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)

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 Chaos.

Whether you’re just beginning to think about retirement or already in it, tune in to discover how to prepare for a future that’s both secure and meaningful and a spin on a book commentary.

Link to the book: https://www.amazon.com/Avoid-Panic-Strategies-Resilient-Retirement/dp/B0C7T5THMN

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)

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 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/

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)