Retirement Conversation Facilitation Workshops

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Retirement Conversation Facilitation Workshops

Inspired by a conversation on:

Early Retirement - Financial Freedom

Early Retirement - Financial Freedom

10 Questions To Ask Your Spouse So They Are Excited For Retirement

Host: Ari Taublieb, CFP®, MBA

Timestamp: 00:01:16 - 00:01:45

Listen to Episode • View Podcast • All Ideas from Early Retirement - Financial Freedom

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Feather Flow

Direct Quote

"There are questions that can make someone who traditionally might go, well, I'm not as interested in finances, start to open up."

Market Gap

Financial discussions often fail to engage non-financially minded partners.

Many couples experience challenges when discussing financial matters, particularly in the context of retirement planning. The partner who is more financially savvy often leads the conversation, which can alienate the other partner who may feel overwhelmed or uninterested. This leads to ineffective communication and a lack of shared understanding about their financial future. Existing workshops often focus on purely financial metrics and investment strategies, failing to create a space for emotional connection and shared visions. As a result, couples may miss the opportunity to engage in meaningful discussions that could strengthen their relationship and ensure a more aligned approach to their retirement goals. This gap highlights a growing need for workshops that prioritize emotional engagement alongside financial education.

Summary

This business idea involves creating workshops aimed at couples to facilitate deeper conversations about retirement planning. These workshops would focus on using engaging, open-ended questions to draw out each partner's dreams, fears, and expectations regarding retirement. By creating a safe and structured environment for discussion, couples can develop a shared vision, creating a stronger partnership and more effective financial planning. Workshops could include interactive activities, expert facilitators, and resources to help couples align their financial strategies with their life goals. The target audience includes couples nearing retirement or those starting to think about their future, providing them with tools to communicate more effectively about their financial and lifestyle aspirations.

Categorization

Business Model
Service
Target Founder
Subject Matter Expert
Difficulty
Medium
Time to Revenue
1-3 months
Initial Investment
$1,000-$10,000

Scores

Clarity
9/10
Novelty
6/10
Feasibility
7/10
Market Potential
7/10
Evidence
8/10
Overall
7.4/10
Found on September 8, 2025 • Analyzed on September 8, 2025 10:16 AM

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2:34 PM

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