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. 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 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.
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)