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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:E9-Three Simple Shapes That Are Transforming Retirement Planning | Innovation in Wealth Management
What do first-grade shapes have to do with solving the global retirement crisis? In this groundbreaking episode, we explore MyPlanKeeper's™ revolutionary approach to wealth that matters. Learn how three simple shapes are transforming financial planning and introducing Retirement Wellness™ to the world.
Hosts courtesy of NotebookLM
Sign up for the waitlist: https://www.myplankeeper.ai/grace
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)