
A FREE 5-MINUTE ASSESSMENT
The Retirement Drift Index™
A free 5-minute assessment that reveals where your retirement may be quietly drifting—and what deserves your attention before drift turns into regret.
Built from 12 years of coaching retirement transitions and conversations with hundreds of leading thinkers on purpose, aging, health, happiness, and life design.
🔒 No email required to view your results. No right answers. No judgment.
The Hidden Risk Nobody Talks About
Most people spend years preparing financially for retirement. Few spend equal time preparing for what comes next.
As a result, many retirees experience something I call: RETIREMENT DRIFT.
Not a crisis. Not a failure. A gradual movement away from the things that create a meaningful life.
DRIFT HAPPENS SLOWLY:
Purpose becomes less clear.
Relationships become less intentional.
Curiosity fades.
Healthy routines slip.
Days become comfortable—but less fulfilling.
Good intentions stay on the “someday” list.
The good news: Awareness creates options.
This assessment helps you see where to focus before drift becomes dissatisfaction.
What Is the Retirement Drift Index?
The Retirement Drift Index evaluates eight dimensions of a thriving retirement. It helps identify:
Where you’re flourishing
Where you may be vulnerable
What deserves attention now
Where small adjustments could create meaningful improvements
Think of it as a dashboard for the non-financial side of retirement.
What You’ll Receive
After completing the assessment you’ll receive:
Two Versions. One Goal: A Better Retirement.
Planning for Retirement?
You’re preparing for one of life’s biggest transitions. This version helps identify blind spots before they become obstacles.
Already Retired?
This version measures how your retirement is actually working right now. Not financially. Personally.

THE FIRST CLASS PROBLEM
This may sound familiar.
Your investments are performing well. Your finances are in good shape.
Yet something feels off.
- The calendar isn’t as engaging as you hoped.
- The days seem repetitive.
- You have freedom – but not always direction.
Your money may be flying first class while parts of your retirement are stuck in Coach.
The Retirement Drift Index helps identify where an upgrade may be needed.
Who Created This Assessment?
Joe Casey is an executive coach, retirement transition coach, and host of The Retirement Wisdom Podcast.
Over the past decade he has helped professionals navigate one of life’s most significant transitions and interviewed hundreds of experts on longevity, purpose, relationships, work, health, and flourishing in later life.
The Retirement Drift Index distills those insights into a practical self-assessment designed to help people create not just a financially secure retirement—but a deeply rewarding one.
– Joe Casey
What People Often Discover
Many participants are surprised by their results. Not because they score poorly.
Because they discover gaps they hadn’t noticed.
Purpose has quietly faded.
Friendships need more attention.
Learning has stalled.
Fun has become optional.
Health habits have slipped.
They have more freedom than fulfillment.
Retirement Doesn’t Drift All At Once.
It drifts one unnoticed week at a time.
Five minutes today could help you see what deserves your attention next.
🔒 No email required to view your results. No right answers. No judgment.

