576: The Retirement Exercise That Changes Everything
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 17 July 2026
⏱️ 22 minutes
🧾️ Download transcript
Summary
What if one simple exercise could help you uncover what truly brings you joy, clarify your purpose, and shape a more meaningful retirement?
As part of our "Freedom After 50" series, author Jet Vertz shares:
- How the "Lifeline Exercise" helps uncover defining moments in your life
- Why your happiest moments often reveal your deepest values
- How to identify the strengths, passions, and experiences that should shape your retirement
- Why honesty with yourself is essential to creating a retirement filled with meaning instead of simply staying busy
- A simple reflection exercise you can do on your own, or even with your spouse
Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade and Jet Vertz provide thoughtful insights and advice on how it applies to your unique financial situation.
Show Notes: HowardBailey.com/576
📧 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
Transcript
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| 0:00.0 | One of the most powerful exercises in retirement planning isn't financial at all. |
| 0:04.6 | It's emotional. |
| 0:05.4 | And most people don't do it honestly the first time. |
| 0:18.4 | Hey, this is Casey and welcome to the retirementire with Purpose podcast, where does my mission |
| 0:23.3 | deliver clarity and purpose and elevate meaning in your life? |
| 0:26.3 | If you're not sure what that means, well, just follow along. |
| 0:30.2 | One of the things I want you to be on the lookout for are our Friday short form episodes |
| 0:34.8 | that you're joining us for today. |
| 0:37.1 | We will be bringing you non-financial |
| 0:39.1 | and financially related conversations around retirement. If you're looking for that financially |
| 0:43.8 | related conversation, then look for those episodes titled by the numbers. You are joining |
| 0:48.4 | us for the non-financial side of retirement that we call Freedom After 50. And a lot of the |
| 0:53.5 | content that we release on these |
| 0:55.1 | Friday episodes, we actually have additional supporting resources available to you in our |
| 1:00.2 | weekend reading email that comes out every single Friday. So get yourself signed up to receive |
| 1:05.3 | that weekly email where you'll have this content along with other additional resources |
| 1:10.5 | and articles that I'm |
| 1:12.1 | reading that I want to share with you to help elevate this next stage of your life. |
| 1:16.8 | All you have to do is text us the key letters, WR, to 888-599-4491. |
| 1:23.2 | We'll get you a link to get signed up or just visit us at retire with purpose.com. |
| 1:34.3 | Today, for this Freedom After 50 episode, we are joined by our good friend of the pod over here. We have JetBertz joining us. |
| 1:36.3 | If you don't know, Jet is the author of the Purpose Driven Retirement, and he also teaches at the University of Rhode Island's Osher Lifelong Learning Institute. |
... |
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