EPISODE · May 8, 2026 · 19 MIN
563: Freedom After 50: From Bucket List to Life Strategy with Jet Vertz
from Retire With Purpose - The Retirement Podcast · host Casey Weade & Jet Vertz
What if the goal of your bucket list isn't to slowly check it off, but to finish it, rebuild it, and use it to fuel a more meaningful retirement? Topics covered in this episode: How to build a purpose-driven bucket list that actually gets completed Why most bucket lists are too "self-focused" and how to fix that The power of small, achievable goals Why sharing your goals increases follow through The surprising reason retirees come back to create bigger bucket lists Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade is joined by Jet Vertz to rethink the bucket list to explain how completing, rebuilding, and sharing it can fuel a more meaningful retirement. Show Notes: HowardBailey.com/563 📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu 📅SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3T6oNDB ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
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563: Freedom After 50: From Bucket List to Life Strategy with Jet Vertz
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