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Are you contemplating retirement or already retired and feeling uncertain about your future? Do you fear running out of Money, feel overwhelmed and apprehensive, or lack direction? You are not the only one to feel this way; many people have similar fears. But what if there was a way to gain Clarity and find purpose in your retirement without solely concentrating on the numbers?
In this episode of The Retirement Without Numbers™ podcast, I explore the power of epiphanies and how they can help you create positive change in your retirement. I discuss the difference between epiphanies and aha moments, and provide strategies for recognizing them. I also delve into the benefits of writing down your epiphanies and examine the role of emotions in recognizing them.
Through the narrative of my client Khan, I demonstrate how an epiphany can transform your retirement and help you rediscover your values and priorities.
Don't let dread and uncertainty hold you back from living the retirement you've always dreamed of. Join me for this insightful episode and learn how to transform your epiphanies into real-world solutions.Â
Make sure to join her growing community at the Retirement Without Numbers Facebook Group for more: Retirement Without Numbers | Facebook
For a meeting with Retirement Expert Carla please contact www.myplankeeper.com/contact
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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.
