Personalized Retirement Goal Setting Workshops

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Personalized Retirement Goal Setting Workshops

Inspired by a conversation on:

Retirement Answer Man

Retirement Answer Man

Building Agile Retirement Goals

Host: Roger Whitney

Timestamp: 00:00:00 - 00:01:24

Listen to Episode • View Podcast • All Ideas from Retirement Answer Man

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Feather Flow

Direct Quote

"We need to create the conditions to discover what we truly want in retirement."

Market Gap

Individuals struggle to define meaningful retirement goals.

Many people face difficulty in articulating what they truly want from their retirement, often feeling overwhelmed by societal expectations or arbitrary financial targets. This can lead to frustration and dissatisfaction. Current retirement planning methods often force individuals to set fixed goals without the flexibility to adapt as their desires or circumstances evolve. This static approach can result in missed opportunities for fulfillment and happiness, as it doesn't allow for self-discovery or personal reflection. Not addressing this challenge can lead to a lack of engagement in the retirement planning process, ultimately impacting the quality of life during retirement.

Summary

Create workshops focused on personalized retirement goal setting that assist individuals in discovering their true desires for retirement. These workshops would guide participants through self-reflection exercises, helping them articulate what a fulfilling retirement looks like for them. Attendees would engage in discussions about values, interests, and lifestyle preferences, which are crucial in shaping their retirement plans. By using a framework that emphasizes flexibility and exploration rather than fixed targets, these workshops would empower individuals to create meaningful and agile retirement goals tailored to their unique life situations. This concept could also be expanded into online courses or coaching programs, increasing accessibility for a wider audience.

Categorization

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

Potential MRR (18-24 months)

Conservative
$3,000 - $6,000 MRR
Moderate (Most Likely)
$10,000 - $20,000 MRR
Optimistic
$30,000 - $50,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
8/10
Novelty
7/10
Feasibility
6/10
Market Potential
7/10
Evidence
6/10
Overall
6.8/10
Found on October 15, 2025 • Analyzed on October 15, 2025 9:46 AM

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