Artwork

Content provided by Carla Garcia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carla Garcia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

S2 Ep1:Beyond the Bank Account: What Good is a Seven-Figure Portfolio if You’re Six Feet Under?

29:00
 
Share
 

Manage episode 439382725 series 3458313
Content provided by Carla Garcia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carla Garcia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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 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.

Support the show

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)

  continue reading

23 episodes

Artwork
iconShare
 
Manage episode 439382725 series 3458313
Content provided by Carla Garcia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carla Garcia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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 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.

Support the show

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)

  continue reading

23 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play