Retirement Without Numbers™

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WARNING! This episode may not be suitable for corporate high-flyers, goal-getters, or perfectionists who aren't ready to challenge their 'WHAT IF' scenarios. But for those ready to shatter their 'WHAT IF' scenarios and experience a retirement revolution, you're in the right place. Yes, we are using Psychology to innovate retirement. 

Join us on this WORLD MENTAL HEALTH DAY SPECIAL as we delve into the groundbreaking world of IFS (Internal Family Systems) therapy. My guest Vicki Smith, LPC, Founder of Power to The Pleasers is here to share how she uses IFS to help woman transition into midlife and beyond and go from “I don’t know who I am” to finding your voice and finally recognize what you like and what you truly want. This isn't your run-of-the-mill retirement planning, it's a mind-blowing journey to unlock your true retirement potential and achieve a breakthrough no financial strategy can.

Discover the secrets of 'un-blending,' a process that lets you work with your inner 'parts' to break down the barriers that have been holding you back. But beware, there's a time bomb ticking - learn about the most significant mistake you can make when it comes to managing your unique 'parts’ and how it impacts your retirement.

 If you're preparing for a major life transition or stepping into a new role, this episode is your investment strategy. Don't let your inner board of directors sabotage your dreams.

BTW, I was truly fascinated to hear a psychotherapist interpret my Without Numbers™ framework in her unique way, even before I had a chance to explain it myself!

For our guest, don't forget to visit her incredible movement at Power to the Pleasers - Power to the Pleasers and feel the freedom to be yourself!

 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)

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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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Here's a secret from a midlifer who retired in her 40s to usher in a new era and drastically transform her life with a book—yes, that's me your host Carla! If you're seeking change, greater fulfillment, disruption, a challenge, adventure, wealth, or increased income, consider writing a book as your strategy. I've helped retirees achieve the following with just one book: creating a lasting legacy, generating passive income, nurturing their minds, and building valuable connections, even with themselves. Our special guest, Danielle Mendoza, the visionary founder of The Confident Concept, joins us to discuss the profound potential of using book writing as a retirement or midlife income strategy and catalyst. Honestly, she shared more than I expected, so be prepared for incredible value.

Take notes; this might ignite your imagination, spark curiosity, or help you assist someone else. I do have one favor to ask—please follow and review my show. Also, visit Danielle web page at https://www.confidentconcept.com because her approach is truly unique.

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) 

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In this episode, we have a special guest, Lauren Chiren, to help you address the mental and physical issues that accompany our 40s and beyond, and perhaps even our 30s! Lauren Chiren is a global Keynote Speaker, the founder and CEO of Women of a Certain Stage (www.womenofacertainstage.com), and a remarkable post-corporate entrepreneur who has experienced transitions to new stages of life, reinvented herself, and made a massive impact.

If you've ever felt that the elusive big breakthrough is within reach but faced numerous health challenges along the way, this episode is for you.

Although this episode focuses on women's health in midlife and beyond, I encourage men with midlife partners to listen and learn how educating yourself about this and supporting the woman in your life can significantly impact your happiness. Learn about the common symptoms that are often misdiagnosed like exhaustion, insomnia, depression, mental health challenges, and how it affects our lives, careers and how we plan for retirement. 

Lauren delves into the vital topic of Perimenopause and Menopause, shedding light on how these phases affect countless women and their careers and what you can do today to get the right support.

Some Key Minutes
5:18 Listen to her story and how she left her high level executive job in her 40s thinking she had early dementia

10:17 When your employer does not offer support, listen to her FREE menopause course, your ultimate guide for SAVYY Professionals and for the family members as well: FREE Menopause The Basics (womenofacertainstage.leadpages.co)

13:35 Massive Topic: We discuss career identity, marriage problems in retirement due to the change of work life vs life at home, the changes in our moods and the support from family.  Avoid a relationship breakdown.

16:26 Midlife and Retirement income opportunities, learn how Lauren has transitioned 4 times, there is not 1 retirement, and don't miss the program she developed to help you build an impact driven business.  Lauren shares a wonderful opportunity, here is the link for more information Menopause Coach 2023 - Update (womenofacertainstage.lpages.co)

23:17 Tips on how to discuss your women issues with doctors and what to do before seeking the antidepressants. Fibroids, stress, menopause... It is not just about hot flashes and periods. 

27:22 My highlights from the episode and 5 key points

Thank you and remember these life stages are not about survival but about thriving, achieving financial freedom, and unlocking your true potential.

Guest Info:
https://www.womenofacertainstage.com/about-me
FREE COURSE: FREE Menopause The Basics (womenofacertainstage.leadpages.co)
Business Opportunity: 

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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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Grab a notebook because the way you think about retirement planning and how you gauge your preparation could change as a result of this episode. If you have a friend who is preparing for the transition, or even your financial advisor, please share this podcast with them.

Imagine this: we spend years building and maintaining our credit scores, carefully navigating the ups and downs, just like a financial yo-yo. When we have a good score, it gives us the peace of mind that purchasing something will be easier. But here's the twist – there's another score that holds even greater power over our future. Join me  as we journey through the comical world of credit scores and the new retirement "credit score," and discover the surprising parallels to our retirement readiness. 📊

In this episode, I'm setting the stage for a discussion on the one score that truly matters when it comes to planning for a meaningful retirement. For pre-retirees, midlife transitioners, financial advisors, HR Directors, CEOs, and anyone seeking better intelligence about their future life.

I will give you an overview of what this assessment is, the scoring scale, how to align your work life, personal life, and emotional intelligence for a successful transition, and why it's time to take control of your retirement readiness and narrative. Join me as I explore how to measure and enhance your RQ.

To know if you qualify to take this assessment please contact me directly in any of your favorite social media platforms @myplankeeper or visit www.myplankeeper.com/rq to request information about the test. 

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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Hey Friend, 

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! 📈

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 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:

1. 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.
2. 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.
3. 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

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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Are you worried about your financial stability during uncertain times? While recessions are familiar territory, financial panics can bring chaos and catastrophic consequences. Join Author, Financial Advisor and Retirement Coach Carla E. Garcia in "Avoid the Panic," the ultimate podcast that demystifies the world of panics and equips you with essential strategies to safeguard your wealth and mind. Buy the book today: https://a.co/d/2CoecGV

Discover how panics differ from recessions and their historical impact on the economy. Carla's expertise, honed over two decades, unveils the distinct features of panics, the triggers of widespread fear, and the domino effect on financial systems. Learn valuable lessons from past panics and gain practical insights to protect yourself from their potential fallout.

But it doesn't end there. Carla's book, "Avoid the Panic," becomes your indispensable guide, providing actionable steps and the revolutionary "ASPIRE" framework to fortify your financial resilience. With Carla's expertise and empowering approach, you'll overcome panic-driven decision-making and build an unshakable foundation for lasting financial success.

Don't let fear control your financial future. Tune in to "Avoid the Panic" and empower yourself with knowledge and strategies to thrive amidst uncertainty. Remember, your financial well-being matters. Secure your copy of Carla E. Garcia's book now to navigate these challenging times and emerge stronger than ever now available in amazon. https://a.co/d/2CoecGV

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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How would you like to unleash the power of your mind and life after work?  Do you ever feel as if you're merely going through the motions, with no real feeling of purpose or fulfillment? If this is the case, you are not alone. Many people approach retirement with a limited emphasis on financial goals, without taking into account the physical, psychological, and emotional factors that are essential for a fulfilling retirement.

In this episode, I will discuss a tried-and-true strategy that is sometimes overlooked during the traditional planning process. You'll discover how to improve your chances of success by changing your thinking, discovering new hobbies and experiences, and focusing on your identity using your own control.

I love talking about clarity and control over your retirement planning and I want you to master clarity planning, set meaningful goals and avoid distractions, as well as how to link your actions with your inner motives and values.

Make sure to join her growing community at the Retirement Without Numbers Facebook Group for more: Retirement Without Numbers | Facebook

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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Are you contemplating retirement or already retired and feeling uncertain about your future? Do you fear running out of money, feel overwhelmed and apprehensive, or lack direction? You are not the only one to feel this way; many people have similar fears. But what if there was a way to gain clarity and find purpose in your retirement without solely concentrating on the numbers?

In this episode of The Retirement Without Numbers™ podcast, I explore the power of epiphanies and how they can help you create positive change in your retirement. I discuss the difference between epiphanies and aha moments, and provide strategies for recognizing them. I also delve into the benefits of writing down your epiphanies and examine the role of emotions in recognizing them.

Through the narrative of my client Khan, I demonstrate how an epiphany can transform your retirement and help you rediscover your values and priorities.

Don't let dread and uncertainty hold you back from living the retirement you've always dreamed of. Join me for this insightful episode and learn how to transform your epiphanies into real-world solutions. 

Make sure to join her growing community at the Retirement Without Numbers Facebook Group for more: Retirement Without Numbers | Facebook


For a meeting with Retirement Expert Carla please contact  www.myplankeeper.com/contact

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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Do you want to crash or thrive in retirement? Many people rely on temporary motivation to plan for their retirement, but that's not enough to build a fulfilling life after work. In this episode, we'll explore the misconceptions about retirement and motivation and introduce the concept of a growth mindset, which can help you cultivate a strong, internal drive that fuels your retirement goals. With a growth mindset, you can pursue opportunities that align with your passions and values, discover your purpose, and generate wealth and fulfillment in retirement. Don't let motivation hold you back - find your drive and thrive in retirement. In this episode, I also explain how to build a retirement machine that can dispense money, happiness, and joy with the push of a button.
 
Make sure to join Carla's growing community at the Retirement Without Numbers Facebook Group for more: Retirement Without Numbers | Facebook

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)