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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™
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 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.
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)