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Retirement Without Numbers™
Retirement Wellness with Tech, Emotions, and Stories – No Calculators
Imagine a retirement filled with joy, purpose, and endless possibilities—not just numbers on a spreadsheet. Welcome to Retirement Without Numbers™, a podcast redefining this life stage through emotional intelligence, real human stories, and innovative technology.
This podcast was born from my two decades of experience as a financial advisor and my passion for showing that retirement is about more than financial calculations.
Throughout my career, I witnessed too many unfulfilled retirements. Despite achieving financial security, countless individuals felt lost and uncertain, their focus on wealth accumulation overshadowing the cultivation of purpose and meaning. Advisor transitions disrupted relationships, erasing years of context and continuity when people needed it most.
This realization reshaped my mission: to revolutionize how we approach and experience retirement through deeply personalized guidance. That's why I created MyPlanKeeper™, a pioneering retirement wellness platform powered by Grace™, our emotionally intelligent AI. Join me, Carla E. Garcia, as we explore strategies for a fulfilling retirement, share insights from industry experts, and bring new perspectives to your journey.
Tune in to Retirement Without Numbers™ SHARE, LIKE, COMMENT and RATE, spread the joy.
Visit us and Sign Up to meet Grace at https://www.myplankeeper.ai/grace
Thank you,
Carla
Episodes
23 episodes
S2:E9-Three Simple Shapes That Are Transforming Retirement Planning | Innovation in Wealth Management
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 fina...
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Season 2
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Episode 9
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18:50
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S2:E8 -Beyond the Numbers: Building a Resilient Retirement Amid Chaos
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 ...
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Season 2
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Episode 8
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19:24
S2: E7: Skydiving into Retirement-How to overcome depression in retirement w Dr.Bill Carroll
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 entre...
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Season 2
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Episode 7
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42:18
S2:E6: How to Reduce Retirement Anxiety-Money or no Money
Financial Wellness is failing the 50 plus communityIn 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...
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Season 2
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Episode 5
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13:24
S2:E5: When Disaster Strikes-Essential Hurricane Tips in the Retirement Space – Including How to Stay Connected with Satellite Tech
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...
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10:29
S2:E4-Port Strikes, election uncertainty, and how I produced this using NotebookLM: Meet My Two New AI Podcasters!
In this episode, my two new team members—powered by Google’s NotebookLM—take over! Using insights from my
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Season 2
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Episode 4
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15:24
S2: E3-Retire Early and Live Fully: How Franchising Can Unlock Your Purpose Driven Retirement
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 retire...
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Season 2
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Episode 2
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34:41
S2:E2 Fueling the Economy, Lacking the Tools: How to Empower Latinos in Retirement Planning
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 plan...
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11:40
S2 Ep1:Beyond the Bank Account: What Good is a Seven-Figure Portfolio if You’re Six Feet Under?
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
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29:00
Ep.14 | From Retirement to Serial Entrepreneurship with Anne Lyons
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 th...
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Season 1
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Episode 14
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27:29
Ep.13 | STOP, Don't Fire Your Parts! Retirement and Internal Family Systems (IFS)
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 retir...
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Season 1
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Episode 13
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41:44
Ep.12 | Is writing a book a good retirement strategy? with guest Danielle Mendoza
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, wealt...
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Season 1
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Episode 12
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32:03
Ep.11 | Peri to Post-Menopause: Find out How to Prevent a Midlife & Retirement Killer for Both Women & Men
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 ...
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32:23
Ep. 10 | A New Tool To Prepare You For Your Retirement & Midlife Transition (RQ)
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 sh...
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29:26
Ep.9 | How to Build Your Purpose-Driven Retirement Today
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 ...
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19:45
Ep.8 | 20 Tips for a Happy Retirement
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:Tip #2...
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18:30
Ep.7 |Avoid the Panic: Mastering Financial Resilience in Turbulent Times
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 ...
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Season 1
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Episode 5
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9:15
Ep.6 |Breaking Free from Traditional Retirement Planning-Yes, there is a better way!
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 ...
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Season 1
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Episode 4
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12:42
Ep.5 |Epiphanies & Aha Moments-Unleashing the Power of Life-Changing Insights in Retirement
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 sim...
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Season 1
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Episode 3
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21:36
Ep.4 |Crashing vs. Thriving in Retirement: Why Motivation Isn't Enough and How a Growth Mindset Can Help You Find Your Drive
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...
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Season 1
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Episode 2
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22:29
Ep.3 | How to go from Lost to Clarity, from Retirement Blues to Retirement Bliss
The Power of Resting to Gain ClarityWhy many struggle on making their retirement decisions? Are you struggling to go toward your goals because of the excessive noise and information around you? In this episode, we examine the transforming a...
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Season 1
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Episode 1
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37:06
Ep.2 |Tossing the Numbers Teaser
Welcome to the Retirement Without Numbers podcast, where we explore the emotional side of retirement planning. In this teaser episode, we're going to talk about why tossing the numbers is so important when it comes to retirement planning and be...
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Season 1
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Episode 0
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11:37