Retirement Without Numbers™

Retirement Without Numbers™

Retirement Wellness with Tech, Emotions, and Stories – No Calculators Imagine 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

Episodes

November 14, 2024 18 mins

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 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

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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 ...

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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 transiti...

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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 retireme...

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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 yo...

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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.

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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 re...

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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...

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Most retirees realize too late that health is as crucial as wealth. Are you prepared for both?
Kick off the second season of Retirement Without Numbers™ with a powerful conversation on balancing health and wealth. Join Carla Garcia as she sits down with CFP®, CFS®, CEO and Principal of Capital Wealth Management, LLC Tom Hine to discuss the vital integration of health and wellness into financial planning. Through ...

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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 think...

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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 de...

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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, g...

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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 ...

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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 ...

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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 fail...

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June 11, 2023 18 mins

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In this episode, I am excited to share with you 20 valuable tips directly from the British Heart Foundation. These tips are incredibly insightful and you won't want to miss out on them. Here are a few of my personal favorites:

  1. Tip #2: Familiarize Yourself with Retirement: There's something truly magical that happens when you ease into retirement rather than going cold turkey. Discover the benefits of grad...
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Are you worried about your financial stability during uncertain times? While recessions are familiar territory, financial panics can bring chaos and catastrophic consequences. Join Author, Financial Advisor and Retirement Coach Carla E. Garcia in "Avoid the Panic," the ultimate podcast that demystifies the world of panics and equips you with essential strategies to safeguard your wealth and mind. Buy the boo...

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How would you like to unleash the power of your mind and life after work?  Do you ever feel as if you're merely going through the motions, with no real feeling of purpose or fulfillment? If this is the case, you are not alone. Many people approach retirement with a limited emphasis on financial goals, without taking into account the physical, psychological, and emotional factors that are essential for a fulfillin...

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Are you contemplating retirement or already retired and feeling uncertain about your future? Do you fear running out of money, feel overwhelmed and apprehensive, or lack direction? You are not the only one to feel this way; many people have similar fears. But what if there was a way to gain clarity and find purpose in your retirement without solely concentrating on the numbers?

In this episode of The Retireme...

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Do you want to crash or thrive in retirement? Many people rely on temporary motivation to plan for their retirement, but that's not enough to build a fulfilling life after work. In this episode, we'll explore the misconceptions about retirement and motivation and introduce the concept of a growth mindset, which can help you cultivate a strong, internal drive that fuels your retirement goals. With a growth mi...

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