Helping Gen X Retire on Their Terms

Gen X Retirement Readiness Assessment

Take the free 5-minute Gen X Retirement Readiness Assessment and get your score from 0–100.

Get My Retirement Readiness Score 20 questions · No account numbers · No sales pitch

I’m Glen and I retired at 53.

Ramsey Certified Financial Coach

We raised ourselves. Now let's retire on our terms.

Gen X grew up as latchkey kids, figured things out on our own, and got handed 401(k)s instead of pensions. Nobody gave us a retirement playbook. This assessment was built for us.

It was created by Glen, a Ramsey Certified Financial Coach who retired at 53 after a long public-service career. No hype, no products to sell you — just an honest look at where you stand, from someone who's been through it.

What we measure

Five parts of a retirement-ready house

Each category is worth 20 points. Build from the ground up.

  1. A20 pts

    Foundation

    Emergency fund, debt, housing, protection

  2. B20 pts

    Cash Flow

    Spending, margin, saving, retirement budget

  3. C20 pts

    Retirement Assets

    Balances, inventory, contributions, access

  4. D20 pts

    Retirement Income

    Social Security, pensions, household income, gap

  5. E20 pts

    Retirement Plan

    Target date, healthcare, payoff, bridge plan

What you get

Clarity in five minutes.

  • Your overall score, 0–100 and which of four readiness levels you're in.

  • Five category scores so you can see exactly where your plan is strong and where it isn't.

  • Your strongest area and biggest opportunity in plain English.

  • Three prioritized next steps based on your weakest categories.