Recent Content
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 Send us a textMost 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…
Send us a textMost r…
Send us a textMost 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 Con…
Carla Garcia
September 11, 2024 Send us a textIn 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 entrepre…
Send us a textIn thi…
Send us a textIn 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, te…
Carla Garcia
November 1, 2023 Send us a textWARNING! 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…
Send us a textWARNIN…
Send us a textWARNING! 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 use…
Carla Garcia
October 8, 2023 Send us a textHere'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 see…
Send us a textHere&a…
Send us a textHere'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 founde…
Carla Garcia
September 21, 2023 Send us a textIn 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 …
Send us a textIn thi…
Send us a textIn 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 y…
Carla Garcia
September 5, 2023 
