving from ROI to ROL

(Return on Life)

Some people know the cost of everything but the value of nothing. -Oscar Wilde

1a. The most important aspect that comes out of the numbers is that my money will last for my life expectancy.

True or False?

Chapter 13

The Waiting Game: Navigating

Social (In)Security

Life was always a matter of waiting for the right moment to act. Paulo Coelho

1b. The major areas of risk a retiree must navigate during the retirement stage of life are:

1. Longevity
2. The decrease in purchasing power
3. Ups and downs of the markets
4. Threats to ones financial security
5. All the above
6. A and C

Chapter 14

Maslow Meets Retirement

Self-actualization is the desire to become more and more what one is, to become everything that one is capable of becoming. -Abraham Maslow

1c. Your individual retirement attitude is improved by an income plan that considers emotional and financial needs.

True or False?

Chapter 15

Calculating Income for Life

There is in the act of preparing the moment we start caring -Winston Churchill

1d. Creating peace of mind and contentment is achieved by making sure you have enough money to last for your lifetime.

True or False?