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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 calculation ...
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S2:E9-Three Simple Shapes That Are Transforming Retirement Planning | Innovation in Wealth Management
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Send us a text 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 Si…
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S2:E8 -Beyond the Numbers: Building a Resilient Retirement Amid Chaos
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19:24
Send us a text Retirement planning is about more than just finances; it’s about building a life of purpose, resilience, and security. In this episode NotebookLM podcasters take a deep dive about, author and retirement expert Carla E. Garcia insights from her book, Avoid the Panic: Easy and Proven Strategies for a Resilient Retirement Amid Economic …
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S2: E7: Skydiving into Retirement-How to overcome depression in retirement w Dr.Bill Carroll
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Send us a text 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 mea…
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S2:E6: How to Reduce Retirement Anxiety-Money or no Money
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Send us a text Financial Wellness is failing the 50 plus community In this episode we let our podcasters from NotebookLM to dive deep into what really keeps people up at night as they approach retirement. It's not just about 401(k)s and investment strategies—it's about finding purpose, staying connected, and redefining life after work. Join us as w…
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S2:E5: When Disaster Strikes-Essential Hurricane Tips in the Retirement Space – Including How to Stay Connected with Satellite Tech
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Send us a text Welcome to today's episode! If you're retired or approaching retirement and live in a hurricane-prone area, this is your must-listen guide to staying safe during storm season. We’re breaking down the essential steps for protecting your finances, health, and home, plus how new satellite technology can keep you connected when cell serv…
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S2:E4-Port Strikes, election uncertainty, and how I produced this using NotebookLM: Meet My Two New AI Podcasters!
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Send us a text In this episode, my two new team members—powered by Google’s NotebookLM—take over! Using insights from my recent article, they discuss the impact of port strikes, election uncertainty, and AI automation on financial stability, especially for those planning for retirement. My AI team members dive deep into how these disruptions affect…
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S2: E3-Retire Early and Live Fully: How Franchising Can Unlock Your Purpose Driven Retirement
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Send us a text Are you dreaming of an early retirement but unsure how to make it a reality? In this episode of Retirement Without Numbers™, we dive into the transformative power of franchising as a pathway to financial freedom and a fulfilling retirement. Join us as we chat with Linda Belford, a former healthcare professional who made the leap from…
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S2:E2 Fueling the Economy, Lacking the Tools: How to Empower Latinos in Retirement Planning
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Send us a text 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 f…
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S2 Ep1:Beyond the Bank Account: What Good is a Seven-Figure Portfolio if You’re Six Feet Under?
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Send us a text 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 discu…
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Ep.14 | From Retirement to Serial Entrepreneurship with Anne Lyons
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Send us a text In this insightful episode, we are pleased to feature Anne Lyons, CEO and Founder of Challenge Your Thinking. Anne’s compelling transition from retirement to becoming a serial entrepreneur serves as a testament to the limitless possibilities that can arise when one takes a meaningful break to recalibrate. With over 20 years of profes…
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Ep.13 | STOP, Don't Fire Your Parts! Retirement and Internal Family Systems (IFS)
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Send us a text WARNING! This episode may not be suitable for corporate high-flyers, goal-getters, or perfectionists who aren't ready to challenge their 'WHAT IF' scenarios. But for those ready to shatter their 'WHAT IF' scenarios and experience a retirement revolution, you're in the right place. Yes, we are using Psychology to innovate retirement. …
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Ep.12 | Is writing a book a good retirement strategy? with guest Danielle Mendoza
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Send us a text Here's a secret from a midlifer who retired in her 40s to usher in a new era and drastically transform her life with a book—yes, that's me your host Carla! If you're seeking change, greater fulfillment, disruption, a challenge, adventure, wealth, or increased income, consider writing a book as your strategy. I've helped retirees achi…
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Ep.11 | Peri to Post-Menopause: Find out How to Prevent a Midlife & Retirement Killer for Both Women & Men
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Send us a text In this episode, we have a special guest, Lauren Chiren, to help you address the mental and physical issues that accompany our 40s and beyond, and perhaps even our 30s! Lauren Chiren is a global Keynote Speaker, the founder and CEO of Women of a Certain Stage (www.womenofacertainstage.com), and a remarkable post-corporate entrepreneu…
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Ep. 10 | A New Tool To Prepare You For Your Retirement & Midlife Transition (RQ)
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Send us a text 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 credi…
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Ep.9 | How to Build Your Purpose-Driven Retirement Today
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Send us a text Hey Friend, Planning for retirement can feel overwhelming, especially when juggling emotions, market fluctuations, and caring for loved ones. But today, I'm excited to share a profound message about finding fulfillment deep within your values. Amidst the chaos, have you considered building a truly fulfilling plan? As a retirement exp…
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Send us a text In this episode, I am excited to share with you 20 valuable tips directly from the British Heart Foundation. These tips are incredibly insightful and you won't want to miss out on them. Here are a few of my personal favorites: Tip #2: Familiarize Yourself with Retirement: There's something truly magical that happens when you ease int…
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Ep.7 |Avoid the Panic: Mastering Financial Resilience in Turbulent Times
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Send us a text Are you worried about your financial stability during uncertain times? While recessions are familiar territory, financial panics can bring chaos and catastrophic consequences. Join Author, Financial Advisor and Retirement Coach Carla E. Garcia in "Avoid the Panic," the ultimate podcast that demystifies the world of panics and equips …
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Ep.6 |Breaking Free from Traditional Retirement Planning-Yes, there is a better way!
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Send us a text How would you like to unleash the power of your mind and life after work? Do you ever feel as if you're merely going through the motions, with no real feeling of purpose or fulfillment? If this is the case, you are not alone. Many people approach retirement with a limited emphasis on financial goals, without taking into account the p…
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Ep.5 |Epiphanies & Aha Moments-Unleashing the Power of Life-Changing Insights in Retirement
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Send us a text Are you contemplating retirement or already retired and feeling uncertain about your future? Do you fear running out of money, feel overwhelmed and apprehensive, or lack direction? You are not the only one to feel this way; many people have similar fears. But what if there was a way to gain clarity and find purpose in your retirement…
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Ep.4 |Crashing vs. Thriving in Retirement: Why Motivation Isn't Enough and How a Growth Mindset Can Help You Find Your Drive
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Send us a text Do you want to crash or thrive in retirement? Many people rely on temporary motivation to plan for their retirement, but that's not enough to build a fulfilling life after work. In this episode, we'll explore the misconceptions about retirement and motivation and introduce the concept of a growth mindset, which can help you cultivate…
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Ep.3 | How to go from Lost to Clarity, from Retirement Blues to Retirement Bliss
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Send us a text The Power of Resting to Gain Clarity Why many struggle on making their retirement decisions? Are you struggling to go toward your goals because of the excessive noise and information around you? In this episode, we examine the transforming ability of slumber to improve insight and advance purposefully. Join me as I discuss the change…
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Send us a text Welcome to the Retirement Without Numbers podcast, where we explore the emotional side of retirement planning. In this teaser episode, we're going to talk about why tossing the numbers is so important when it comes to retirement planning and beyond. After working with retirees for over two decades, I've come to realize that tradition…
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Send us a text World Premier of Retirement Without Numbers. Solo Host Carla E Garcia, Founder of My Plan Keeper, author and retirement expert is coming Free and with a huge message. Make sure to join her growing community at the Retirement Without Numbers Facebook Group for more: Retirement Without Numbers | Facebook Support the show If you enjoyed…
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