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

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

Send us a text [https://www.buzzsprout.com/twilio/text_messages/2135949/open_sms]  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 [https://www.buzzsprout.com/2135949/support] 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™ [https://www.myplankeeper.ai/] 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) [https://www.myplankeeper.ai/joingrace]

S2:E8 -Beyond the Numbers: Building a Resilient Retirement Amid Chaos

Send us a text [https://www.buzzsprout.com/twilio/text_messages/2135949/open_sms] 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 [https://www.buzzsprout.com/2135949/support] 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™ [https://www.myplankeeper.ai/] 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) [https://www.myplankeeper.ai/joingrace]

S2: E7: Skydiving into Retirement-How to overcome depression in retirement w Dr.Bill Carroll

Send us a text [https://www.buzzsprout.com/twilio/text_messages/2135949/open_sms] 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/ [https://billcarroll.org] Support the show [https://www.buzzsprout.com/2135949/support] 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™ [https://www.myplankeeper.ai/] 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) [https://www.myplankeeper.ai/joingrace]

S2:E6: How to Reduce Retirement Anxiety-Money or no Money

Send us a text [https://www.buzzsprout.com/twilio/text_messages/2135949/open_sms] 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 we explore retirement wellness, the hidden anxieties around retirement, and how to build a fulfilling life beyond the financials. Whether you're planning for your own future or guiding clients through theirs, this conversation will reshape how you think about retirement. Stay connected with Carla at LinkedIn or favorite social media @myplankeeper and also sign up for the waitlist for the retirement wellness platform MyPlanKeeper here. [https://www.myplankeeper.ai/waitlist] Support the show [https://www.buzzsprout.com/2135949/support] 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™ [https://www.myplankeeper.ai/] 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) [https://www.myplankeeper.ai/joingrace]

S2:E5: When Disaster Strikes-Essential Hurricane Tips in the Retirement Space – Including How to Stay Connected with Satellite Tech

Send us a text [https://www.buzzsprout.com/twilio/text_messages/2135949/open_sms] 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 service goes down. Stay tuned for practical tips and peace of mind as we help you weather natural disasters and emergencies. Share episode to make an impact. Psalm 46:1-3 describes God's protection and strength for His people in times of trouble. It emphasizes that God is a reliable refuge and source of help, even when the world around us seems to be in chaos. “God is our refuge and strength, a very present help in trouble. Therefore we will not fear though the earth gives way, though the mountains be moved into the heart of the sea, though its waters roar and foam, though the mountains tremble at its swelling” (Psalm 46:1–3) This episode was recorded using NotebookLM. Link to newsletter on LinkedIN [https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7211456218890911744] Link to sign up for Grace waitlist to receive 24/7 retirement planning support [https://www.myplankeeper.ai/grace] Resources: * Caring.com [https://www.caring.com/resources/disaster-preparedness-guide/]’s Disaster Preparedness for Seniors: A helpful guide for seniors and caregivers, covering everything from emergency kits to evacuation plans.  * Retirement Without Numbers Podcast:Are you retired or approaching retirement in a hurricane-prone area? This episode is your go-to guide for hurricane preparedness, tailored specifically for the unique needs of seniors and their caregivers. We'll cover essential tips on financial security, medical readiness, building support networks, and leveraging technology to stay safe. * Senior Safety Advice [https://seniorsafetyadvice.com/how-seniors-should-prepare-for-a-hurricane/], how seniors should prepare for hurricane * FEMA’s Senior Preparedness Guide: A great resource for seniors on how to build emergency kits and stay informed. Check it out here [https://www.fema.gov/fact-sheet/hurricane-preparation-tips-seniors]. * 5 things seniors should know about preparing for hurricanes [https://www.wusf.org/weather/2024-05-29/5-things-seniors-should-know-preparing-for-hurricanes] * Social Security payments [https://blog.ssa.gov/during-hurricane-season-be-prepared-with-electronic-payments/] and hurricanes, please check this and t is not just in hurricane times but always be prepare.  * How to Get Help Preparing Your Home for a Disaster [https://www.caring.com/resources/disaster-preparedness-guide/#how-to-get-help-preparing-your-home-for-a-disaster] * NOAA Weather Radio (NWR) [https://www.weather.gov/nwr/] * Apple Support for the satellite feature [https://support.apple.com/en-us/120930?] * iOS 18' [https://www.techradar.com/phones/how-to-send-satellite-messages-on-your-iphone] Support the show [https://www.buzzsprout.com/2135949/support] 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™ [https://www.myplankeeper.ai/] 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) [https://www.myplankeeper.ai/joingrace]