563: Freedom After 50: From Bucket List to Life Strategy with Jet Vertz
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 556 Ratings
🗓️ 8 May 2026
⏱️ 20 minutes
🧾️ Download transcript
Summary
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
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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
Transcript
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| 0:00.0 | Most people think a bucket list is something you create once and slowly work through for the rest of your life. |
| 0:06.4 | But what if the real goal is to finish it and then build a completely new one? |
| 0:26.1 | Welcome to the podcast. My name is Casey. I'm going to be your host, week in and week out. |
| 0:30.9 | My mission here is to deliver clarity and purpose and elevate meaning in your life. |
| 0:39.4 | And you go, wait a second. I thought this was a retirement podcast. It is. And we'll cover both the financial and non-financial aspects of this phase of your life. |
| 0:43.9 | If you're one of those individuals that says, hey, I want to buy the number stuff. |
| 0:45.4 | I want to talk about the financial stuff. |
| 0:49.7 | I want the latest trends in investments and income planning and health care planning. |
| 0:52.5 | Just look for those episodes titled Buy the Numbers. |
| 0:56.5 | And then if you're looking for that content that's a little bit more non-financially related, |
| 1:00.9 | you're in the right spot here today for a Freedom After 50 episodes. |
| 1:03.3 | So just look for those episodes titled Freedom After 50. |
| 1:08.3 | We release these short form episodes every Friday. And most of the content we share with you actually comes from additional content or |
| 1:13.8 | articles or blog posts that we include in our weekend reading email that goes out every single |
| 1:18.9 | Friday. I curate that email. I put the articles in there that I'm reading. It include in there |
| 1:23.6 | four articles and trending topics that can keep you up to speed on the latest and |
| 1:28.1 | greatest things to just make retirement that much better. That's our goal here on the podcast. |
| 1:33.2 | So to get yourself signed up to receive that weekly email, all you have to do is shoot me a |
| 1:38.4 | text. And you can text me the key letters, WR, to 888-59-4491. We'll send you a link to get yourself signed up to |
| 1:47.3 | receive the email. We'll also send you a free digital copy of my Wall Street Journal best-selling |
| 1:51.5 | book, Job Optional, so they have everything you need to elevate your retirement. |
| 1:56.9 | Today, we are here with Jetverts. You may recognize Jet if you you've been a long time listener to the podcast, you might recognize Jet from episode back in 390. So about four or five years ago, we had Jet here on the show. We talked a lot about his book, The Purpose Driven Retirement, talked a lot about bucket lists in retirement. And he also is a teacher at the University of Rhode Island's OSHA Lifelong Learning Institute. |
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