Creating Your Purpose Driven Retirement Bucket List with Jet Vertz

Описание: Today, I’m talking to Richard “Jet” Vertz. He’s a retired aviation business executive who spent 40 years in the aerospace business, a U.S. Navy service officer who served in Vietnam, and a teacher at the University of Rhode Island’s Osher Lifelong Learning Institute.

His latest book is Purpose Driven Retirement, in which he shares a process designed to help readers create their Purpose Driven Retirement Bucket List–goals based on hobbies, passions, strengths, limitations, and aspirations to achieve in this far-reaching phase of life.

In our conversation, Jet shares life lessons from growing up in an orphanage in war-torn Korea before being adopted by an American GI at the age of 11, why a life of leisure in retirement isn’t always as fulfilling as we think it’s going to be, and how to chart a new course for the decades to come–no matter what life stage you're in right now. 

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● Step 2.) Text BOOK, that’s BOOK to 866-482-9559 for a link to our book request page, complete the form and we will ship you the book for free. It’s that simple!

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To get access to today's show notes, including transcript, audio, and links to resources mentioned, visit http://retirewithpurpose.com/390

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ABOUT YOUR HOST CASEY WEADE:

Casey Weade is the CEO and Founder of Howard Bailey Financial. He graduated from Stetson University with a Bachelor's degree in Finance, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Retirement Income Certified Professional® (RICP®), Chartered Life Underwriter® (CLU®), as well as a certified Chartered Financial Consultant® (ChFC®). In addition, Casey is an Investment Advisor Representative (IAR), is licensed in life, accident, and health insurance; and, is also Long-Term Care Certified. When he isn’t helping others find financial freedom, Casey enjoys spending time with his wife and three children, as well as hunting, fishing and golfing.

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ABOUT HOWARD BAILEY FINANCIAL:

Our mission is to elevate the meaning and purpose in the lives of others, allowing them to focus on where they can make the biggest impact today.

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 Retire with Purpose Podcast, TV Show and Radio Hour cover trending topics with some of today’s most successful retirees and experts in the field of finance. You can see those resources here:

http://www.retirewithpurpose.com

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DISCLOSURE: Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Job Optional was a #1 Amazon best seller in Retirement Planning on 7/2/19, and a Wall Street Journal eBook Best Seller on 8/9/19. For more information on professional designations, visit www.finra.org/investors/professional-designations.