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Planning for retirement can feel overwhelming, especially when juggling emotions, market fluctuations, and caring for loved ones. But today, I'm excited to share a profound message about finding fulfillment deep within your values. Amidst the chaos, have you considered building a truly fulfilling plan?
As a retirement expert for two decades, I always focused on the numbers and completely failed to help my clients with their transition planning, now I not only guide them to build an extraordinary next chapter but also have witness my own transformation. Join me as I share how one client had a revelation that shifted his trajectory, and I'll ask you a powerful question to reflect on. Take notes and visit my amazing, value-packed free planner with over 65 pages that will unleash your inner strength like a winning lottery ticket!
Unlock the joy and fulfillment of living a purpose-driven retirement. Listen now and share this inspiring episode with others! #PurposeDrivenRetirement #CreateYourPurpose #RetirementLifestylePlanner #PodcastEpisode #RetirementJourney #LifeTransformation
CTA: Join our Waitlist for our Beta Launch to meet Grace™ our new AI Retirement Partner https://www.myplankeeper.ai/joingrace and start crafting your purpose-driven retirement plan today! 📈
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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.
