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Retirement "Without Numbers™"
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Retirement "Without Numbers™"

Author: Carla E. Garcia

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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, CEO and Founder of MyPlanKeeper™ and a retirement expert 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.

At MyPlanKeeper™, we've developed an AI that understands the impact of employer or advisor changes on your retirement planning. By building an empathetic AI named Grace™, we acknowledge how essential emotions are in financial decisions. 

Our goal is simple: to ensure you're understood and supported without the need to start over with each transition. We're here, present with you, offering a sense of security and understanding, because we know that feeling seen and supported matters.

For us, it's not just about tomorrow; it's about today and every day after.

At times, I may share personal reflections inspired by my faith, adding a touch of inspiration and hope to our discussions. Join me to discover a refreshing approach that reshapes your next transition into a canvas you paint with values and aspirations.


Ready to transform your retirement journey?

Discover how MyPlanKeeper™ and our empathetic 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 Sign Up: Meet Grace & Elevate Your Life (myplankeeper.ai)



14 Episodes
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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 thinking, neuro-linguistic programming (NLP), and behavioral science. For those n...
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, LPC...
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...
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...
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...
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...
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: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 gradually transitioning into this new chapter of life.Tip #9: Embrace Social Connections: Main...
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 book today: https://a.co/d/2CoecGVDiscover how panics differ from recessions and their hi...
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 fulfilling retirement.In this episode, I will discuss a tried-and-true strategy that ...
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 Retirement Without Numbers™ podcast, I explore the power of epiphanies and how they can help y...
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 mindset, you can pursue opportunities that align with your passions and values, discover...
The Power of Resting to Gain ClarityWhy many struggle on making their retirement decisions? Are you struggling to go toward your goals because of the excessive noise and information around you? In this episode, we examine the transforming ability of slumber to improve insight and advance purposefully. Join me as I discuss the change from unconscious to conscious decision-making and the importance of being ready for the social, mental, physical, and spiritual components of retirement.&nbs...
Welcome to the Retirement Without Numbers podcast, where we explore the emotional side of retirement planning. In this teaser episode, we're going to talk about why tossing the numbers is so important when it comes to retirement planning and beyond. After working with retirees for over two decades, I've come to realize that traditional retirement planning often ignores the very real emotional challenges that people face when they retire.One of the biggest challenges is the "starvation pain" t...
Ep.1 |Trailer

Ep.1 |Trailer

2023-02-1702:10

World Premier of Retirement Without Numbers. Solo Host Carla E Garcia, Founder of My Plan Keeper, author and retirement expert is coming Free and with a huge message. Make sure to join her growing community at the Retirement Without Numbers Facebook Group for more: Retirement Without Numbers | FacebookSupport 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 a...
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