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Carla Garcia Carla Garcia

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.

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Boomers Hold The Key To Humanizing Ai &Raquo; Headshot Carla
Boomers Hold The Key To Humanizing AI

Boomers carry the lived Wisdom AI can’t replicate. This post explores why their judgment, emotional intelligence, and untapped knowledge are essential to shaping more human-centered technology—and…

Boomers carry the li…

Boomers carry the lived wisdom AI can’t replicate. This post explores why their judgment, emotional intelligence, and untapped knowledge are essential to shaping more human-centered technology—and a smarter future for us all.

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Ai And Baby Boomers: Building Trust In Retirement Planning &Raquo; File 2 1
AI and Baby Boomers: Building Trust in Retirement Planning

Building Bridges, Not WallsEver felt lost in the world of tech? Like a tiny sailboat in a vast, swirling ocean of iPhones, computers, and Wi-Fi passwords? Imagine a 75-year-old woman, someone who ne…

Building Bridges, No…

Building Bridges, Not WallsEver felt lost in the world of tech? Like a tiny sailboat in a vast, swirling ocean of iPhones, computers, and Wi-Fi passwords? Imagine a 75-year-old woman, someone who never really "got" technology, suddenly setting up her brand new computer and connecting it to the internet... all by herself! No grandkids, no tech support, no manuals with tiny print. Just her voice, and the calm, helpful guidance of ChatGPT. Sounds impossible, right? But it happened. And it's happening more and more as AI tools become easier to use and more intuitive.Look, I get it. You…

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Early Retirement Struggles: Rethinking Retirement Flow And The Go-Go Reversed” &Raquo; File 4
Early Retirement Struggles: Rethinking Retirement Flow and the Go-Go Reversed”

You know that feeling when you’ve crossed the finish line of a marathon—exhausted, relieved, and...unsure what to do next? You thought you’d be celebrating, but all you really want t…

You know that feelin…

You know that feeling when you’ve crossed the finish line of a marathon—exhausted, relieved, and...unsure what to do next? You thought you’d be celebrating, but all you really want to do is collapse on the couch.

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Retirement Wellness In The Age Of Ai: Opportunities, Challenges, And Protecting Your Future &Raquo; File 3 3
Retirement Wellness in the Age of AI: Opportunities, Challenges, and Protecting Your Future

Retirement planning has taken a big leap forward with the integration of Artificial Intelligence (AI). While these tools bring unprecedented precision and personalization, they also introduce challeng…

Retirement planning …

Retirement planning has taken a big leap forward with the integration of artificial intelligence (AI). While these tools bring unprecedented precision and personalization, they also introduce challenges like misinformation and ethical dilemmas. Navigating these complexities is crucial for ensuring your retirement dreams remain intact.But true retirement success isn’t just about managing Money or leveraging technology—it’s about achieving balance across all areas of life. While AI plays a role in financial strategies, your overall retirement wellness depends on embracing five critical d…

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S2:E9-Three Simple Shapes That Are Transforming Retirement Planning | Innovation In Wealth Management &Raquo; 60Csi8Q5Ebgdlymct0L4Iuoybcr4
S2:E9-Three Simple Shapes That Are Transforming Retirement Planning | Innovation in Wealth Management

Send us a text 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…

Send us a text What…

Send us a text 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 NotebookLMSign up for the waitlist: https://www.myplankeeper.ai/graceSupport the showIf 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…

Listen · 18:50
Making American Retirement Great Again-The Great Retirement Stadium &Raquo; File 3 6
Making American Retirement Great Again-The Great Retirement Stadium

Picture walking into a Michelin-star restaurant, only to discover they serve just one preset menu. That's been retirement planning for decades - a fixed recipe for everyone. Now, as America hits …

Picture walking into…

Picture walking into a Michelin-star restaurant, only to discover they serve just one preset menu. That's been retirement planning for decades - a fixed recipe for everyone. Now, as America hits "Peak 65," with a new average of 11,200 Americans reaching retirement age every single day, we're witnessing a transformation from prix fixe to personalized dining. To put this historic surge in perspective: that's 4.1 million people reaching retirement age annually through 2027 – the equivalent of filling every major sports stadium in America... twice.The retirement industry sta…

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The New Way To Plan Your Future: Holistic Retirement Planning &Raquo; File 3 8
The New Way To Plan Your Future: Holistic Retirement Planning

When I set out to create MyPlanKeeper™, one thing was clear: the way we approach retirement needed a transformation. For too long, retirement planning has focused almost entirely on finances&mda…

When I set out to cr…

When I set out to create MyPlanKeeper™, one thing was clear: the way we approach retirement needed a transformation. For too long, retirement planning has focused almost entirely on finances—saving, Investing, and ensuring there’s enough for the future. While these are essential, they’re only part of the equation. The truth is, many retirees face challenges that money alone can’t solve.

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S2:E8 -Beyond The Numbers: Building A Resilient Retirement Amid Chaos &Raquo; 60Csi8Q5Ebgdlymct0L4Iuoybcr4
S2:E8 -Beyond the Numbers: Building a Resilient Retirement Amid Chaos

Send us a textRetirement 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, aut…

Send us a textRetire…

Send us a textRetirement 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 in to discover how to prepare for a future that’s both secure and meaningful and a spin on a book commentary.Link to the book: https://www.amazon.com/Avoid-Pa…

Listen · 19:24

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