Talking about money and finances can be great vehicle for forums to go deeper, leading to greater levels of vulnerability, trust, and insight. Here’s one way to begin the conversation:
- One member brings copies of key pages from their retirement plan (income, expenses, assets, debts) and unpacks the document(s) for the forum:
- How did I develop this plan? (myself, with a professional)
- How do I feel about it: my uncertainties, reservations, and doubts?
- Others respond by sharing their experiences and feelings:
- What resonated for me?
- The memory or experience that was triggered for me…
- This topic/conversation makes me feel…
- This is how I connect with what has been shared so far…
Some additional questions to spark your discussion:
- What is the next (financial) thing I would like to do in my life?
- What is stopping me?
- Am I obliged to others or do I feel free to follow my own plans?
- How much control do I feel over my financial life?
- What meaning does money have for me?
- Does financial planning drain or invigorate me?
- Do I feel that I will have to retire to get the reward I deserve?
- When I am not working, do I feel worthy?
- What do I expect from hard work?
Another option: Invite a financial planner to your meeting, and ask each member to do some advance homework for an interactive exercise with the planner.