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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 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

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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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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 Tired of outdated systems and a lack of culturally-relevant guidance?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.

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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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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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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 navigating retirement or midlife transitions, the principles of effective leadership, team dynamics, and NLP as a form of communication offer invaluable perspectives. We delve into how these methodologies can enhance not only your professional journey but also the financial and lifestyle changes you may be contemplating.

Anne underscores the importance of taking a break for self-reflection, a notion that aligns seamlessly with the concept of strategic deaccumulation and income maximization. She shares her journey towards true fulfillment, providing actionable insights that will benefit anyone looking to make a successful transition at any stage of life.

To learn more about Anne's transformative approach to leadership and personal development, explore her Goal Getters Club at Goal Getters | Challenge Your Thinking

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: Meet Grace & Elevate Your Life (myplankeeper.ai)

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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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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, Founder of Power to The Pleasers is here to share how she uses IFS to help woman transition into midlife and beyond and go from “I don’t know who I am” to finding your voice and finally recognize what you like and what you truly want. This isn't your run-of-the-mill retirement planning, it's a mind-blowing journey to unlock your true retirement potential and achieve a breakthrough no financial strategy can.

Discover the secrets of 'un-blending,' a process that lets you work with your inner 'parts' to break down the barriers that have been holding you back. But beware, there's a time bomb ticking - learn about the most significant mistake you can make when it comes to managing your unique 'parts’ and how it impacts your retirement.

If you're preparing for a major life transition or stepping into a new role, this episode is your investment strategy. Don't let your inner board of directors sabotage your dreams.

BTW, I was truly fascinated to hear a psychotherapist interpret my Without Numbers™ framework in her unique way, even before I had a chance to explain it myself!

For our guest, don't forget to visit her incredible movement at Power to the Pleasers - Power to the Pleasers and feel the freedom to be yourself!

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: Meet Grace & Elevate Your Life (myplankeeper.ai)

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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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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 themselves. Our special guest, Danielle Mendoza, the visionary founder of The Confident Concept, joins us to discuss the profound potential of using book writing as a retirement or midlife income strategy and catalyst. Honestly, she shared more than I expected, so be prepared for incredible value.

Take notes; this might ignite your imagination, spark curiosity, or help you assist someone else. I do have one favor to ask—please follow and review my show. Also, visit Danielle web page at https://www.confidentconcept.com because her approach is truly unique.

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: Meet Grace & Elevate Your Life (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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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 within reach but faced numerous health challenges along the way, this episode is for you.

Although this episode focuses on women's health in midlife and beyond, I encourage men with midlife partners to listen and learn how educating yourself about this and supporting the woman in your life can significantly impact your happiness. Learn about the common symptoms that are often misdiagnosed like exhaustion, insomnia, depression, mental health challenges, and how it affects our lives, careers and how we plan for retirement.

Lauren delves into the vital topic of Perimenopause and Menopause, shedding light on how these phases affect countless women and their careers and what you can do today to get the right support.

Some Key Minutes
5:18 Listen to her story and how she left her high level executive job in her 40s thinking she had early dementia

10:17 When your employer does not offer support, listen to her FREE menopause course, your ultimate guide for SAVYY Professionals and for the family members as well: FREE Menopause The Basics (womenofacertainstage.leadpages.co)

13:35 Massive Topic: We discuss career identity, marriage problems in retirement due to the change of work life vs life at home, the changes in our moods and the support from family. Avoid a relationship breakdown.

16:26 Midlife and Retirement income opportunities, learn how Lauren has transitioned 4 times, there is not 1 retirement, and don't miss the program she developed to help you build an impact driven business. Lauren shares a wonderful opportunity, here is the link for more information Menopause Coach 2023 - Update (womenofacertainstage.lpages.co)

23:17 Tips on how to discuss your women issues with doctors and what to do before seeking the antidepressants. Fibroids, stress, menopause... It is not just about hot flashes and periods.

27:22 My highlights from the episode and 5 key points

Thank you and remember these life stages are not about survival but about thriving, achieving financial freedom, and unlocking your true potential.

Guest Info:
https://www.womenofacertainstage.com/about-me
FREE COURSE: FREE Menopause The Basics (womenofacertainstage.leadpages.co)
Business Opportunity:

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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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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 will be easier. But here's the twist – there's another score that holds even greater power over our future. Join me as we journey through the comical world of credit scores and the new retirement "credit score," and discover the surprising parallels to our retirement readiness. 📊

In this episode, I'm setting the stage for a discussion on the one score that truly matters when it comes to planning for a meaningful retirement. For pre-retirees, midlife transitioners, financial advisors, HR Directors, CEOs, and anyone seeking better intelligence about their future life.

I will give you an overview of what this assessment is, the scoring scale, how to align your work life, personal life, and emotional intelligence for a successful transition, and why it's time to take control of your retirement readiness and narrative. Join me as I explore how to measure and enhance your RQ.

To know if you qualify to take this assessment please contact me directly in any of your favorite social media platforms @myplankeeper or visit www.myplankeeper.com/rq to request information about the test.

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)