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Financial Wellness is failing the 50 plus community
In this episode we let our podcasters from NotebookLM to dive deep into what really keeps people up at night as they approach retirement. It's not just about 401(k)s and investment strategies—it's about finding purpose, staying connected, and redefining life after work. Join us as we explore retirement wellness, the hidden anxieties around retirement, and how to build a fulfilling life beyond the financials. Whether you're planning for your own future or guiding clients through theirs, this conversation will reshape how you think about retirement.
Stay connected with Carla at LinkedIn or favorite social media @myplankeeper and also sign up for the waitlist for the retirement wellness platform MyPlanKeeper here.
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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)
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.
