The Perception Versus The Reality Of Retirement: Are You Ready To Retire?

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Dan Yates
Chris Ward


Financial Advisors, Retirement, Retirement Lifestyles


This study explored the perceptions and the reality of retirement of two groups in northwest Ohio: those planning to retire within five years and those who are currently retired. A survey was constructed to capture the thoughts on retirement, living arrangements in retirement, travel plans, work and volunteer plans, concerns about retirement, philanthropy, working with advisors, and retirement income and debt. Obtaining information pertaining to these areas will assist financial advisors/planners in better serving their clients financial future as well as provide retirement readiness information for those considering retirement in the near future.


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