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The Power of Resting to Gain Clarity
Why 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.
Discover the retirement bliss state of mind and how to get your mind ready for the transition. We explore the pitfalls that many people face during this transition and provide guidance on how to avoid them. Learn ways to optimize your mental preparedness.
Are you preparing for the unknown? Who knows the unknown? Find out…Don't miss this opportunity to learn Tips to go from lost to found and create the life you want. Listen in right away to get the direction and inspiration you need to take charge and advance toward your retirement. Take notes! Take Action!
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After two decades as a financial advisor, Carla Garcia recognized a fundamental flaw in traditional retirement planning: too often, retirees were financially secure but emotionally unprepared for the transitions ahead. Determined to address this gap, Carla created My Plan Keeper™, the first retirement planning platform to focus on life beyond the numbers.
Carla’s mission was shaped by years of witnessing retirees struggle with the same challenges:
•Unfulfilled Retirements: Too many individuals reached retirement with financial security but without the joy, purpose, or fulfillment they had envisioned.
•Lost Continuity: Job changes and advisor transitions left retirees feeling lost and uncertain, forcing them to start over and re-explain their goals and financial history. This disruption created unnecessary stress during what should have been their most rewarding years.
•Personal Insight: Carla realized she, too, was prioritizing financial independence at the expense of enjoying the present. This realization sparked a profound shift in her perspective and career goals, driving her to create a solution that integrates emotional and financial wellness.
At the heart of My Plan Keeper™ is Grace™, an emotionally intelligent AI assistant designed to help retirees navigate life’s transitions with clarity and confidence. The platform empowers users to create LifePortfolios™ that balance financial security with emotional wellness, meaningful relationships, purpose, health & well-being, leisure, and personal growth.
Carla’s insights extend beyond My Plan Keeper™. She is the author of the book Avoid The Panic: Easy & Proven Strategies for a Resilient Retirement Amid Economic Chaos, offering practical tools to weather uncertainty and build a retirement aligned with personal values. As host of the Retirement Without Numbers™ podcast, Carla combines stories, psychology, and technology to inspire listeners to reimagine retirement as a time of discovery, joy, and purpose.
Her work has been featured in US Reporter, CEO Weekly, Economic Insider, and Yahoo Finance, positioning Carla as a recognized leader in transforming retirement planning.