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S2:E9-Three Simple Shapes That Are Transforming Retirement Planning | Innovation in Wealth Management

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Manage episode 450276278 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.

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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

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 450276278 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

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

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

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