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 What do first-grade shapes have to do with solving the global retirement crisis? In this groundbreaking episode, we explore MyPlanKeeper's™ revolutionary approach to wealth that matters. Learn how three simple shapes are transforming financial planning and introducing Retirement Wellness™ to the world. 
Hosts courtesy of NotebookLM

Sign up for the waitlist: https://www.myplankeeper.ai/grace

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If you enjoyed this episode, be sure to subscribe to my podcast and leave me a review on your favorite podcast platform.

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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Retirement planning is about more than just finances; it’s about building a life of purpose, resilience, and security. In this episode NotebookLM podcasters take a deep dive about, author and retirement expert Carla E. Garcia insights from her book, Avoid the Panic: Easy and Proven Strategies for a Resilient Retirement Amid Economic Chaos. 

Whether you’re just beginning to think about retirement or already in it, tune in to discover how to prepare for a future that’s both secure and meaningful and a spin on a book commentary.

Link to the book: https://www.amazon.com/Avoid-Panic-Strategies-Resilient-Retirement/dp/B0C7T5THMN

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If you enjoyed this episode, be sure to subscribe to my podcast and leave me a review on your favorite podcast platform.

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)

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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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If you enjoyed this episode, be sure to subscribe to my podcast and leave me a review on your favorite podcast platform.

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)

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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.

Support the show

If you enjoyed this episode, be sure to subscribe to my podcast and leave me a review on your favorite podcast platform.

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)

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Welcome to today's episode! If you're retired or approaching retirement and live in a hurricane-prone area, this is your must-listen guide to staying safe during storm season. We’re breaking down the essential steps for protecting your finances, health, and home, plus how new satellite technology can keep you connected when cell service goes down. Stay tuned for practical tips and peace of mind as we help you weather natural disasters and emergencies. Share episode to make an impact.

Psalm 46:1-3 describes God's protection and strength for His people in times of trouble. It emphasizes that God is a reliable refuge and source of help, even when the world around us seems to be in chaos.

“God is our refuge and strength, a very present help in trouble. Therefore we will not fear though the earth gives way, though the mountains be moved into the heart of the sea, though its waters roar and foam, though the mountains tremble at its swelling” (Psalm 46:1–3)

This episode was recorded using NotebookLM.

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Link to sign up for Grace waitlist to receive 24/7 retirement planning support

Resources:

• Caring.com’s Disaster Preparedness for Seniors: A helpful guide for seniors and caregivers, covering everything from emergency kits to evacuation plans. 
• Retirement Without Numbers Podcast:Are you retired or approaching retirement in a hurricane-prone area? This episode is your go-to guide for hurricane preparedness, tailored specifically for the unique needs of seniors and their caregivers. We'll cover essential tips on financial security, medical readiness, building support networks, and leveraging technology to stay safe.
• Senior Safety Advice, how seniors should prepare for hurricane
• FEMA’s Senior Preparedness Guide: A great resource for seniors on how to build emergency kits and stay informed. Check it out here.
• 5 things seniors should know about preparing for hurricanes
• Social Security payments and hurricanes, please check this and t is not just in hurricane times but always be prepare. 
• How to Get Help Preparing Your Home for a Disaster
• NOAA Weather Radio (NWR)
• Apple Support for the satellite feature
• iOS 18'

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If you enjoyed this episode, be sure to subscribe to my podcast and leave me a review on your favorite podcast platform.

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)

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In this episode, my two new team members—powered by Google’s NotebookLM—take over! Using insights from my recent article, they discuss the impact of port strikes, election uncertainty, and AI automation on financial stability, especially for those planning for retirement. My AI team members dive deep into how these disruptions affect industries like logistics and shares practical steps to help you stay prepared.

Stick around until the end—it’s fascinating to hear how AI analyzes the future of automation on this industry currently under distress!

#PortStrikes #Election2024 #AI #GoogleNotebookLM #FinancialResilience #Automation #Retirement #RetirementUncertainty #RetirementWellness

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If you enjoyed this episode, be sure to subscribe to my podcast and leave me a review on your favorite podcast platform.

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)

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Are you dreaming of an early retirement but unsure how to make it a reality? In this episode of Retirement Without Numbers™, we dive into the transformative power of franchising as a pathway to financial freedom and a fulfilling retirement. 
Join us as we chat with Linda Belford, a former healthcare professional who made the leap from burnout to becoming a successful franchise owner. Linda shares her journey of retiring at 52 and how franchising not only provided her with financial security but also gave her the purpose and control she craved. 

Whether you’re considering a career shift, exploring franchise opportunities, or looking for ways to make your retirement more meaningful, this episode is packed with valuable insights and actionable advice. Tune in and get inspired to take control of your next chapter!

Entrepreneur Profile: :  www.frannet.com/lmbelford/cq

Link to get in touch with Linda:  https://linktr.ee/lmbelford
Visit us at www.myplankeeper.ai

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If you enjoyed this episode, be sure to subscribe to my podcast and leave me a review on your favorite podcast platform.

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)

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Are you a hardworking Latino struggling to secure your financial future? Tired of outdated systems and a lack of culturally-relevant guidance? Join us for an eye-opening podcast that tackles the unique challenges Latinos face in retirement planning.

Your host, Carla Garcia, has spent 2 decades helping people of all backgrounds plan for retirement. But time and again, she's witnessed the Latino community being left behind by a system not designed for their needs.

No more. In this podcast, Carla pulls back the curtain on how Latinos are driving our economy and her mission to help Latinos take control of their retirement plan, find clarity, and achieve a better today while planning the tomorrow.

Discover:

- Why traditional retirement advice falls short for Latinos
- The three critical elements missing from most retirement plans
- Innovative tools and platforms built to empower the Latino community

Whether you're just starting to save or already nearing retirement age, this podcast is your roadmap to a retirement filled with purpose, passion, and the freedom to live life on your own terms.

Join Carla and unlock the secrets to a truly fulfilling retirement. Subscribe now!
Visit www.myplankeeper.ai/latinos to join the movement.

Support the show

If you enjoyed this episode, be sure to subscribe to my podcast and leave me a review on your favorite podcast platform.

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)

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Most retirees realize too late that health is as crucial as wealth. Are you prepared for both?
Kick off the second season of Retirement Without Numbers™ with a powerful conversation on balancing health and wealth. Join Carla Garcia as she sits down with CFP®, CFS®, CEO and Principal of Capital Wealth Management, LLC Tom Hine to discuss the vital integration of health and wellness into financial planning. Through his personal journey of overcoming health challenges, Tom reveals how balancing health and wealth can lead to a truly fulfilling retirement.

Key Topics Covered:

• The Connection Between Longevity, Health, and Financial Planning: Discover how maintaining good health can enhance your financial security and extend your retirement years.
• Using Wearable Devices: Learn about the Aura ring and other wearable devices that track sleep and health metrics to promote a healthier lifestyle.
• Developing a Balanced Framework: Explore Tom’s innovative approach to balancing investments and personal wellness for a truly rich life.
• Incorporating Passion and Mental Agility: Understand the role of mental agility and pursuing passions in achieving a fulfilling retirement.
• Utilizing Health Management Tools: Find out how continuous glucose monitors and other tools can proactively manage your health and well-being.

This episode offers valuable insights for listeners looking to create a comprehensive retirement plan that addresses both financial stability and personal well-being. Tune in to learn how to achieve true wealth and a balanced, fulfilling retirement.

Support the show

If you enjoyed this episode, be sure to subscribe to my podcast and leave me a review on your favorite podcast platform.

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)

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In this insightful episode, we are pleased to feature Anne Lyons, CEO and Founder of Challenge Your Thinking. Anne’s compelling transition from retirement to becoming a serial entrepreneur serves as a testament to the limitless possibilities that can arise when one takes a meaningful break to recalibrate.

With over 20 years of professional experience, Anne brings to the table a unique blend of expertise in design thinking, neuro-linguistic programming (NLP), and behavioral science. For those navigating retirement or midlife transitions, the principles of effective leadership, team dynamics, and NLP as a form of communication offer invaluable perspectives. We delve into how these methodologies can enhance not only your professional journey but also the financial and lifestyle changes you may be contemplating.

Anne underscores the importance of taking a break for self-reflection, a notion that aligns seamlessly with the concept of strategic deaccumulation and income maximization. She shares her journey towards true fulfillment, providing actionable insights that will benefit anyone looking to make a successful transition at any stage of life.

To learn more about Anne's transformative approach to leadership and personal development, explore her Goal Getters Club at Goal Getters | Challenge Your Thinking

Ready to transform your retirement journey? Discover how MyPlanKeeper™ and our empathetic 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: Meet Grace & Elevate Your Life (myplankeeper.ai)

Support the show

If you enjoyed this episode, be sure to subscribe to my podcast and leave me a review on your favorite podcast platform.

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)