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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
Retirement Without Numbers™
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 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! 📈
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)