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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: 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 entrepreneur. Dr. Carroll shares his personal journey of navigating retirement depression and finding new meaning beyond his 36-year career. He opens up about the challenges of transitioning out of a traditional job, battling feelings of shame, and eventually crafting a new path.
Discover practical tips for finding purpose and fulfillment in retirement, all without focusing on just the numbers.
Key Points:
- The Gap in Traditional Retirement Planning: Most planning only covers the financials, leaving retirees unprepared for the emotional and mental aspects of post-career life.
- Bill Carroll’s Story: From corporate success to retirement struggles, Bill shares how he overcame the identity crisis that comes with retirement and became a certified retirement coach to help others through the same transition.
- Retirement Wellness: Discover how “retirement wellness” is pioneering a new branch of financial wellness that focuses on purpose, well-being, and personal growth—redefining what it means to truly thrive after retirement.
Practical Takeaway:
- Bill’s journey and his "Skydiving into Retirement" framework, designed to help you transition into this new chapter with confidence, purpose, and joy.
How to connect with Dr. Bill Carroll: https://billcarroll.org/
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)