My Plan Keeper

Who wants to trade anxiety for excitement and step into their next chapter with clarity and confidence? ?? Here's the truth: Retirement isn't just about your finances—it's about your life story. Think beyond the typical retirement checklist. What will actually make you wake up excited every day? ?? We've spent 2 years building technology that understands this. Our AI-powered platform doesn't just guide you—it helps you write your next chapter, your way. What we've learned? The most fulfilled retirees focus on five key areas: ? Financial Security ? Personal Growth with Purpose & Legacy ? Health & Wellness ? Relationships ? Life Experiences We're on a mission to help 1 million Baby Boomers transform retirement anxiety into confidence. Because this journey impacts everyone—from Boomers to the next generations managing family wealth. If you agree that there is an extraordinary chapter after retirement, follow us for insights and updates as we make this vision reality. ?? We need an army of believers! #RetirementRedefined #LifeAfter50 #MyPlanKeeper #RetirementPlanning

Retirees stepping into...a new chapter of life, redefined. That's the future we're building at My Plan Keeper?, and we're thrilled to welcome?Jennifer Barreras-Rawls, PMP to our advisory board as our Chief of Staff Advisor. After dedicating a long and distinguished career to serving our country, Jennifer is now bringing her expertise and passion to My Plan Keeper. Jennifer has been a phenomenal mentor and steadfast supporter of our mission, and I'm thrilled to have her officially step into this key role. She is a passionate advocate for human flourishing, and her deep understanding of the American retirement system will be invaluable. Together we are working to ensure individuals have the resources and support they need to thrive in this new chapter. Her role is key in strengthening leadership, optimizing operational strategies and partnerships, and enhancing our solution to transform retirement planning into a holistic well-being journey – encompassing financial, emotional, and lifestyle dimensions. ? Join us as we welcome her to our team! ?? Excited for what’s ahead and the impact Jennifer will bring to My Plan Keeper? #MyPlanKeeper #RetirementPlanning #RetirementWellness #FutureofWork #AgeTech #AIforGood #StartupAdvisors #WomenLeaders #PostRetirementLife #FutureofRetirementBenefits #StartupAdviso

?? Rip up the rulebook—retirement is on your terms. 65 is just a number and an old rule—it doesn’t have to be your destination. Let’s break free from outdated ideas and create a retirement mindset that outshines Wall Street. It’s about building a life you want to wake up to tomorrow, not just a ‘someday’ plan. ?? Follow?MyPlanKeeper.AI?to create your future, your way. New rules, new you. ?? Join our waitlist today at https://lnkd.in/efcf9wUK and be the first to build a life of purpose, balance, and a new type of wealth—on your terms! #retirement?#retirementwellness?#newrules?#wealthbuilding #myway #purposedrivenplanning #nomore65

When retirement anxiety creeps in, remember: you're not walking this path alone. Many of us face sleepless nights wondering about our retirement future. But beneath the financial and emotional concerns lies a deeper truth - retirement isn't just about having enough money. It's about finding peace in life's next chapter. Here are 4 ways to transform retirement anxiety into retirement peace: ?? Practice Gratitude Daily Start each morning by counting your blessings. This simple practice can shift your focus from what's uncertain to what's certain in your life. ?? Reframe "What If" to "What Is" Instead of worrying about future unknowns, focus on present moments. What gifts and talents can you share today? What wisdom have you gained that others might need? ?? Build Your Support Circle Surround yourself with people who uplift your spirit. Whether it's family, friends, or a faith community, strong connections remind us we're never alone. ? Trust the Journey Remember: your worth isn't tied to your bank account or job title. You were created for purpose, and that purpose doesn't end with retirement. Sometimes the best plan starts with a simple conversation. If retirement anxiety is weighing on you or someone you love, reach out. You don't have to figure it all out alone. Share this message with someone who might need these words today. ?? #RetirementPlanning #Faith #Purpose #RetirementWellness

Retirement reveals a new chapter—but is your true self still hidden behind the blur of your work identity? Retirement can be a time of freedom, but for many, it also brings a quiet struggle: the loss of identity. After decades of being defined by their work, some retirees feel adrift, unsure of who they are without the roles they once held. This can lead to emotional challenges that often go unnoticed. Here are five common issues that can arise when someone loses their sense of identity in retirement: ?? Emotional Detachment: Without a clear purpose, retirees may withdraw from social activities and lose interest in the things they once loved. ?? Decline in Self-Worth: Work often provides a sense of accomplishment and value. When that’s gone, self-esteem can take a serious hit. ?? Increased Isolation: The social connections tied to their careers may dwindle, leaving them feeling alone or disconnected. ?? Anxiety About the Future: Without the structure of a career, some may feel uncertain or anxious about how to fill their days or find meaning. ?? Lack of Motivation: Without goals or a sense of purpose, retirees may struggle to stay engaged and active in daily life. But there’s something we can do to help. It all starts with having conversations that matter—asking the right questions and offering support as they navigate this new chapter. Here are five prompts to get those important conversations started: 1. Hey Pop, what would your perfect day in retirement feels/looks like? It’s all about vision. Let them paint the picture of what a fulfilling day means to them. 2. Is there something you’ve always wanted to try but never had the time for? There’s always that one thing they’ve been putting off. Now’s the time to explore it! I asked this recently to a client and she said go shopping for a coffee table, that simple. 3.How are you feeling about your money plans? Do you think everything’s lined up to enjoy life the way you want? A relaxed way to check in on how they’re feeling about their financial setup, without sounding like a formal review. Here you can uncover any fears around outliving their savings. 4. What’s been on your mind lately when you think about the next few years? A soft prompt to explore any concerns or thoughts they may have been holding back. 5. Is there anything we haven’t talked about that you think we should? I want to make sure you feel good about everything. Let them know you're there to support them in whatever way they need, whether it's finances, health, or just day-to-day life. Retirement is a huge transition, and finding your identity during this time can be tough. These questions are here to help you connect—not just with your parents or friends—but with yourself, too. They’re meant to open the door to conversations that really matter, the ones we sometimes avoid but need the most. ?? Make sure you share this with someone who might need it today.

In the fast-paced world of AI startups, how do you ensure that innovation doesn’t come at the cost of security? At MyPlanKeeper, we understand that protecting our users' data is just as crucial as developing cutting-edge technology. That’s why we’re excited to welcome Felicita J Sandoval MSc., CFE to our Advisory Board as our Chief of Information Security & AI Advisor. With experience spanning finance, government, and technology sectors, Felicita brings a wealth of knowledge in cybersecurity and AI governance. Felicitia's role will be pivotal in guiding our strategic approach to information security and ensuring that our AI initiatives are both innovative and secure. Alongside our advisor, Thomas Arnold, she will focus on developing responsible AI practices and safeguarding user data. Her extensive background in integrating AI with secure governance frameworks will be instrumental as we continue to advance our platform. We’re excited to have Felicita on board and look forward to the impact she will have on shaping our AI and security strategies. Together with our team, we’re committed to setting new standards in secure and ethical fintech solutions. Welcome aboard, Felicita! We’re ready to build a safer, more responsible future for retirement planning. #ai #cybersecurity #dataprotection #fintech #innovation #responsibleai #ethicalai #retirementplanning #securetech #aiinfrastructure #startup #techleadership #advisoryboard #aigovernance?

We're excited to continue strengthening our Advisory Board with the addition of Vladimir Baranov ???? as our Go-To-Market and Technology Strategy Advisor. Vladimir is an accomplished tech entrepreneur and mentor, bringing over two decades of experience in the startup and technology industries, spanning fin-tech, wealth-tech, and space-tech. His expertise includes founding and scaling successful startups, with a notable exit in the fintech space. Vladimir has advised over 150 individuals and 30+ companies, and serves as a regular mentor at Techstars, Columbia Startup Works, and NSF. Recently appointed as an Entrepreneur-in-Residence at Cornell, he brings a unique blend of practical experience and academic insights to our team. ? Vladimir's guidance will be crucial in refining our Go-To-Market strategy, optimizing our sales operations, and driving technological innovation. We're excited about the unique perspective Vladimir brings and the role he'll play in shaping MyPlanKeeper's future, particularly in areas of product development, market expansion, and sales strategy. His addition to our advisory board strengthens our ability to revolutionize retirement planning through cutting-edge technology and user-centric design. ? Welcome aboard, Vladimir! We look forward to the impact your expertise will have on our journey ahead. #leadership #innovation #startupgrowth #advisoryboard #techstrategy #gotomarket #entrepreneurship #fintech

We're thrilled to welcome Dunja Heinrich, MBA to MyPlanKeeper's Advisory Board as our Strategic Growth Advisor. Dunja is an accomplished International HR Professional and People Leader, bringing over two decades of experience in HR Leadership roles within fast-growing and dynamic companies. Her expertise spans across EMEA, APAC, and the US, where she has specialized in guiding organizations through periods of rapid growth and transformation. Her proven track record in building scalable organizational structures and fostering strong company cultures is invaluable as we lay the foundation for MyPlanKeeper's future. Dunja's guidance will be crucial in navigating the complexities of growing from a startup to a scalable, impactful organization. While we're currently focused on the U.S. market, where 88% of adults report financial stress (according to new survey from MarketWatch Guides team), we recognize retirement planning as a global challenge. With financial stress affecting 63% of adults in the UK, 57% in Germany, 55% in Switzerland, and 48% in France, Dunja's international perspective will be instrumental in shaping our long-term vision. We're excited about the unique perspective Dunja brings and the role she'll play in shaping MyPlanKeeper's future. Welcome aboard, Dunja! We look forward to the journey ahead. #Globalexpertise #Financialstress #Startupgrowth #Retirementinnovation #Leadershipmentorship

When expert human oversight meets advanced data gathering, the future of retirement planning becomes more personalized and precise. We're excited to announce that William T Tyson, CEP? has joined MyPlanKeeper's advisory board. With decades of experience in estate planning, long-term care, and succession planning, William will play a key role in enhancing Grace, our AI-powered technology and building strategic partnerships. With William's guidance, Grace will excel at understanding and addressing our clients' deepest concerns, transforming data into meaningful insights. William's extensive background and industry experience will be a game-changer for building strategic partnerships. We're equipping advisors and family offices with advanced tools for conversational AI and data analytics, enabling them to uncover deeper client needs and serve them better. Ultimately, it’s about empowering people to live their legacy now while securing the future for generations to come. Please join us in welcoming William Tyson to the MyPlanKeeper team. We look forward to the positive impact his expertise will bring to our clients and partners. #startupadvisors #winningteam

Exciting things are happening at MyPlanKeeper.AI ?? We’re excited to share that we’re adding some incredible minds to our advisory team. Stay tuned for more details—our next chapter is just beginning. Follow us to be part of the journey and see how we’re becoming the retirement partner that understands your emotions and focuses on what truly matters to you. #Retirementwellness #retirementpartner #Morejoylessfear