• Retirement Without Numbers™

  • 著者: Carla Garcia
  • ポッドキャスト

Retirement Without Numbers™

著者: Carla Garcia
  • サマリー

  • 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

    © 2024 Retirement Without Numbers™
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  • S2: E3-Retire Early and Live Fully: How Franchising Can Unlock Your Dream Retirement
    2024/09/25

    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: https://entrepreneurprofile.com/cq/assessmenten/start/?rst=1

    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)


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    35 分
  • S2:E2 Fueling the Economy, Lacking the Tools: How to Empower Latinos in Retirement Planning
    2024/09/11

    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)


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    12 分
  • S2 Ep1:Beyond the Bank Account: What Good is a Seven-Figure Portfolio if You’re Six Feet Under?
    2024/09/11

    Send us a text

    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 his personal journey of overcoming health challenges, Tom reveals how balancing health and wealth can lead to a truly fulfilling retirement.

    Key Topics Covered:

    • The Connection Between Longevity, Health, and Financial Planning: Discover how maintaining good health can enhance your financial security and extend your retirement years.
    • Using Wearable Devices: Learn about the Aura ring and other wearable devices that track sleep and health metrics to promote a healthier lifestyle.
    • Developing a Balanced Framework: Explore Tom’s innovative approach to balancing investments and personal wellness for a truly rich life.
    • Incorporating Passion and Mental Agility: Understand the role of mental agility and pursuing passions in achieving a fulfilling retirement.
    • Utilizing Health Management Tools: Find out how continuous glucose monitors and other tools can proactively manage your health and well-being.

    This episode offers valuable insights for listeners looking to create a comprehensive retirement plan that addresses both financial stability and personal well-being. Tune in to learn how to achieve true wealth and a balanced, fulfilling retirement.

    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)


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    29 分

あらすじ・解説

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

© 2024 Retirement Without Numbers™

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