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While 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, all without focusing on just the numbers.
Key Points:
- The Gap in Traditional Retirement Planning: Most planning only covers the financials, leaving retirees unprepared for the emotional and mental aspects of post-career life.
- Bill Carroll’s Story: From corporate success to retirement struggles, Bill shares how he overcame the identity crisis that comes with retirement and became a certified retirement coach to help others through the same transition.
- Retirement Wellness: Discover how “retirement wellness” is pioneering a new branch of financial wellness that focuses on purpose, well-being, and personal growth—redefining what it means to truly thrive after retirement.
Practical Takeaway:
- Bill’s journey and his “Skydiving into Retirement” framework, designed to help you transition into this new chapter with confidence, purpose, and joy.
How to connect with Dr. Bill Carroll: https://billcarroll.org/
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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.
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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.
