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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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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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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.