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 children A luxury car (e.g. Audi, BMW, Range Rover) Time to travel and take adventures Own the latest gadgets Financial freedom A career that you're passionate about The 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 Freedom Level 2: Investing for the Future Level 1: Earning and Accumulating Core Level: Financial Foundations

4. Are you suffering from financial losses as a result of the recent economic downturn?*
 Yes No

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

6. Do you worry about the following:*
 Too many bills or debts Lack of savings or investments for retirement? Lack of preparation for your kids college education Not 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?*
 Yes No

8. Do you worry about your job security?*
 Yes No

9. Do you feel that financial terms such as investments, insurance, debt, inflation and tax are difficult to understand?*
 Yes No

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 mortgage Save 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.*
 True False I don't know

14. Are you worried about how to pay for your children's college education, especially considering the skyrocketing costs of tuition?*
 Yes No

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 4 1 in 2 3 in 4 None 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 $300,000 None of the above

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

18. Have you had a conversation with your family about what you would want to happen if you passed away today?*
 Yes No If you have, what are your goals?

19. Are you worried that you might outlive your money?
 Yes No

20. Do you want to learn more about how money works and how to protect your financial future?*
 Yes No