About this episode

This episode discusses a reflective exercise that can help individuals clarify their purpose and values for a meaningful retirement.

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…

People in this episode

Host: Casey Weade

Guest: Jet Vertz

Topics covered

• retirement planning
• personal finance
• self-discovery
• life purpose
• financial strategies

Keywords

• retirement exercise
• Lifeline Exercise
• happiness
• values
• financial review

Mentioned in this episode

Organizations: Howard Bailey Financial

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