390: Creating Your Purpose Driven Retirement Bucket List with Jet Vertz
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 18 September 2023
⏱️ 54 minutes
🧾️ Download transcript
Summary
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.
GET A FREE COPY OF JET'S BOOK, PURPOSE DRIVEN RETIREMENT: GENERATING A PURPOSE DRIVEN BUCKET LIST
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- Step 1.) Subscribe to the podcast and leave an honest rating & review over on iTunes.
- 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!
In this podcast interview, you'll learn:
- Why it's easy to start feeling like a "taker" after the honeymoon of early retirement wears off.
- How Jet started his first purpose-driven retirement group–and how finding and defining purpose in this stage of life gave him the structure and support he needed.
- How to do a "purpose checkup" to make sure your life is moving in alignment with what you want–and want to give.
- The difference between dreams and goals–and how to make the big things you want from life specific and achievable.
- How (and why) to create a lifeline to tell the story of your life on a graph–and find your passion (and so much more) along the way.
Show Notes: Howardbailey.com/390
Rate & Review the Podcast: RetireWithPurpose.com/review
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Transcript
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| 0:00.0 | So I actually developed a calling card based on who I am today as retiree, not who I was as a career professional person. |
| 0:11.6 | And I asked them to actually do that. |
| 0:13.9 | Make the calling card which represents who you are today, just like your business card representing who you were in your profession. |
| 0:26.9 | Welcome to the Retire with Purpose podcast. My name is Casey Weed. And if you're new to the podcast, |
| 0:36.7 | I want to let you know what we're here to do for you. |
| 0:39.4 | And that is to deliver clarity in purpose and elevate meaning in your life through personal |
| 0:44.4 | and practical financial strategies. |
| 0:46.4 | But we don't just do that on the harder side of finance, the numbers and the IRAs and all |
| 0:51.9 | the acronyms and the RMDs and the QCDs. No, we also do it on the |
| 0:56.0 | very softer side of retirement. That doesn't mean it's any easier. That also means that it's |
| 1:01.6 | just as important as those numbers and sense of retirement. And in order to provide that content |
| 1:07.9 | to you, every single Friday, Marshall Johnson and myself, we get together, |
| 1:12.3 | we cover a trending topic with you, usually out of our weekend reading for retirees email |
| 1:16.7 | series. And then every other Monday, we provide you a long form interview with one of our |
| 1:22.9 | world-class guests to provide a wide variety of different types of content. And as a weekend reading subscriber, |
| 1:29.4 | you actually have the opportunity to co-architect this interview along with us. So if you want to |
| 1:35.1 | get signed up to receive that weekly email and also have the opportunity to inject your |
| 1:40.0 | questions into the conversation, all you have to do is shoot us a text, texting the key letters |
| 1:44.5 | WR to 866-482-9-559. With that, I want to introduce your guest for the day. I'm really excited |
| 1:52.9 | for the story that you're about to hear and all of the steps that we're going to provide you |
| 1:58.3 | with or that Jets going to provide you with today to elevate |
| 2:01.4 | the experience you're having in your life and in your retirement. |
... |
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