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Retirees, Financial Planning Horizon, and Retirement Satisfaction Cover

Retirees, Financial Planning Horizon, and Retirement Satisfaction

Open Access
|Mar 2024

Figures & Tables

Retirement Satisfaction Correlates

Retirement SatisfactionFinancial Planning HorizonAgeAge2WealthIncomeEducationMarriedWhiteMaleHealth
Retirement Satisfaction1
Financial Planning Horizon0.14081
Age0.1907-0.05411
Age20.1811-0.06050.99651
Wealth0.11890.09130.05410.05291
Income0.10310.0733-0.0307-0.03140.1981
Education0.18340.1046-0.0195-0.0220.17750.15231
Married0.15730.1292-0.137-0.14760.08010.13640.09481
White0.17090.07330.1750.17090.10190.06240.13980.15111
Male0.02870.0440.01030.00690.020.0236-0.00230.2420.03431
Health0.40050.16070.07540.06560.1140.10560.2510.12930.1687-0.01291

Descriptive Statistics

VariableMeanStd. Dev.MinMax
Retirement Satisfaction
Very Satisfied0.10590.30780.00001.0000
Moderately Satisfied0.37960.48530.00001.0000
Not at All Satisfied0.51450.49980.00001.0000
Financial Planning Horizon
Next Few Months0.17840.38280.00001.0000
Next Year0.14440.35150.00001.0000
Next Few Years0.27190.44500.00001.0000
Next 5-10 Years0.27820.44810.00001.0000
Next 10+Years0.12710.33310.00001.0000
Age70.94229.674731.1667102.8333
Age25,1261,391971l0,575
Net Worth150,712613,910-3,636,74928,400,000
Income49,647122,7870.0000l0,000,000
Education12,51333,01450.000017,0000
Married0.57180.49480.00001.0000
White0.78340.41190.00001.0000
Male0.43510.49580.00001.0000
Health
Poor0.10990.31270.00001.0000
Fair0.24180.42820.00001.0000
Good0.31600.46490.00001.0000
Very Good0.25650.43670.00001.0000
Excellent0.07590.26480.00001.0000

Retirement Satisfaction by Financial Planning Horizon

Very SatisfiedModerately SatisfiedNot at All SatisfiedTotal
Next Few Months1,1982,6882,3366,222 (17.84%)
Next Year4992,1062,4325,037 (14.42%)
Next Few Years7763,6835,0259,484 (27.19%)
Next 5-10 Years7003,3355,6689,703 (27.82%)
Next 10+Years5221,4262,4844,432 (12.71%)
Total3,695 (10.59%)13,238 (37.96%)17,945(51.45%)34,878

Average Marginal Effects from Random-Effects Ordered Probit

Not at All SatisfiedStd. Err.Moderately SatisfiedStd. Err.Very SatisfiedStd. Err.
Financial Planning Horizon (Next Few Months as Reference)
Next Year-0.0159***0.0035-0.0173***0.00380.0332***0.0073
Next Few Years-0.0231***0.0031-0.0265***0.00340.0496***0.0065
Next 5-10 Years-0.0305***0.0032-0.0367***0.00370.0673***0.0068
Next 10+Years-0.0288***0.0037-0.0342***0.00460.0631***0.0083
Age-0.0127***0.0013-0.0159***0.00160.0286***0.0288
Age20.0001**0.00000.000***0.0000-0.0002***0.0000
Net Worth-0.00010.0000*-0.00010.0000***0.00000.0000***
Income-1.00010.0000-1.00010.00000.00000.0000
Education-1.0048***0.0004-1.0060***0.00050.0108***0.0009
Married-1.0392***0.0026-1.0494***0.00320.0885***0.0057
White-1.0255***0.0030-1.0321***0.00380.0575***0.0068
Male0.00080.00250.00090.0032-0.00170.0057
Health (Poor as Reference)
Fair-0.0882***0.0061-0.0342***0.00210.1225***0.0074
Good-0.1456***0.0059-0.1012***0.00310.2467***0.0078
Very Good-0.1821***0.0061-0.1855***0.00480.3675***0.0089
Excellent-0.1967***0.0062-0.2397***0.00840.4364***0.0119
DOI: https://doi.org/10.2478/fprj-2022-0002 | Journal eISSN: 2206-1355 | Journal ISSN: 2206-1347
Language: English
Page range: 26 - 39
Published on: Mar 22, 2024
In partnership with: Paradigm Publishing Services
Publication frequency: 2 issues per year

© 2024 Blain M. Pearson, Donald Lacombe, published by Financial Advice Association of Australia
This work is licensed under the Creative Commons Attribution 4.0 License.