The Fifteen Retirement Success Factors

These factors have been proven to reveal how likely it is that someone can build a happy and personally successful lifestyle in their later years. The more directly a person addresses these factors the better his/her chances of having a successful retirement. These 15 retirement success factors are:

1. Work Reorientation: the degree to which you have distanced yourself from taking your personal identity from your work.

2. Attitude toward Retirement: your perception of what your next life stage will be like for you once you transition beyond your current job.

3. Directedness: the degree to which you rely on your own internal sense of personal guidance for making plans and decisions for your life, rather than relying on outside direction from others.

4. Health Perception: your subjective assessment and appraisal of the current condition of your overall wellness.

5. Financial Security: your subjective appraisal that sufficient planning has been accomplished to maintain your desired life-style during your retirement years.

6. Current Life Satisfaction: the degree to which you believe you have achieved contentment and peace at this point in your life.

7. Projected Life Satisfaction: the degree to which you look forward to personal success, achievement, contentment, and peace in future years.

8. Life Meaning: the degree to which you have found a life direction for retirement which offers you a driving purpose, and a deep sense of fulfillment.

9. Leisure Interests: the degree to which you have found personally satisfying endeavors outside of your work/career arena which rejuvenate your body, and/or stimulate your mind, and/or enrich your spirit.

10. Adaptability: the degree of personal flexibility you can exercise at any given time in any given situation.

11. Life Stage Satisfaction: the degree to which you live in the present and find your current life fulfilling, rather than “living in the past”.

12. Dependents: the degree to which you are free from a sense of burden or strain from care-giving responsibilities either for aging parents, relatives, or children.

13. Family/Relationship Issues: the degree to which you derive satisfaction, intimacy, connectedness, love, and a sense of well-being from your primary relationship and/or family life.

14. Perception of Age: the degree to which you see your own maturation process as a time of emotional and psychological vitality and vibrancy full of potential for dynamic and ongoing personal growth.

15. Replacement of Work Function: the degree to which you have planned to replace, or project that you can replace, the five functions of working (financial remuneration, time management, usefulness/purpose, status, and socialization).

How much do you know about retirement?  Take our self-test questionnaire and discover for yourself.



The Retirement Success Factors come from research performed by Dr. Richard P. Johnson, founder of Retirement Options and developer of the Retirement Success Profile©

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