Retirement Without Numbers™

Carla Garcia
  • 5.0 (18)
  • SELF-IMPROVEMENT
Retirement Without Numbers™

Retirement Wellness with Tech, Emotions, and Stories – No CalculatorsImagine a retirement filled with joy, purpose, and endless possibilities—not just numbers on a spreadsheet. Welcome to Retirement Without Numbers™, a podcast redefining this life stage through emotional intelligence, real human stories, and innovative technology. This podcast was born from my two decades of experience as a financial advisor and my passion for showing that retirement is about more than financial calculations.Throughout my career, I witnessed too many unfulfilled retirements. Despite achieving financial security, countless individuals felt lost and uncertain, their focus on wealth accumulation overshadowing the cultivation of purpose and meaning. Advisor transitions disrupted relationships, erasing years of context and continuity when people needed it most. This realization reshaped my mission: to revolutionize how we approach and experience retirement through deeply personalized guidance. That's why I created MyPlanKeeper™, a pioneering retirement wellness platform powered by Grace™, our emotionally intelligent AI. Join me, Carla E. Garcia, as we explore strategies for a fulfilling retirement, share insights from industry experts, and bring new perspectives to your journey. Tune in to Retirement Without Numbers™ SHARE, LIKE, COMMENT and RATE, spread the joy.  Visit us and  Sign Up to meet Grace at https://www.myplankeeper.ai/grace Thank you,Carla

  1. NOV 15

    S2:E9-Three Simple Shapes That Are Transforming Retirement Planning | Innovation in Wealth Management

    Send us a text What do first-grade shapes have to do with solving the global retirement crisis? In this groundbreaking episode, we explore MyPlanKeeper's™ revolutionary approach to wealth that matters. Learn how three simple shapes are transforming financial planning and introducing Retirement Wellness™ to the world. Hosts courtesy of NotebookLMSign up for the waitlist: https://www.myplankeeper.ai/graceSupport the showIf you enjoyed this episode, be sure to subscribe to my podcast a...

    19 min

  2. NOV 7

    S2:E8 -Beyond the Numbers: Building a Resilient Retirement Amid Chaos

    Send us a textRetirement planning is about more than just finances; it’s about building a life of purpose, resilience, and security. In this episode NotebookLM podcasters take a deep dive about, author and retirement expert Carla E. Garcia insights from her book, Avoid the Panic: Easy and Proven Strategies for a Resilient Retirement Amid Economic Chaos. Whether you’re just beginning to think about retirement or already in it, tune in to discover how to prepare for a future that’s both se...

    19 min

  3. OCT 28

    S2: E7: Skydiving into Retirement-How to overcome depression in retirement w Dr.Bill Carroll

    Send us a textWhile retirement plans cover the numbers, they miss the critical 80%: your purpose, growth, and fulfillment. In this episode of Retirement Without Numbers™, host Carla Garcia interviews Dr. Bill Carroll, a retired chemist and entrepreneur. Dr. Carroll shares his personal journey of navigating retirement depression and finding new meaning beyond his 36-year career. He opens up about the challenges of transitioning out of a traditional job, battling feelings of shame, and eve...

    42 min

  4. OCT 24

    S2:E6: How to Reduce Retirement Anxiety-Money or no Money

    Send us a textFinancial Wellness is failing the 50 plus communityIn this episode we let our podcasters from NotebookLM to dive deep into what really keeps people up at night as they approach retirement. It's not just about 401(k)s and investment strategies—it's about finding purpose, staying connected, and redefining life after work. Join us as we explore retirement wellness, the hidden anxieties around retirement, and how to build a fulfilling life beyond the financials. Whether you're plann...

    13 min

  5. OCT 9

    S2:E5: When Disaster Strikes-Essential Hurricane Tips in the Retirement Space – Including How to Stay Connected with Satellite Tech

    Send us a textWelcome to today's episode! If you're retired or approaching retirement and live in a hurricane-prone area, this is your must-listen guide to staying safe during storm season. We’re breaking down the essential steps for protecting your finances, health, and home, plus how new satellite technology can keep you connected when cell service goes down. Stay tuned for practical tips and peace of mind as we help you weather natural disasters and emergencies. Share episode to make an im...

    10 min

  6. OCT 1

    S2:E4-Port Strikes, election uncertainty, and how I produced this using NotebookLM: Meet My Two New AI Podcasters!

    Send us a textIn this episode, my two new team members—powered by Google’s NotebookLM—take over! Using insights from my recent article, they discuss the impact of port strikes, election uncertainty, and AI automation on financial stability, especially for those planning for retirement. My AI team members dive deep into how these disruptions affect industries like logistics and shares practical steps to help you stay prepared.Stick around until the end—it’s fascinating to hear how AI analyzes ...

    15 min

  7. SEP 25

    S2: E3-Retire Early and Live Fully: How Franchising Can Unlock Your Purpose Driven Retirement

    Send us a textAre you dreaming of an early retirement but unsure how to make it a reality? In this episode of Retirement Without Numbers™, we dive into the transformative power of franchising as a pathway to financial freedom and a fulfilling retirement. Join us as we chat with Linda Belford, a former healthcare professional who made the leap from burnout to becoming a successful franchise owner. Linda shares her journey of retiring at 52 and how franchising not only provided her with fi...

    35 min

  8. SEP 11

    S2:E2 Fueling the Economy, Lacking the Tools: How to Empower Latinos in Retirement Planning

    Send us a textAre you a hardworking Latino struggling to secure your financial future? Tired of outdated systems and a lack of culturally-relevant guidance? Join us for an eye-opening podcast that tackles the unique challenges Latinos face in retirement planning.Your host, Carla Garcia, has spent 2 decades helping people of all backgrounds plan for retirement. But time and again, she's witnessed the Latino community being left behind by a system not designed for their needs.No more. In this p...

    12 min
See All (23)

Trailer

5
out of 5
18 Ratings

About

Retirement Wellness with Tech, Emotions, and Stories – No CalculatorsImagine a retirement filled with joy, purpose, and endless possibilities—not just numbers on a spreadsheet. Welcome to Retirement Without Numbers™, a podcast redefining this life stage through emotional intelligence, real human stories, and innovative technology. This podcast was born from my two decades of experience as a financial advisor and my passion for showing that retirement is about more than financial calculations.Throughout my career, I witnessed too many unfulfilled retirements. Despite achieving financial security, countless individuals felt lost and uncertain, their focus on wealth accumulation overshadowing the cultivation of purpose and meaning. Advisor transitions disrupted relationships, erasing years of context and continuity when people needed it most. This realization reshaped my mission: to revolutionize how we approach and experience retirement through deeply personalized guidance. That's why I created MyPlanKeeper™, a pioneering retirement wellness platform powered by Grace™, our emotionally intelligent AI. Join me, Carla E. Garcia, as we explore strategies for a fulfilling retirement, share insights from industry experts, and bring new perspectives to your journey. Tune in to Retirement Without Numbers™ SHARE, LIKE, COMMENT and RATE, spread the joy.  Visit us and  Sign Up to meet Grace at https://www.myplankeeper.ai/grace Thank you,Carla

Information

  • Creator
    Carla Garcia
  • Years Active
    2023 - 2024
  • Episodes
    23
  • Rating
    Clean
  • Copyright
    © 2024 Retirement Without Numbers™
  • Show Website
    Retirement Without Numbers™

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