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: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 Tired of outdated systems and a lack of culturally-relevant guidance?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 planning.
Your host, Carla Garcia, has spent 2 decades helping people of all backgrounds plan for retirement. But time and again, she's witnessed the Latino community being left behind by a system not designed for their needs.
No more. In this podcast, Carla pulls back the curtain on how Latinos are driving our economy and her mission to help Latinos take control of their retirement plan, find clarity, and achieve a better today while planning the tomorrow.
Discover:
- Why traditional retirement advice falls short for Latinos
- The three critical elements missing from most retirement plans
- Innovative tools and platforms built to empower the Latino community
Whether you're just starting to save or already nearing retirement age, this podcast is your roadmap to a retirement filled with purpose, passion, and the freedom to live life on your own terms.
Join Carla and unlock the secrets to a truly fulfilling retirement. Subscribe now!
Visit www.myplankeeper.ai/latinos to join the movement.
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)