14 episodes

There is not just one "retirement", there are several transitions, and yes, it can often be daunting, leaving us overwhelmed by the weight of financial calculations. Yet, what if I revealed that your retirement story is not confined to numbers alone and should start way before the actual traditional date?
Welcome to "Retirement Without Numbers", a unique podcast experience that is more about midlife transitions than getting old to retire. My mission is to guide you through the art of crafting an extraordinary next chapter that extends far beyond finances.
Hello, I am Carla E. Garcia, an author, midlife and retirement transition consultant with over two decades of wealth management experience. This podcast unravels the time-tested strategies for cultivating a next-life transition brimming with joy and purpose, regardless of where you stand on the timeline. Engaging discussions and insights from industry experts illuminate each episode, offering actionable wisdom to pave your path with confidence and eradicate uncertainty.
I love Jesus and at times might be adding what comes to my heart to share his promises to us so join me to discover a refreshing approach that reshapes your next transition into a canvas you paint with values and aspirations.

Retirement "Without Numbers™‪"‬ Carla E. Garcia

    • Education
    • 5.0 • 17 Ratings

There is not just one "retirement", there are several transitions, and yes, it can often be daunting, leaving us overwhelmed by the weight of financial calculations. Yet, what if I revealed that your retirement story is not confined to numbers alone and should start way before the actual traditional date?
Welcome to "Retirement Without Numbers", a unique podcast experience that is more about midlife transitions than getting old to retire. My mission is to guide you through the art of crafting an extraordinary next chapter that extends far beyond finances.
Hello, I am Carla E. Garcia, an author, midlife and retirement transition consultant with over two decades of wealth management experience. This podcast unravels the time-tested strategies for cultivating a next-life transition brimming with joy and purpose, regardless of where you stand on the timeline. Engaging discussions and insights from industry experts illuminate each episode, offering actionable wisdom to pave your path with confidence and eradicate uncertainty.
I love Jesus and at times might be adding what comes to my heart to share his promises to us so join me to discover a refreshing approach that reshapes your next transition into a canvas you paint with values and aspirations.

    Ep.14 | From Retirement to Serial Entrepreneurship with Anne Lyons

    Ep.14 | From Retirement to Serial Entrepreneurship with Anne Lyons

    In this insightful episode, we are pleased to feature Anne Lyons, CEO and Founder of Challenge Your Thinking. Anne’s compelling transition from retirement to becoming a serial entrepreneur serves as a testament to the limitless possibilities that can arise when one takes a meaningful break to recalibrate.With over 20 years of professional experience, Anne brings to the table a unique blend of expertise in design thinking, neuro-linguistic programming (NLP), and behavioral science. For those n...

    • 27 min
    Ep.13 | STOP, Don't Fire Your Parts! Retirement and Internal Family Systems (IFS)

    Ep.13 | STOP, Don't Fire Your Parts! Retirement and Internal Family Systems (IFS)

    WARNING! This episode may not be suitable for corporate high-flyers, goal-getters, or perfectionists who aren't ready to challenge their 'WHAT IF' scenarios. But for those ready to shatter their 'WHAT IF' scenarios and experience a retirement revolution, you're in the right place. Yes, we are using Psychology to innovate retirement. Join us on this WORLD MENTAL HEALTH DAY SPECIAL as we delve into the groundbreaking world of IFS (Internal Family Systems) therapy. My guest Vicki Smith...

    • 41 min
    Ep.12 | Is writing a book a good retirement strategy? with guest Danielle Mendoza

    Ep.12 | Is writing a book a good retirement strategy? with guest Danielle Mendoza

    Here's a secret from a midlifer who retired in her 40s to usher in a new era and drastically transform her life with a book—yes, that's me your host Carla! If you're seeking change, greater fulfillment, disruption, a challenge, adventure, wealth, or increased income, consider writing a book as your strategy. I've helped retirees achieve the following with just one book: creating a lasting legacy, generating passive income, nurturing their minds, and building valuable connections, even with th...

    • 32 min
    Ep.11 | Peri to Post-Menopause: Find out How to Prevent a Midlife & Retirement Killer for Both Women & Men

    Ep.11 | Peri to Post-Menopause: Find out How to Prevent a Midlife & Retirement Killer for Both Women & Men

    In this episode, we have a special guest, Lauren Chiren, to help you address the mental and physical issues that accompany our 40s and beyond, and perhaps even our 30s! Lauren Chiren is a global Keynote Speaker, the founder and CEO of Women of a Certain Stage (www.womenofacertainstage.com), and a remarkable post-corporate entrepreneur who has experienced transitions to new stages of life, reinvented herself, and made a massive impact.If you've ever felt that the elusive big breakthrough is wi...

    • 32 min
    Ep. 10 | A New Tool To Prepare You For Your Retirement & Midlife Transition (RQ)

    Ep. 10 | A New Tool To Prepare You For Your Retirement & Midlife Transition (RQ)

    Grab a notebook because the way you think about retirement planning and how you gauge your preparation could change as a result of this episode. If you have a friend who is preparing for the transition, or even your financial advisor, please share this podcast with them.Imagine this: we spend years building and maintaining our credit scores, carefully navigating the ups and downs, just like a financial yo-yo. When we have a good score, it gives us the peace of mind that purchasing something w...

    • 29 min
    Ep.9 | How to Build Your Purpose-Driven Retirement Today

    Ep.9 | How to Build Your Purpose-Driven Retirement Today

    Hey Friend, Planning for retirement can feel overwhelming, especially when juggling emotions, market fluctuations, and caring for loved ones. But today, I'm excited to share a profound message about finding fulfillment deep within your values. Amidst the chaos, have you considered building a truly fulfilling plan?As a retirement expert for two decades, I always focused on the numbers and completely failed to help my clients with their transition planning, now I not only guide them to bui...

    • 19 min

Customer Reviews

5.0 out of 5
17 Ratings

17 Ratings

Dezflav ,

Helpful and desperately needed

Planning for my financial future is so stressful and anxiety inducing, but this podcast gives the information in such an informative and easily digestible manner. Highly recommend!

N_i_c_k- ,

The Name

Love this name, catchy..

KrisKo211 ,

Very informative

Thank you Carla @Myplankeeper for breaking down the information in a way that makes sense. Very informative piece.

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