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In this episode, I am excited to share with you 20 valuable tips directly from the British Heart Foundation. These tips are incredibly insightful and you won't want to miss out on them. Here are a few of my personal favorites:
- Tip #2: Familiarize Yourself with Retirement: There's something truly magical that happens when you ease into retirement rather than going cold turkey. Discover the benefits of gradually transitioning into this new chapter of life.
- Tip #9: Embrace Social Connections: Maintaining an active social life is crucial in retirement. I love connecting people with similar interests and fostering meaningful Relationships that bring joy and fulfillment.
- Tip #18: The Joy of Pets: Personally, I have experienced the transformative power of having a Covid puppy in my life. Discover how pets can bring immense joy, companionship, and a sense of purpose in retirement.
Don't forget to join our vibrant community in the Retirement Without Numbers Facebook group. It's a space where like-minded individuals come together to support and inspire each other on their retirement journeys. Simply follow this link to join us: (1) Retirement Without Numbers | Facebook
Tune in to this episode to gain valuable insights, discover new perspectives, and enhance your retirement experience. Trust me, you won't want to miss it!
Here is the link to the article for the British Heart Foundation.
20 tips for a happy retirement – Heart Matters | BHF – BHF
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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.
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•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.
