Retirement Without Numbers™

Carla Garcia
  • 5.0 (18)
  • SELF-IMPROVEMENT

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. 11/15/2024

    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 NotebookLM Sign up for the waitlist: https://www.myplankeeper.ai/grace Support the show If you enjoyed this episode, be sure to subscribe to my podcast and leave me a review on your favorite podcast platform. Also, discover how MyPlanKeeper™ and our AI assistant Grace™ can help you plan a life you love with a plan you understand. Sign up now for exclusive access to Grace™ and take the first step towards a secure and fulfilling retirement. Click here to Join :Meet Grace & Elevate Your Life (myplankeeper.ai)

    19 min

  2. 11/07/2024

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

    Send us a text Retirement 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 secure and meaningful and a spin on a book commentary. Link to the book: https://www.amazon.com/Avoid-Panic-Strategies-Resilient-Retirement/dp/B0C7T5THMN Support the show If you enjoyed this episode, be sure to subscribe to my podcast and leave me a review on your favorite podcast platform. Also, discover how MyPlanKeeper™ and our AI assistant Grace™ can help you plan a life you love with a plan you understand. Sign up now for exclusive access to Grace™ and take the first step towards a secure and fulfilling retirement. Click here to Join :Meet Grace & Elevate Your Life (myplankeeper.ai)

    19 min

  3. 10/28/2024

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

    Send us a text While 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 eventually crafting a new path.  Discover practical tips for finding purpose and fulfillment in retirement, all without focusing on just the numbers. Key Points: The Gap in Traditional Retirement Planning: Most planning only covers the financials, leaving retirees unprepared for the emotional and mental aspects of post-career life.Bill Carroll’s Story: From corporate success to retirement struggles, Bill shares how he overcame the identity crisis that comes with retirement and became a certified retirement coach to help others through the same transition.Retirement Wellness: Discover how “retirement wellness” is pioneering a new branch of financial wellness that focuses on purpose, well-being, and personal growth—redefining what it means to truly thrive after retirement.Practical Takeaway:  Bill’s journey and his "Skydiving into Retirement" framework, designed to help you transition into this new chapter with confidence, purpose, and joy.How to connect with Dr. Bill Carroll: https://billcarroll.org/ Support the show If you enjoyed this episode, be sure to subscribe to my podcast and leave me a review on your favorite podcast platform. Also, discover how MyPlanKeeper™ and our AI assistant Grace™ can help you plan a life you love with a plan you understand. Sign up now for exclusive access to Grace™ and take the first step towards a secure and fulfilling retirement. Click here to Join :Meet Grace & Elevate Your Life (myplankeeper.ai)

    42 min

  4. 10/24/2024

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

    Send us a text Financial Wellness is failing the 50 plus community In 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 planning for your own future or guiding clients through theirs, this conversation will reshape how you think about retirement. Stay connected with Carla at LinkedIn or favorite social media @myplankeeper and also sign up for the waitlist for the retirement wellness platform MyPlanKeeper here. Support the show If you enjoyed this episode, be sure to subscribe to my podcast and leave me a review on your favorite podcast platform. Also, discover how MyPlanKeeper™ and our AI assistant Grace™ can help you plan a life you love with a plan you understand. Sign up now for exclusive access to Grace™ and take the first step towards a secure and fulfilling retirement. Click here to Join :Meet Grace & Elevate Your Life (myplankeeper.ai)

    13 min

  5. 10/09/2024

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

    Send us a text Welcome 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 impact. Psalm 46:1-3 describes God's protection and strength for His people in times of trouble. It emphasizes that God is a reliable refuge and source of help, even when the world around us seems to be in chaos. “God is our refuge and strength, a very present help in trouble. Therefore we will not fear though the earth gives way, though the mountains be moved into the heart of the sea, though its waters roar and foam, though the mountains tremble at its swelling” (Psalm 46:1–3) This episode was recorded using NotebookLM. Link to newsletter on LinkedIN Link to sign up for Grace waitlist to receive 24/7 retirement planning support Resources: Caring.com’s Disaster Preparedness for Seniors: A helpful guide for seniors and caregivers, covering everything from emergency kits to evacuation plans. Retirement Without Numbers Podcast:Are you retired or approaching retirement in a hurricane-prone area? This episode is your go-to guide for hurricane preparedness, tailored specifically for the unique needs of seniors and their caregivers. We'll cover essential tips on financial security, medical readiness, building support networks, and leveraging technology to stay safe.Senior Safety Advice, how seniors should prepare for hurricaneFEMA’s Senior Preparedness Guide: A great resource for seniors on how to build emergency kits and stay informed. Check it out here.5 things seniors should know about preparing for hurricanesSocial Security payments and hurricanes, please check this and t is not just in hurricane times but always be prepare. How to Get Help Preparing Your Home for a DisasterNOAA Weather Radio (NWR)Apple Support for the satellite featureiOS 18'Support the show If you enjoyed this episode, be sure to subscribe to my podcast and leave me a review on your favorite podcast platform. Also, discover how MyPlanKeeper™ and our AI assistant Grace™ can help you plan a life you love with a plan you understand. Sign up now for exclusive access to Grace™ and take the first step towards a secure and fulfilling retirement. Click here to Join :Meet Grace & Elevate Your Life (myplankeeper.ai)

    10 min

  6. 10/01/2024

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

    Send us a text In 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 the future of automation on this industry currently under distress! #PortStrikes #Election2024 #AI #GoogleNotebookLM #FinancialResilience #Automation #Retirement #RetirementUncertainty #RetirementWellness Support the show If you enjoyed this episode, be sure to subscribe to my podcast and leave me a review on your favorite podcast platform. Also, discover how MyPlanKeeper™ and our AI assistant Grace™ can help you plan a life you love with a plan you understand. Sign up now for exclusive access to Grace™ and take the first step towards a secure and fulfilling retirement. Click here to Join :Meet Grace & Elevate Your Life (myplankeeper.ai)

    15 min

  7. 09/25/2024

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

    Send us a text Are 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 financial security but also gave her the purpose and control she craved.  Whether you’re considering a career shift, exploring franchise opportunities, or looking for ways to make your retirement more meaningful, this episode is packed with valuable insights and actionable advice. Tune in and get inspired to take control of your next chapter! Entrepreneur Profile: :  www.frannet.com/lmbelford/cq Link to get in touch with Linda:  https://linktr.ee/lmbelford Visit us at www.myplankeeper.ai Support the show If you enjoyed this episode, be sure to subscribe to my podcast and leave me a review on your favorite podcast platform. Also, discover how MyPlanKeeper™ and our AI assistant Grace™ can help you plan a life you love with a plan you understand. Sign up now for exclusive access to Grace™ and take the first step towards a secure and fulfilling retirement. Click here to Join :Meet Grace & Elevate Your Life (myplankeeper.ai)

    35 min

  8. 09/11/2024

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

    Send us a text Are 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 podcast, Carla pulls back the curtain on how Latinos are driving our economy and her mission to help Latinos take control of their retirement plan, find clarity, and achieve a better today while planning the tomorrow. Discover: - Why traditional retirement advice falls short for Latinos - The three critical elements missing from most retirement plans - Innovative tools and platforms built to empower the Latino community Whether you're just starting to save or already nearing retirement age, this podcast is your roadmap to a retirement filled with purpose, passion, and the freedom to live life on your own terms. Join Carla and unlock the secrets to a truly fulfilling retirement. Subscribe now! Visit www.myplankeeper.ai/latinos to join the movement. Support the show If you enjoyed this episode, be sure to subscribe to my podcast and leave me a review on your favorite podcast platform. Also, discover how MyPlanKeeper™ and our AI assistant Grace™ can help you plan a life you love with a plan you understand. Sign up now for exclusive access to Grace™ and take the first step towards a secure and fulfilling retirement. Click here to Join :Meet Grace & Elevate Your Life (myplankeeper.ai)

    12 min
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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™