Retirement planning for the Latino community must go beyond finances—it requires cultural understanding and family-first thinking
Retirement planning …
Retirement planning for the Latino community must go beyond finances—it requires cultural understanding and family-first thinking
Carla Garcia
March 19, 2025 
Follow Carla on LinkedIn here and make sure to subscribe
Follow Carla on Link…
Follow Carla on LinkedIn here and make sure to subscribe
Carla Garcia
January 19, 2025 
"I spent three years in Depression after retiring." -Bill Carroll
"I spent three years…
"I spent three years in depression after retiring." -Bill Carroll
Carla Garcia
January 19, 2025 
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…
Carla Garcia
January 9, 2025 
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.
Carla Garcia
January 4, 2025 
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…
Carla Garcia
November 19, 2024 
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…
Carla Garcia
November 14, 2024 
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…
Carla Garcia
November 8, 2024 
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.
Carla Garcia
November 7, 2024 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…
Carla Garcia
November 7, 2024 Retirement Anxiety isn’t just a personal issue—it’s a challenge with significant ripple effects on workplace productivity, engagement, and the bottom line. As more employees near retirement age,…
Retirement anxiety i…
Retirement anxiety isn’t just a personal issue—it’s a challenge with significant ripple effects on workplace productivity, engagement, and the bottom line. As more employees near retirement age, companies are grappling with how to support their workforce during this major life transition. The truth is, failing to address retirement anxiety can lead to disengagement, turnover costs, and even long-term reputational damage.Let's look at what we are uncovering:The hidden economic toll retirement anxiety takes on corporations. How workplace stress and disengagement stemming from …
Carla Garcia
November 1, 2024 Send us a textWhile retirement plans cover the numbers, they miss the critical 80%: your purpose, growth, and fulfillment. In this episode of Retirement Without Numbers™, host Carla Garcia intervie…
Send us a textWhile …
Send us a textWhile retirement plans cover the numbers, they miss the critical 80%: your purpose, growth, and fulfillment. In this episode of Retirement Without Numbers™, host Carla Garcia interviews Dr. Bill Carroll, a retired chemist and entrepreneur. Dr. Carroll shares his personal journey of navigating retirement depression and finding new meaning beyond his 36-year career. He opens up about the challenges of transitioning out of a traditional job, battling feelings of shame, and eventually crafting a new path. Discover practical tips for finding purpose and fulfillment in retirement, …
Carla Garcia
October 28, 2024 Send us a textFinancial Wellness is failing the 50 plus communityIn this episode we let our podcasters from NotebookLM to dive deep into what really keeps people up at night as they approach retiremen…
Send us a textFinanc…
Send us a textFinancial Wellness is failing the 50 plus communityIn this episode we let our podcasters from NotebookLM to dive deep into what really keeps people up at night as they approach retirement. It's not just about 401(k)s and investment strategies—it's about finding purpose, staying connected, and redefining life after work. Join us as we explore retirement wellness, the hidden anxieties around retirement, and how to build a fulfilling life beyond the financials. Whether you're planning for your own future or guiding clients through theirs, this conversation will resh…
Carla Garcia
October 24, 2024 Send us a textWelcome to today's episode! If you're retired or approaching retirement and live in a hurricane-prone area, this is your must-listen guide to staying safe during storm season. …
Send us a textWelcom…
Send us a textWelcome to today's episode! If you're retired or approaching retirement and live in a hurricane-prone area, this is your must-listen guide to staying safe during storm season. We’re breaking down the essential steps for protecting your finances, health, and home, plus how new satellite technology can keep you connected when cell service goes down. Stay tuned for practical tips and peace of mind as we help you weather natural disasters and emergencies. Share episode to make an impact.Psalm 46:1-3 describes God's protection and strength for His people in times of t…
Carla Garcia
October 9, 2024 Send us a textIn this episode, my two new team members—powered by Google’s NotebookLM—take over! Using insights from my recent article, they discuss the impact of port strikes, election uncertai…
Send us a textIn thi…
Send us a textIn this episode, my two new team members—powered by Google’s NotebookLM—take over! Using insights from my recent article, they discuss the impact of port strikes, election uncertainty, and AI automation on financial stability, especially for those planning for retirement. My AI team members dive deep into how these disruptions affect industries like logistics and shares practical steps to help you stay prepared.Stick around until the end—it’s fascinating to hear how AI analyzes the future of automation on this industry currently under distress!#PortStrikes #Election2024…
Carla Garcia
September 30, 2024 Send us a textAre 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 p…
Send us a textAre yo…
Send us a textAre 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 ca…
Carla Garcia
September 25, 2024 Send us a textAre 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 tac…
Send us a textAre yo…
Send us a textAre 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 hel…
Carla Garcia
September 11, 2024 Notifications
