The buoyant retirement IndexFree 3-minute diagnosticYou have enough. Do you feel free to enjoy it?
You saved diligently and built more wealth than you ever imagined. Yet spending it still feels risky. Usually the issue is not whether you have enough. It is whether your plan turns wealth into income, tax efficiency, legacy, and shared peace of mind.
This is not a generic retirement quiz. It is a focused diagnostic built around the real planning issues facing couples with $2,000,000 to $5,000,000.
Free. About 3 minutes. Built for couples with meaningful wealth.
The gap is rarely money. It is structure.
Sometimes the problem isn't how much you have. It's knowing what to do with it.
In three minutes, the Index looks at areas that can make retirement decisions feel harder than they need to be.
Roth conversion strategy
Whether your current Roth conversion strategy fits your retirement plan, particularly before Required Minimum Distributions begin.
Medicare IRMAA exposure
Whether your income and withdrawal strategy could increase your Medicare premiums.
Asset location
Whether your investments are positioned in the right types of accounts from a tax perspective.
Income sequencing
Where your retirement income comes from if the market drops in your first years of retirement and beyond.
Spend confidence
Whether over-saver psychology is keeping you in accumulation mode when you're ready to start enjoying your money.
Shared understanding
Whether both spouses understand the income, tax, and spending plan.
A score, a result type, and a summary you can act on
You receive your Retirement Buoyancy Index score from 0 to 100, one of four result types, and a PDF-style summary of what your result means. It highlights the areas of your retirement plan that may need more attention and what may be holding you back from using your wealth more confidently.
Where do you land today?
See whether you are still Stuck In Saver Mode, Safe But Hesitant, Almost Ready, or Fully Buoyant. Buoyant Wealth helps thoughtful, retirement-ready couples move from accumulating to intentionally living the next chapter.
Free. About 3 minutes. Your results and summary sent straight to you.